Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
EDWARD-ELMHURST HEALTHCARE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
801 South Washington Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Naperville, IL60540
D Employer identification number

36-3513954
E Telephone number

G Gross receipts $ 28,692,910
F Name and address of principal officer:
PAMELA MEYER DAVIS
801 South Washington Street
Naperville,IL60540
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EDWARD.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1987
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: EDWARD - ELMHURST HEALTHCARE IS A LOCALLY RESPONSIVE, REGIONALLY SIGNIFICANT HEALTH SYSTEM. TOWARD THIS END, EDWARD - ELMHURST HEALTHCARE IS COMMITTED TO MEETING THE NEEDS OF ITS LOCAL COMMUNITY, WHILE ENSURING THE SCALE AND GEOGRAPHIC REACH TO PROVIDE QUALITY, EFFICIENCY AND ACCESS TO THE POPULATION SERVED.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 470
6 Total number of volunteers (estimate if necessary) ............. 6 21
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -22,885
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -24,056
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 69,700,665 16,104,735
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,648,147 1,774,869
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,161,102 10,813,306
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 80,509,914 28,692,910
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 37,871,517 9,454,725
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 34,511,511 3,653,992
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 72,383,028 13,108,717
19 Revenue less expenses. Subtract line 18 from line 12....... 8,126,886 15,584,193
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 141,181,831 143,805,408
21 Total liabilities (Part X, line 26)............. 12,797,334 6,322,599
22 Net assets or fund balances. Subtract line 21 from line 20..... 128,384,497 137,482,809
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO SUPPORT HEALTH AND STRENGTHEN COMMUNITIES BY PROVIDING OUTSTANDING HEALTH CARE SERVICES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 10,236,070 including grants of $   ) (Revenue $ 16,127,620 )
EDWARD-ELMHURST HEALTHCARE SUPPORTS AND ENCOURAGES HEALTHCARE AND RELATED SERVICES BY PROVIDING FINANCIAL AND MANAGEMENT ASSISTANCE TO ITS EXEMPT AFFILIATES, INCLUDING EDWARD HOSPITAL, ELMHURST MEMORIAL HOSPITAL, NAPERVILLE PSYCHIATRIC VENTURES D/B/A LINDEN OAKS HOSPITAL, EDWARD HEALTH VENTURES, ELMHURST MEMORIAL HEALTHCARE, EDWARD HEALTH AND FITNESS CENTER, EDWARD FOUNDATION, AND ELMHURST MEMORIAL HOSPITAL FOUNDATION. THE SERVICES INCLUDE PROVIDING TOP LEVEL MANAGEMENT SERVICES AS WELL AS ADMINISTRATIVE SUPPORT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet10,236,070
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI....................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
109
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
470
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletVince Pryor801 S Washington StNapervilleIL60540 (630) 527-3000
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DAVE ATCHISON........................................................................
Vice Chair
 1.00
.......................3.00 		X   X       0 0 0
(2) PAMELA M DAVIS........................................................................
system CEO
 33.00
.......................7.00 		X   X       1,527,875 0 267,186
(3) RON SCHUBEL MD........................................................................
Chairman
 1.00
.......................3.00 		X   X       0 0 0
(4) BRIAN HAGAN........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(5) DAVE BRUEGGEN........................................................................
Trustee
 1.00
.......................2.00 		X           0 0 0
(6) JOE BEATTY........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(7) JOE DEPAULO........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(8) MARY KAY LADONE........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(9) ROBERT PLATT........................................................................
Trustee
 1.00
.......................2.00 		X           0 0 0
(10) ROCCO MARTINO........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(11) RON NYBERG........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(12) THOMAS KLOET........................................................................
Trustee
 1.00
.......................3.00 		X           0 0 0
(13) TIM RIVELLI........................................................................
Trustee
 1.00
.......................5.00 		X           0 0 0
(14) ANNETTE KENNEY........................................................................
Sys VP, Strategy & Bus Dev
 39.00
.......................1.00 		    X       123,388 407,158 38,320
(15) BARBARA BYRNE........................................................................
System Vice President
 40.00
.......................0 		    X       154,460 281,592 67,249
(16) BRIAN P DAVIS........................................................................
System Vice President
 39.00
.......................1.00 		    X       118,641 215,409 45,106
(17) CHRIS J MOLLET........................................................................
System EVP General Counsel
 31.00
.......................9.00 		    X       499,875 0 65,780
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) DENNISE VAUGHN........................................................................
Vice President
 40.00
.......................0 		    X       131,739 268,579 19,411
(19) JEFFREY D FRIANT........................................................................
VP, Finance
 39.00
.......................1.00 		    X       95,895 119,007 28,920
(20) VINCENT E PRYOR........................................................................
System EVP CFO, Treasurer
 35.00
.......................5.00 		    X       712,367 0 149,890
(21) WILLIAM G KOTTMANN........................................................................
System VP
 38.00
.......................2.00 		    X       672,592 0 48,710
(22) BRENT E SMITH DO........................................................................
Vice President
 1.00
.......................39.00 		        X   168,127 305,788 99,211
(23) BRYANT E HAMMIG........................................................................
Exec Dir, Managed Care
 40.00
.......................0 		        X   117,314 166,974 23,311
(24) MARIANNE SPENCER........................................................................
Vice President
 1.00
.......................39.00 		        X   209,376 354,016 52,452
(25) MARY L MASTRO........................................................................
President, CEO
 1.00
.......................40.00 		        X   729,046 0 51,960
(26) PATTI LUDWIG-BEYMER........................................................................
Vice President, CNO
 1.00
.......................39.00 		        X   127,632 230,028 70,148








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,388,326 2,348,551 1,027,654
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet15
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NAVIGANT CONSULTING INC30 S WACKER DRIVECHICAGOIL60606 CONSULTING 392,937
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a MANAGEMENT FEE 561439 10,410,716 10,410,716    
b MANAGEMENT FEE - LEASING 561439 342,892 342,892    
c MANAGEMENT FEE - TEAM ELMHURST 561439 2,694,737 2,694,737    
d INVESTMENT IN HEALTHCARE VENTURES 900999 1,693,641 1,693,641    
e PROGRAM INCOME RELATED TO GROUP PURCHASING PROGRAM SERVICES 900099 547,968 547,968    
f All other program service revenue . 414,781 437,666 -22,885 0
g Total. Add lines 2a–2f........MediumBullet 16,104,735
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,711,014     1,711,014
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 63,855  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 63,855 0
d Net gain or (loss)..........MediumBullet 63,855     63,855
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a INSURANCE ADJUSTMENT 900099 10,810,045     10,810,045
b     0      
c     0      
d All other revenue .... 3,261 0 0 3,261
e Total. Add lines 11a–11d ...... MediumBullet 10,813,306
12 Total revenue. See Instructions......MediumBullet 28,692,910 16,127,620 -22,885 12,588,175
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,387,752 4,310,202 1,077,550  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 2,703,016 2,162,412 540,604  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 750,364 600,291 150,073  
9 Other employee benefits ....... 198,856 159,085 39,771  
10 Payroll taxes ........... 414,737 331,790 82,947  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 77,783   77,783  
c Accounting ........... 103,000   103,000  
d Lobbying ........... 548   548  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,283,960 1,827,168 456,792 0
12 Advertising and promotion .... 882,929 706,343 176,586  
13 Office expenses ....... 19,157 15,325 3,832  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 6,036 4,829 1,207  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 0      
23 Insurance .............. 74,644 59,715 14,929  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND SUBSCRIPTIONS 107,711   107,711  
b CONTRIBUTIONS 15,300   15,300  
c EDUCATION 8,074   8,074  
d REAL ESTATE AND OTHER TAXES 60,525 48,420 12,105  
e All other expenses 14,325 10,490 3,835 0
25 Total functional expenses. Add lines 1 through 24e 13,108,717 10,236,070 2,872,647 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. -33,124 1 4,705,370
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 2,222,885 9 1,501,626
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 0
b Less: accumulated depreciation ..... 10b 0 0 10c 0
11 Investments—publicly traded securities .......... 43,750,598 11 35,805,081
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 69,120,338 13 69,476,302
14 Intangible assets ...............   14 1,074,066
15 Other assets. See Part IV, line 11 ........... 26,121,134 15 31,242,963
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 141,181,831 16 143,805,408
Liabilities 17 Accounts payable and accrued expenses ......... 12,599,547 17 6,124,812
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 197,787 25 197,787
26 Total liabilities. Add lines 17 through 25......... 12,797,334 26 6,322,599
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 128,384,497 27 137,482,809
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 128,384,497 33 137,482,809
34 Total liabilities and net assets/fund balances ........ 141,181,831 34 143,805,408
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
28,692,910
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,108,717
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
15,584,193
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
128,384,497
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-6,485,881
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
137,482,809
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) EDWARD HOSPITAL
  		363297173 3 Yes   Yes   Yes   5,903,346
(B) EDWARD FOUNDATION
  		363723705 7 Yes   Yes   Yes   614
(C) EDWARD HEALTH AND FITNESS CENTER
  		363555528 9   No Yes   Yes   3,685
(D) NAPERVILLE PSYCHIATRIC VENTURES DBA LINDEN OAKS HOSPITAL
  		363965251 3   No Yes   Yes   137,573
(E) ELMHURST MEMORIAL HOSPITAL
  		362167784 3 Yes   Yes   Yes   4,094,428
Total 10,139,646

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
548
j
Total. Add lines 1c through 1i ...............................
548
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1, Description of the activities reported on Lines 1a through 1i A PORTION OF PROFESSIONAL DUES WERE RELATED TO LOBBYING ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................     0
b Buildings ................       0
c Leasehold improvements ............       0
d Equipment ................       0
e Other .................       0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) INVESTMENT IN PREMIER 1,568,553 F
(2) INVESTMENT IN ILLINOIS HEALTH PARTNERS 50,000 F
(3) INVESTMENT IN CAPTIVE - CELL A 61,295,197 F
(4) INVESTMENT IN CAPTIVE - CELL B 5,483,773 F
(5) INVESTMENT IN RESIDENTIAL HOSPICE 1,078,779 F




Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 69,476,302
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) MISCELLANEOUS RECEIVABLE 3,076,970
(2) DUE FROM CAPTIVE 273,454
(3) DEFERRED COMPENSATION - SERP 2,291,685
(4) NOTE RECEIVABLE FROM AFFILIATES 25,559,961
(5) DUE FROM ELMHURST HOSPITAL 40,893




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 31,242,963
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
PROFESSIONAL AND GENERAL LIABILITY 197,787








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 197,787
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 16,848,562
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 16,848,562
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 11,844,348
c Add lines 4a and 4b....................... 4c 11,844,348
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 28,692,910
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,298,672
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -10,810,045
e Add lines 2a through 2d...................... 2e -10,810,045
3 Subtract line 2e from line 1..................... 3 13,108,717
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 13,108,717
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote EDWARD-ELMHURST HEALTHCARE, EDWARD HOSPITAL, EDWARD HEALTH VENTURES, EDWARD HEALTH & FITNESS CENTER, EDWARD FOUNDATION, LINDEN OAKS HOSPITAL, ELMHURST MEMORIAL HOSPITAL, ELMHURST MEMORIAL FOUNDATION AND ELMHURST MEMORIAL HEALTHCARE ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME RELATED TO THEIR EXEMPT PURPOSES. ACCORDINGLY, THERE IS NO MATERIAL PROVISION FOR INCOME TAX FOR THESE ENTITIES.
Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statements RETROSPECTIVE INSURANCE ADJUSTMENT - 10810045; INVESTMENT IN PREMIER ORDINARY BUSINESS INCOME - 547968; INVESTMENT IN PREMIER UBTI - -18338; INVESTMENT IN PREMIER GUARANTEED PAYMENTS - 437666; INVESTMENT IN PREMIER INTEREST INCME - 7699; INVESTMENT IN PREMIER LONG TERM CAPITAL GAINS - 63855; INVESTMENT IN PLAINS ALL AMERICAN PIPELINE - -4547;
Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990 RETROSPECTIVE INSURANCE ADJUSTMENT - -10810045;
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES INSURANCE 16,560,860
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 16,560,860
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID: 13000248
Software Version: 2013v3.1



Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)PAMELA M DAVISSYSTEM CEO (i)
(ii)		 831,913
0 		475,698
0 		220,264
0 		217,850
0 		49,336
0 		1,795,061
0 		0
0
(2)BRIAN P DAVISSYSTEM VICE PRESIDENT (i)
(ii)		 99,629
109,121 		0
83,586 		19,012
22,702 		4,903
10,428 		14,704
15,071 		138,248
240,908 		0
0
(3)JEFFREY D FRIANTVP, FINANCE (i)
(ii)		 89,194
95,865 		0
22,832 		6,701
310 		3,726
3,986 		10,612
10,596 		110,234
133,589 		0
0
(4)ANNETTE KENNEYSYS VP, STRATEGY & BUS DEV (i)
(ii)		 112,214
122,558 		0
93,175 		11,174
191,425 		4,206
10,347 		11,825
11,942 		139,419
429,447 		141,770
0
(5)WILLIAM G KOTTMANNSYSTEM VP (i)
(ii)		 298,539
0 		144,746
0 		229,307
0 		17,850
0 		30,860
0 		721,302
0 		0
0
(6)CHRIS J MOLLETSYSTEM EVP GENERAL COUNSEL (i)
(ii)		 298,660
0 		147,167
0 		54,047
0 		57,398
0 		8,382
0 		565,654
0 		0
0
(7)VINCENT E PRYORSYSTEM EVP CFO, TREASURER (i)
(ii)		 473,080
0 		218,152
0 		21,135
0 		123,325
0 		26,565
0 		862,257
0 		0
0
(8)DENNISE VAUGHNVICE PRESIDENT (i)
(ii)		 115,537
26,186 		0
102,562 		16,203
139,831 		5,518
2,593 		8,618
2,682 		145,875
273,855 		0
0
(9)BARBARA BYRNESYSTEM VICE PRESIDENT (i)
(ii)		 149,108
155,150 		0
120,197 		5,353
6,245 		28,403
31,630 		3,594
3,622 		186,457
316,844 		0
0
(10)PATTI LUDWIG-BEYMERVICE PRESIDENT, CNO (i)
(ii)		 108,489
109,220 		0
90,448 		19,142
30,359 		14,337
25,152 		15,186
15,473 		157,155
270,653 		0
0
(11)MARY L MASTROPRESIDENT, CEO (i)
(ii)		 350,624
0 		145,791
0 		232,631
0 		18,565
0 		33,396
0 		781,006
0 		0
0
(12)MARIANNE SPENCERVICE PRESIDENT (i)
(ii)		 147,428
149,516 		0
121,571 		61,947
82,929 		5,544
12,940 		16,754
17,214 		231,673
384,171 		0
0
(13)BRYANT E HAMMIGEXEC DIR, MANAGED CARE (i)
(ii)		 116,882
119,715 		0
29,764 		432
17,495 		3,231
6,323 		7,979
5,778 		128,524
179,075 		0
0
(14)BRENT E SMITH DOVICE PRESIDENT (i)
(ii)		 166,040
167,956 		0
135,397 		2,087
2,434 		38,855
44,974 		7,728
7,654 		214,710
358,415 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a, Tax indemnification and gross-up payments EXECUTIVES ARE OFFERED LIFE INSURANCE AND LONG TERM DISABILITY BENEFITS. THE AMOUNT OF THE PREMIUM IS GROSSED UP TO OFFSET THE TAX LIABILITY.
Schedule J, Part I, Line 1a, Health or social club dues or initiation fees EDWARD-ELMHURST HEALTHCARE EMPLOYEES (EXCLUDING ELMHURST HOSPITAL 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 4a, Severance or change-of-control payment DENNISE VAUGHN - 90,672
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 EXECUTIVE COMMITTEE. 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 PROVIDE A FULL RETIREMENT SUPPLEMENT TO PARTICIPANTS 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; CONTRIBUTIONS VEST AFTER FIVE YEARS. THE FOLLOWING INTERESTED PERSONS RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2013; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). BYRNE, BARBARA P. -- 50,641 DAVIS, PAMELA M. -- 200,000 MOLLET, CHRIS -- 49,610 PRYOR, VINCENT E. -- 113,125 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2013; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. DAVIS, BRIAN P. -- 34,009 KENNEY, ANNETTE -- 184,896 KOTTMANN, WILLIAM G. -- 174,108 VAUGHN, DENNISE -- 21,777
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 NON-FIXED PAYMENT DURING THE YEAR. THE NON-FIXED PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II).
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Return Reference Explanation
FORM 990, PART I, LINE 6, VOLUNTEERS OUR VOLUNTEERS WORK IN A LARGE MAJORITY OF AREAS THROUGHOUT THE EDWARD-ELMHURST HEALTHCARE SYSTEM. THE RESPONSIBILITY THE VOLUNTEER HAS VARIES, DEPENDENT ON THE AREA THEY ARE VOLUNTEERING IN AND THE PROJECTS TO BE COMPLETED. VOLUNTEERS HAVE ASSISTED WITH CLERICAL WORK, DATA ENTRY, MEETING AND GREETING, FRIENDLY VISITS, ESCORTING AND PROVIDING GENERAL INFORMATION TO PATIENTS AND VISITORS. WE TRACK OUR VOLUNTEER HOURS MONTHLY. ALL OF THE VOLUNTEERS SIGN IN AND OUT EACH SHIFT THEY COME IN AND WE COLLECT THE SIGN IN SHEETS AT THE END OF THE MONTH. THROUGHOUT THE SYSTEM, FOR THE FISCAL YEAR ENDED JUNE 30, 2014 OUR VOLUNTEERS GAVE 142,000 HOURS OF SERVICE.
Form 990, Part VI, Sec A, Line 4, Significant changes to organizational documents EFFECTIVE JULY 1, 2014, THE EDWARD HEALTH SERVICES CORPORATION SYSTEM AND ITS AFFILIATES MERGED WITH THE ELMHURST MEMORIAL HEALTHCARE SYSTEM, ANOTHER NON-FOR-PROFIT HEALTHCARE ORGANIZATION THAT SERVES THE CHICAGOLAND AREA. AS THE PARENT ORGANIZATION OF THE RESULTING COMBINED SYSTEM, EDWARD HEALTH SERVICES CORPORATION CHANGED ITS LEGAL NAME TO EDWARD-ELMHURST HEALTHCARE (EEH). THE IRS WAS ALREADY PROVIDED WITH NOTICE OF THIS NAME CHANGE, ALONG WITH APPROPRIATE DOCUMENTATION EVIDENCING THE SAME, DURING THE REPORTING YEAR. ADDITIONALLY, THE BYLAWS AND ARTICLES OF INCORPORATION OF EEH WERE AMENDED AND RESTATED TO REFLECT ITS NEW GOVERNING RELATIONSHIP OVER THE ELMHURST MEMORIAL HEALTHCARE SYSTEM, AS NOTED BELOW. -THE PURPOSES OF EEH WERE AMENDED TO READ AS FOLLOWS: THE PURPOSES OF [EEH] ARE TO SUPPORT AND ENCOURAGE HEALTH CARE AND RELATED SERVICES THROUGH PROVIDING FINANCIAL, MANAGEMENT AND OTHER ASSISTANCE TO THE SUBSIDIARY ENTITIES (AND TO OTHER ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE CODE THAT ARE OPERATED, SUPERVISED, OR CONTROLLED BY ONE OR MORE OF THE SUBSIDIARY ENTITIES) AND THROUGH ALL OTHER RELEVANT WAYS; AND TO OTHERWISE OPERATE IN SUPPORT OF, OR IN FURTHERANCE OF, THE CHARITABLE PURPOSES OF [EEH], EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, IN THE COURSE OF WHICH OPERATION: (I) NO PART OF THE NET EARNINGS OF [EEH] SHALL INURE TO THE BENEFIT OF, OR BE DISTRIBUTABLE TO, ANY PRIVATE INDIVIDUAL, AND NO PART OF THE INCOME OF [EEH] SHALL BE DISTRIBUTED TO ITS TRUSTEES, OFFICERS OR ANY OTHER PRIVATE PERSONS, EXCEPT THAT [EEH] SHALL BE AUTHORIZED AND EMPOWERED TO PAY REASONABLE COMPENSATION FOR SERVICES RENDERED AND TO MAKE PAYMENTS AND DISTRIBUTIONS IN FURTHERANCE OF THE PURPOSES SET FORTH HEREIN; (II) NO SUBSTANTIAL PART OF THE ACTIVITIES OF [EEH] SHALL CONSIST OF THE CARRYING ON OF PROPAGANDA OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION, AND [EEH] SHALL NOT PARTICIPATE IN OR INTERVENE IN ANY POLITICAL CAMPAIGN ON BEHALF OF OR IN OPPOSITION TO ANY CANDIDATE FOR PUBLIC OFFICE, INCLUDING THE PUBLISHING OR DISTRIBUTION OF STATEMENTS, EXCEPT AS AUTHORIZED UNDER THE CODE; AND (III) NOTWITHSTANDING ANY OTHER PROVISIONS CONTAINED HEREIN, [EEH] SHALL NOT CARRY ON ANY OTHER ACTIVITIES NOT PERMITTED TO BE CARRIED ON BY (AA) A CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE, OR (BB) A CORPORATION, THE CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C)(2) OF THE CODE. -THE EEH BOARD OF TRUSTEES WAS GIVEN AUTHORITY TO OVERSEE THE RESOURCES AND PLANNING DESIGNED TO PROVIDE QUALITY PATIENT CARE TO ALL PATIENTS SERVED BY ANY OF THE AFFILIATE ENTITIES, INCLUDING MECHANISMS TO MONITOR THE DELIVERY OF PATIENT CARE, PERFORMANCE IMPROVEMENT, RISK MANAGEMENT, MEDICAL STAFF CREDENTIALING, AND FINANCIAL MANAGEMENT. -THE EEH BOARD OF TRUSTEES NOW CONSISTS OF THIRTEEN (13) TRUSTEES, TWELVE (12) OF WHOM SHALL BE ELECTED OR APPOINTED AS HEREINAFTER PROVIDED. THE REMAINING TRUSTEE SHALL BE THE EEH PRESIDENT, WHO SHALL SERVE AS AN EX-OFFICIO TRUSTEE, WITH VOTE. UPON ELECTION OR APPOINTMENT, AS APPLICABLE, TO THE BOARD OF TRUSTEES, EACH TRUSTEE SHALL AUTOMATICALLY BECOME A MEMBER OF THE BOARD OF TRUSTEES OF EDWARD HOSPITAL AND ELMHURST MEMORIAL HOSPITAL. -EEH HAS THE EXCLUSIVE POWER TO: (I) ELECT, APPOINT, REMOVE AND REPLACE MEMBERS OF THE BOARD OF TRUSTEES OF ANY AFFILIATE ENTITY, EXCEPT AS OTHERWISE PROVIDED IN THE EEH BYLAWS WITH RESPECT TO SUBSIDIARY TRUSTEES AND EXCEPT AS MAY OTHERWISE BE SPECIFICALLY PROVIDED FOR IN THE BYLAWS OR OTHER GOVERNING DOCUMENT OF THE APPLICABLE AFFILIATE ENTITY; (II) INTERVENE IN ANY ACTION OR PLAN OF ANY AFFILIATE ENTITY TO THE EXTENT THE BOARD OF TRUSTEES, IN ITS SOLE DISCRETION, DEEMS IT NECESSARY TO DO SO IN ORDER TO AVOID SIGNIFICANT ADVERSE RISK TO THE TAX EXEMPT STATUS, LICENSURE OR ACCREDITATION OF EEH, ANY AFFILIATE ENTITY OR ANY FACILITY OPERATED BY ANY OF THE FOREGOING, OR TO AVOID SIGNIFICANT ADVERSE LEGAL, REGULATORY, OR FINANCIAL RISK TO EEH, ANY AFFILIATE ENTITY OR ANY FACILITY OPERATED BY ANY OF THE FOREGOING; AND (III) SELECT AND APPOINT INDEPENDENT AUDITORS FOR ANY AFFILIATE ENTITY AND DIRECT THE PERFORMANCE OF AN ANNUAL INDEPENDENT AUDIT OF THE FINANCIAL CONDITION OF ANY AFFILIATE ENTITY. -IN ADDITION TO THE EXCLUSIVE POWERS SET FORTH ABOVE, EEH'S APPROVAL IS REQUIRED TO AUTHORIZE ANY OF THE FOLLOWING MATTERS: (I) THE ADOPTION, AMENDMENT AND/OR REPEAL OF THE ARTICLES OF INCORPORATION, BYLAWS OR ANY SIMILAR GOVERNING DOCUMENT OF ANY AFFILIATE ENTITY; (II) THE ADOPTION AND APPROVAL OF ANY PLAN OF DISSOLUTION OR LIQUIDATION OF ANY AFFILIATE ENTITY, ANY PLAN OF MERGER OR CONSOLIDATION OF ANY AFFILIATE ENTITY WITH ANOTHER CORPORATION OR OTHER ENTITY; AND/OR ANY EXCHANGE, SALE OR TRANSFER OF ANY MATERIAL PORTION OF THE ASSETS OF ANY AFFILIATE ENTITY IN ANY TRANSACTION OR SERIES OF RELATED TRANSACTIONS; (III) THE ADOPTION, APPROVAL, AMENDMENT, RESTATEMENT OR MODIFICATION OF ANY FINANCIAL CONTROL POLICY FOR ANY AFFILIATE ENTITY AND THE TAKING OF ANY ACTION BY OR ON BEHALF OF ANY AFFILIATE ENTITY NOT OTHERWISE IN CONFORMANCE WITH ANY SUCH POLICY; (IV) THE AMENDMENT OR REVISION OF THE INITIAL PURPOSE AND SCOPE OF SERVICES OF ANY AFFILIATE ENTITY, INCLUDING LOCATION, SIZE, OPERATIONS AND ACTIVITIES; (V) THE ADOPTION OF ANY AND ALL ANNUAL OPERATING AND CAPITAL BUDGETS, STRATEGIC PLANS, CAPITAL INVESTMENTS AND/OR CAPITAL ALLOCATIONS OF ANY AFFILIATE ENTITY; (VI) THE AUTHORIZATION OR APPROVAL OF ANY LONG-TERM BORROWING OF MONEY BY ANY AFFILIATE ENTITY OR THE AUTHORIZATION OR APPROVAL OF ANY PREPAYMENT, IN WHOLE OR IN PART, REFINANCING, INCREASE, MODIFICATION OR EXTENSION OF ANY SUCH INDEBTEDNESS; (VII) THE GRANTING OF ANY SECURITY INTEREST IN, OR OTHERWISE PROVIDING FOR THE ENCUMBRANCE OF, ANY OF THE ASSETS OR REVENUES OF ANY AFFILIATE ENTITY; (VIII) THE CREATION AND/OR ADDITION OF ANY DIRECT OR INDIRECT SUBSIDIARIES OR AFFILIATES OF ANY AFFILIATE ENTITY, INCLUDING, WITHOUT LIMITATION, ANY NOT-FOR-PROFIT OR FOR-PROFIT CORPORATIONS, LIMITED LIABILITY COMPANIES, PARTNERSHIPS OR OTHER LEGAL ENTITIES; (IX) THE FILING OF A VOLUNTARY PETITION, OR ANY CONSENT TO THE INVOLUNTARY FILING OF A PETITION, BY OR ON BEHALF OF ANY AFFILIATE ENTITY, IN BANKRUPTCY OR ANY REORGANIZATION, OR ANY APPOINTMENT OF A RECEIVER ON BEHALF OF ANY AFFILIATE ENTITY; (X) THE SUBMISSION OF ANY APPLICATIONS, FILINGS OR MATERIAL CORRESPONDENCE TO THE ILLINOIS HEALTH FACILITIES AND SERVICES REVIEW BOARD OR ANY SUCCESSOR THERETO (THE "IHFSRB") FOR ANY PROPOSED PROJECT OR ACTIVITY OF ANY AFFILIATE ENTITY SUBJECT TO THE JURISDICTION OF THE IHFSRB, REGARDLESS OF THE LEVEL OF CAPITAL EXPENDITURE; AND (XI) THE PURCHASE OR SALE BY ANY AFFILIATE ENTITY OF ANY INTEREST IN REAL PROPERTY. -ANY EXERCISE OF ANY EXCLUSIVE POWERS OR APPROVAL RIGHTS NOTED ABOVE MUST BE EVIDENCED BY A RESOLUTION OF THE EEH BOARD OF TRUSTEES. THE EEH BOARD OF TRUSTEES MAY DELEGATE TO THE PRESIDENT OR ANOTHER OFFICER THE AUTHORITY TO EXERCISE ANY OF THE EXCLUSIVE POWERS OR APPROVAL RIGHTS NOTED ABOVE, AND SUCH DELEGATION MAY BE LIMITED TO SPECIFIC EVENTS OR TRANSACTIONS, OR TO GENERAL CATEGORIES OF EVENTS OR TRANSACTIONS, AS THE EEH BOARD OF TRUSTEES SHALL CONSIDER TO BE NECESSARY OR DESIRABLE IN THE CIRCUMSTANCES. -THE EEH BYLAWS WERE REVISED TO INCLUDE THE SPECIFIC INFORMATION ABOUT THE AUDIT AND COMPLIANCE COMMITTEE OF THE EEH BOARD OF TRUSTEES. THE AUDIT AND COMPLIANCE COMMITTEE CONSISTS OF SEVEN (7) MEMBERS, AT LEAST THREE (3) OF WHOM ARE NON-MEMBERS OF THE BOARD OF TRUSTEES. THE AUDIT AND COMPLIANCE COMMITTEE DUTIES ARE TO ASSIST THE EEH BOARD OF TRUSTEES IN FULFILLING ITS RESPONSIBILITIES FOR OVERSIGHT OF: (I) EEH'S ACCOUNTING AND FINANCIAL REPORTING PRACTICES, INCLUDING PROVIDING A CHANNEL OF COMMUNICATION BETWEEN THE EEH BOARD OF TRUSTEES AND EEH'S INDEPENDENT AUDITORS; AND (II) REGULATORY AND HEALTHCARE COMPLIANCE MATTERS THAT AFFECT EEH. TO ACCOMPLISH THESE PURPOSES, THE AUDIT AND COMPLIANCE COMMITTEE SHALL: (AA) ASSIST IN THE SELECTION AND ONGOING QUALITY REVIEW OF EEH'S INDEPENDENT AUDIT FIRM; (BB) WORK WITH THE AUDITORS IN CONDUCTING AUDITS; (CC) MEET WITH THE INDEPENDENT AUDITORS UPON COMPLETION OF THEIR EXAMINATION TO REVIEW EEH'S FINANCIAL STATEMENTS AND THE AUDITOR'S REPORT, OBTAIN ASSURANCE THAT NO RESTRICTIONS WERE PLACED ON THE SCOPE OF THE AUDIT, REVIEW THE IMPLEMENTATION OF ANY MANAGEMENT LETTER RECEIVED FROM THE AUDITORS, AND THAT EEH'S ACCOUNTING AND INTERNAL CONTROL FUNCTIONS ARE EFFECTIVE; (DD) OVERSEE THE FUNCTIONS AND ACTIONS OF ANY INTERNAL AUDIT GROUP WITHIN EEH; (EE) OVERSEE THE PROGRAM, INCLUDING POLICIES AND PRACTICES DESIGNED TO ENSURE EEH'S COMPLIANCE WITH ALL APPLICABLE LEGAL, REGULATORY AND ETHICAL REQUIREMENTS; AND (FF) HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS THE EEH BOARD OF TRUSTEES SHALL, FROM TIME TO TIME, GRANT AND ASSIGN TO IT.
Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body A DRAFT OF THE FULL FORM 990 WAS PROVIDED TO THE EDWARD-ELMHURST HEALTHCARE AUDIT COMMITTEE, AND WAS REVIEWED WITH THE ASSISTANCE OF CROWE HORWATH. FOLLOWING REVIEW BY THE AUDIT COMMITTEE, AND PRIOR TO FILING, A FINAL COPY OF THE FORM 990 WAS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES, AND KEY COMPONENTS OF THE FORM 990 WERE ALSO REVIEWED.
Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy EDWARD-ELMHURST HEALTHCARE, ON BEHALF OF ITSELF AND ALL AFFILIATES, MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL REPORTING, AND ONGOING EDUCATION. EACH YEAR, EDWARD-ELMHURST HEALTHCARE CONDUCTS AN ANNUAL CONFLICT OF INTEREST REVIEW. THIS PROCESS INVOLVES REQUIRING ALL TRUSTEES, OFFICERS, KEY EMPLOYEES, EMPLOYED PHYSICIANS, CERTAIN OTHER PHYSICIANS, AND MANAGEMENT LEVEL EMPLOYEES TO COMPLETE AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE. THE SYSTEM DIRECTOR OF INTERNAL AUDIT AND CORPORATE COMPLIANCE FACILITATES THE COMPLETION OF A QUESTIONNAIRE BY ALL REQUIRED INDIVIDUALS, AND IF NO QUESTIONNAIRE IS COMPLETED, THE MATTER IS REPORTED TO THE INDIVIDUAL'S SUPERVISOR UP TO AND INCLUDING THE BOARD OF TRUSTEES. DISCLOSURES MADE ON THE QUESTIONNAIRE ARE EVALUATED BY A CONFLICT OF INTEREST WORKGROUP COMPRISED OF THE SYSTEM DIRECTOR OF INTERNAL AUDIT AND CORPORATE COMPLIANCE, THE SYSTEM EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, THE GENERAL COUNSEL, AND THE DEPUTY GENERAL COUNSEL. DISCLOSURES MADE BY TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE EVALUATED BY THE TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE EVALUATED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OR ITS DESIGNEE. THE EVALUATIONS MAY RESULT IN ACTIONS BEING TAKEN UP TO AND INCLUDING THE DEVELOPMENT OF A MANAGEMENT PLAN ACCEPTED BY THE INDIVIDUAL MAKING THE DISCLOSURE OR TERMINATION OF THE DISCLOSED RELATIONSHIP OR CONFLICT. IN CASES WHERE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE CONFLICTED INDIVIDUAL IS EDUCATED ABOUT HOW THEY SHOULD RAISE THIS ISSUE IF THEY ARE EVER IN A POSITION WHERE THEIR CONFLICT MAY BE IMPLICATED. CONFLICTED INDIVIDUALS MUST RECUSE THEMSELVES FROM VOTING, BUT, AT THE DISCRETION OF THE BOARD, MAY BE PERMITTED TO PARTICIPATE IN DISCUSSION ABOUT MATTERS IN WHICH THEY HAVE AN ACTUAL OR APPARENT CONFLICT. IN ADDITION TO THIS ANNUAL REPORTING, ALL INDIVIDUALS NOTED ABOVE ARE ADVISED THAT, PURSUANT TO THE CONFLICTS POLICY, THEY ARE REQUIRED TO REPORT TO THE SYSTEM DIRECTOR OF INTERNAL AUDIT AND CORPORATE COMPLIANCE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE THROUGHOUT THE COURSE OF THE YEAR.
Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official EXECUTIVE COMPENSATION, INCLUDING THE PRESIDENT AND ALL OFFICERS OF EDWARD-ELMHURST HEALTHCARE ("SENIOR MANAGEMENT") IS MANAGED BY THE EDWARD-ELMHURST HEALTHCARE ("EEH") EXECUTIVE COMMITTEE ("COMMITTEE"), ON BEHALF OF EEH AND ALL OF ITS AFFILIATES. ON AN ANNUAL BASIS, THE COMMITTEE REVIEWS COMPENSATION ARRANGEMENTS, INCLUDING THE COMPENSATION AWARD FOR THE EDWARD-ELMHURST HEALTHCARE PRESIDENT FOR THE COMING YEAR. THE COMMITTEE CONDUCTS THE REVIEW IN A MANNER THAT WILL QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTION RULES OF SECTION 4958 OF THE INTERNAL REVENUE CODE. TO THAT END: - THE CEO AND ALL OTHER MEMBERS OF SENIOR MANAGEMENT MAY PARTICIPATE IN THIS REVIEW PROCESS AND BE PRESENT AT MEETINGS OF THE COMMITTEE ONLY IF AND TO THE EXTENT NECESSARY TO ANSWER QUESTIONS AND PROVIDE OTHER INFORMATION THE COMMITTEE NEEDS FOR ITS ANALYSIS, ASSESSMENT AND DELIBERATIONS, AND THEY MUST OTHERWISE RECUSE THEMSELVES FROM COMMITTEE MEETINGS DURING COMMITTEE DEBATE AND VOTING ON COMPENSATION ARRANGEMENTS. - ANY COMMITTEE MEMBER IDENTIFIED AS HAVING A CONFLICT SHALL PARTICIPATE IN THE PROCESS ONLY TO THE SAME EXTENT AS MEMBERS OF SENIOR MANAGEMENT. - THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION FIRM, WHICH SUMMARIZES ITS ANALYSIS AND FINDINGS IN WRITING TO THE COMMITTEE. - THE COMMITTEE OBTAINS AND RELIES ON CURRENT COMPARABLE MARKET COMPENSATION DATA FROM APPROPRIATE PEER ORGANIZATIONS FOR EACH COMPENSATION COMPONENT PRIOR TO MAKING ITS DETERMINATION. RELEVANT INFORMATION WILL INCLUDE COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY EEH; CURRENT COMPENSATION SURVEY COMPILED BY AN INDEPENDENT FIRM; AND, WHERE APPLICABLE, ACTUAL WRITTEN OFFERS FROM SIMILAR ORGANIZATIONS COMPETING FOR THE SERVICES FOR THE MEMBERS OF SENIOR MANAGEMENT. - THE COMMITTEE ALSO ADEQUATELY AND PROMPTLY DOCUMENTS ITS DECISION. THE DOCUMENTATION STATES ITS INTENTION TO QUALITY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS; THE SPECIFIC TERMS OF THE COMPENSATION ARRANGEMENT THAT WERE APPROVED; THE APPROVAL DATE; THE NAMES OF THE INDIVIDUALS PRESENT AND THOSE WHO VOTED; THE SPECIFIC COMPARABILITY DATA OBTAINED AND RELIED UPON; AND AN EXPLANATION AS TO WHY THE APPROVED AMOUNTS ARE CONSIDERED REASONABLE IF THE TERMS OF THE COMPENSATION ARRANGEMENT DIFFER FROM THE COMPARABILITY DATA. IN ADDITION, THE COMMITTEE PERIODICALLY REVIEWS THE EXECUTIVE COMPENSATION PLAN, INCLUDING THE PHILOSOPHY, FOR (A) COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS, AND (B) ALIGNMENT WITH EEH'S MISSION, CHARITABLE PURPOSES, GOALS AND STRATEGIES. BASED ON THE REVIEW, THE COMMITTEE APPROVES ANY CHANGES IN ONE OR MORE COMPONENTS OF THE PLAN OR THE PLAN PHILOSOPHY THAT THE COMMITTEE CONSIDERS NECESSARY AND APPROPRIATE RELATIVE TO ONE OR BOTH OF THESE CRITERIA. OTHER INDIVIDUALS WHO ARE OFFICERS OR KEY EMPLOYEES OF EDWARD-ELMHURST HEALTHCARE, BUT ARE NOT A PART OF EEH SENIOR MANAGEMENT ARE COMPENSATED WITH A COMPETITIVE BASE SALARY, ALONG WITH AN INCENTIVE PLAN, WHICH IS REFLECTIVE OF EEH'S MARKET AS DETERMINED BY A REVIEW OF INDEPENDENTLY GATHERED MARKET COMPENSATION SURVEY DATA. AT THE TIME OF HIRE, THE SALARY DETERMINATION IS MADE BY GIVING CONSIDERATION TO THE EXPERIENCE PERTINENT TO THE ROLE FOR WHICH THE INDIVIDUAL IS TO BE HIRED, ALSO CONSIDERED ARE NICHE SKILLS OR EXPERIENCE THE INDIVIDUAL BRINGS TO THE ORGANIZATION. SUPPLY AND DEMAND WILL ALSO PLAY A ROLE IN DETERMINING THE HIRING RATE OF PAY. BASED ON THESE FACTORS, THE EEH HUMAN RESOURCES DEPARTMENT, WHICH SUPPORTS EEH AND ALL OF ITS AFFILIATES, WILL ASSIGN THE KEY EMPLOYEE TO AN APPROPRIATE PAY GRADE, AND A RATE OF PAY WILL BE OFFERED WITHIN THAT PAY GRADE. ON A PERIODIC BASIS, THE EEH HUMAN RESOURCES DEPARTMENT WORKS WITH AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT TO CONDUCT A THOROUGH MARKET REVIEW OF ALL POSITIONS WHICH ARE NOT CONSIDERED SENIOR MANAGEMENT. USING A VARIETY OF SOURCES, EEH SALARY RANGES ARE COMPARED TO THE CURRENT MARKET PAY GRADE ASSIGNMENTS, AND INDIVIDUAL RATE OF PAY MAY CHANGE BASED ON THE RESULTS OF THIS ANNUAL MARKET REVIEW. IN ADDITIONAL, ANNUAL MERIT INCREASES MAY BE AWARDED BASED ON EEH'S BUDGET FOR THE YEAR.
Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees PLEASE SEE THE NARRATIVE TO FORM 990, PART VI, LINE 15A.
Form 990, Part VI, Sec C, Line 19, Required documents available to the public CURRENTLY, EDWARD - ELMHURST HEALTHCARE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA WWW.EMMA.MSRB.ORG. IF A REQUEST IS RECEIVED FOR THIS INFORMATION, IT IS FORWARDED ON TO EITHER THE LEGAL DEPARTMENT OR THE FINANCE DEPARTMENT, AND THE MATERIALS WOULD THEN BE PROVIDED TO THE REQUESTOR.
Form 990, Part IX, Line 11g, Other Expenses CONSULTING - TOTAL EXPENSE: 1522686, PROGRAM SERVICE EXPENSE: 1218149, MANAGEMENT AND GENERAL EXPENSES: 304537, FUNDRAISING EXPENSES: ; OTHER - TOTAL EXPENSE: 773165, PROGRAM SERVICE EXPENSE: 618532, MANAGEMENT AND GENERAL EXPENSES: 154633, FUNDRAISING EXPENSES: ; INTERCOMPANY - TOTAL EXPENSE: -11891, PROGRAM SERVICE EXPENSE: -9513, MANAGEMENT AND GENERAL EXPENSES: -2378, FUNDRAISING EXPENSES: ;
Form 990 , Part XI, Line 9, Other changes in net assets or fund balances TRANSFERS TO AFFILIATES - -8137980; MINORITY INTEREST PAYABLE - 2686402; INVESTMENT IN PREMIER ORDINARY BUSINESS INCOME - -547968; INVESTMENT IN PREMIER UBTI - 18338; INVESTMENT IN PREMIER GUARANTEED PAYMENTS - -437666; INVESTMENT IN PREMIER INTEREST INCOME - -7699; INVESTMENT IN PREMIER LONG TERM GAIN/LOSS - -63855; INVESMENT IN PLAINS ALL AMERICAN PIPELINE - 4547;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000248
Software Version: 2013v3.1
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDWARD-ELMHURST HEALTHCARE
 
Employer identification number

36-3513954
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) NAPERVILLE PSYCHIATRIC VENTURES

801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3965251 		HOSPITAL IL 501(C)(3) 3 EHV
 
 
No
(2) EDWARD HEALTH VENTURES

801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
58-1672987 		SUPPORTING ORG IL 501(C)(3) 11 - Type II EEH
 
Yes
 
(3) EDWARD FOUNDATION

801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3723705 		FUNDRAISING IL 501(C)(3) 7 EEH
 
Yes
 
(4) EDWARD HEALTH & FITNESS CENTER

801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3555528 		HEALTH CARE IL 501(C)(3) 9 EHV
 
 
No
(5) EDWARD HOSPITAL

801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3297173 		HOSPITAL IL 501(C)(3) 3 EEH
 
Yes
 
(6) EDWARD AMBULANCE SERVICES LLC

801 SOUTH WASHINGTON

NAPERVILLE,IL60540
45-2389060 		HEALTH CARE IL 501(C)(3) 9 EH
 
 
No
(7) ELMHURST MEMORIAL HOSPITAL

155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-2167784 		HOSPITAL IL 501(C)(3) 3 EMHC
 
 
No
(8) ELMHURST MEMORIAL HOSPITAL FOUNDATION

155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-3083197 		FUNDRAISING IL 501(C)(3) 7 EMH
 
 
No
(9) ELMHURST MEMORIAL HEALTHCARE

155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-4037473 		SUPPORTING ORG IL 501(C)(3) 11 - Type II EEH
 
Yes
 
(10) ELMHURST MEMORIAL HOME HEALTH

155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-3962253 		HOME HEALTH IL 501(C)(3) 9 EMH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) EDWARD PHYSICIAN OFFICE CENTER LP

801 S WASHINGTON ST
NAPERVILLE,IL60540
36-3524485 		HEALTH CARE IL NA
  		N/A                
(2) THE CENTER FOR SURGERY LP

475 E DIEHL ROAD
NAPERVILLE,IL60563
36-3776424 		HEALTH CARE IL NA
  		N/A                
(3) ELMHURST OUTPATIENT SURGERY CENTER LLC

1200 S YORK ROAD
ELMHURST,IL60126
36-4150045 		HEALTH CARE IL NA
  		N/A                
(4) RESIDENTIAL HOME HEALTH ILLINOIS LLC

5440 CORPORATE DRIVE SUITE 400
TROY,MI48098
27-0179825 		HEALTH CARE IL EEH
  		RELATED 3,175,960 214,046   No     No 0 %
(5) RESIDENTIAL HOSPICE ILLINOIS LLC

5440 CORPORATE DRIVE SUITE 400
TROY,MI48098
45-4745710 		HEALTH CARE IL EEH
  		RELATED -99,087 260,916   No     No 0 %
(6) MIDWEST ENDOSCOPY LLC

1243 RICKERT DRIVE
NAPERVILLE,IL60540
20-8292570 		HEALTH CARE IL NA
  		N/A                
(7) WESTMONT SURGERY CENTER LLC DBA SALT CREEK SURGERY CENTER

530 NORTH CASS AVENUE
WESTMONT,IL60599
36-4419691 		HEALTH CARE IL NA
  		N/A                
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) EDWARD MANAGEMENT CORPORATION

801 SOUTH WASHINGTON STREET
NAPERVILLE,IL60540
36-3833311 		MANAGEMENT CORP IL NA
  		C CORPORATION          
(2) NAPERVILLE HEALTH CARE ASSOC LTD

801 SOUTH WASHINGTON STREET
NAPERVILLE,IL60540
36-3651180 		HEALTH CARE IL NA
  		C CORPORATION          
(3) ILLINOIS HEALTH PARTNERS LLC

801 SOUTH WASHINGTON
NAPERVILLE,IL60540
90-0744712 		HEALTH CARE IL EEH
  		C CORPORATION 0 4,592,896 50 %    
(4) ELMHURST MEMORIAL HEALTH TECHNOLGIES LLC

855 NORTH CHURCH COURT
ELMHURST,IL60126
36-3229839 		PRATICE MANAGEMENT IL NA
  		C CORPORATION          
(5) EEH SPC - SEGREGATED PORTFOLIO A

GOVERNORS SQUARE BLDG 4 FLOOR 2
23 LIME TREE BAY,GRAND CAYMANKY1-1002
CJ
INSURANCE CJ EEH
  		C CORPORATION 11,813,851 119,663,105 100 % Yes  
(6) EEH SPC - SEGREGATED PORTFOLIO B

GOVERNORS SQUARE BLDG 4 FLOOR 2
23 LIME TREE BAY,GRAND CAYMANKY1-1002
CJ
98-1185160 		INSURANCE CJ EEH
  		C CORPORATION 4,739,834 12,944,997 100 % Yes  
(7) ELMHURST PHYSICIAN HOSPITAL ORGANIZATION LLC

855 N CHURCH COURT
ELMHURST,IL60126
36-3994179 		HEALTH CARE IL NA
  		C CORPORATION          
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) EDWARD HOSPITAL

 L 5,888,445 MANAGEMENT FEE
(2) ELMHURST MEMORIAL HOSPITAL

 L 7,121,356 MANAGEMENT FEE
(3) EDWARD HEALTH VENTURES

 A 1,678,518 ACTUAL COST
(4) EEH SPC - SEGREGATED PORTFOLIO CELL A

 P 11,821,026 ACTUAL COST
(5) EDWARD HEALTH & FITNESS

 L 610,056 ACTUAL COST
(6) EEH SPC - SEGREGATED PORTFOLIO CELL B

 P 4,739,834 ACTUAL COST
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000248
Software Version: 2013v3.1