Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
Edward Hospital
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3040 W SALT CREEK LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON HEIGHTS, IL60005
D Employer identification number

36-3297173
E Telephone number

G Gross receipts $ 908,473,660
F Name and address of principal officer:
Gerald P Gallagher
1301 CENTRAL STREET
EVANSTON,IL60201
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.EndeavorHealth.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  
K Form of organization:  
L Year of formation: 1984
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Edward Hospital follows the mission of Endeavor Health to "help everyone in our communities be their best."
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 4,202
6 Total number of volunteers (estimate if necessary) ............. 6 524
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,935,571
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 846,526
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,628,937 305,097
9 Program service revenue (Part VIII, line 2g) ......... 827,495,430 903,812,988
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 175,041 53,112
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,673,106 4,169,117
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 841,972,514 908,340,314
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 578,362 1,108,619
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 269,111,986 298,646,711
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 359,169,330 411,644,651
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 628,859,678 711,399,981
19 Revenue less expenses. Subtract line 18 from line 12....... 213,112,836 196,940,333
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 492,345,350 704,568,758
21 Total liabilities (Part X, line 26)............. 107,531,135 127,453,325
22 Net assets or fund balances. Subtract line 21 from line 20..... 384,814,215 577,115,433
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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: SEE SCHEDULE O
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 $ 649,682,693 including grants of $ 1,108,619 ) (Revenue $ 904,538,521 )
Endeavor Health Edward Hospital, which opened in 1907, is a full-service, regional healthcare provider offering access to complex medical specialties and innovative programming, with more than 80 medical and surgical specialties and subspecialties. Edward Hospital has earned a reputation as a healthcare leader by providing advanced cardiac care, state-of-the-art cancer diagnosis and treatment and world class stroke care. Home to the first heart hospital in Illinois, Edward Hospital was also the first in Illinois to open an Outpatient Cath Lab and perform the world's first minimally invasive cryoballoon procedure to treat atrial fibrillation. Today, Edward Hospital is still the largest non-academic provider of heart care in Illinois. Edward Hospital is a Joint Commission-certified Comprehensive Stroke Center and is home to the first Pediatric Emergency Department in DuPage County and have a Level III Newborn Intensive Care Unit (NICU). Edward serves the residents of Chicago's west and southwest suburbs, including Naperville, Aurora, Bolingbrook, Downers Grove, Homer Glen, Joliet, Lemont, lisle, Lockport, Minooka, Oswego, Plainfield, Romeoville, Shorewood, Warrenville, Wheaton, Woodridge and Yorkville. During 2024, Edward Hospital celebrated its fifth consecutive Magnet designation, a significant milestone that included distinct commendations for their outstanding exemplars in nursing practice and patient outcomes. Edward Hospital's Hyperbaric and Wound Clinic received accreditation from the Undersea and Hyperbaric Medical Society (UHMS). UHMS accreditation means our facility has met or exceeded the highest standards of care and patient safety through rigorous evaluation of our operations, including equipment, staff and training to ensure that the utmost quality is maintained within the specialty of undersea and hyperbaric medicine. Edward is the only hyperbaric program certified in Illinois.
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 expenses649,682,693
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
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 VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
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. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
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 VIII.......
11c
 
No
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.........
14b
 
No
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....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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
List of Attached Documents:
// Content
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
5
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
4,202
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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
15
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
10
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
Yes
 
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
 
No
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
Yes
 
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
Yes
 
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
Yes
 
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
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on 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 on 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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on 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
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
IL
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
Christine E Erdmann3040 Salt Creek Lane   Arlington Heights,IL60005 (847) 618-4606
Form 990 (2024)
Form 990 (2024)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) Joseph Dant......................................................................
President, South Region/Trustee
 40.0
.................
6.0 		X   X       1,077,265 27,332 372,142
(2) Margaret Dixon Harrell......................................................................
Vice Chair
 1.0
.................
5.0 		X   X       0 0 0
(3) Sean Chou......................................................................
Chair
 1.0
.................
6.0 		X   X       0 0 0
(4) Adam Schriedel......................................................................
Trustee (until 6/30/24)
 1.0
.................
46.0 		X           0 506,466 40,269
(5) Brad Cutler......................................................................
Trustee
 1.0
.................
44.0 		X           0 403,007 53,396
(6) David Morrissey......................................................................
Trustee (until 6/30/24)
 1.0
.................
5.0 		X           0 0 0
(7) Elizabeth Aquino......................................................................
Trustee
 1.0
.................
6.0 		X           0 0 0
(8) Harry Siavelis......................................................................
Trustee (as of 7/1/24)
 1.0
.................
5.0 		X           0 0 0
(9) Mark Gomez......................................................................
Trustee
 1.0
.................
44.0 		X           0 420,981 48,580
(10) Michael T Hoffman......................................................................
Trustee
 1.0
.................
46.0 		X           0 530,929 46,889
(11) Ram Shivakumar......................................................................
Trustee
 1.0
.................
6.0 		X           0 0 0
(12) Ravi Nemivant......................................................................
Trustee
 1.0
.................
5.0 		X           0 0 0
(13) Robert Platt......................................................................
Trustee
 1.0
.................
5.0 		X           0 0 0
(14) Sasha Demos......................................................................
Trustee (as of 7/1/24)
 1.0
.................
5.0 		X           0 0 0
(15) Tom S Lee......................................................................
Trustee
 1.0
.................
5.0 		X           0 0 0
(16) Valerie Cahill......................................................................
Trustee
 1.0
.................
6.0 		X           0 0 0
(17) Walter Whang......................................................................
Trustee
 1.0
.................
44.0 		X           0 562,924 49,268
Form 990 (2024)
Form 990 (2024)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) Douglas D Welday........................................................................
System Treasurer and CFO
 1.0
.......................55.0 		    X       0 1,854,234 330,386
(19) Gerald P Gallagher........................................................................
System President & CEO
 1.0
.......................55.0 		    X       0 3,559,263 1,632,363
(20) Jason Ogden........................................................................
Assistant Treasurer
 1.0
.......................47.0 		    X       0 424,107 46,994
(21) Lydia Andrasz........................................................................
Assistant Secretary
 1.0
.......................44.0 		    X       0 302,955 49,360
(22) Shivani Bautista........................................................................
System Chief Legal Officer/Secretary
 1.0
.......................54.0 		    X       0 803,024 421,599
(23) Patricia Fairbanks........................................................................
CNO, Edward Hospital
 40.0
.......................0 		      X     419,171 0 42,685
(24) Robert Payton........................................................................
CMO, Edward Hospital
 40.0
.......................0 		      X     677,092 0 129,365
(25) Yvette Saba........................................................................
President, Edward Hospital
 40.0
.......................2.0 		      X     0 766,054 119,478
(26) Benjamin Garcia........................................................................
Physician
 40.0
.......................0 		        X   765,781 0 48,476
(27) Guy Miller........................................................................
Physician
 40.0
.......................0 		        X   885,471 0 56,643
(28) Michael Hartmann........................................................................
Physician
 40.0
.......................0 		        X   908,428 0 50,199
(29) Saroosh Ahmed........................................................................
Physician
 40.0
.......................0 		        X   772,354 0 49,704
(30) Scott Padalik........................................................................
Physician
 40.0
.......................0 		        X   796,628 0 56,004
(31) Bradley Hlavacek........................................................................
Former Key Employee
 40.0
.......................0 		          X 221,239 0 39,473
(32) Catherine Smith........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 365,466 10,798 39,547
(33) Chris J Mollet........................................................................
Former Officer
 0.0
.......................0.0 		          X 0 676,431 151,925
(34) Daniel Sullivan........................................................................
Former Key Employee
 0.0
.......................1.0 		          X 0 454,992 0
(35) Denise Chamberlain........................................................................
Former Officer
 0.0
.......................0.0 		          X 0 880,966 246,269
(36) Ellen Turnbull........................................................................
Former Key Employee
 0.0
.......................40.0 		          X 0 221,441 22,763
(37) Kevin Rehder........................................................................
Former Key Employee
 40.0
.......................0 		          X 241,039 0 37,591
(38) Marianne Spencer........................................................................
Former Key Employee
 0.0
.......................0.0 		          X 0 529,995 214,045
(39) Mary Lou Mastro........................................................................
Former Officer
 0.0
.......................0.0 		          X 0 468,372 0
(40) Michael O'Shea........................................................................
Former Key Employee
 40.0
.......................0 		          X 318,716 0 20,417
(41) Phillip C Williams........................................................................
Former Key Employee
 40.0
.......................1.0 		          X 405,127 12,044 42,224
(42) Ryan Garland........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 276,324 0 44,855
(43) William Wallin........................................................................
Former Key Employee
 0.0
.......................40.0 		          X 0 187,055 39,044
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 8,130,101 13,603,370 4,541,953
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 549
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
Yes
 
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
MIDWEST CARDIOVASCULAR INSTITUTE

225 Dunn St
Houma,LA70360 		Physician Services 6,763,394
DUPAGE VALLEY ANESTHESIOLOGIST

387 Shuman Blvd Ste 240 W
Naperville,IL60563 		Physician Services 5,658,567
ADVANCE MECHANICAL SYSTEMS INC

425 East Algonquin Road
Arlington Heights,IL60005 		Mechanical Contractor 2,657,860
FAVORITE HEALTHCARE STAFFING

PO Box 26225
Overland Park,KS66225 		Physician Services 2,657,239
DUPAGE MEDICAL GROUP LTD

1100 W 31st St
Ste 300
Downers Grove,IL60515 		Physician Services 2,321,038
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 57
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 305,097
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 305,097
Program Service RevenueAmt Business Code
2a PATIENT SERVICE REVENUE 621300 759,208,471 759,208,471    
b REFERENCE LAB 621511 103,779,762 101,844,191 1,935,571  
c MEDICAID ASSESMENT PROGRAM 900099 36,801,551 36,801,551    
d RENTAL INCOME 532000 1,691,212 1,691,212    
e HEALTH SCREEN & AMBULATORY 623990 1,764,331 1,764,331    
f All other program service revenue. 567,661 567,661 0 0
g Total. Add lines 2a–2f ..... 903,812,988
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 53,112     53,112
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c 0 0
d Net gain or (loss).........        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a 207,569
b Less: cost of goods sold .. 10b 133,346
c Net income or (loss) from sales of inventory.. 74,223     74,223
OtherRevenueMiscAmt
Business Code
11a Cafeteria 722514 3,369,361     3,369,361
b Community Seminars 611430 186,934 186,934    
c Parking 812930 57,851 57,851    
d All other revenue .... 480,748 480,748 0 0
e Total. Add lines 11a–11d ...... 4,094,894
12 Total revenue. See instructions..... 908,340,314 902,602,950 1,935,571 3,496,696
Form 990 (2024)
Form 990 (2024)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 1,108,619 1,108,619
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,193,427 846,886 346,541  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,333,982 813,367 520,615  
7 Other salaries and wages........ 244,259,751 236,696,924 7,562,827  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 180,291   180,291  
9 Other employee benefits ....... 34,516,311 33,572,107 944,204  
10 Payroll taxes ........... 17,162,949 16,634,592 528,357  
11 Fees for services (non-employees):        
a Management ...... 1,153,110 222,525 930,585  
b Legal .........        
c Accounting ...........        
d Lobbying ........... 60,378   60,378  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,830,890   1,830,890  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 53,681,148 46,292,832 7,388,316 0
12 Advertising and promotion .... 8,349 7,932 417  
13 Office expenses ....... 4,217,419 3,657,089 560,330  
14 Information technology ...... 30,107 29,466 641  
15 Royalties ..        
16 Occupancy ........... 8,445,014 8,327,777 117,237  
17 Travel ............ 361,855 166,816 195,039  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 15,849,540   15,849,540  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 32,205,749 27,059,016 5,146,733  
23 Insurance ... 18,982,482   18,982,482  
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 Medical Supplies 225,252,832 225,252,832    
b Medicaid Assessment Tax 35,958,517 35,958,517    
c Repairs & Maintenance 7,166,520 7,130,503 36,017  
d Food 5,161,938 5,006,539 155,399  
e All other expenses 1,278,803 898,354 380,449 0
25 Total functional expenses. Add lines 1 through 24e 711,399,981 649,682,693 61,717,288 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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ -1,656,852 1 187,533
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 89,939,312 4 69,079,896
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 16,286,901 8 15,004,050
9 Prepaid expenses and deferred charges ...... 171,008 9 371,944
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 874,149,607
b Less: accumulated depreciation 10b 563,479,555 324,344,380 10c 310,670,052
11 Investments—publicly traded securities . 619,424 11 638,006
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 3,362,514 13 2,418,526
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 59,278,663 15 306,198,751
16 Total assets. Add lines 1 through 15 (must equal line 33)... 492,345,350 16 704,568,758
Liabilities 17 Accounts payable and accrued expenses ..... 52,759,043 17 48,442,929
18 Grants payable ...   18  
19 Deferred revenue ......... 75 19 77
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 54,772,017 25 79,010,319
26 Total liabilities. Add lines 17 through 25.. 107,531,135 26 127,453,325
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 381,451,701 27 574,696,907
28 Net assets with donor restrictions ........... 3,362,514 28 2,418,526
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 384,814,215 32 577,115,433
33 Total liabilities and net assets/fund balances ........ 492,345,350 33 704,568,758
Form 990 (2024)
Form 990 (2024)
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
908,340,314
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
711,399,981
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
196,940,333
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
384,814,215
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
-4,639,115
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
577,115,433
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
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
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Edward Hospital
  		Employer identification number
36-3297173
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Edward Hospital
  		Employer identification number

36-3297173
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Edward Hospital
  		Employer identification number

36-3297173
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (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) 2024


Schedule C (Form 990) 2024
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(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)? ........
 
No
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
 
60,378
j
Total. Add lines 1c through 1i ....................................................................................................
60,378
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY EDWARD HOSPITAL PAYS DUES TO CERTAIN HOPITAL ASSOCIATIONS WHICH USE A PORTION OF THESE DUES FOR LOBBYING.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 444,599 427,328 426,802 426,278 425,886
b Contributions ... 17,591 17,591 526 524 420
c Net investment earnings, gains, and losses          
d Grants or scholarships ... 1,000        
e Other expenditures for facilities
and programs ... 		552 320     28
f Administrative expenses ....          
g End of year balance ...... 460,638 444,599 427,328 426,802 426,278
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow61.3 %
c
Term endowment right arrow38.7 %
The percentages on 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)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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" on 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 .....   10,709,103 10,709,103
b Buildings ....   594,370,621 544,664,759 49,705,862
c Leasehold improvements        
d Equipment ....   254,668,300 18,814,796 235,853,504
e Other .....   14,401,583   14,401,583
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 310,670,052
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)DEFERRED COMPENSATION 54,683,281
(2)DUE FROM AFFILIATE - EMH FNDN 228,026,290
(3)OPERATING LEASE ROU ASSSETS -798,301
(4)Non-patient receivables 24,287,481
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 306,198,751
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
EST THIRD PARTY PAYOR SETTLEMENTS 9,858,957
PROF & GENERAL LIABILITY 12,690,656
DEFERRED COMPENSATION 55,057,727
OPERATING LEASE LIABILITY 1,402,979




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 79,010,319
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) 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 0
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 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
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 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
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 0
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 V, Line 4 Intended uses of endowment funds There are three permanent endowment funds, and the interest earned on the funds is intended to be used as follows: 1) Cardiovascular - to be used for the Edward Hospital Cardiovascular Program; 2) Animal Assisted Therapy - to be used to support the use of dogs visiting patients to help relieve stress and improve healing times; 3) The Book Scholarship Fund - to help nurses educationally by supplementing their further higher educational expenses.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE AFFILIATES AND SUBSIDIARIES OF THE SYSTEM ARE PRIMARILY TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND THEIR RELATED INCOME IS EXEMPT FROM FEDERAL INCOME TAX. ACCORDINGLY, THERE IS NO MATERIAL PROVISION FOR INCOME TAX FOR THESE ENTITIES. SOME OF THE INCOME GENERATED BY CERTAIN EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SYSTEM FILES FEDERAL INCOME TAX RETURNS AND RETURNS FOR VARIOUS STATES IN THE U.S. ASC 740-10, INCOME TAXES - OVERALL, REQUIRES THAT REALIZATION OF AN UNCERTAIN INCOME TAX POSITION BE MORE LIKELY THAN NOT (I.E., GREATER THAN 50% LIKELIHOOD OF RECEIVING A BENEFIT) BEFORE IT CAN BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. FURTHERMORE, THIS INTERPRETATION PRESCRIBES THE BENEFIT TO BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AS THE AMOUNT MOST LIKELY TO BE REALIZED, ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. THIS INTERPRETATION ALSO CLARIFIES THE FINANCIAL STATEMENT CLASSIFICATION OF TAX-RELATED PENALTIES AND INTEREST AND SETS FORTH NEW DISCLOSURES REGARDING UNRECOGNIZED TAX BENEFITS. NO AMOUNT WAS RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 OR 2023. AT YEAR-END DECEMBER 31, 2024 AND 2023, THE SYSTEM HAD A NET OPERATING LOSS CARRYFORWARD OF $416,494 AND $371,890, WHICH GENERATED DEFERRED TAX ASSETS OF $121,678 AND $107,621, RESPECTIVELY. THE ASSETS ARE OFFSET BY VALUATION ALLOWANCES OF $112,623 AND $101,354, RESPECTIVELY.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

 

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

 

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    4,048,550   4,048,550 0.569 %
b Medicaid (from Worksheet 3, column a) . . . . .     88,495,973 77,704,287 10,791,686 1.517 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 92,544,523 77,704,287 14,840,236 2.086 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,437,648 166,220 1,271,428 0.179 %
f Health professions education (from Worksheet 5) . . .     1,371,538 3,200 1,368,338 0.192 %
g Subsidized health services (from Worksheet 6) . . . .     56,055,298 30,592,664 25,462,634 3.579 %
h Research (from Worksheet 7) .     1,215,831 0 1,215,831 0.171 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,952,633 0 2,952,633 0.415 %
j Total. Other Benefits . . 0 0 63,032,948 30,762,084 32,270,864 4.536 %
k Total. Add lines 7d and 7j . 0 0 155,577,471 108,466,371 47,111,100 6.622 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing 0 0 0 0 0 0 %
2 Economic development 1 7 709,717 0 709,717 0.100 %
3 Community support 0 0 0 0 0 0 %
4 Environmental improvements 0 0 0 0 0 0 %
5 Leadership development and
training for community members		 0 0 0 0 0 0 %
6 Coalition building 1 74 81,918 0 81,918 0.012 %
7 Community health improvement advocacy 1 2 11,176 0 11,176 0.002 %
8 Workforce development 1 753 64,860 0 64,860 0.009 %
9 Other 0 0 0 0 0 0 %
10 Total 4 836 867,671 0 867,671 0.122 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
39,632,880
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
157,825,571
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
172,849,697
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-15,024,126
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 EDWARD HOSPITAL
801 S WASHINGTON ST
NAPERVILLE,IL60540
endeavorhealth.org
0003905 		X X         X      
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
EDWARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 24
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 24
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): endeavorhealth.org/community
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
EDWARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance
b
endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
EDWARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
EDWARD HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3E The significant health needs of the hospital's patients and community are identified through prioritized descriptions reflected in the Community Health Needs Assessment (CHNA).
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Edward Hospital. Community Health Survey EEH developed a comprehensive online community health survey to accept input from people who represent the broad interests of the community served by the hospital. The survey, available in English and Spanish, asked participants to share their beliefs and perceptions about access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and other concerns. It also asked the participants to rank their top health concern for the community. Community members who live in the hospital's service area were invited to participate in the online survey through social media, an Endeavor Health Leader Newsletter, and various emails to EEH's donors, volunteers, employees and patients. The survey link, located on Endeavor Health's website (endeavorhealth.org/survey), was open March 25 - April 8, 2024 and 2,345 people from the EEH service area responded. Key Informant Survey An additional online survey was implemented as part of the CHNA process specifically to solicit input from key informants. Key informants are defined as individuals who are considered experts in public health. Potential participants were chosen because of their ability to identify primary concerns of the community, including the medically underserved, low-income and minority populations served by the hospitals. On March 4, 2024, the hospital presidents sent an email to the key informants to explain the purpose of the survey and invite them to participate. A direct link to the survey, which remained open until March 18, 2024, was also included. A reminder email was sent on March 14, 2024 to encourage participation. The key informants were asked the same questions as the community which focused on access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and social determinants of health (SDOH) and other concerns. It also asked them to rank their "top health concern" for the community. A total of 34 surveys were completed at EEH's invitation. The Key Informant Survey was modeled off of the Community Survey, with minimal variations. Through this process, input was gathered from individuals whose organizations work with low-income populations, minority populations or other medically underserved populations (including the disabled, the elderly, the homeless, Medicaid/Medicare beneficiaries, the mentally ill, pregnant teens, substance abusers, undocumented individuals, veterans and uninsured/underinsured residents). The following organizations were invited to participate in the key informant survey: -DuPage Health Coalition -Will County Health Department -City of Naperville -City of Elmhurst -Aspire Ventures -Baxter -Blazio -BPOC -Career and Networking Center -workNET DuPage -District 205 -District 204 -Elmhurst Chamber of Commerce -Midwestern University -Naperville Department Partnership -Naperville Police -Rock Island Capital -Romeoville Fire Department -Zumitin -Greater Family Health -Access DuPage -VNA Healthcare -Young Hearts for Life -Outreach Communities -Loaves and Fishes -Bridge Communities -NAMI DuPage -Little Friends -Elmhurst Yorkfield Food Pantry -Tri-Town YMCA -People's Resource Center -Outreach House -DuPage Foundation -PADS Focus Groups EEH recognized the importance of gathering opinions and feedback from under-resourced populations in the community who have some of the greatest healthcare needs. Independent moderators were identified to conduct two focus groups, one with Spanish speaking under-resourced community members and one with an English-speaking population with substance abuse background. These focus groups were held at Tri-Town YMCA in Addison and Stepping Stones in Joliet, located within the hospital's service area. Potential participants were given a short screening questionnaire to verify they lived in the hospitals' service area and to ensure that participants selected would vary in age, gender, insurance status, income and educational levels, to the extent possible. The focus groups followed a guideline which mirrored questions included in the community and key informant surveys so that the information gathered could be used to compare with the survey results. The moderator summarized the results of the focus groups which were used as one of the tools in identifying the most predominant community needs.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - EDWARD HOSPITAL. The Community Health Needs Assessment (CHNA) conducted by Edward-Elmhurst Health (EEH) included three hospitals: Edward Hospital, Elmhurst Memorial Hospital, and Linden Oaks Hospital.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - EDWARD HOSPITAL. In consideration of the top health priorities identified through the CHNA process - and taking into account hospital resources and overall alignment with the hospital's mission, goals and strategic priorities - it was determined that EEH would focus the majority of its efforts on developing and/or supporting strategies and initiatives that address the following priority areas (in no particular order), with health equity and SDOH woven throughout: -Behavioral Health (includes mental health, substance abuse and access to care) -Community Health and Wellness (includes nutrition, physical activity, healthy body weight and food security) -Chronic Diseases (includes heart disease/high blood pressure/stroke and diabetes) -Cancer (includes smoking/tobacco cessation) -Access to Care (includes primary, specialty, screenings, diagnostics and prescription medication) Based on relationships with community partners, clinical expertise, strategic priorities and an ongoing commitment to community engagement, EEH believes it is best equipped to make an impact in the above priority needs, including focused attention within communities of greatest need. The corresponding Implementation Strategies describe programs EEH is undertaking over the coming years to address the prioritized health needs within the surrounding communities, as follows: Behavioral Health -Provide standardized behavioral health inpatient placement for individuals in crisis via the ED Crisis Teams and Care Management Center. -Offer free, confidential 24/7 telephone support to individuals needing behavioral health support and referrals (1-847-HEALING). -Expand colocation of behavioral health within primary care setting to enhance access. -Collaborate and refer patients to Community Substance Use Treatment Providers to enhance access and ongoing care. -Increase compliance with safe prescribing practices of opioids and other controlled substances via Patient Provider Pain Agreement through medical group outpatient practices. Community Health and Wellness -Offer free wellness webinars focused on health education and living a healthy lifestyle. -Offer free community events focused on health education and living a healthy lifestyle. -Provide fitness opportunities for community members and patients. -Offer physician-supervised medical weight loss program for adults and explore opportunities to expand access via alternate providers. -Conduct events to address food insecurity (food drives, hot meals for local partners, health education at food pantries, mobile food pantry, etc.). Chronic Diseases -Support controlled hypertension (HTN)levels among Endeavor Health Medical Group (MG) patients. -Support controlled levels of diabetes/A1Camong MG patients. -Use the Lens of Equity Tool to identify populations and develop targeted interventions around chronic disease management. -Develop blood pressure screening toolkits for community screenings. -Collaborate with Access DuPage to develop an abbreviated diabetes curriculum. -Partner with Young Hearts for Life to support cardiac screening for high school students to identify heart conditions and prevent sudden cardiac death. Cancer -Utilize FIT Tests (fecal immunochemical test) for Endeavor Health Medical Group (MG) patients who have been recommended a colonoscopy screening and declined. -Use Lens of Equity Tool to identify populations and develop targeted interventions around cancer screenings. -Screen mammogram patients for genetic risk factors to identify those in need of genetic screening referral. -Provide EPIC centered outreach to educate patients on new age guidelines for colon cancer screening. -Utilize awareness campaigns and outreach to promote screening for breast, prostate, colon and lung cancer. -Hire Lung and GI navigators to support newly diagnosed cancer patients. Access to Care -Deploy a team of Community Health Workers (CHW's) to provide patient support which may include finding medical homes, scheduling appointments and screenings, addressing social determinants of health and referrals to other community resources. -Increase the number of specialty care appointments to care for population at or below 250% of current FPL as referred by our FQHC partners and/or Access DuPage. -Partner with UNDUE to relieve medical debt and with Pay Zen to defer medical payments. -Bridge language access gaps via proficiency testing of multilingual team members. EEH focused on four priority health issues as a result of the previous 2022 CHNA: -Access to Healthcare -Chronic Disease (Obesity, Diabetes, Heart Disease and Cancer) -Behavioral Health (Mental Health/Substance Abuse) -Social Determinants of Health and Community Resources During 2024, the hospital took the following actions to address the key priority areas identified in the 2022 Community Health Needs Assessment: Addressing Access to Healthcare -Provider Recruitment - EEH's Physician Services Department recruited over 70 physicians increasing access throughout the community. Medicaid and Medicare visits represented over one-third of total primary care visit volume. EEH continues to recruit prioritized specialties, including psychiatry, obstetrics, primary care, oncology, and endocrinology. -Financial Assistance - Informing under- and uninsured patients about available financial assistance is key to increasing access to essential healthcare services. EEH proactively screens patients, identifies those in need and guides them to appropriate next steps based on their unique financial circumstances. EEH moved to a unified system vendor, Great Lakes, at the end of 2024. -DuPage Health Coalition Partnership - EEH's ongoing partnership with the DuPage Health Coalition is a crucial component of the Access to Healthcare strategy. Chronic Disease (Improving Early Detection, Prevention and Wellness) Obesity -Endeavor Program - This comprehensive, multidisciplinary approach to weight loss includes surgical, medical and lifestyle modifications for individuals aged 16 and older. EEH has clinics in Naperville, Elmhurst, Plainfield, Woodridge, and Hinsdale. They have been reaccredited as an MBSAQIP Comprehensive Center with Obesity Medicine Qualifications. -Jump Start Your Health - Led by a registered dietitian and trained lifestyle coach, this year-long lifestyle change program accredited by the Centers for Disease Control and Prevention helps people lose weight, increase activity and prevent disease. In 2024, 134 people participated in the class including 8 that participated in our Spanish class offered at no charge. -Healthy Driven Families - This resource is automatically included in the After Visit Summary for all at-risk pediatric patients, providing families with important guidance on available resources. -Take a Hike Challenge - In collaboration with community partners, EEH sponsored a community challenge to encourage the community to rediscover the health benefits of being active and spending time outdoors. Over 4500 community residents participated in the past three years.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Edward Hospital. Diabetes -Diabetes Care Centers - EEH currently has Diabetes Center access points in Addison, Yorkville, Bolingbrook, Elmhurst, Plainfield and Naperville. -Addressing Healthcare Gaps - A pilot program in Addison embedded a diabetic educator and diabetes navigator to address demographic gaps in diabetes prevalence. The navigator has worked with close to 1000 referrals to improve diabetic-related health outcomes. The navigator has assisted primarily with medications, diabetic supplies and insurance concerns amongst other barriers. Cardiovascular Care -Young Hearts for Life (YH4L) - EEH supported and participated in this program, screening over 10,000 students and uncovering close to 100 potential conditions. -Community Education Programs - EEH provides numerous education programs focused on heart health and stroke prevention, reaching hundreds of community members annually. -Communication - Regular news, email, blog and newsletter content on heart disease and stroke prevention are provided to the community. The monthly newsletter, with a distribution of over 500,000, covered various heart healthy lifestyle topics. Cancer Care -Camp Hope - Endeavor Health's Camp Hope is a one-week summer day camp for children ages 6 to 12 whose parent or close family member is living with cancer. The campers take part in special break-out sessions each day to address emotions surrounding illness-related changes in the family. -Wellness House Collaboration - The oncology team collaborates with the Wellness House in Hinsdale to provide programming and connection to patients diagnosed with cancer. Our clinicians are involved in speaking engagements and ongoing programming. -Online Screening Tools - EEH offers free online screening tools (BreastAware, ColonAware and LungAware) to identify at risk individuals and connect them to early detection and treatment resources. Addressing Social Drivers of Health (SDOH) During the most recent CHNA and Implementation Strategy planning process, EEH identified an opportunity to systematically identify patients with underlying SDOH to enhance the referral process to community-based organizations. An Epic module was implemented to identify patients needing community resources such as food banks and other social support. EEH is has been screening inpatients since 2023 and began screening ambulatory patients in late 2024. The North Carolina Department of Health and Human Services Screening questions were implemented across the system. In 2024, 5% of screened inpatients showed a need for food, housing, safety, transportation, or utility assistance. Connections to Community Resources EEH partners with findhelp.org (formerly known as Aunt Bertha), a social care network, to connect people with social services in their communities. Robust community partnerships allow for ongoing conversation on meeting patient needs for additional resources. Mental Health/Substance Use Access to Behavioral Health Services -Provider Recruitment - To meet a high level of need, Linden Oaks Medical Group (LOMG) added several psychiatry providers in 2024 to expand access to critical counseling and medication management services. -Virtual Visits - LOMG counselors and psychiatrists continue to offer virtual visits to ensure access to counseling and telepsychiatry/medication management treatment. -Behavioral Health Integration - This care delivery model embeds behavioral health therapists within physician offices, ensuring immediate resources for community members and appropriate follow-up care. Linden Oaks continues to expand this model to more primary care and specialty clinic locations. -Emergency Department (ED) and Medical Floor Coordination - Enhanced processes in EDs and medical floors address the rising number of patients seeking psychiatric care, including increased discharge planners, expanded virtual telepsychiatry, and Medical Director rounding. Community Outreach to Support Behavioral Health -Community Engagement - Linden Oaks leadership and staff gather input from the community to address key imperatives, hosting events to discuss mental health services. Examples include school based social worker education breakfasts and the Linden Oaks Patient Family Advisory Council, which works to enhance healthcare delivery. -Mental Health First Aid (MHFA) Program - Linden Oaks has trained over 855 community members and Endeavor staff in MHFA in 2024. 428 of these trainees were in collaboration with our community partner, KidsMatter. EEH Opioid Initiative EEH has been a leader in fighting the opioid epidemic since launching a task force in 2016. Key initiatives include standardized treatment plans and best practice guidelines for patients on selected opioids. EEH partnered with third-party addiction treatment centers to provide follow-up care for ED patients, ensuring expedited care by having substance abuse specialists present in EDs. We also have implemented a patient-provider agreement for patients prescribed opioids and are tracking the compliance on our system scorecard. In addition, we have implemented system-wide "Our Practice Alerts" which provides real time warnings for prescribing practices. In acknowledging the wide range of priority health issues that emerged from the CHNA process, EEH determined that it could only effectively focus on those which it deemed most pressing, most under-addressed and most within its ability to influence. EEH worked with key stakeholders to develop strategies, tactics and metrics for the majority of the top 50% prioritized needs identified in the CHNA. The remaining needs in the top 50% are addressed as noted below. -HIV/AIDS/STDs - Our internal employee resource group (True North) is also working on educational resources for the LGBTQI+ population. EEH continues to partner with organizations including the ALIVE Center, 360 Youth, Outreach Communities, FQHCs and school districts to raise awareness about these issues, however due to resource constraints and lower priority, this need was not selected for further prioritized attention. -Older Adults Aging in Place - This need is addressed and integrated into the SDOH screening assessment. EEH social workers have referral links and work to navigate older adults to necessary resources based on identified needs. We continue to work with our community partners to provide transport (Ride Assist), home improvement (Habitat for Humanity) and adult day care (Riverwalk). We will continue to uncover potential collaborations with park districts and coalitions. -Housing - Other local community organizations with who EEH partners including PADS, Bridge Communities, 360 Youth and Outreach Communities are addressing this need, and we will continue to partner where appropriate. At this time, EEH lacks the expertise to effectively address this need. -Audiology - We have an audiology department to refer community members to and are working with our Language Line services to better serve patients who are deaf or hard of hearing. We will continue to partner with our educational partners such as Elmhurst University, Midwestern University and North Central. EEH sponsors the Lions Club to assist in their ability to provide screenings for our underserved population. -Financial Instability - We work with our finance team to help our patients apply for insurance coverage. In addition, Access DuPage is working to align insurance coverage and alleviate medical debt and SSIP is working on the Medicaid redeterminations. We also partner and fund our local FQHCs to provide care for patients that are uninsured including Greater Family Health, VNA, MAPP and Access DuPage.
Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - EDWARD HOSPITAL. In addition to individuals that can demonstrate that they are below 200% of the federal poverty guidelines, presumed eligible patients receive 100% financial assistance for the account balance. Presumptive Eligibility Criteria is demonstrated by enrollment in one of the following programs: a) Women, Infants and Children Nutrition Program (WIC) b) Supplemental Nutrition Assistance Program (SNAP) c) Illinois Free Lunch and Breakfast Program d) Low Income Home Energy Assistance Program (LIHEAP) e) Temporary Assistance for Needy Families (TANF) f) Illinois Housing Development Authority's Rental Housing Support Program g) Organized community-based program or charitable health program providing medical care that assesses and documents low income financial status as criteria h) Medicaid eligibility, but not eligible on date of service or for non-covered service Presumptive Eligibility Criteria can also be demonstrated by the following life circumstances: a) Receipt of grant assistance for medical services b) Homelessness c) Deceased with no estate d) Mental incapacitation with no one to act on patient's behalf e) Recent personal bankruptcy f) Incarceration in a penal institution g) Affiliation with a religious order and vow of poverty h) Evidence from an independent third-party reporting agency indicating family income is less than two times FPL For patients with income between 200% and 600% of Federal poverty guidelines discounted care is available on a sliding scale. The financial assistance program looks at the current income and then calculates the potential benefit. Certain discounts are only available to Illinois residents.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?12
Name and address Type of Facility (describe)
1 Plainfield Free-Standing Emergency Center
24600 W 127th Street
Plainfield,IL60585 		Outpatient Clinic
2 Endeavor Health Center - MOB II
120 Spalding
Naperville,IL60540 		Outpatient Clinic
3 Endeavor Health Center - Bolingbrook
130 N Weber Rd
Bolingbrook,IL60440 		Outpatient Clinic
4 Endeavor Health Center - MOB I
100 Spalding
Naperville,IL60540 		Outpatient Clinic
5 Endeavor Cardiovascular Inst
10 Martin Ave
Naperville,IL60540 		Cardiac Services
6 Endeavor Health Center - Yorkville
76 W Countryside Pkwy
Yorkville,IL60560 		Outpatient Clinic
7 Endeavor Health Center - Woodridge MOB
3329 75th St
Woodridge,IL60517 		Outpatient Clinic
8 Endeavor Health Center - Naperville
2007 95th St
Naperville,IL60564 		Outpatient Clinic
9 Endeavor Health Center - Oswego
6701 Hwy 34
Oswego,IL60543 		Outpatient Clinic
10 Endeavor Health Sleep Center
1259 Rickert Dr
Naperville,IL60540 		Sleep Center
11 Endeavor Health Physical Therapy
2695 Forgue Rd
Naperville,IL60564 		Physical Therapy
12 Endeavor Health Center - South Plainfield
16519 Rt 59
Plainfield,IL60586 		Outpatient Clinic
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 3c Other Factors Used to Determine Eligibility for Financial Assistance In addition to the Federal Poverty Guidelines, the hospital uses the following factors to determine eligibility for financial assistance: medical indigency, insurance status, underinsurance status, and residency. Please see Schedule H Part V, Section B, Line 13h narrative for more detail.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization A single community benefit report was prepared for Endeavor Health Clinical Operations (f/k/a NorthShore University HealthSystem) EIN:36-2167060, Edward Hospital EIN: 36-3297173, Naperville Psychiatric Ventures (D/B/A Linden Oaks Hospital) EIN: 36-3965251, Elmhurst Memorial Hospital EIN:36-2167784, Swedish Covenant Health (Swedish Hospital) EIN:36-2179813, and Northwest Community Hospital EIN:36-2340313.
Schedule H, Part I, Line 7g Subsidized Health Services The organization did not include as subsidized health services any costs attributable to physician clinics in line 7g.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The costs entered for lines 7a and 7b were calculated using a cost-to-charge ratio derived from worksheet 2. The costs entered in the subsidized health services (7g) section were calculated using a cost accounting system and addressed all patient segments. The costs entered in lines 7e,7f, 7h and 7i were calculated using a cost accounting system or were the actual costs.
Schedule H, Part II Community Building Activities Employees are encouraged to serve on community boards and participate in programs and on committees that address economic development, coalition building, community health improvement advocacy, and workforce development. Examples of these programs and the benefit they provide are highlighted below. Economic development and advocacy committees are often comprised of public and private members. The primary role of the membership is to develop, coordinate and implement an integrated approach to local and community development. They provide business leadership by promoting economic opportunities, advocating the interest of business, providing members with education and resources and encouraging mutual support. Examples of economic development organizations, chambers and other committees in which Edward-Elmhurst Health employees are actively involved include: the Naperville Chamber of Commerce, Naperville Riverwalk Committee, Naperville Development Partnership and Rotary Club of Naperville. Coalition building includes participation in community coalitions and collaborative efforts to address health and safety issues. This includes programs such as the DuPage Health Coalition which includes a set of interconnected organizations, programs and facilities that work together to provide coordinated medical care and other health related services to DuPage county's low-income residents. Other organizations that we have partnerships with include American Heart Association and Cardiovascular Health Leadership convenings. We also work regularly with local higher education partners such as Benedictine University, North Central College and College of DuPage for both workforce development and healthcare convenings. Community health improvement advocacy includes efforts to support policies and programs to safeguard or improve public health, access to health care services, obesity, housing needs, food insecurity, transportation barriers and others. Community health needs are determined, reviewed and updated on a regular basis We provide financial and volunteer support to Young Hearts for Life for preventative cardiac screenings for high schoolers in our area. We also work with the Illinois Hospital Association for health advocacy in our communities. We are Board and committee members in many community organizations addressing the SDOH needs in our community including Loaves & Fishes, People's Resource Center, Kids Matter, 360 Youth and Alive Center. Edward Hospital partners with our community partners to encourage healthcare pipeline building and exposure. These partnerships include clinical opportunities for students and working closely with upper education on and high school workforce development coalitions and advisory committees including North Central College, Lewis University and College of DuPage. Many of our clinicians participate on panels and are speakers at local high schools and colleges to encourage students to consider healthcare or STEM careers pathways.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount The amount of bad debt expense is obtained by taking the net amount placed in bad debt less the payments and adjustments received. Discounts and payments on patient accounts reduce the organization's bad debt expense.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology The hospital is unable to estimate accurately the amount of bad debt expense attributable to patients eligible for free services under the financial assistance policy. Although a portion of bad debt expenses may relate to patients who would qualify for charity care, a reportable figure cannot be reasonably estimated.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote See pages 9 and 14-18 of the audited financial statements for footnotes describing accounts receivable and bad debt expense.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs If Edward Hospital discontinued unprofitable services, it would become the responsibility of another provider or the government to care for the Medicare patient population. This would, ultimately, result in access issues and negatively impact quality of care and health outcomes. Therefore, the shortfall incurred by continuing to provide these services is considered a community benefit. A cost-to-charge ratio was used to determine the reported amount.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance If the patient has no insurance coverage, Edward Hospital will provide financial counseling services to assist the patient or guarantor (parent or guardian responsible for payment of services) in applying for various programs that may help resolve the patient or guarantor's bill. Financial counselors assist patients in applying for government-sponsored health insurance or other third-party insurance (such as adding baby to policy), establishing a payment arrangement, and applying for financial assistance. Before receiving a bill, patients without insurance coverage will receive a letter informing them of our financial assistance program and the option of payment plans. If a patient is approved for financial assistance, the patient's accounts are discounted by the % approved. In cases where a balance remains, normal collection practices are followed.
Schedule H, Part V, Section B, Line 16a FAP website - EDWARD HOSPITAL: Line 16a URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website - EDWARD HOSPITAL: Line 16b URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - EDWARD HOSPITAL: Line 16c URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment Endeavor Health screens adult patients in many care settings for social drivers of health (SDOH) to identify patients in need and connect them to resources. Collecting SDOH information deepens our understanding of the challenges patients face and guides navigation to critical services. EndeavorHealth screens for five key areas: food insecurity, housing instability, transportation barriers, interpersonal safety and utility difficulties. This data helps us understand patient needs and connect them to essential resources like food pantries. We have launched a Community Health Worker Program to address gaps in cancer screening rates, 30-day readmissions, and chronic disease outcomes, while also strengthening SDOH navigation and connections to community resources. Endeavor Health has a dedicated Community Impact and Engagement team made up of professionals across the system who are committed to strengthening our community's health and wellbeing. Strategic priorities and commitments include: - Community Health Needs Assessment - Identifying and addressing community health needs. - Community Engagement - Convening and connecting people for collective impact. - Community Health and Wellness - Promoting health and wellness through education and outreach. - Community Investment Fund - Investing in local organizations committed to community health and wellbeing. - Anchor Strategy - Leveraging organizational resources to support community health and economic growth. - Community Benefit - Demonstrating community impact. The hospital convenes a semiannual Community Advisory Committee (CAC), to ensure accountability to the local communities. These committees advise hospital administration on services and initiatives from a community perspective and identify community resources to improve the overall health of families across the service area. The CAC is primarily comprised of community members, along with hospital administrative and professional staff. The hospital strives for diverse membership to include business, faith community, social services and civic organizations. The CAC helps to identify gaps in healthcare services within the community and seek opportunities for partnerships between the hospitals and community organizations. In addition, the CAC assists the hospital with the community health needs assessment process.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Informing our patients that financial assistance is available is an important part of EEH's financial assistance program. Financial assistance is available to the under-insured as well as the uninsured. Information about our financial assistance program and the application is available on EEH website in English and Spanish. Patient statements also include information on how to obtain a financial assistance application. Uninsured inpatients are screened for eligibility for governmental programs. Patients who do not qualify for such programs are given a financial assistance application. Signage is posted at all registration areas including the emergency department. A notice on our consent to treat highlights that financial assistance is available. Also, our customer service department and financial counselors are available to assist patients who are having difficulty paying their bill and the need for financial assistance. Lastly, EEH leverages a presumptive eligibility tool that provides additional screening for financial assistance prior to the statements being sent. For uninsured patients the statement reflects any discounts the patient was eligible for under our financial assistance policy. EEH partners with Great Lakes Medicaid with the goal to provide under insured and uninsured patients with insurance coverage through various Medicaid programs. The service is offered to patients receiving care as an inpatient, in the emergency department and in various outpatient departments, and is tailored to guide the patient through a complex application process for applicable federal, state, and community benefit programs.
Schedule H, Part VI, Line 4 Community information The EEH service area is composed of 74 ZIP codes, with a total population of nearly 2 million. This service area crosses three counties - DuPage, Cook and Will Counties. The highest utilizers of health care services are patients 65 and over, and this age group is expected to grow 13.4% over the next five years. The number of residents in all other age groups is expected to decrease 1.0% to 6.0%. The female population in EEH service area is slightly higher than the male population and is projected to grow slightly more than the male population over the next five years. The EEH service area is primarily Non- Hispanic/Latino White (54.0%), but also has substantial Hispanic/Latino population (25.0%). The Hispanic/Latino population is projected to grow nearly 11.0% over the next five years, while Non-Hispanic/Latinos will decrease 3.0% driven by White Alone Non-Hispanic/Latinos. There is a small growth projected in nearly all education levels within the service area over the next five years. The unemployment rate in the EEH service area is about 1.0% less than Illinois and about the same as Endeavor Health service area. Unemployment rates are projected to grow about 1.0% by 2027 in the EEH service area, Endeavor Health service area and Illinois. The number of households in upper income brackets ($100,000+ annual income), is projected to increase while all lower income brackets are projected to decrease. The average household income in the EEH service area is $133,718 while the median household income is $97,470. Household income levels in the EEH service area are exceeding Illinois for households making $100,000 or more and are projected to continue to exceed Illinois over the next five years. EEH service area has a higher proportion of households above the $100,000 level when compared to the state level. However, when looking at individual Zip codes, almost one-quarter of our Zip codes have a higher percentage of their population living below 200% of the poverty level than the Illinois average of 26.2%. Residents within the EEH service area living below 200% of the poverty level are less than the Endeavor Health service area as well as Illinois overall. However, some ZIP codes in the EEH service area are as high as 43.0% of residents living below 200% of the poverty level. The percentage of uninsured residents in the EEH service area is almost equivalent to the Illinois average with some ZIP codes as high as 28%, an indicator of the disparities that exist within the communities we serve. The percentage of residents in the EEH service area with limited English proficiency is higher than the Illinois average, with some ZIP codes as high as 24% down to 0% which is an indicator of the disparities that exist within the communities we serve. Other hospitals serving the EEH community include: - Acute-Care Hospitals/Emergency Departments - Northwestern Medicine Central DuPage - Ascension Alexian Brothers - UChicago Medicine Advent Health Hinsdale - Advocate Good Samaritan - Rush Copley Aurora - Ascension Mercy Aurora - Silver Cross Federally Qualified Health Centers and Other Safety Net Providers serving the EEH community include: - Greater Family Health - Access DuPage - Hamdard Health Alliance - VNA Health Care Within EEH's service area, there is one federally-designated medically underserved area.
Schedule H, Part VI, Line 5 Promotion of community health The hospital furthers its exempt purpose by promoting the health of its community in many ways as follows: 1. A majority of the governing body of the hospital is comprised of persons who reside in the primary service area and are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for all departments. As a Not-For-Profit Organizations, the hospital reinvests earnings in the organization to maintain and enhance services that benefit the community served by the hospital. The organization develops and updates a strategic plan on a regular basis to identify needs and opportunities to deploy excess funds. Projects are evaluated based on organizational objectives and community needs, and are prioritized by senior management and the board of trustees. 2. The Endeavor Health Community Investment Fund is a dedicated resource aimed at fostering health and wellness, addressing social drivers of health (SDOH) and improving access to quality healthcare within our community. By strategically allocating these funds, we support local initiatives, partnerships and non-profit organizations that respond to priority community health needs. Whether it's funding for preventive health programs, grants for community health education or resources for mental health initiatives, our goal is to provide the supportive framework that helps community members thrive. During 2024, CIF partnerships in the communities served by the hospital included: - DuPage Health Coalition - $6.38 M in medical debt relief for 775 individuals with the support of the medical debt relief program and navigation of financial assistance programs, financial literacy education and coaching, and advocacy. - Naperville Education Foundation - Supported Project RISE: Nutrition, housing and physical/mental health support. 100% of parents reported that it would have been impossible or difficult to access counseling without the RISE counseling programs. - Southwest Suburban Immigrant Project - Trained 17 health navigators to share healthcare information, resources, and access to care. Navigators enabled 50 Medicare enrollments, 35 Medicaid redeterminations and 45 patient referrals to FQHC for care. - Loaves & Fishes - Expanded hours of food pantry to include evening and weekend hours. Served 10,400+ community and distributed 254,000+ pounds of food during expanded hours. - Indian Prairie School District 204 - Delivered 1,040 on-site after school mental health care sessions for students. 93% of families report that CARES (Community Advocacy, Resilience, Engagement and Supports) allowed access to treatment that otherwise would not have been possible. - Little Friends - 84+ participants in professional development and job training programs for young adults challenged by autism or I/DD. Finished construction and opened new building that houses the Community Day Service and Connecting Adults with Community programs. - Romeoville Fire Academy - Program focused on recruiting, training and launching firefighter and Emergency Medical Technician (EMT) careers with a focus on young adults. 2 students have fully completed fire academy with continued recruitment for firefighter and Emergency Medical Technicians. 3. The System Office of Community Health Equity & Engagement (SOCHEE) is the governing body that provides thought leadership and shares best practices to inspire and drive equity and inclusion internally and externally. The hospitals senior executives are part of SOCHEE and help support this important work. The three key components of SOCHEE are Community Impact and Engagement (focused on our community), Health Equity (focused on our patients) and Diversity, Equity and Inclusion (focused on our team members). 4. Endeavor Health is a member of the Healthcare Anchor Network which catalyzes health systems individually and collectively to leverage their hiring, purchasing, investing, and other key institutional assets to create stronger local economies that sustain healthy communities. This intentional commitment creates partnership with the community for mutual benefit. 5. The hospitals competent and committed professional nursing staff provides their time and expertise to serve as clinical preceptors for nursing students who come to the organization to complete their clinical practicum requirements. The hospital remains committed to these efforts and strategic programs because they are inextricably linked to supporting the ever-growing need for nurses, which in turn improves access to healthcare for the patients and families served. The hospital is also a clinical rotation site for interns in many other healthcare areas such as radiology, lab, physical therapy, pharmacy and more. Clinical preceptors provide one-on-one teaching with student(s) assigned to them during the clinical practicum. The preceptors develop plans and teaching techniques for each student to achieve an environment conducive for learning. 6. The hospital operates an emergency department that is open 24 hours a day, seven days a week and serves all persons regardless of their ability to pay. 7. Edward Hospital is the Illinois Department of Public Health (IDPH) designated Resource Hospital for the Edward Hospital EMS System in Region 8. Under the leadership of the EMS Medical Director and EMS System Coordinator, Edward Hospital provides regulatory, clinical, and operational oversight for a comprehensive EMS system covering approximately 115 square miles. The Edward Hospital EMS System includes: - 2 Associate Hospitals - 7 EMS Provider Agencies - 1 Emergency Medical Dispatch Center - Over 700 EMS Personnel Key responsibilities include: - System licensure, re-licensure, and clinical credentialing - Initial and ongoing education & training for EMD's, EMT's, Paramedics, PHRN's, and ECRNs - Development and maintenance of EMS protocols and standards - Quality management, data reporting, and system performance improvement - Oversight of electronic patient care reporting and system operations - Fiscal stewardship of system resources More than 100 Emergency Communications Registered Nurses (ECRNs) provide online medical control under Edward Hospital's credentialing authority. Through shared governance, collaboration with IDPH, and a commitment to excellence in prehospital care, Edward Hospital plays a critical role in supporting EMS readiness, safety, and clinical performance across the Region 8 service area. 8. Community Education is provided free of charge to the community at large with the aim of promoting wellness, enhancing understanding of disease prevention and management, to minimize related complications and improve quality of life. 9. EEH staff provide screenings, such as blood pressure, and stroke awareness education, at a variety of community health fairs. The ED also provides education at many community fairs on trauma prevention, dog bite safety, and bicycle safety.
Schedule H, Part VI, Line 6 Affiliated health care system Edward Hospital is part of Endeavor Health. The core mission of Endeavor Health is to "help everyone in our communities be their best." Endeavor Health is a Chicagoland-based integrated health system driven by our mission to help everyone in our communities be their best. As Illinois' third-largest health system and third-largest medical group, we proudly serve an area of more than 4.2 million residents across seven northeast Illinois counties. Our more than 27,600 team members, including more than 1,700 employed physicians, are the heart of our organization, delivering seamless access to personalized, pioneering, world-class patient care across more than 300 ambulatory locations and nine hospitals, including eight Magnet-recognized acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights), Skokie and NorthShore (Chicago) and Linden Oaks Behavioral Health Hospital (Naperville). The Endeavor Health service area is composed of 171 ZIP codes across nearly 75 miles, with a total population of nearly 4.2 million. In 2024, Edward-Elmhurst Healthcare conducted a comprehensive Community Health Needs Assessment (CHNA) to identify and prioritize key health issues of the surrounding communities. Endeavor Health conducted this CHNA as part of a simultaneous, system-wide approach to our four CHNAs across the Endeavor Health service area. The insights gained through this assessment guide the development of an implementation strategy to address priority concerns from 2025-2027. The 2024 CHNA serves as a tool toward reaching three basic goals: - To improve residents' health status, increase their life spans and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. - To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at prioritizing these individuals may then be developed to address some of the socio-economic factors which have historically had a negative impact on residents' health. - To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care.
Schedule H, Part VI, Line 7 State filing of community benefit report IL
Schedule H (Form 990) 2024
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Edward Hospital
 
Employer identification number
36-3297173
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Riverwalk Bicentennial Fund
825 Lyndhurst Court
Naperville,IL60563 		92-1408921 501(c)(3) 700,000       general support
(2) DuPage Health Coalition
511 Thornhill Drive
Carol Stream,IL60188 		36-4448208 501(c)(3) 238,900       general support
(3) Greater Joliet Area YMCA
749 Houbolt Road
Joliet,IL60431 		36-2169197 501(c)(3) 50,000       general support
(4) MCHC Service Corporation
1151 East Warrenville Road
Naperville,IL60563 		36-2167008 501(c)(3) 35,740       general support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds MONITORING OF THE USE OF GRANT FUNDS IS ACHIEVED THROUGH VARIOUS MEANS, INCLUDING ACTIVE PARTICIPATION IN PROGRAM IMPLEMENTATION, WRITTEN CONTRIBUTION AGREEMENTS, AND/OR PERFORMANCE REPORTS.
Schedule I (Form 990) Rev. 1-2025



Additional Data


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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
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 on 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 on 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
 
 
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 on Line 1a? ....
2
 
 
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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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
Yes
 
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Joseph Dant
President, South Region/Trustee 		(i)

(ii)		 736,554
-------------
26,935 		332,810
-------------
208 		7,901
-------------
189 		346,674
-------------
0 		24,539
-------------
929 		1,448,478
-------------
28,261 		0
-------------
0
2Brad Cutler
Trustee 		(i)

(ii)		 0
-------------
398,346 		0
-------------
4,000 		0
-------------
661 		0
-------------
20,700 		0
-------------
32,696 		0
-------------
456,403 		0
-------------
0
3Mark Gomez
Trustee 		(i)

(ii)		 0
-------------
412,685 		0
-------------
6,892 		0
-------------
1,404 		0
-------------
20,700 		0
-------------
27,880 		0
-------------
469,561 		0
-------------
0
4Michael T Hoffman
Trustee 		(i)

(ii)		 0
-------------
434,230 		0
-------------
92,733 		0
-------------
3,966 		0
-------------
20,700 		0
-------------
26,189 		0
-------------
577,818 		0
-------------
0
5Adam Schriedel
Trustee (until 6/30/24) 		(i)

(ii)		 0
-------------
417,447 		0
-------------
87,707 		0
-------------
1,312 		0
-------------
20,700 		0
-------------
19,569 		0
-------------
546,735 		0
-------------
0
6Walter Whang
Trustee 		(i)

(ii)		 0
-------------
555,571 		0
-------------
0 		0
-------------
7,353 		0
-------------
20,700 		0
-------------
28,568 		0
-------------
612,192 		0
-------------
0
7Denise Chamberlain
Former Officer 		(i)

(ii)		 0
-------------
1 		0
-------------
246,583 		0
-------------
634,382 		0
-------------
246,269 		0
-------------
0 		0
-------------
1,127,235 		0
-------------
0
8Mary Lou Mastro
Former Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
468,372 		0
-------------
0 		0
-------------
0 		0
-------------
468,372 		0
-------------
0
9Chris J Mollet
Former Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
68,717 		0
-------------
607,714 		0
-------------
151,925 		0
-------------
0 		0
-------------
828,356 		0
-------------
0
10Lydia Andrasz
Assistant Secretary 		(i)

(ii)		 0
-------------
248,102 		0
-------------
47,488 		0
-------------
7,365 		0
-------------
18,177 		0
-------------
31,183 		0
-------------
352,315 		0
-------------
0
11Shivani Bautista
System Chief Legal Officer/Secretary 		(i)

(ii)		 0
-------------
571,083 		0
-------------
230,380 		0
-------------
1,561 		0
-------------
388,155 		0
-------------
33,444 		0
-------------
1,224,623 		0
-------------
0
12Gerald P Gallagher
System President & CEO 		(i)

(ii)		 0
-------------
2,140,745 		0
-------------
1,368,001 		0
-------------
50,517 		0
-------------
1,594,714 		0
-------------
37,649 		0
-------------
5,191,626 		0
-------------
823,637
13Jason Ogden
Assistant Treasurer 		(i)

(ii)		 0
-------------
329,051 		0
-------------
93,519 		0
-------------
1,537 		0
-------------
20,700 		0
-------------
26,294 		0
-------------
471,101 		0
-------------
0
14Douglas D Welday
System Treasurer and CFO 		(i)

(ii)		 0
-------------
976,106 		0
-------------
398,335 		0
-------------
479,793 		0
-------------
303,146 		0
-------------
27,240 		0
-------------
2,184,620 		0
-------------
367,572
15Ryan Garland
Former Key Employee 		(i)

(ii)		 214,333
-------------
0 		36,163
-------------
0 		25,828
-------------
0 		16,579
-------------
0 		28,276
-------------
0 		321,179
-------------
0 		0
-------------
0
16Bradley Hlavacek
Former Key Employee 		(i)

(ii)		 180,716
-------------
0 		33,700
-------------
0 		6,823
-------------
0 		13,274
-------------
0 		26,199
-------------
0 		260,712
-------------
0 		0
-------------
0
17Michael O'Shea
Former Key Employee 		(i)

(ii)		 254,785
-------------
0 		63,330
-------------
0 		601
-------------
0 		19,123
-------------
0 		1,294
-------------
0 		339,133
-------------
0 		0
-------------
0
18Kevin Rehder
Former Key Employee 		(i)

(ii)		 200,613
-------------
0 		38,958
-------------
0 		1,468
-------------
0 		14,462
-------------
0 		23,129
-------------
0 		278,630
-------------
0 		0
-------------
0
19Catherine Smith
Former Key Employee 		(i)

(ii)		 277,762
-------------
10,639 		82,231
-------------
0 		5,473
-------------
159 		20,700
-------------
0 		18,165
-------------
682 		404,331
-------------
11,480 		0
-------------
0
20Marianne Spencer
Former Key Employee 		(i)

(ii)		 0
-------------
7,910 		0
-------------
118,675 		0
-------------
403,410 		0
-------------
214,045 		0
-------------
0 		0
-------------
744,040 		0
-------------
0
21Daniel Sullivan
Former Key Employee 		(i)

(ii)		 0
-------------
0 		0
-------------
44,966 		0
-------------
410,026 		0
-------------
0 		0
-------------
0 		0
-------------
454,992 		0
-------------
0
22Ellen Turnbull
Former Key Employee 		(i)

(ii)		 0
-------------
180,936 		0
-------------
33,349 		0
-------------
7,156 		0
-------------
13,286 		0
-------------
9,477 		0
-------------
244,204 		0
-------------
0
23William Wallin
Former Key Employee 		(i)

(ii)		 0
-------------
166,170 		0
-------------
1,500 		0
-------------
19,385 		0
-------------
11,223 		0
-------------
27,821 		0
-------------
226,099 		0
-------------
0
24Phillip C Williams
Former Key Employee 		(i)

(ii)		 310,626
-------------
11,921 		90,096
-------------
0 		4,405
-------------
123 		20,700
-------------
0 		20,742
-------------
782 		446,569
-------------
12,826 		0
-------------
0
25Patricia Fairbanks
CNO, Edward Hospital 		(i)

(ii)		 302,470
-------------
0 		110,992
-------------
0 		5,709
-------------
0 		20,700
-------------
0 		21,985
-------------
0 		461,856
-------------
0 		0
-------------
0
26Robert Payton
CMO, Edward Hospital 		(i)

(ii)		 492,317
-------------
0 		178,063
-------------
0 		6,712
-------------
0 		100,410
-------------
0 		28,955
-------------
0 		806,457
-------------
0 		0
-------------
0
27Yvette Saba
President, Edward Hospital 		(i)

(ii)		 0
-------------
492,593 		0
-------------
182,290 		0
-------------
91,171 		0
-------------
99,142 		0
-------------
20,336 		0
-------------
885,532 		0
-------------
0
28Saroosh Ahmed
Physician 		(i)

(ii)		 771,214
-------------
0 		0
-------------
0 		1,140
-------------
0 		20,700
-------------
0 		29,004
-------------
0 		822,058
-------------
0 		0
-------------
0
29Benjamin Garcia
Physician 		(i)

(ii)		 764,641
-------------
0 		0
-------------
0 		1,140
-------------
0 		20,700
-------------
0 		27,776
-------------
0 		814,257
-------------
0 		0
-------------
0
30Michael Hartmann
Physician 		(i)

(ii)		 906,718
-------------
0 		0
-------------
0 		1,710
-------------
0 		20,700
-------------
0 		29,499
-------------
0 		958,627
-------------
0 		0
-------------
0
31Guy Miller
Physician 		(i)

(ii)		 883,761
-------------
0 		0
-------------
0 		1,710
-------------
0 		20,700
-------------
0 		35,943
-------------
0 		942,114
-------------
0 		0
-------------
0
32Scott Padalik
Physician 		(i)

(ii)		 794,006
-------------
0 		0
-------------
0 		2,622
-------------
0 		20,700
-------------
0 		35,304
-------------
0 		852,632
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 3 Arrangement used to establish the top management official's compensation A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation.
Schedule J, Part I, Line 4a Severance or change-of-control payment The following individuals received severance payments based upon mutually agreed-upon separation agreements entered into with the organization: Annette Kenney - $593,358 Chris Mollet - $607,714 Daniel Sullivan - $410,026 Denise Chamberlain - $634,382 Mary Lou Mastro - $468,372 Marianne Spencer - $403,410
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan An Endeavor Health Defined Contribution Supplemental Executive Retirement Plan (DC SERP) was created and effective in 2024. A participant generally becomes vested in their deferred compensation for a year on the last day of the fifth calendar year after the year of the deferred compensation. A participant may become vested in their deferred compensation under the DC SERP upon death, disability, or attainment of age 62. A participant who has attained age 62 receives a payment of their DC SERP benefit each year after attaining age 62. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individuals participated in a supplemental nonqualified retirement plan and below is the deferred compensation as defined in the instructions for 2024: Shivani Bautista - $248,338 Joseph Dant - $175,908 Gerald P. Gallagher - $757,674 The following individual participated in a supplemental nonqualified retirement plan and received the following payment reported as taxable compensation: Douglas D. Welday - $465,005 Benefits under the EEH SERP generally vest after five years of service. However, participant will automatically vest in his or her account balance in the event of death, disability, involuntary separation from service (not for cause), or separation for good reasons. Participants who voluntarily resign or are terminated with cause forfeit any amounts that are not vested. The following individuals participated in the SERP and below is the deferred compensation as defined in the instructions for 2024: Robert Payton - $79,710 The following individual participated in a supplemental nonqualified retirement plan and received the following payment reported as taxable compensation: Yvette Saba - $81,576
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization Edward Hospital administers the Productivity Bonus Plan (PBP), an annual incentive compensation program for Edward Hospital Emergency Department physician employees. Participants on the PBP receive distributions from the bonus pool determined using a formula that is calculated utilizing Work RVU's. In administering the PBP, Edward Hospital Senior Administration, in conjunction with ED Physician Leadership, obtain Edward-Elmhurst Healthcare (EEH) Physician Compensation Committee approval of the Plan structure each year. The plan administrator reserves the right to modify any bonuses to be paid out under this Plan to ensure total compensation paid is at fair market value, consistent with Edward Hospital physician compensation policies. If total compensation is above the 75th percentile of independent market data, such compensation must be approved by the EEH Physician Compensation Committee.
Schedule J, Part I, Line 7 Non-fixed payments The organization provides incentive payments to certain employees after operating and performance goals are achieved. Incentive payment plans are reviewed and approved by the Endeavor Health Compensation Committee of the Board of Directors.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Robert Vail Payton
  		Family Member - Robert R. Payton, Key Employee 28,453 Employment   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
Return Reference Explanation
Form 990, Part III, Line 1 ORGANIZATIONS MISSION Edward Hospital follows the mission of Endeavor Health. The mission of Endeavor Health is to "help everyone in our communities be their best." Central to this mission is a commitment to providing clinical programs and services that meet community health needs, while also pursuing continuous improvement to identify and understand future needs.
Form 990, Part VI, Line 15a Process to Establish Compensation of CEO and Other Employees A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Joseph Dant, Jason Ogden, Lydia Andrasz, and Shivani Bautista - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders The sole member is Edward-Elmhurst Healthcare.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Trustees is identical to the number and composition of the Board of Trustees for Edward-Elmhurst Healthcare. The Board of Trustees of the system parent, Endeavor Health, elects individuals to fill the offices of the trustees whose terms of office are due to expire at the end of the fiscal year during their annual meeting.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Endeavor Health, through action of the Endeavor Health Board of Trustees or President & CEO, holds the following reserved powers over Edward Hospital. - Develop, approve and modify annual operating and capital budgets and strategic plans for the Corporation and its Affiliate Entities - Determine all material changes in the clinical programs and services to be provided by the Corporation and its Affiliate Entities, including the establishment, expansion, reconfiguration, reduction or discontinuation of clinical programs and services - Any discontinuation of a "category of service" (as defined by the Illinois Health Facilities Services Review Board) and any closure or permanent repurposing of any material licensed health care facility owned or operated by the Corporation and its Affiliate Entities - Initiate and/or approve amendments or restatements of the governing documents of the Corporation and its Affiliate Entities - Establish or change existing medical education programs - Approve indebtedness and unbudgeted capital expenditures above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Establish, amend or terminate third-party payor relationships of the Corporation and its Affiliate Entities - Approve ordinary course of business contractual relationships between the Corporation and/or its Affiliate Entities and a third party involving: (1) consideration in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, (2) a restrictive covenant applicable to the Corporation and/or its Affiliate Entities; or (3) a term in excess of three (3) years that cannot be terminated without cause - Approve any changes to any of the Corporation's or Affiliate Entities' employee benefit or compensation plans or executive agreements - Approve any agreement involving the licensing of trademarks or intellectual property to or from a third party - Hire, terminate and evaluate the terms of employment for the Corporation's President and Chief Executive Officer and the President and Chief Executive Officer of the Affiliate Entities, as applicable - Approve any real property acquisitions, dispositions or lease transactions of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time, as well as any mortgage or encumbrance of real property of the Corporation and its Affiliate Entities above a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Evaluate and approve any acquisition, affiliation, joint venture, merger, corporate consolidation or restructuring, sale of all or substantially all of the assets or similar transaction by or involving the Corporation and/or its Affiliate Entities, as well as any dissolution, liquidation or termination of any affiliation or joint venture by or involving the Corporation and/or its Affiliate Entities - Select the auditor for, and approval of all audits of, the Corporation and its Affiliate Entities - Select outside legal counsel and approve any waiver, settlement or compromise of any legal proceeding, suit, claim, regulatory or other action involving the Corporation and/or its Affiliate Entities if the amount in controversy is in excess of a designated dollar threshold set for the Corporation and its Affiliate Entities by the System Parent from time to time - Approve the filing of any petition for bankruptcy of the Corporation and/or any of its Affiliate Entities. - Approve the nomination and/or remove with cause any member of the board of directors of the Corporation or its Affiliate Entities - Establish and ensure implementation of system-wide quality standards that protect and enhance the Corporation's and Affiliate Entities' brands - Establish and ensure implementation of financial goals and standards that protect and enhance the operations of the Corporation and its Affiliate Entities, and - Determine the extent to which and the manner in which the powers described in this section which are reserved to the System Parent with respect to the Corporation and its Affiliate Entities are to be exercised by the System Parent.
Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 was reviewed by executive management and an outside accounting firm. The Form 990 was then provided to the Endeavor Health' Board of Trustees for review for the ability to ask questions of management prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policy All officers, directors and employees are required to report potential conflicts of interest to the Compliance Officer when his/her circumstances could create a conflict of interest, or prior to their arising, so that the health system can proactively review the report to identify actual and potential Conflicts of Interest. In addition, on an annual basis, members of the Board of Directors, Corporate Officers, and other key employees will be provided with a Conflict of Interest Questionnaire, which is used for purposes of reporting potential Conflicts of Interest. Subsequent to reporting, and depending on the nature of the matter, the Compliance Officer will review the reported information and arrive at a determination regarding the matter based upon his/her knowledge of the organization and/or in consultation with other members of management. Determinations will be reviewed with the Executive Leadership Team or designee for members of management, all categories of physicians, and the Board of Directors. Determinations will be reviewed with the Board of Directors for senior management and members of the Board of Directors. If it is determined that a Conflict of Interest exists, appropriate mitigating or remedial measures may be taken through a management plan. If a management plan has yet to be developed and the individual is involved in discussion related to his/her conflict, the individual must disclose the Conflict of Interest to those involved in the conversation and must recuse him/herself from participating in the conversation and making a decision on behalf of the health system. If this conversation takes place at a Board meeting, the minutes of the meeting should reflect the fact that the Conflict of Interest has been disclosed and the individual has recused him/herself. If the issue or circumstances cannot be adequately addressed through a management plan or if the proposed or actual arrangement is inconsistent with the health system's Guiding Principles for Conflicts of Interest, the conflict will be eliminated. Disclosure of the management plan may be made to appropriate individuals or committees, which may include patients, students, a department, group, or others as necessary. Monitoring and oversight of Conflicts of Interest and management plans will be conducted by the Executive Leadership Team. In the event that an individual engages in prohibited activities or does not provide prompt or transparent Reporting in compliance with this policy or does not comply with a determination and/or management plan, a review will be performed and appropriate corrective action may be taken, including retraining, referral for further action, termination of employment, termination of the agreement with the health system, or removal from the Board of Directors.
Form 990, Part VI, Line 19 Required documents available to the public CURRENTLY, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. 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. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE EMMA (ELECTRONIC MUNICIPAL MARKET ACCESS) WEBSITE AT WWW.EMMA.MSRB.ORG.
Form 990, Part VIII, Line 2f Other Program Service Revenue ILLINOIS HEALTH PARTNERS - Total Revenue: 553845, Related or Exempt Function Revenue: 553845, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; ADVANCED PRACTICE NURSE SVCS - Total Revenue: 13816, Related or Exempt Function Revenue: 13816, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Employee Leasing - Total Revenue: 14676, Related or Exempt Function Revenue: 14676, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Pharmacy - Total Revenue: 280, Related or Exempt Function Revenue: 280, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; ALL OTHER REVENUE - Total Revenue: 465792, Related or Exempt Function Revenue: 465792, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET TRANSFERS TO AFFILIATES - 303903; CHANGE IN TEMPORARILY RESTRICTED NET ASSETS EDWARD FOUNDATION - -943988; Other - 970; Minority Interest Edward Ambulance - -151451; Edward Ambulance Acquisition - -3848549; Total - -4639115;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Edward Hospital
 
Employer identification number

36-3297173
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
(1) Cardiovascular Institute Ambulatory Surgery Center LLC
801 South Washington Street
naperville,IL60540
93-2964709 		Healthcare IL 0 0 Edward Hospital
 










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 Edward Health Ventures
 
Yes
 
(2)EDWARD HEALTH VENTURES
801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
58-1672987 		SUPPORTING ORG IL 501(c)(3) Type II Edward-Elmhurst Health
 
Yes
 
(3)EDWARD FOUNDATION
801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3723705 		FUNDRAISING IL 501(c)(3) 7 Edward-Elmhurst Health
 
Yes
 
(4)EDWARD HEALTH & FITNESS CENTER
801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
36-3555528 		HEALTH CARE IL 501(c)(3) 10 Edward Health Ventures
 
Yes
 
(5)EDWARD-ELMHURST HEALTHCARE
801 South Washington Street

naperville,IL60540
36-3513954 		PARENT CORPORATION IL 501(c)(3) Type II Endeavor Health
 
 
No
(6)EDWARD AMBULANCE SERVICES LLC
801 SOUTH WASHINGTON STREET

NAPERVILLE,IL60540
45-2389060 		HEALTH CARE IL 501(c)(3) 10 Edward Hospital
 
Yes
 
(7)ELMHURST MEMORIAL HOSPITAL
155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-2167784 		HOSPITAL IL 501(c)(3) 3 Elmhurst Memorial Healthcare
 
Yes
 
(8)ELMHURST MEMORIAL HOSPITAL FOUNDATION
155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-3083197 		FUNDRAISING IL 501(c)(3) 7 Elmhurst Memorial Hospital
 
Yes
 
(9)ELMHURST MEMORIAL HEALTHCARE
155 E BRUSH HILL ROAD

ELMHURST,IL60126
36-4037473 		SUPPORTING ORG IL 501(c)(3) Type II Edward-Elmhurst Healthcare
 
Yes
 
(10)RADIATION MEDICINE INSTITUTE
3040 SALT CREEK LAKE

ARLINGTON HEIGHTS,IL60005
36-3815543 		HEALTHCARE IL 501(c)(3) 10 Endeavor Health Clinical Operations
 
Yes
 
(11)Endeavor Health Clinical Operations
3040 SALT CREEK LAKE

ARLINGTON HEIGHTS,IL60005
36-2167060 		HEALTHCARE IL 501(c)(3) 3 Endeavor Health Clinical Operations
 
Yes
 
(12)Endeavor Health Medical Group
3040 SALT CREEK LAKE

ARLINGTON HEIGHTS,IL60005
36-3738206 		HEALTHCARE IL 501(c)(3) 10 Endeavor Health Clinical Operations
 
Yes
 
(13)SWEDISH COVENANT HEALTH
5145 N CALIFORNIA AVENUE

CHICAGO,IL60625
36-2179813 		HOSPITAL IL 501(c)(3) 3 Endeavor Health Clinical Operations
 
Yes
 
(14)SWEDISH COVENANT HOSPITAL FOUNDATION
5145 N CALIFORNIA AVENUE

CHICAGO,IL60625
20-5055155 		SUPPORT OF SWEDISH COVENANT Health IL 501(c)(3) 7 SWEDISH COVENANT HEALTH
 
Yes
 
(15)NORTHWEST COMMUNITY HEALTHCARE
3040 SALT CREEK LAKE

ARLINGTON HEIGHTS,IL60005
36-3125209 		SUPPORT OF NORTHWEST COMMUNITY Hospital IL 501(c)(3) Type II Endeavor Health Clinical Operations
 
Yes
 
(16)NORTHWEST COMMUNITY HOSPITAL
3040 SALT CREEK LANE

ARLINGTON HEIGHTS,IL60005
36-2340313 		HOSPITAL IL 501(c)(3) 3 NORTHWEST COMMUNITY HEALTHCARE
 
Yes
 
(17)NORTHWEST COMMUNITY HOSPITAL FOUNDATION
3040 SALT CREEK LANE

ARLINGTON HEIGHTS,IL60005
36-3125193 		FUNDRAISING IL 501(c)(3) 7 NORTHWEST COMMUNITY HEALTHCARE
 
Yes
 
(18)Endeavor Health
3040 SALT CREEK LAKE

ARLINGTON HEIGHTS,IL60005
87-4520691 		HEALTHCARE SYSTEM PARENT IL 501(c)(3) Type III-FI Endeavor Health
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) ELMHURST OUTPATIENT SURGERY CENTER LLC

1200 S YORK ROAD SUIT 1400
ELMHURST,IL60126
36-4150045 		SURGERY CENTER IL NA
  		N/A                
(2) MIDWEST ENDOSCOPY LLC

1243 RICKERT DRIVE
NAPERVILLE,IL60540
20-8292570 		HEALTHCARE IL NA
  		N/A                
(3) RESIDENTIAL HOME HEALTH ILLINOIS LLC

5440 CORPORATE DRIVE SUITE 400
TROY,MI48098
27-0179825 		HEALTHCARE IL RHHI Holdco LLC
  		N/A                
(4) RAVINE WAY SURGERY CENTER LLC

2305 RAVINE WAY
GLENVIEW,IL60025
20-1245279 		HEALTHCARE IL Endeavor Health Clinical Operations
  		N/A                
(5) NWC DAY SURGERY CENTER II LLC

3040 SALT CREEK LANE
ARLINGTON HEIGHTS,IL60005
30-0798249 		OUTPATIENT CARE IL NORTHWEST COMMUNITY HEALTHCARE
  		N/A                
(6) NORTHWEST ENDO CENTER LLC

3040 SALT CREEK LANE
ARLINGTON HEIGHTS,IL60005
81-2338623 		SURGICAL CARE IL NWC HEALTH SERVICES INC
  		N/A                
(7) ENVISION MEDICAL IMAGING

8930 WAUKEGAN ROAD
SUITE 130
MORTON GROVE,IL60053
82-2067179 		IMAGING SERVICES IL NWC HEALTH SERVICES INC
  		N/A                
(8) RHHI Holdco LLC

400 Northpoint Circle
Suite 203
Seven Fields,PA16046
87-3745286 		Healthcare 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) ELMHURST MEMORIAL HEALTH TECHNOLOGIES LLC

855 NORTH CHURCH COURT
ELMHURST,IL60126
36-3229839 		PRACTICE MANAGEMENT IL Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(2) EEH SPC - SEGREGATED PORTFOLIO A

GOVERNORS SQUARE BLDG 4 FLOOR 2
LIME TREE BAY,GRAND CAYMANKY11002
CJ
98-1238485 		INSURANCE CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(3) EEH SPC - SEGREGATED PORTFOLIO B

GOVERNORS SQUARE BLDG 4 FLOOR 2
LIME TREE BAY,GRAND CAYMANKY11002
CJ
98-1185160 		INSURANCE CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(4) NORTHSHORE LEGACY NPA INC

1301 CENTRAL STREET
EVANSTON,IL60201
36-3648026 		HEALTHCARE IL Endeavor Health Medical Group
  		C Corporation       Yes  
(5) NORTHSHORE PHYSICIAN ASSOCIATES VALUE BASED CARE LLC

1301 CENTRAL STREET
EVANSTON,IL60201
82-2268872 		HEALTHCARE IL Endeavor Health Physician Partners LLC
  		C Corporation       Yes  
(6) NORTHSHORE UNIVERSITY HEALTHSYSTEM INSURANCE INTERNATIONAL

GOVERNORS SQ
BLDG 4
GRAND CAYMAN   KY11108
CJ
98-0419452 		INSURANCE CJ Endeavor Health Clinical Operations
  		C Corporation       Yes  
(7) SWEDISH COVENANT MANAGEMENT SERVICES INC

5145 N CALIFORNIA AVENUE
CHICAGO,IL60625
36-4073303 		PHYSICIAN PRACTICE MANAGEMENT IL SWEDISH COVENANT HEALTH
  		C Corporation       Yes  
(8) SWEDISH COVENANT PHYSICIAN PARTNERS LTD

5145 N CALIFORNIA AVE
CHICAGO,IL60625
36-3120220 		Managed Healthcare Provider IL SWEDISH COVENANT HEALTH
  		C Corporation       Yes  
(9) NORTHWEST COMMUNITY HEALTH SERVICES INC

800 WEST CENTRAL ROAD
ARLINGTON HEIGHTS,IL60005
36-3312906 		HEALTHCARE IL NORTHWEST COMMUNITY HEALTHCARE
  		C Corporation       Yes  
(10) DuPage Medical Group Portfolio Insurance Company

PO Box 1051
Grand Cayman   KY1102
CJ
Insurance CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(11) EEH SPC - Segregated Portfolio D

Governors Square 23 Lime Tree Bay
Building 4 Floor 2
  Grand Cayman  
CJ
Insurance CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
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
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
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 FOUNDATION

 C 305,097 FMV





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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