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
Endeavor Health Clinical Operations
 
 
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

36-2167060
E Telephone number

G Gross receipts $ 3,811,689,207
F Name and address of principal officer:
Gerald P Gallagher
1301 Central Street
Evanston,IL60201
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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: 1891
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Endeavor Health Clinical Operations 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 7
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 13,495
6 Total number of volunteers (estimate if necessary) ............. 6 279
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,495,773
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 477,010
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 54,113,437 30,322,699
9 Program service revenue (Part VIII, line 2g) ......... 1,905,349,415 1,825,981,322
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 204,009,124 422,639,857
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,146,756 9,986,074
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,171,618,732 2,288,929,952
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,405,511 9,840,319
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 870,252,205 868,029,032
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 5,471,403    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,261,187,041 1,118,215,007
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,138,844,757 1,996,084,358
19 Revenue less expenses. Subtract line 18 from line 12....... 32,773,975 292,845,594
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,512,321,625 6,827,544,435
21 Total liabilities (Part X, line 26)............. 2,946,830,509 3,341,952,556
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,565,491,116 3,485,591,879
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 $ 1,422,768,424 including grants of $ 7,547,324 ) (Revenue $ 1,796,807,597 )
PATIENT CARE - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 63,486,859 including grants of $ 300,932 ) (Revenue $ 17,119,699 )
EDUCATION - SEE SCHEDULE O
4c (Code:   ) (Expenses $ 9,913,837 including grants of $ 1,992,063 ) (Revenue $ 19,707,246 )
RESEARCH - SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,496,169,120
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
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.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
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...................Click to see attachment
List of Attached Documents:
// Content
19
Yes
 
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........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
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...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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......................Click to see attachment
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
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..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
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
1,284
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
13,495
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
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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
Yes
 
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
7
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
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
Yes
 
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) John Erwin III......................................................................
Vice Chairman and Clinical Chairman, Medicine
 20.0
.................
20.0 		X   X       1,393,403 0 51,517
(2) Kevin Willer......................................................................
Chairman
 1.0
.................
0 		X   X       0 0 0
(3) Scott C Schweighauser......................................................................
Director and Assistant Secretary
 1.0
.................
0 		X   X       0 0 0
(4) Sean O'Grady......................................................................
Director and President, Acute & Ambulatory Operations
 40.0
.................
3.0 		X   X       1,611,702 0 867,407
(5) David A Dohnalek......................................................................
Director
 1.0
.................
0 		X           0 0 0
(6) Gregory Portland......................................................................
Director (until Oct)
 1.0
.................
0 		X           0 0 0
(7) John Tressa......................................................................
Director and Chief Nursing Officer
 40.0
.................
0 		X           763,179 0 356,313
(8) Joianne L Smith......................................................................
Director
 1.0
.................
0 		X           0 0 0
(9) Karen L Kaul......................................................................
Director and Clinical Chairman, Pathology and Laboratory Medicine
 20.0
.................
20.0 		X           993,576 0 42,670
(10) Kathleen M Ferket......................................................................
Director
 1.0
.................
0 		X           0 0 0
(11) Mahalakshmi Halasyamani......................................................................
Director and System Chief Clinical Officer
 40.0
.................
4.0 		X           1,276,588 0 504,066
(12) Mark S Talamonti......................................................................
Director and Clinical Chairman, Surgery
 20.0
.................
20.0 		X           1,646,055 0 44,185
(13) Mary R Sheahen......................................................................
Director
 1.0
.................
3.0 		X           0 0 0
(14) Michael S Caplan......................................................................
Director and Clinical Chairman, Pediatrics
 20.0
.................
20.0 		X           1,029,962 0 43,030
(15) Neil S Freedman......................................................................
Director
 1.0
.................
40.0 		X           1,035,259 0 398,470
(16) Omar Brown......................................................................
Director
 1.0
.................
0 		X           0 0 0
(17) Douglas D Welday......................................................................
System Treasurer and CFO
 40.0
.................
16.0 		    X       1,854,234 0 330,386
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) Gerald P Gallagher........................................................................
President and Chief Executive Officer
 40.0
.......................16.0 		    X       3,559,263 0 1,632,363
(19) Shivani Bautista........................................................................
System Secretary/Chief Legal Officer
 40.0
.......................15.0 		    X       803,024 0 421,599
(20) Anne Martino........................................................................
Chief Marketing Officer
 40.0
.......................0 		      X     621,744 0 307,226
(21) Brian Washa........................................................................
Senior Vice President, Supply Chain Management
 40.0
.......................0 		      X     583,611 0 47,738
(22) Deb Anderson........................................................................
Chief Information Officer
 40.0
.......................0 		      X     864,154 0 210,605
(23) Dianna Sparacino........................................................................
Chief People Officer
 40.0
.......................0 		      X     876,549 0 362,936
(24) Gabrielle Cummings........................................................................
President, Evanston Hospital and NorthShore Hospitals
 40.0
.......................0 		      X     816,628 0 387,961
(25) Jason L Koh........................................................................
Clinical Chairman, Orthopedics
 20.0
.......................20.0 		      X     1,924,792 0 53,540
(26) Jeffery Biesczat........................................................................
Senior Vice President, Financial Planning and Accounting
 40.0
.......................0 		      X     621,762 0 52,962
(27) Julian E Bailes........................................................................
Clinical Chairman, Neurosurgery
 20.0
.......................20.0 		      X     2,122,651 0 48,964
(28) Kristen Murtos........................................................................
Chief Innovation and Transformation Officer
 40.0
.......................1.0 		      X     1,137,477 0 475,927
(29) Mohammed Minhaj........................................................................
Clinical Chairman, Anesthesia
 20.0
.......................20.0 		      X     1,025,964 0 60,523
(30) Nicole Fernandez........................................................................
President, Highland Park Hospital and NorthShore Chief Nursing Officer
 40.0
.......................0 		      X     501,248 0 51,650
(31) Ramon Solhkhah........................................................................
Clinical Chairman, Psychiatry
 20.0
.......................20.0 		      X     827,386 0 39,304
(32) Richard K Silver........................................................................
Clinical Chairman, Obstetrics and Gynecology
 20.0
.......................20.0 		      X     1,073,171 0 39,188
(33) Robert R Edelman........................................................................
Clinical Chairman, Radiology
 20.0
.......................20.0 		      X     1,265,680 0 52,474
(34) Sarah Donlan........................................................................
Chief Medical Officer, NorthShore Hospitals
 40.0
.......................0 		      X     494,229 0 50,423
(35) Scott Kenagy........................................................................
Senior Vice President, Chief Investment Officer
 40.0
.......................0 		      X     805,455 0 56,523
(36) Steven Smith........................................................................
Chief Information Officer (until 1/3/24)
 40.0
.......................0 		      X     1,333,522 0 94,165
(37) Susan Rubin........................................................................
Clinical Chairman, Neurology
 20.0
.......................20.0 		      X     685,664 0 40,651
(38) Wanda Cruz-Knight........................................................................
Clinical Chairman, Family Medicine
 20.0
.......................20.0 		      X     483,189 0 54,215
(39) William D Bloomer........................................................................
Clinical Chairman, Radiation Medicine
 20.0
.......................20.0 		      X     1,014,419 0 42,029
(40) Heath Roger Bell........................................................................
Senior Vice President, HIT Applications
 40.0
.......................0 		        X   746,710 0 31,504
(41) Jesse Peterson Hall........................................................................
President, CVI Activation, Glenbrook Hospital
 40.0
.......................0 		        X   501,652 0 67,865
(42) Jianfeng Xu........................................................................
Vice President, Translational Research
 40.0
.......................0 		        X   625,416 0 34,756
(43) Maria Knecht........................................................................
President, Glenbrook Hospital
 40.0
.......................0 		        X   482,441 0 41,241
(44) Wallner Stephen........................................................................
Vice President, Total Rewards
 40.0
.......................0 		        X   484,764 0 22,703
(45) David Rahija........................................................................
President, EHMG Operations
 0.0
.......................41.0 		          X 778,325 0 394,322
(46) Douglas M Silverstein........................................................................
Former Key Employee
 0.0
.......................0 		          X 281,884 0 36,153
(47) Frederick E Miller........................................................................
Former Key Employee
 40.0
.......................0 		          X 324,100 0 22,323
(48) Harry L Jones........................................................................
Former Key Employee
 0.0
.......................0 		          X 100,847 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 39,371,679 0 7,871,877
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 3,493
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
PEPPER CONSTRUCTION CO

411 Lake Zurich Road
Barrington,IL60010 		Construction Management 39,417,048
UNIVERSITY OF CHICAGO RESEARCH

5721 South Maryland Avenue K160
Chicago,IL60637 		Research Services 36,540,992
EPIC SYSTEMS CORPORATION

1979 Milky Way
Verona,WI53593 		Software support 16,983,620
BULLEY AND ANDREWS LLC

1755 West Armitage Avenue
Chicago,IL60622 		Construction Management 15,745,488
SPM MARKETING COMMUNICATIONS

1 W Harris Ave Suite 2C
La Grange,IL60525 		Marketing agency 15,622,295
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 285
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 338,041
d Related organizations1d 866,794
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 29,117,864
g Noncash contributions included in lines 1a - 1f:$ 1g 1,839,565
h Total. Add lines 1a-1f....... 30,322,699
Program Service RevenueAmt Business Code
2a Health Care Services 622110 1,723,840,984 1,723,840,984    
b Outpatient Pharmacy Revenue 900099 43,327,646 43,327,646    
c Laboratory Services 621511 21,685,659 16,176,243 5,509,416  
d Fees and Contracts from Government Agencies 541700 15,019,504 15,019,504    
e Joint Venture Revenue 900099 6,503,548 6,503,548    
f All other program service revenue. 15,603,981 12,532,741 0 3,071,240
g Total. Add lines 2a–2f ..... 1,825,981,322
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 97,949,313   5,417,583 92,531,730
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 5,011,120  
b Less: rental expenses 6b 9,629,724  
c Rental income or (loss) 6c -4,618,604 0
d Net rental income or (loss)....... -4,618,604     -4,618,604
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,837,320,256  
b Less: cost or other basis and sales expenses 7b 1,512,621,687 8,025
c Gain or (loss) 7c 324,698,569 -8,025
d Net gain or (loss)......... 324,690,544     324,690,544
8a Gross income from fundraising events (not including $ 338,041of contributions reported on line 1c). See Part IV, line 18 ....
8a 33,442
b Less: direct expenses ... 8b 142,267
c Net income or (loss) from fundraising events.. -108,825   -108,825
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 19,470
b Less: direct expenses ... 9b 1,439
c Net income or (loss) from gaming activities.. 18,031     18,031
10a Gross sales of inventory, less
returns and allowances ..
10a 468,128
b Less: cost of goods sold .. 10b 356,113
c Net income or (loss) from sales of inventory.. 112,015     112,015
OtherRevenueMiscAmt
Business Code
11a Cafeteria 722514 3,957,524     3,957,524
b Parking 812930 1,403,939     1,403,939
c Wellness Center 456191 812,204   812,204  
d All other revenue .... 8,409,790 7,653,220 756,570 0
e Total. Add lines 11a–11d ...... 14,583,457
12 Total revenue. See instructions..... 2,288,929,952 1,825,053,886 12,495,773 421,057,594
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 .... 9,483,611 9,483,611
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 356,708 356,708
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 ........... 30,110,831 11,473,516 18,637,315  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 829,361 16,559 812,802  
7 Other salaries and wages........ 694,647,317 555,714,269 135,540,036 3,393,012
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 12,827,139 10,231,265 2,533,451 62,423
9 Other employee benefits ....... 78,612,438 63,126,414 15,103,089 382,935
10 Payroll taxes ........... 51,001,946 38,383,387 12,576,636 41,923
11 Fees for services (non-employees):        
a Management ...... 79,312,892 78,813,954 498,938  
b Legal ......... 20,506,720 917,185 19,589,535  
c Accounting ........... 5,536,267   5,536,267  
d Lobbying ........... 183,113   183,113  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 50,107,612   50,107,612  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 191,229,599 88,486,315 101,212,335 1,530,949
12 Advertising and promotion .... 17,258,134 297,730 16,960,404  
13 Office expenses ....... 24,235,929 15,299,015 8,912,574 24,340
14 Information technology ...... 75,965,349 1,401,648 74,561,144 2,557
15 Royalties ..        
16 Occupancy ........... 43,395,222 42,961,579 433,643  
17 Travel ............ 1,083,224 907,245 171,080 4,899
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 687,234 414,953 270,647 1,634
20 Interest ........... 2,020,344 2,020,344    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 105,342,058 83,844,877 21,497,181  
23 Insurance ... 28,014,515 28,014,515    
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 and Drugs 307,309,507 307,309,507    
b Medicaid Tax Assessment 66,334,945 66,334,945    
c Repairs and Maintenance 41,432,003 37,515,441 3,916,562  
d Dues, subscriptions, and licenses 5,060,159 2,174,726 2,859,345 26,088
e All other expenses 53,200,181 50,669,412 2,530,126 643
25 Total functional expenses. Add lines 1 through 24e 1,996,084,358 1,496,169,120 494,443,835 5,471,403
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 ........ 15,442,835 1 247,340,668
2 Savings and temporary cash investments ......... 2,151,661 2 2,633,105
3 Pledges and grants receivable, net ...... 3,749,324 3 9,135,660
4 Accounts receivable, net ............. 244,973,219 4 296,012,140
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 ............ 33,072,573 8 37,747,807
9 Prepaid expenses and deferred charges ...... 16,377,523 9 40,357,200
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,926,114,071
b Less: accumulated depreciation 10b 1,370,957,350 1,512,281,596 10c 1,555,156,721
11 Investments—publicly traded securities . 2,338,631,002 11 2,043,286,952
12 Investments—other securities. See Part IV, line 11 ..... 1,967,790,264 12 2,091,755,472
13 Investments—program-related. See Part IV, line 11 .. 53,930,519 13 73,086,134
14 Intangible assets ............... 0 14 20,439,197
15 Other assets. See Part IV, line 11 ........... 323,921,109 15 410,593,379
16 Total assets. Add lines 1 through 15 (must equal line 33)... 6,512,321,625 16 6,827,544,435
Liabilities 17 Accounts payable and accrued expenses ..... 366,873,059 17 621,728,200
18 Grants payable ...   18  
19 Deferred revenue ......... 14,441,688 19 38,280,226
20 Tax-exempt bond liabilities ......... 1,456,609,950 20 1,433,819,821
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 1,108,905,812 25 1,248,124,309
26 Total liabilities. Add lines 17 through 25.. 2,946,830,509 26 3,341,952,556
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 .......... 3,303,007,598 27 3,205,632,947
28 Net assets with donor restrictions ........... 262,483,518 28 279,958,932
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 ........... 3,565,491,116 32 3,485,591,879
33 Total liabilities and net assets/fund balances ........ 6,512,321,625 33 6,827,544,435
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
2,288,929,952
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,996,084,358
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
292,845,594
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,565,491,116
5
Net unrealized gains (losses) on investments ...............
5
97,904,003
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
-470,648,834
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,485,591,879
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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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
Endeavor Health Clinical Operations
  		Employer identification number
36-2167060
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
Endeavor Health Clinical Operations
  		Employer identification number

36-2167060
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
Endeavor Health Clinical Operations
  		Employer identification number

36-2167060
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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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
 
183,113
j
Total. Add lines 1c through 1i ....................................................................................................
183,113
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 Endeavor Health Clinical Operations and its employees are members of various organizations that advocate on legal and policy issues that affect healthcare. A portion of the annual membership dues paid by EHCO to these organizations are attributable to lobbying activities.
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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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 .... 295,495,107 264,685,689 330,006,570 317,506,832 188,379,680
b Contributions ... 1,069,120 1,075,964 3,573,295   104,547,440
c Net investment earnings, gains, and losses 39,661,679 39,339,759 -54,101,391 16,801,567 36,857,501
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		14,086,522 9,606,305 14,792,785 4,301,829 12,277,789
f Administrative expenses ....          
g End of year balance ...... 322,139,384 295,495,107 264,685,689 330,006,570 317,506,832
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow28.25 %
b
Permanent endowment right arrow31.62 %
c
Term endowment right arrow40.13 %
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)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 .....   80,413,080 80,413,080
b Buildings ....   2,091,994,648 941,518,099 1,150,476,549
c Leasehold improvements        
d Equipment ....   717,263,331 400,353,790 316,909,541
e Other .....   36,443,012 29,085,461 7,357,551
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 1,555,156,721
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) Closely-held equity interests		    

(B) Financial derivatives		    

(C) Private Equity Funds		 1,127,925,886 F

(D) Hedge Funds		 851,017,164 F

(E) Other Investments		 112,812,422 F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 2,091,755,472
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)Non-patient receivables 136,483,542
(2)Deferred Tax Asset 3,259,905
(3)Receivable Reference Lab 4,247,683
(4)Noncurrent receivables 227,530,288
(5)Workday Implementation Asset 38,924,257
(6)Due to/from Third Party Payors  
(7)Captive Settlement Claimant 147,704
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 410,593,379
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  
Due to/from Affiliates 518,295,165
Reserve for Malpractice Losses 392,201,374
Due to/from Third Parties 382,119
Deferred Compensation 189,477,971
Lease Obligation 98,729,471
Accrued noncurrent liabilities 30,038,209
Insurance benefits 19,000,000

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,248,124,309
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 Endowment fund earnings are used toward research, education, and to fund department chairs, as well as general operations and uncompensated care offered to patients who meet the criteria established under Endeavor Health's financial assistance policy. The Board of Directors designated a portion of net assets without donor restrictions as a board-designated endowment for the purpose of funding community benefit activities to meaningfully advance the health and well-being of the communities served. Areas of focus include social determinants of health, health equity, education, career development, and supply chain diversity.
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 received by 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, requires that realization of an uncertain income tax position is 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 year ended December 31, 2024. At year-end December 31, 2024, the System has a net operating loss carryforward of $416,494, which generated deferred tax assets of $120,665. These assets are offset by a valuation allowance of $112,623.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   1,159,264,393
Central America and the Caribbean 0 0 Program Services Insurance 1,375,825
Central America and the Caribbean 0 0 Program Services Medical Services 990
Central America and the Caribbean 0 0 Program Services Medical Conferences 6,679
East Asia and the Pacific 0 0 Program Services Medical Services 1,000
East Asia and the Pacific 0 0 Program Services Medical Supplies 2,496
East Asia and the Pacific 0 0 Program Services Medical Conferences 1,507
Europe (Including Iceland and Greenland) 0 0 Investments   131,665,895
Europe (Including Iceland and Greenland) 0 0 Program Services Medical Supplies 27,300
Europe (Including Iceland and Greenland) 0 0 Program Services Medical Conferences 45,518
North America (Canada & Mexico only) 0 0 Program Services Medical Supplies 2,725,935
North America (Canada & Mexico only) 0 0 Program Services Medical Conferences 4,317
Sub-Saharan Africa 0 0 Program Services Medical Conferences 3,529
Russia and Neighboring States 0 0 Program Services Medical Services 3,000
Middle East and North Africa 0 0 Program Services Medical Services 1,000
Middle East and North Africa 0 0 Program Services Medical Supplies 216
South America 0 0 Program Services Medical Conferences 2,545
3a Sub-total .... 0 0 1,295,132,145
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 1,295,132,145
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1



SCHEDULE G (Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Annual Benefit
(event type) 		(b) Event #2

Benefit Luncheon
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
188,321
144,523
38,639
371,483

2
Less: Contributions . . . .
182,021
121,071
34,949
338,041
3 Gross income (line 1 minus
line 2) . . . . . .
6,300
23,452
3,690
33,442



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 7,225     7,225
7 Food and beverages . . . 18,552 30,052 8,267 56,871
8 Entertainment . . . . 2,776   1,050 3,826
9 Other direct expenses . . . 3,492 64,585 6,268 74,345
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 142,267
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -108,825
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
19,470
19,470
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
1,439
1,439

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
0 %
0 %
100 %


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities: IL
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
0 %
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Endeavor Health Clinical Operations
Address right arrow
3040 W Salt Creek Lane   Arlington Heights, IL60005
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
KATE BECKERING
Gaming manager compensation right arrow $ 0
Description of services provided right arrow
OVERSEES AUXILIARY OPERATIONS INCLUDING RAFFLES
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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) . . . 		    22,333,122   22,333,122 1.111 %
b Medicaid (from Worksheet 3, column a) . . . . .     220,208,754 165,857,091 54,351,663 2.703 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 242,541,876 165,857,091 76,684,785 3.813 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 14 31,117 2,815,873   2,815,873 0.140 %
f Health professions education (from Worksheet 5) . . . 17 1,968 63,486,859 17,119,699 46,367,160 2.306 %
g Subsidized health services (from Worksheet 6) . . . . 9   33,406,502 15,014,959 18,391,543 0.915 %
h Research (from Worksheet 7) . 1   9,913,837 1,553,707 8,360,130 0.416 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 5 630 6,601,421   6,601,421 0.328 %
j Total. Other Benefits . . 46 33,715 116,224,492 33,688,365 82,536,127 4.104 %
k Total. Add lines 7d and 7j . 46 33,715 358,766,368 199,545,456 159,220,912 7.917 %
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 %
2 Economic development 1 1,670 13,245   13,245 0.001 %
3 Community support         0 0 %
4 Environmental improvements 1 1,102 8,957   8,957 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building 2 596 16,105   16,105 0.001 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 4 3,368 38,307 0 38,307 0.002 %
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
14,324,071
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
402,107,136
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
499,463,733
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-97,356,597
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 %
1Ravine Way Surgery Center LLC
  		Operates an orthopaedic surgery center 27 % 0 % 73 %
2NorthShoreUSP Surgery Centers II LLC
  		Operates general surgery centers 49.9 % 0 % 50.1 %
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?4Name, 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 Evanston Hospital
2650 Ridge Avenue
Evanston,IL60201
endeavorhealth.org
0000646 		X X   X   X X     A
2 Glenbrook Hospital
2100 Pfingsten Road
Glenview,IL60026
endeavorhealth.org
0003483 		X X   X   X X     A
3 Highland Park Hospital
777 Park Avenue West
Highland Park,IL60035
endeavorhealth.org
0005066 		X X   X   X X     A
4 Skokie Hospital
9600 Gross Point Road
Skokie,IL60076
endeavorhealth.org
0005587 		X X   X   X X     A
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)
A
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): 		4
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#reports
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)
A
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
A
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)
A
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 A, 1 Facility A, 1 - Facility Reporting Group A. Facility Reporting Group A: Reporting Group A consists of the following hospital facilities: 1 - Evanston Hospital 2 - Highland Park Hospital 3 - Glenbrook Hospital 4 - Skokie Hospital Community Health Survey Endeavor Health Clinical Operations (EHCO) 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, a community leader newsletter, and various emails to EHCO 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 4,981 people in EHCO's 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 hospital. On March 4, 2024, the EHCO 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, focused on access to care, behavioral health, chronic disease/health issues, modifiable risk factors/behaviors and Social Determinants of Health and other concerns. It also asked them to rank their "top health concern" for the community. A total of 104 surveys were completed at EHCO'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: - Second Baptist Church - NorthShore Pastoral Care - Evanston Department of Health and Human Services - Lake County Health Department - Skokie Health Department - NorthShore Emergency Medicine - NorthShore Immediate Care Centers - Erie Evanston/Skokie Health Center - Rosalind Franklin University - Fenix Health Center - The Josselyn Center - Heartland Health Centers - Turning Point Behavioral Health Center - Family Service Center - Family Services of Glencoe - Northwestern University - New Trier Township High School - Evanston Chamber of Commerce - NorthShore Market - The Aux - Terry Performance Group - Evanston Community Foundation - Glenbrook South High School - School District 34 - School District 31 - Glenview Park District - Glenview Police Department - NorthShore Police Department - North Shore School District 113 - Highland Park Community Foundation - Highland Park Library - Highwood Library and Community Center - Moraine Township - Niles Township - Northfield Township - Skokie Library - Niles Township High School - Skokie Fire Department - Oakton Community College - University of Lake County - School District 69 - Skokie Community Foundation - Erie Family Health - American Academy of Dermatology - Evanston Pride - Youth Job Center - Peer Services - Cradle to Career - NAMI CCNS - Childcare Network of Evanston - McGaw YMCA - Connections to the Homeless - North Shore Senior Center - Presbyterian Homes - Frisbie Senior Center - Wesley Childcare Center - Faith in Action - Tri-Con Child Care - United Way of Lake County - Mano a Mano - PADS of Lake County - Catholic Charities - Middle Eastern Immigrant and Refugee Alliance - TASC - CJE Senior Life Focus Groups EHCO 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 four focus groups, one with Mongolian-speaking under-resourced community members, another with Spanish-speaking under-resourced community members and two with English-speaking under-resourced community members. These focus groups were held in Evanston, Northbrook, Skokie and Waukegan, all located within EHCO's primary 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. Each moderator summarized the results of the focus groups which were used as one of the tools in identifying the most predominant community needs. The focus groups included the following organizations: - Second Baptist Church - Niles TWP Food Pantry - Northbrook Public Library (Mongolian) - Roberti Care (Spanish)
Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - Facility Reporting Group A. Facility Reporting Group A: Reporting Group A consists of the following hospital facilities: 1 - Evanston Hospital 2 - Highland Park Hospital 3 - Glenbrook Hospital 4 - Skokie Hospital The Community Health Needs Assessment (CHNA) conducted by Endeavor Health Clinical Operations (EHCO) included all four EHCO hospitals: Evanston Hospital, Glenbrook Hospital, Highland Park Hospital, and Skokie Hospital.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - Facility Reporting Group A. Facility Reporting Group A: Reporting Group A consists of the following hospital facilities: 1 - Evanston Hospital 2 - Highland Park Hospital 3 - Glenbrook Hospital 4 - Skokie 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 EHCO 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: 1. Behavioral Health (includes mental health, substance abuse and access to care) 2. Community Health and Wellness (includes nutrition, physical activity, healthy body weight and food security) 3. Chronic Diseases (includes heart disease/high blood pressure/stroke and diabetes) 4. Cancer (includes smoking/tobacco cessation) 5. 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, EHCO 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 EHCO 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). - Provide school-based mental health assessments, medication management and psychotherapy for students (ex. Bridges Program). - Provide psychiatric services in person and virtually via Evanston Hospital's Community Health Center (CHC) for community members living within the CHC boundary area (ex. CHC, Phoenix Program). Community Health and Wellness - Offer free wellness webinars focused on health education and living a healthy lifestyle. - Provide digital health literacy education (including Endeavor MyChart portal) to community members via Simbulance outreach team. - Offer education to providers on inclusive language to address the topic of obesity with patients. - Provide outpatient nutrition counseling by a registered dietitian. Chronic Diseases - Support controlled hypertension (HTN) levels among Endeavor Health Medical Group (MG) patients. - Support controlled levels of diabetes/A1C among MG patients. - Use the Lens of Equity Tool to identify populations and develop targeted interventions around chronic disease management. - Provide health education and screenings at community events (Evanston Hospital Community Health Center staff). - Provide diabetes and nutrition education for community members and healthcare professionals. 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. - Offer smoking cessation program to Kellogg oncology patients who use tobacco. - Offer oncology support groups for patients, family members and caregivers. - Provide community-based cancer prevention, awareness and screening programs (ex. presentations, health fairs). Access to Care - Deploy a team of Community Health Workers (CHW) 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. - Provide primary and specialty care to adults who lack private medical insurance via Evanston Hospital's Community Health Center. - Provide oral healthcare services for medically underserved adult patients via the Dental Center at Evanston Hospital. - Provide healthcare services, education and support to Evanston Township High School students via onsite Health Center. EHCO focused on three priority health issues as a result of the previous 2022 CHNA: 1. Access to Health Services 2. Mental Health 3. Chronic Health Conditions In acknowledging the wide range of priority health issues that emerged from the CHNA process, EHCO determined that it could only effectively focus on those which it deemed most pressing, most under-addressed and most within its ability to influence. EHCO 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. - Homelessness and Housing (adequate, affordable, safe) - In an effort to address affordable housing issues, EHCO is a member of the Evanston Anchor Institutions Project. Additionally, EHCO is currently providing funding through its Community Investment Fund to Connections for the Homeless and Lutheran Social Services of Illinois. Both of these organizations have extensive experience and expertise with homelessness and are located within the hospitals' service area. - Transportation - Transportation has been identified as a regional issue impacting economic development, as well as access to care. To mitigate the challenges, EHCO provides financial support to social service organizations, senior living facilities, townships and local villages to subsidize ride share as part of their existing resources. Additionally, parking, taxi or Lyft vouchers are provided for patients identified with transportation needs. - Dementia/Alzheimer's - EHCO recognizes that the magnitude of this health condition requires action and collaboration on numerous levels to have measurable outcomes. Besides the clinical and health impacts, Dementia/Alzheimer's also provides caregiver, financial, transportation and aging in place challenges. Therefore, NorthShore Research Institute actively engages in research and clinical trials for Dementia & Alzheimer's to benefit patients as well as the community at large impacted by this degenerative disease. - Community Violence - Endeavor is a member of the Northwell Collaborative Gun Violence Prevention Learning Collaborative. At a health system level, EHCO's Government Advocacy Department engages with elected officials on violence prevention issues. EHCO also provides funding through its Community Investment Fund to organizations such as TASC (treatment alternatives to street crime) and ONE Northside to address root causes of violence in the community. Within the hospitals, EHCO has trained Sexual Assault Nurse Examiners (SANE) to provide comprehensive care to sexual assault victims entering through the emergency departments, as well as an LCSW to provide resources to help victims. Additionally, EHCO employs a Pathways Program coordinator who provides crucial support for patients experiencing domestic violence, human trafficking, and sexual assault. - Adults Aging in Place - EHCO recognizes that the magnitude of this identified health need requires action and collaboration on numerous levels to have measurable outcomes. EHCO provides financial support to social service organizations, senior living facilities, townships and local villages to subsidize ride share as part of their existing resources. During 2024, EHCO took the following actions to address the key priority areas identified in the 2022 Community Health Needs Assessment (programs and services by hospital facility):
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - A, 1 Evanston Hospital. The Evanston Hospital Community Health Center provided medical care to adults who lack private medical insurance. Medical services included, but were not limited to: Primary Care, Obstetrics/Gynecology, General Surgery, Orthopedics, Diabetes Education and Podiatry. During 2024, the Community Center provided care for 2,982 patients and 7,418 visits. Emergency Departments within EHCO are staffed 24/7 with physicians, nurses, and technicians who are trained to respond to medical emergencies. Evanston Hospital provides Level 1 trauma services. The Dental Center at Evanston Hospital provided primary dental care services and special consultations for medically underserved adult patients, pre-screenings for cardiovascular patients, management for oral complications in oncology patients and refractory dental problems. During 2024, the Dental Center served 740 underserved individuals. The Endeavor Cardiovascular Institute provides comprehensive cardiology services with a combined expertise of cardiologists and cardiac surgeons working together to develop treatment plans designed to provide patients with exceptional heart care including cardiac imaging, cardiovascular surgery, clinical cardiology, electrophysiology, heart failure, interventional cardiology and a women's heart program The Kellogg Cancer Center is a cancer treatment center that offers comprehensive, compassionate cancer care and treatments for oncology patients and their families. EHCO's collaborative cancer treatment model focuses on each patient's individual needs, providing medical, surgical, radiation, psychological, and emotional care. The Maternal Health Department at Evanston Hospital offers comfortable, high-tech birthing facilities. Evanston Hospital also serves as a Regional Perinatal Network hospital for northeastern Illinois. Both high-risk mothers and high-risk babies are transferred to Evanston Hospital for access to the latest technology and highly trained staff. The Perinatal Depression Program identifies women who are suffering from perinatal depression and offers referrals for women who may need additional help. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation. All services are provided free of charge. During 2024, the Perinatal Family Support Center responded to 1,502 referrals. Endeavor Health's Medication Assistance Program helps with the cost of prescriptions for patients of the Evanston Hospital Community Health Center. The Medication Assistance Program provided 21,507 prescriptions to 1,736 low-income patients. EHCO Mental Health Services for adults, adolescents and children offers along with a continuum of care including group, individual and family outpatient services, intensive outpatient, partial hospital programs, inpatient centers for both adults and adolescents, and crisis call center. The Access/Crisis Center offers 24-hour crisis intervention and triage over the phone and in the emergency department. The Evanston Township High School Health Center is a school-based health clinic that provides physical exams, immunizations, treatment of acute and chronic illnesses, individual counseling, health education, gynecological care, and support groups to students whose parents allow them to enroll in the health center. During 2024, 1,066 students made 1,661 visits to the Health Center. Additionally, expanded therapy and medication management at ETHS, adding an LCSW and psychiatrist/fellow. In 2024, 78 students utilized mental health services at the on-site clinic, totaling 379 visits. Promoted mental health awareness through an online monthly webinar series for parents and teens. Additionally, partnered with Josselyn to train community members how to identify and respond to mental health emergencies through Mental Health First Aid Training. Also provided MHFA Instructor Training, including training instructors from underrepresented and under-resourced populations, providing wraparound support to enable them to train other community responders. Communities included Evanston, Skokie, Des Plaines, Waukegan, Libertyville, Vernon Hills, Glencoe and Chicago. Through a partnership with Erie Evanston/Skokie Health Center EHCO provided primary, mental and dental care services to under/uninsured patients, including 3,946 Erie Evanston/Skokie Health Center clients who received specialty care services at EHCO. SDOH screenings were conducted for 16,713 hospital inpatients with 2,636 screened as medium-to-high risk. EHCO hired nine Community Health Workers (CHWs) to advance community health priorities through patient navigation and community outreach/engagement. These CHWs have been supporting breast cancer outreach, social needs follow-up-including interpersonal safety-and broader efforts to address health gaps. Addressed through targeted interventions and outreach for high blood pressure and diabetes, focusing on populations with health gaps. Launched the Diabetes System Quality Collaborative and Phase II of the Hypertension System Quality Collaborative, adding two full-time employees to support this work. Achieved overall A1c control of 73% and overall BP control of 75%. Improved rates for breast, cervical and colorectal cancer screening through targeted outreach and the use of a data analysis tool to understand screening rate disparities. Closed the disparity gap in breast screening rates among lower median family income patients.
Schedule H, Part V, Section B, Line 11 Facility A, 3 Facility A, 3 - A, 2 Highland Park Hospital. Emergency Departments within EHCO are staffed 24/7 with physicians, nurses, and technicians who are trained to respond to medical emergencies. The Endeavor Cardiovascular Institute provides comprehensive cardiology services with a combined expertise of cardiologists and cardiac surgeons working together to develop treatment plans designed to provide patients with exceptional heart care including cardiac imaging, cardiovascular surgery, clinical cardiology, electrophysiology, heart failure, interventional cardiology and a women's heart program. The Kellogg Cancer Center is a cancer treatment center that offers comprehensive, compassionate cancer care and treatments for oncology patients and their families. EHCO's collaborative cancer treatment model focuses on each patient's individual needs, providing medical, surgical, radiation, psychological, and emotional care. The Maternal Health Department at Highland Park Hospital is committed to providing the best in family care and strives to provide individualized care for each family. The Center's state-of-the-art birthing center rooms were designed to achieve the labor-delivery-recovery-postpartum, or single-room care experience with the latest technology. The Perinatal Depression Program identifies women who are suffering from perinatal depression and offers referrals for women who may need additional help. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation. All services are provided free of charge. During 2024, the Perinatal Family Support Center responded to 1,502 referrals. EHCO Mental Health Services for adults, adolescents and children offers along with a continuum of care including group, individual and family outpatient services, intensive outpatient, partial hospital programs, inpatient centers for both adults and adolescents, and crisis call center. The Access/Crisis Center offers 24-hour crisis intervention and triage over the phone and in the emergency department. Promoted mental health awareness through an online monthly webinar series for parents and teens. Additionally, partnered with Josselyn to train community members how to identify and respond to mental health emergencies through Mental Health First Aid Training. Also provided MHFA Instructor Training, including training instructors from underrepresented and under-resourced populations, providing wraparound support to enable them to train other community responders. Communities included Evanston, Skokie, Des Plaines, Waukegan, Libertyville, Vernon Hills, Glencoe and Chicago. SDOH screenings were conducted for 16,713 hospital inpatients with 2,636 screened as medium-to-high risk. EHCO hired nine Community Health Workers (CHWs) to advance community health priorities through patient navigation and community outreach/engagement. These CHWs have been supporting breast cancer outreach, social needs follow-up-including interpersonal safety-and broader efforts to address health gaps. Addressed through targeted interventions and outreach for high blood pressure and diabetes, focusing on populations with health gaps. Launched the Diabetes System Quality Collaborative and Phase II of the Hypertension System Quality Collaborative, adding two full-time employees to support this work. Achieved overall A1c control of 73% and overall BP control of 75%. Improved rates for breast, cervical and colorectal cancer screening through targeted outreach and the use of a data analysis tool to understand screening rate disparities. Closed the disparity gap in breast screening rates among lower median family income patients. Partnered with Lake County community to address access barriers.
Schedule H, Part V, Section B, Line 11 Facility A, 4 Facility A, 4 - A, 3 Glenbrook Hospital. Emergency Departments within EHCO are staffed 24/7 with physicians, nurses, and technicians who are trained to respond to medical emergencies. The Endeavor Cardiovascular Institute provides comprehensive cardiology services with a combined expertise of cardiologists and cardiac surgeons working together to develop treatment plans designed to provide patients with exceptional heart care including cardiac imaging, cardiovascular surgery, clinical cardiology, electrophysiology, heart failure, interventional cardiology and a women's heart program. The Kellogg Cancer Center is a cancer treatment center that offers comprehensive, compassionate cancer care and treatments for oncology patients and their families. EHCO's collaborative cancer treatment model focuses on each patient's individual needs, providing medical, surgical, radiation, psychological, and emotional care. The Perinatal Depression Program identifies women who are suffering from perinatal depression and offers referrals for women who may need additional help. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation. All services are provided free of charge. During 2024, the Perinatal Family Support Center responded to 1,502 referrals. Promoted mental health awareness through an online monthly webinar series for parents and teens. Additionally, partnered with Josselyn to train community members how to identify and respond to mental health emergencies through Mental Health First Aid Training. Also provided MHFA Instructor Training, including training instructors from underrepresented and under-resourced populations, providing wraparound support to enable them to train other community responders. Communities included Evanston, Skokie, Des Plaines, Waukegan, Libertyville, Vernon Hills, Glencoe and Chicago. SDOH screenings were conducted for 16,713 hospital inpatients with 2,636 screened as medium-to-high risk. EHCO hired nine Community Health Workers (CHWs) to advance community health priorities through patient navigation and community outreach/engagement. These CHWs have been supporting breast cancer outreach, social needs follow-up-including interpersonal safety-and broader efforts to address health gaps. Addressed through targeted interventions and outreach for high blood pressure and diabetes, focusing on populations with health gaps. Launched the Diabetes System Quality Collaborative and Phase II of the Hypertension System Quality Collaborative, adding two full-time employees to support this work. Achieved overall A1c control of 73% and overall BP control of 75%. Improved rates for breast, cervical and colorectal cancer screening through targeted outreach and the use of a data analysis tool to understand screening rate disparities. Closed the disparity gap in breast screening rates among lower median family income patients.
Schedule H, Part V, Section B, Line 11 Facility A, 5 Facility A, 5 - A, 4 Skokie Hospital. Emergency Departments within EHCO are staffed 24/7 with physicians, nurses, and technicians who are trained to respond to medical emergencies. The Endeavor Cardiovascular Institute provides comprehensive cardiology services with a combined expertise of cardiologists and cardiac surgeons working together to develop treatment plans designed to provide patients with exceptional heart care including cardiac imaging, cardiovascular surgery, clinical cardiology, electrophysiology, heart failure, interventional cardiology and a women's heart program. The Perinatal Depression Program identifies women who are suffering from perinatal depression and offers referrals for women who may need additional help. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation. All services are provided free of charge. During 2024, the Perinatal Family Support Center responded to 1,502 referrals. EHCO Mental Health Services for adults, adolescents and children offers along with a continuum of care including group, individual and family outpatient services, intensive outpatient, partial hospital programs, inpatient centers for both adults and adolescents, and crisis call center. The Access/Crisis Center offers 24-hour crisis intervention and triage over the phone and in the emergency department. Promoted mental health awareness through an online monthly webinar series for parents and teens. Additionally, partnered with Josselyn to train community members how to identify and respond to mental health emergencies through Mental Health First Aid Training. Also provided MHFA Instructor Training, including training instructors from underrepresented and under-resourced populations, providing wraparound support to enable them to train other community responders. Communities included Evanston, Skokie, Des Plaines, Waukegan, Libertyville, Vernon Hills, Glencoe and Chicago. SDOH screenings were conducted for 16,713 hospital inpatients with 2,636 screened as medium-to-high risk. EHCO hired nine Community Health Workers (CHWs) to advance community health priorities through patient navigation and community outreach/engagement. These CHWs have been supporting breast cancer outreach, social needs follow-up-including interpersonal safety-and broader efforts to address health gaps. Addressed through targeted interventions and outreach for high blood pressure and diabetes, focusing on populations with health gaps. Launched the Diabetes System Quality Collaborative and Phase II of the Hypertension System Quality Collaborative, adding two full-time employees to support this work. Achieved overall A1c control of 73% and overall BP control of 75%. Improved rates for breast, cervical and colorectal cancer screening through targeted outreach and the use of a data analysis tool to understand screening rate disparities. Closed the disparity gap in breast screening rates among lower median family income patients.
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - Facility Reporting Group A. Facility Reporting Group A: Reporting Group A consists of the following hospital facilities: 1 - Evanston Hospital 2 - Highland Park Hospital 3 - Glenbrook Hospital 4 - Skokie 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?47
Name and address Type of Facility (describe)
1 Highland Park Ambulatory Care Center
757 Park Avenue West
Highland Park,IL60035 		Outpatient Clinic
2 Glenbrook Ambulatory Care Center
2180 Pfingsten Road
Glenview,IL60026 		Outpatient Clinic
3 Lakeshore Imaging
680 N Lake Shore Drive
Chicago,IL60611 		Outpatient Clinic
4 Lincolnshire Medical Office Building
920 N Milwaukee Avenue
Lincolnshire,IL60048 		Outpatient Clinic
5 Ravinia X-Ray and GI Lab
1777 Green Bay Road
Highland Park,IL60035 		Outpatient Clinic
6 Bannockburn Medical Office Building
2151 Waukegan Road
Bannockburn,IL60015 		Outpatient Clinic
7 PM&R Fitness Center
1501 Busch Parkway
Buffalo Grove,IL60089 		Outpatient Clinic
8 Niles Medical Office Building
6450 W Touhy Avenue
Niles,IL60714 		Outpatient Clinic
9 Glenview Park Center
2400 Chestnut Avenue
Glenview,IL60026 		Outpatient Clinic
10 Gurnee Ambulatory Care Center
7900 Rollins Road
Gurnee,IL60031 		Outpatient Clinic
11 Vernon Hills Specialty Care Center
225 N Milwaukee Avenue
Vernon Hills,IL60061 		Outpatient Clinic
12 Skokie Ambulatory Care Center
9650 Gross Point Road
Skokie,IL60076 		Outpatient Clinic
13 PM&R Benson Avenue
1729 Benson Avenue
Evanston,IL60201 		Outpatient Clinic
14 NorthShore Lab Services - Evanston
15 Tower Court
Gurnee,IL60031 		Outpatient Clinic
15 Old Orchard Medical Office Building
9977 Woods Drive
Skokie,IL60077 		Outpatient Clinic
16 NorthShore Lab Services - Evanston
909 Davis Street
Evanston,IL60201 		Outpatient Clinic
17 NorthShore Lab Services - Evanston
1007 Church Street
Evanston,IL60201 		Outpatient Clinic
18 NorthShore Lab Services - Evanston
501 Skokie Blvd
Northbrook,IL60062 		Outpatient Clinic
19 Fetal Diagnostic Center
71 Waukegan Road
Lake Bluff,IL60044 		Outpatient Clinic
20 NorthShore Lab Services - Evanston
1329 Wolf Road
Mt Prospect,IL60056 		Outpatient Clinic
21 Glenbrook Medical Office Building South
2050 Pfingsten Road
Glenview,IL60026 		Outpatient Clinic
22 Fetal Diagnostic Center
800 W Central Road
Arlington Heights,IL60005 		Outpatient Clinic
23 NorthShore Immediate Care Center - Chicago at Sauganash
6141 N Cicero Avenue
Chicago,IL60646 		Outpatient Clinic
24 NorthShore Lab Services - Evanston
9301 Golf Road
Des Plaines,IL60016 		Outpatient Clinic
25 NorthShore Lab Services - Evanston
1162 Maple Street
Mundelein,IL60060 		Outpatient Clinic
26 NorthShore Immediate Care Center - Des Plaines
1535 Ellinwood
Des Plaines,IL60016 		Outpatient Clinic
27 NorthShore Lab Services - Evanston
1435 Waukegan Road
Glenview,IL60025 		Outpatient Clinic
28 NorthShore Lab Services - Evanston
49 S Waukegan Road
Deerfield,IL60015 		Outpatient Clinic
29 NorthShore Lab Services - Evanston
211 Waukegan Road
Northfield,IL60093 		Outpatient Clinic
30 Breast Health and Mammography Program
71 Old Orchard Shopping Center
Skokie,IL60077 		Outpatient Clinic
31 NorthShore Immediate Care Center - Chicago at Bucktown
1942 W Fullerton Avenue
Chicago,IL60647 		Outpatient Clinic
32 NorthShore Immediate Care Center - Chicago at Broadway Square
5238 N Broadway Avenue
Chicago,IL60640 		Outpatient Clinic
33 NorthShore Immediate Care Center - Chicago at Andersonville
4914 N Clark Street
Chicago,IL60640 		Outpatient Clinic
34 NorthShore Immediate Care Center - Evanston
524 Main Street
Evanston,IL60201 		Outpatient Clinic
35 NorthShore Immediate Care Center - Chicago at Jefferson Park
5211 W Lawrence Avenue
Chicago,IL60630 		Outpatient Clinic
36 NorthShore Immediate Care Center - Chicago at Belle Plaine
4070 N Milwaukee Avenue
Chicago,IL60641 		Outpatient Clinic
37 NorthShore Immediate Care Center - Skokie Commons
3304 W Touhy Ave
Skokie,IL60076 		Outpatient Clinic
38 NorthShore Immediate Care Center - Chicago at Lincoln Village
6071 N Lincoln Ave
Chicago,IL60659 		Outpatient Clinic
39 NorthShore Immediate Care Center - Chicago at Lincoln Square
2323 W Lawrence
Chicago,IL60625 		Outpatient Clinic
40 NorthShore Lab Services - Evanston
6810 McCormick Blvd
Lincolnwood,IL60712 		Outpatient Clinic
41 Graham Medical Office Building
1000 Central Street
Evanston,IL60201 		Outpatient Clinic
42 Highland Park Medical Office Building
767 Park Avenue West
Highland Park,IL60035 		Outpatient Clinic
43 Glenbrook Medical Office Building North
2150 Pfingsten Road
Glenview,IL60026 		Outpatient Clinic
44 NorthShore Lab Services - Evanston
2500 Ridge Avenue
Evanston,IL60201 		Outpatient Clinic
45 NorthShore Lab Services - Evanston
915 S Waukegan Road
Lake Forest,IL60045 		Outpatient Clinic
46 Pediatric Outpatient Center
3232 Lake Avenue
Wilmette,IL60091 		Outpatient Clinic
47 NorthShore Medical Group - Round Lake Beach
1000 Rollins Road
Round Lake Beach,IL60073 		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 7g Subsidized Health Services NO PHYSICIAN CLINIC COSTS HAVE BEEN INCLUDED ON LINE 7G.
Schedule H, Part VI, Line 5 Promotion of Community Health 8. Residency and Education Programs - As a primary teaching affiliate for University of Chicago Pritzker School of Medicine, Endeavor Health Clinical Operations (EHCO) is dedicated to excellence in medical education and research. EHCO also has additional teaching affiliation agreements with Rush University Medical Center, University of Illinois-Chicago, Stroger Hospital, and Northwestern University Feinberg School of Medicine. EHCO physician-educators connect and innovate with the next generation of medical specialists to help shape the future of healthcare. Combined with EHCO's established reputation for advanced information technology and its strong clinical environment, this affiliation represents an exciting advancement in academic medicine for the Chicagoland area and for future physician leaders. EHCO has an extensive selection of training programs and fellowships to offer physicians at its teaching and research facilities. During 2024, 182 resident and 47 fellow full-time equivalents (FTEs) participated in EHCO and affiliate-based programs. The EHCO residency program areas include: Dentistry, Family Medicine, Internal Medicine (Categorical and Preliminary), and Pathology. The EHCO fellowship program areas include: Breast Surgery, Cardiology, Advanced Cardiac Imaging, Interventional Cardiology, Endocrine Surgery, Family Medicine-Sports Medicine, Gastroenterology, Maternal-Fetal Medicine, Musculoskeletal Imaging, Simulation-Emergency Medicine, Urogynecology, and Vascular Medicine. The affiliate-based residency program areas include: Anesthesiology, Emergency Medicine, General Surgery, Neurology, Neurosurgery, Obstetrics and Gynecology, Ophthalmology, Orthopaedic Surgery, Otolaryngology, Pediatrics, Plastic Surgery, Podiatry, Psychiatry, Radiology, and Urology. The affiliate-based fellowship program areas include: Cardiothoracic Surgery, Child Psychiatry, Colon Rectal Surgery, Gynecology-Oncology, Hematology-Oncology, Mammography, Maternal-Fetal Medicine, Medical Microbiology, Molecular Genetics Pathology, Neonatal-Perinatal Medicine, Nephrology, Neuroradiology, Orthopaedic Hand, Orthopaedic Sports, Palliative Medicine, Peripheral Vascular Surgery, and Surgical Oncology. EHCO also offers a comprehensive Pharmacy residency program, with resident positions located at all four hospitals. The Pharmacy residency program includes both clinical and administrative exposure focusing on inpatient and ambulatory practice. The program also includes specialty residencies in oncology, pharmacy informatics, and pharmacy administration. The program consists of a multitude of experiences that reinforce residents' knowledge and skills and help them advance into well-rounded practitioners. During the 2023-2024 academic year, 15 residents participated in the program. The Endeavor Health School of Nurse Anesthesia operates out of Evanston Hospital and is affiliated with DePaul University. The program has full accreditation from the Council of Accreditation of Nurse Anesthesia Educational Programs. The mission of the school is to prepare qualified professional registered nurses for the advanced practice of nurse anesthesia in a variety of practice settings. The graduate nurse anesthetist demonstrates the knowledge, skills, and attitude necessary to take on leadership roles in the practice of nurse anesthesia. During 2024, 105 students participated in the program. EHCO also provided clinical training and internships during 2024 for 1,424 high school and college students. Students interned in the following areas: Nursing, Diagnostic Radiology, Physical Therapy, Social Work, Diabetes Education, Nutrition, OBGYN, Occupational Therapy, Pastoral Care, Neonatalology, EMS Resource and Neurosurgery. 9. The Evanston Hospital Community Health Center provided medical care to adults who lack private medical insurance. Medical services included, but were not limited to: Primary Care, Obstetrics/Gynecology, General Surgery, Orthopedics, Diabetes Education and Podiatry. 10. The Dental Center at Evanston Hospital provided primary dental care services and special consultations for medically underserved adult patients, pre-screenings for cardiovascular patients, management for oral complications in oncology patients and refractory dental problems. 11. Erie Evanston/Skokie Health Center - EHCO partners with this Federally Qualified Health Center to provide services to the underserved. 12. Evanston Township High School Health Center - The Evanston Township High School Health Center is a school-based health clinic that provides physical exams, immunizations, treatment of acute and chronic illnesses, individual counseling, health education, gynecological care, and support groups to students whose parents allow them to enroll in the health center. 13. Endeavor Health's Medication Assistance Program helps with the cost of prescriptions for patients of the Evanston Hospital Community Health Center. 14. The Perinatal Depression Program identifies women who are suffering from perinatal depression and offers referrals for women who may need additional help. The program screens women for perinatal depression during and after their pregnancy and offers a 24/7 crisis hotline for women and their family members who may find themselves in an emergent situation.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization A single community benefit report was prepared for Edward Hospital (36-3297173), Elmhurst Memorial Hospital (36-2167784), Naperville Psychiatric Ventures (d/b/a Linden Oaks Hospital) (36-3965251), Evanston Hospital, Skokie Hospital, Highland Park Hospital, Glenbrook Hospital (36-2167060), Northwest Community Hospital (36-2340313), and Swedish Hospital (36-2179813).
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Endeavor Health Clinical Operations calculated the cost of charity care and means-tested government programs using the cost-to-charge ratio derived from Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges. Amounts in the other benefits section of Line 7 were calculated using costs charged directly to the individual programs from the financial accounting system. An indirect cost allocation factor for hospital shared services was also calculated and included for each program indicated in other benefits.
Schedule H, Part II Community Building Activities Economic Development: Endeavor Health supports economic development through its partnerships with Chambers of Commerce in Evanston, Skokie, Glenview, Northbrook, Deerfield and Lake County Partners. Endeavor Health team members serve on the Board of Directors or the Evanston, Skokie, Highland Park, Glenview and Northbrook Chambers. These Chambers advocate for improving economic development and increased employment opportunities. Community Partnerships: Endeavor Health plays a leadership role in coalitions that develop community health improvement plans. These collaborations focus on long-term strategies to reduce health disparities and build stronger support systems. Partnerships include: Live Well Lake County Steering Committee, which is a coalition of the Lake County Health Department, local health systems and nonprofit organizations; Skokie Health Equity Network and Evanston Health Department Health Advisory Council. In addition, Endeavor Health works with numerous national organizations at the local level including the American Cancer Society and American Heart Association. Environmental Improvements: Endeavor Health works with the City of Evanston and the Village of Skokie to manage an annual medication recycling event to ensure that medication is disposed of in an environmentally responsible manner. Endeavor also provides medication disposal boxes in all of its outpatient pharmacies.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Bad debt expense was reported at cost using a cost-to-charge methodology. The Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges calculated to report charity care on Part I, Line 7a was multiplied by the bad debt expense to determine the bad debt expense at cost. Discounts and payments on patient accounts are excluded from bad debt expense in order to reflect the expected amount to be paid.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology There is no bad debt expense included in community benefits.
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 The Medicare allowable costs were determined using the data from the Medicare Cost Report. Endeavor Health Clinical Operations (EHCO) believes that all of the Medicare shortfall should be considered as community benefit. The Internal Revenue Service Community Benefit Standard includes the provision of care to the elderly and Medicare patients. Medicare shortfalls must be absorbed by EHCO in order to continue treating the elderly in our community. The hospital provides care regardless of this shortfall and thereby relieves the government of the burden of paying the full cost of care for Medicare beneficiaries.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Endeavor Health Clinical Operations (EHCO) is included in the billing and collections policy for Endeavor Health. The policy applies to all patients. Patients are screened for eligibility for financial assistance before collection procedures begin. Financial counseling will be provided to help patients identify available federal or state healthcare coverage programs which may be available to them, as well as to determine eligibility under the financial assistance policy. Collection activity will be placed on hold pending the outcome of these determinations. After a patient meets the qualifications for financial assistance, the account balance is either partially or entirely written off. Any remaining balance would be collected under the existing billing and collections policy.
Schedule H, Part V, Section B, Line 16a FAP website A - Evanston Hospital: Line 16a URL: endeavorhealth.org/patients-visitors/billing-insurance/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website A - Evanston 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 A - Evanston 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 hospitals also convene a semiannual Community Advisory Committees (CAC) at each hospital, 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 CACs are primarily comprised of community members, along with hospital administrative and professional staff. The hospitals strive for diverse membership to include business, faith community, social services, civic organizations, government and elected officials, as well as interested citizens. The CACs help to identify gaps in healthcare services within the community and seek opportunities for partnerships between the hospitals and community organizations. In addition, the CACs assist EHCO with the community health needs assessment process.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Endeavor Health Clinical Operations (EHCO) informs and educates low-income patients of our Financial Assistance program across many points within the system. We have posted signs--both English and Spanish--in all our facilities' Emergency Departments and at our Central Registration areas as well as in the following languages upon request or on the EHCO website: Arabic, Assyrian, German, Japanese, Korean, Mongolian, Polish, Russian, and Vietnamese. The EHCO patient information television channel is available to all patients upon admission and a section describes how to obtain Financial Assistance. The EHCO billing statements describes the Financial Assistance program and necessary contact information. Our collection agencies and billing offices also coordinate charity care to potentially eligible patients. Finally, the EHCO website (endeavorhealth.org) is another useful resource that informs patients about the Financial Assistance program with links to the application process and the actual financial application. EHCO also has approximately 16 full-time financial counselors, 45 External Customer Service agents, and 8 internal agents representing our hospitals, clinics, and physician offices. These counselors and representatives are responsible for helping patients understand their bills and coordinating financial assistance and insurance eligibility when appropriate. Any uninsured patient admitted to our hospitals or those identified at registration will have their case reviewed by a financial counselor. EHCO has also earned Certified Application Counselor Organization (CACO) status with the Centers for Medicare and Medicaid Services (CMS). Our counselors are certified and capable of helping patients navigate Medicaid and Insurance Exchange options. ECHO 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. Any patient having difficulty paying their portion of the bill or wanting to know if they are eligible for financial assistance can have their case reviewed by calling our centralized Customer Service billing department, completing paper application or applying using NorthShore Connect patient portal. Our Customer Service department responds to approximately 1,400 calls per day from patients with questions about their bill or that are unable to pay. In addition to the formal application process for Financial Assistance, EHCO may also grant Financial Assistance on a presumptive basis. Presumptive Financial Assistance approvals are based upon individual life circumstances such as enrollment in low-income government programs with income eligibility below 200 percent of federal poverty level income guidelines or verification of financial indigence through a credit rating agency and their calculated healthcare credit score.
Schedule H, Part VI, Line 4 Community information The EHCO service area is composed of 58 ZIP codes, with a total population of 1.7 million and includes 58 ZIP codes within Lake and Cook Counties in Illinois. - Lake County: Fort Sheridan, Grayslake, Gurnee, Highland Park, Highwood, Lake Bluff, Lake Forest, Libertyville, Lincolnshire, Long Grove, Mundelein, North Chicago, Round Lake, Vernon Hills, Waukegan, Zion - Cook County - North Suburbs: Arlington Heights, Buffalo Grove, Des Plaines, Evanston, Glencoe, Glenview, Golf, Kenilworth, Morton Grove, Mount Prospect, Niles, Northbrook/Techny, Prospect Heights, Skokie, Wheeling, Wilmette, Winnetka - Cook County - Chicago North Side Communities: Edgewater, Forest Glen, Irving Park, North Park, Norwood Park, Ravenswood, Rogers Park, Uptown, Lincolnwood, West Ridge This community definition was determined because most of EHCO's patients originate from these areas. The EHCO service area population is projected to decrease slightly over the next five years. The highest utilizers of health care services are patients 65 and over, and this age group is expected to grow 11.2% over the next five years. The number of residents in all other age groups is expected to decrease 2% to 6%. The female population in the EHCO service area is slightly higher than the male population and is projected to decline slightly along with the male population over the next five years. The EHCO service area is primarily Non-Hispanic/Latino White (54%) but also has a substantial Hispanic/Latino population (22%). The Hispanic/Latino population is projected to grow nearly 9% over the next five years, while Non-Hispanic/Latinos will decrease 3% driven by Non-Hispanic/Latino White. 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 EHCO service area is about 1% less than Illinois and about the same as the Endeavor Health service area. Unemployment rates are projected to grow about 1% by 2027 in the EHCO 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 EHCO service area is $135,679 while the median household income is $91,082. Household income levels in the EHCO area are around the same as Illinois for households making $100,000 or more but are projected to increase and exceed Illinois over the next five years. Residents within the EHCO service area living below 200% of the poverty level are greater than the Endeavor Health service area but lower than Illinois overall. Additionally, some ZIP codes in EHCO's service area are as high as 50.2% of residents living below 200% of the poverty level. The percentage of uninsured residents in the EHCO service area is higher than both the Endeavor Health service area and the Illinois average, with some areas as high as 17.9%, an indicator of the disparities that exist within the communities we serve. The percentage of residents with limited English proficiency in the EHCO service area is higher than both the Endeavor Health service area and the Illinois average, with some areas as high as 14.2%, an indicator of the disparities that exist within the communities we serve. Other hospitals serving the EHCO community include: - Advocate Condell Medical Center - Ascension Saint Francis - Advocate Lutheran General Hospital - Advocate Good Shepard Hospital - City of Hope Cancer Center Chicago - Northwest Community Hospital - Northwestern Lake Forest Hospital - Presence Holy Family Medical Center - Vista Medical Centers (East and Lindenhurst) Federally Qualified Health Centers and Other Safety Net Providers serving the EHCO community include: - Asian Human Services Family Health Center - Access Rogers Park Family Health Center - Erie Evanston/Skokie Health Center - Erie Family Health Center Waukegan - Fenix Health Center - Howard Brown Health - Lake County Community Health Centers (Highland Park, Libertyville, North Chicago, Round Lake, Waukegan, Zion) - Tapestry 360 Health Skokie Within EHCO's service area, there are four federally-designated medically underserved areas.
Schedule H, Part VI, Line 5 Promotion of community health The hospitals further 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: - ASPIRE Evanston Community Healthcare Workforce Development Program - This program brings healthcare career awareness and exploration opportunities to Evanston high school students and community members through a partnership with the City of Evanston, Evanston Township High School and iKit, the Evanston Work Ethic (WE) program, Youth Job Center, Endeavor Health and more. In 2024: hosted 59 summer interns and 15 job shadows, distributed 25 scholarships and hired 6 interns at Endeavor Health - bringing career experiences and lowering barriers to healthcare careers in Evanston - ASPIRE Lake County Community Healthcare Workforce Development Program - This program connects Lake County students and young adults with healthcare career exploration opportunities, in collaboration with Lake County 6 high schools, several post-secondary schools and various community partners including Lake County Workforce Development, Youth Build Lake County and Employee Connects. In 2024, programs included a Healthcare Career Panel Discussion for 1600 Highland Park High School students and a Healthcare Career Discovery Day for 93 local high school students. Through the program, Endeavor Health hosted 21 interns, 18 of whom completed the program, with 5 receiving employment offers. - Connections for the Homeless - This program provides those experiencing homelessness wraparound care to heal and recover through a Medical Respite program. It served 13 participants with medical respite-level needs during the planning phase of the Medical Respite Pilot Program. Additionally, 250+ people received health stabilization services. - Equal Hope - This program expands outreach, education, and support to facilitate access to primary care and timely preventive cancer screening. 18,177 lives touched, with 191 individuals receiving free breast and cervical screenings as a result of program. 51 underserved individuals successfully established a primary care provider through program assistance. - Fenix Family Health Center - This organization provides bilingual, bi-cultural comprehensive medical care, mental health services and prenatal care in Lake County. CIF support helps to expand their services to the surrounding communities. - Highwood Library & Community Center (HLCC) - HLCC provides bilingual mental health education, counseling, case management, and health education programming, including support groups and dedicated outreach personnel. In 2024, the HLCC served more than 5,000 individuals with mental health counselling and health education, with 90% of participants showing a decrease in mental health symptoms. - PEER Services and TASC - These organizations expand services to treat substance use disorders and provide ongoing recovery support for Northern Cook County residents involved with the criminal justice system. In 2024, more than 20 clients were assessed by TASC for substance use disorder needs at Skokie Courthouse and more than 20 clients were referred by TASC to PEER Services. - Rosalind Franklin University's Community Care Connection - This program expands mobile medical services in Lake County to improve access to care and long-term health outcomes. In 2024, the mobile team had over 2,600 patient encounters and saved 397 quality adjusted life years through interventions. The program helped avoid over 1,300 emergency department visits, resulting in $29 million in cost savings through education, prevention, screening and more. - Turning Point- Funds from the CIF helped Turning Point purchase an accessible mobile unit to serve as a mobile Living Room, to expand access to mental health awareness and behavioral health services to the Evanston community. - YWCA Metropolitan Chicago - Promoted culturally responsive outreach, health and behavioral health education, health screenings and case management for Lake County residents, including referrals which connected individuals to local social service and medical agencies. In 2024, provided health education to more than 3,700 community members and supported 850+ community members with navigation and case management. 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. Highland Park Hospital is the Regional Hospital Coordinating Center for the Illinois Department of Health Emergency Medical Services Region 10. In compliance with the Illinois EMS Systems Act and administrative rules. The EMS Medical Director (EMS MD) is responsible for all aspects of EMS operation within the system in collaboration with the EMS System Coordinator, and the system shared governance committees. EMS leadership provides oversight for EMS strategic planning, licensure/re-licensure, clinical credentialing and awarding of practice privileges, creation/maintenance of EMS practice standards; educational programs, quality management and data reporting, electronic patient care report design, and fiscal management for the hospital. The EMS MD also provides on scene support and care utilizing the Physician Response Vehicle (PRV). The NorthShore Hospitals, seven provider agencies that employ over 750 EMS personnel, and two Emergency Medical Dispatch agencies serve multiple communities in the EMS/Trauma Region 10 covering approximately 200 mile area and respond to all EMS calls in that area. Online medical control is provided by emergency communications registered nurses (ECRNs) who are educated, licensed, credentialed, and relicensed through the EMS Department and IDPH and the Emergency Physicians on site at each of the Associate and Resource Hospitals.
Schedule H, Part VI, Line 6 Affiliated health care system Endeavor Health Clinical Operations (EHCO) 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, EHCO 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


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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
Endeavor Health Clinical Operations
 
Employer identification number
36-2167060
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) Advocate Charitable Foundation

 
  		36-3297360 501(c)(3) 10,000       Community Contribution
(2) American Cancer Society Inc

 
  		13-1788491 501(c)(3) 25,000       Community Contribution
(3) American Heart Association

 
  		13-5613797 501(c)(3) 100,000       Community Contribution
(4) Between Friends

 
  		36-3460990 501(c)(3) 163,237       Community Contribution
(5) Cancer Wellness Center

 
  		36-3604463 501(c)(3) 7,500       Community Contribution
(6) City Of Evanston

 
  		36-6005870 City of Evanston 600,000       Community Contribution
(7) Connections For The Homeless

 
  		36-3346917 501(c)(3) 200,000       Community Contribution
(8) Employee Connections

 
  		94-3436433 501(c)(3) 230,000       Community Contribution
(9) Equal Hope

 
  		26-2264895 501(c)(3) 115,490       Community Contribution
(10) Erie Family Health Center

 
  		36-3088628 501(c)(3) 933,333       Community Contribution
(11) Fenix Family Health Center

 
  		26-3889647 501(c)(3) 200,000       Community Contribution
(12) Heartland Alliance International Llc

 
  		30-0739799 501(c)(3) 210,454       Community Contribution
(13) Highwood Public Library

 
  		36-2932315 Village of Highwood 648,000       Community Contribution
(14) Howard Brown Health Center

 
  		36-2894128 501(c)(3) 193,899       Community Contribution
(15) Kenneth Young Center

 
  		23-7181444 501(c)(3) 175,000       Community Contribution
(16) Louisiana State University Health Sciences Center-Shreveport

 
  		72-0702002 State of Louisiana 206,603       Research
(17) Lutheran Social Services Of Illinois

 
  		36-2584799 501(c)(3) 291,606       Community Contribution
(18) Medical University of South Carolina

 
  		57-6000722 South Carolina 41,928       Research
(19) Metropolitan Chicago Healthcare Council

 
  		36-2167008 501(c)(3) 64,098       Community Contribution
(20) Midwest Refuah Health Center

 
  		88-1234581 501(c)(3) 280,000       Community Contribution
(21) Mount Auburn Hospital

 
  		42-2103606 501(c)(3) 76,355       Research
(22) New York University

 
  		13-5562308 501(c)(3) 27,845       Research
(23) Northlight Theatre

 
  		23-7390464 501(c)(3) 250,000       Community Contribution
(24) Northwestern University

 
  		36-2167817 501(c)(3) 442,562       Research
(25) One Northside Organizing Neighborhoods For Equality

 
  		51-0137583 501(c)(3) 168,476       Community Contribution
(26) Oregon Health and Science University

 
  		93-1176109 State of Oregon 5,437       Research
(27) Partners For Our Communities

 
  		36-3881109 501(c)(3) 159,342       Community Contribution
(28) Peer Services Inc

 
  		36-2848969 501(c)(3) 175,170       Community Contribution
(29) Prisma Health-Upstate

 
  		81-1723202 501(c)(3) 60,000       Research
(30) Regents University of California Los Angeles

 
  		95-6006143 State of California 112,642       Research
(31) Rolfe Pancreatic Cancer Foundation

 
  		36-4338152 501(c)(3) 10,000       Community Contribution
(32) Rosalind Franklin University

 
  		77-0691998 501(c)(3) 654,299       Community Contribution
(33) Shelter Inc

 
  		23-7399596 501(c)(3) 140,164       Community Contribution
(34) Skills For Chicagolands Future

 
  		45-1287418 501(c)(3) 10,000       Community Contribution
(35) Tasc Inc

 
  		36-2870923 501(c)(3) 172,276       Community Contribution
(36) The Friendship Center

 
  		36-4219965 501(c)(3) 168,500       Community Contribution
(37) The Growing Season Inc

 
  		86-1376734 501(c)(3) 150,000       Community Contribution
(38) The Josselyn Center

 
  		36-2217996 501(c)(3) 15,000       Community Contribution
(39) The National Pancreas Foundation

 
  		23-2935929 501(c)(3) 10,000       Community Contribution
(40) Turning Point Behavioral Health Care Center

 
  		36-2327294 501(c)(3) 251,640       Community Contribution
(41) University of Chicago

 
  		36-2177139 501(c)(3) 307,200       Research
(42) University of Miami

 
  		59-0624458 501(c)(3) 265,321       Research
(43) University of Michigan

 
  		38-6006309 State of Michigan 12,421       Research
(44) University of Pittsburgh

 
  		25-0965591 501(c)(3) 95,152       Research
(45) University of South Florida

 
  		59-3102112 State of Florida 209,826       Research
(46) Washington University in St Louis

 
  		43-0653611 501(c)(3) 15,918       Research
(47) Weill Medical College of Cornell University

 
  		13-1623978 501(c)(3) 172,315       Research
(48) Yale University

 
  		06-0646973 501(c)(3) 110,130       Research
(49) Ywca Metropolitan Chicago

 
  		36-2179765 501(c)(3) 248,512       Community Contribution
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
49
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) Scholarships in medical field 115 300,932      
(2) Employee Assistance Fund 51 49,676      
(3) Medical Resident/Fellowship Awards 6 6,100      
(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 Endeavor Health Clinical Operations (EHCO) provides cash and non-cash assistance to organizations that help support EHCO's mission to preserve and improve human life. Requests to support an outside organization must be reviewed and approved by the Community Relations department and EHCO management to ensure the organization is aligned with EHCO's mission and charitable purpose. EHCO also provides cash grants to sub-recipients of grant awards. EHCO requires all sub-recipients to sign a consortium agreement stating that the sub-recipient understands and agrees to all applicable compliance requirements. NorthShore meets with the sub-recipients on a regular basis and reviews the sub-recipients' A-133 reports. In addition, EHCO provides cash support to related organizations. Support to related organizations is monitored through the EHCO budget and reporting procedures for the consolidated financial statements. EHCO also provides nursing scholarships to individuals. The scholarship amount depends on the degree sought, and the number of scholarships awarded depends on the available funds for each year. Scholarships are awarded on an annual basis to applicants that meet the eligibility criteria. Applicants must be current employees of EHCO as a staff nurse or other related clinical position. Applicants must also be currently enrolled in a nursing degree program, and enrollment must be maintained for the year the scholarship is received. In addition, applicants must sign a Scholarship Agreement to work for NorthShore as a staff nurse or in a related clinical position for one year following receipt of the scholarship. Finally, EHCO has an Employee Assistance Fund which helps employees who are experiencing economic hardship and are unable to afford housing, utilities, and other basic living needs due to a qualifying incident. Applicants must be current employees of EHCO working 20 hours or more per week and not at the Assistant Vice President level or above. The recipients are selected based on an objective determination of need by an independent Application Review Committee with guidelines for making distributions so that such distributions are made consistently across varying circumstances. The applicants must provide a narrative describing their circumstances and documentation to substantiate the amount of any payments.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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
 
No
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
1John Erwin III
Vice Chairman and Clinical Chairman, Medicine 		(i)

(ii)		 1,090,845
-------------
0 		286,700
-------------
0 		15,858
-------------
0 		20,700
-------------
0 		30,817
-------------
0 		1,444,920
-------------
0 		0
-------------
0
2Sean O'Grady
Director and President, Acute & Ambulatory Operations 		(i)

(ii)		 1,133,163
-------------
0 		466,653
-------------
0 		11,886
-------------
0 		827,332
-------------
0 		40,075
-------------
0 		2,479,109
-------------
0 		465,153
-------------
0
3Michael S Caplan
Director and Clinical Chairman, Pediatrics 		(i)

(ii)		 861,040
-------------
0 		120,600
-------------
0 		48,322
-------------
0 		20,700
-------------
0 		22,330
-------------
0 		1,072,992
-------------
0 		0
-------------
0
4Neil S Freedman
Director 		(i)

(ii)		 720,115
-------------
0 		258,181
-------------
0 		56,963
-------------
0 		367,659
-------------
0 		30,811
-------------
0 		1,433,729
-------------
0 		0
-------------
0
5Mahalakshmi Halasyamani
Director and System Chief Clinical Officer 		(i)

(ii)		 884,812
-------------
0 		383,356
-------------
0 		8,420
-------------
0 		494,592
-------------
0 		9,474
-------------
0 		1,780,654
-------------
0 		352,072
-------------
0
6Karen L Kaul
Director and Clinical Chairman, Pathology and Laboratory Medicine 		(i)

(ii)		 739,522
-------------
0 		219,135
-------------
0 		34,919
-------------
0 		20,700
-------------
0 		21,970
-------------
0 		1,036,246
-------------
0 		0
-------------
0
7Mark S Talamonti
Director and Clinical Chairman, Surgery 		(i)

(ii)		 1,455,392
-------------
0 		140,600
-------------
0 		50,063
-------------
0 		20,700
-------------
0 		23,485
-------------
0 		1,690,240
-------------
0 		0
-------------
0
8John Tressa
Director and Chief Nursing Officer 		(i)

(ii)		 544,084
-------------
0 		209,476
-------------
0 		9,619
-------------
0 		338,622
-------------
0 		17,691
-------------
0 		1,119,492
-------------
0 		160,450
-------------
0
9Shivani Bautista
System Secretary/Chief Legal Officer 		(i)

(ii)		 571,083
-------------
0 		230,380
-------------
0 		1,561
-------------
0 		388,155
-------------
0 		33,444
-------------
0 		1,224,623
-------------
0 		0
-------------
0
10Gerald P Gallagher
President and Chief Executive Officer 		(i)

(ii)		 2,140,745
-------------
0 		1,368,001
-------------
0 		50,517
-------------
0 		1,594,714
-------------
0 		37,649
-------------
0 		5,191,626
-------------
0 		823,637
-------------
0
11Douglas D Welday
System Treasurer and CFO 		(i)

(ii)		 976,106
-------------
0 		398,335
-------------
0 		479,793
-------------
0 		303,146
-------------
0 		27,240
-------------
0 		2,184,620
-------------
0 		367,572
-------------
0
12Harry L Jones
Former Key Employee 		(i)

(ii)		 0
-------------
0 		100,847
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		100,847
-------------
0 		0
-------------
0
13Frederick E Miller
Former Key Employee 		(i)

(ii)		 302,803
-------------
0 		0
-------------
0 		21,297
-------------
0 		0
-------------
0 		22,323
-------------
0 		346,423
-------------
0 		0
-------------
0
14David Rahija
President, EHMG Operations 		(i)

(ii)		 578,450
-------------
0 		196,744
-------------
0 		3,131
-------------
0 		366,479
-------------
0 		27,843
-------------
0 		1,172,647
-------------
0 		174,843
-------------
0
15Douglas M Silverstein
Former Key Employee 		(i)

(ii)		 27,060
-------------
0 		254,824
-------------
0 		0
-------------
0 		36,143
-------------
0 		10
-------------
0 		318,037
-------------
0 		249,858
-------------
0
16Deb Anderson
Chief Information Officer 		(i)

(ii)		 679,758
-------------
0 		175,000
-------------
0 		9,396
-------------
0 		181,988
-------------
0 		28,617
-------------
0 		1,074,759
-------------
0 		0
-------------
0
17Julian E Bailes
Clinical Chairman, Neurosurgery 		(i)

(ii)		 1,987,289
-------------
0 		96,500
-------------
0 		38,862
-------------
0 		20,700
-------------
0 		28,264
-------------
0 		2,171,615
-------------
0 		0
-------------
0
18Jeffery Biesczat
Senior Vice President, Financial Planning and Accounting 		(i)

(ii)		 452,096
-------------
0 		167,581
-------------
0 		2,085
-------------
0 		20,700
-------------
0 		32,262
-------------
0 		674,724
-------------
0 		0
-------------
0
19William D Bloomer
Clinical Chairman, Radiation Medicine 		(i)

(ii)		 649,100
-------------
0 		342,952
-------------
0 		22,367
-------------
0 		20,700
-------------
0 		21,329
-------------
0 		1,056,448
-------------
0 		0
-------------
0
20Wanda Cruz-Knight
Clinical Chairman, Family Medicine 		(i)

(ii)		 358,972
-------------
0 		120,600
-------------
0 		3,617
-------------
0 		20,700
-------------
0 		33,515
-------------
0 		537,404
-------------
0 		0
-------------
0
21Gabrielle Cummings
President, Evanston Hospital and NorthShore Hospitals 		(i)

(ii)		 601,205
-------------
0 		212,984
-------------
0 		2,439
-------------
0 		375,793
-------------
0 		12,168
-------------
0 		1,204,589
-------------
0 		173,165
-------------
0
22Sarah Donlan
Chief Medical Officer, NorthShore Hospitals 		(i)

(ii)		 421,989
-------------
0 		66,700
-------------
0 		5,540
-------------
0 		20,700
-------------
0 		29,723
-------------
0 		544,652
-------------
0 		0
-------------
0
23Robert R Edelman
Clinical Chairman, Radiology 		(i)

(ii)		 975,713
-------------
0 		240,600
-------------
0 		49,367
-------------
0 		20,700
-------------
0 		31,774
-------------
0 		1,318,154
-------------
0 		0
-------------
0
24Nicole Fernandez
President, Highland Park Hospital and NorthShore Chief Nursing Officer 		(i)

(ii)		 387,779
-------------
0 		108,890
-------------
0 		4,579
-------------
0 		20,700
-------------
0 		30,950
-------------
0 		552,898
-------------
0 		0
-------------
0
25Scott Kenagy
Senior Vice President, Chief Investment Officer 		(i)

(ii)		 590,149
-------------
0 		211,470
-------------
0 		3,836
-------------
0 		20,700
-------------
0 		35,823
-------------
0 		861,978
-------------
0 		0
-------------
0
26Jason L Koh
Clinical Chairman, Orthopedics 		(i)

(ii)		 1,634,570
-------------
0 		266,100
-------------
0 		24,122
-------------
0 		20,700
-------------
0 		32,840
-------------
0 		1,978,332
-------------
0 		0
-------------
0
27Anne Martino
Chief Marketing Officer 		(i)

(ii)		 433,774
-------------
0 		182,766
-------------
0 		5,204
-------------
0 		296,613
-------------
0 		10,613
-------------
0 		928,970
-------------
0 		172,937
-------------
0
28Mohammed Minhaj
Clinical Chairman, Anesthesia 		(i)

(ii)		 904,574
-------------
0 		115,600
-------------
0 		5,790
-------------
0 		20,700
-------------
0 		39,823
-------------
0 		1,086,487
-------------
0 		0
-------------
0
29Kristen Murtos
Chief Innovation and Transformation Officer 		(i)

(ii)		 782,140
-------------
0 		348,314
-------------
0 		7,023
-------------
0 		441,565
-------------
0 		34,362
-------------
0 		1,613,404
-------------
0 		0
-------------
0
30Susan Rubin
Clinical Chairman, Neurology 		(i)

(ii)		 555,944
-------------
0 		105,600
-------------
0 		24,120
-------------
0 		20,700
-------------
0 		19,951
-------------
0 		726,315
-------------
0 		0
-------------
0
31Richard K Silver
Clinical Chairman, Obstetrics and Gynecology 		(i)

(ii)		 948,397
-------------
0 		75,600
-------------
0 		49,174
-------------
0 		20,700
-------------
0 		18,488
-------------
0 		1,112,359
-------------
0 		0
-------------
0
32Steven Smith
Chief Information Officer (until 1/3/24) 		(i)

(ii)		 23,002
-------------
0 		306,518
-------------
0 		1,004,002
-------------
0 		72,626
-------------
0 		21,539
-------------
0 		1,427,687
-------------
0 		217,693
-------------
0
33Ramon Solhkhah
Clinical Chairman, Psychiatry 		(i)

(ii)		 707,085
-------------
0 		115,000
-------------
0 		5,301
-------------
0 		20,700
-------------
0 		18,604
-------------
0 		866,690
-------------
0 		0
-------------
0
34Dianna Sparacino
Chief People Officer 		(i)

(ii)		 615,777
-------------
0 		252,968
-------------
0 		7,804
-------------
0 		337,542
-------------
0 		25,394
-------------
0 		1,239,485
-------------
0 		210,704
-------------
0
35Brian Washa
Senior Vice President, Supply Chain Management 		(i)

(ii)		 429,323
-------------
0 		148,771
-------------
0 		5,517
-------------
0 		20,700
-------------
0 		27,038
-------------
0 		631,349
-------------
0 		0
-------------
0
36Heath Roger Bell
Senior Vice President, HIT Applications 		(i)

(ii)		 433,921
-------------
0 		309,959
-------------
0 		2,830
-------------
0 		20,700
-------------
0 		10,804
-------------
0 		778,214
-------------
0 		0
-------------
0
37Maria Knecht
President, Glenbrook Hospital 		(i)

(ii)		 370,853
-------------
0 		106,604
-------------
0 		4,984
-------------
0 		20,700
-------------
0 		20,541
-------------
0 		523,682
-------------
0 		0
-------------
0
38Jesse Peterson Hall
President, CVI Activation, Glenbrook Hospital 		(i)

(ii)		 295,345
-------------
0 		201,383
-------------
0 		4,924
-------------
0 		55,783
-------------
0 		12,082
-------------
0 		569,517
-------------
0 		198,110
-------------
0
39Wallner Stephen
Vice President, Total Rewards 		(i)

(ii)		 360,537
-------------
0 		119,700
-------------
0 		4,527
-------------
0 		20,700
-------------
0 		2,003
-------------
0 		507,467
-------------
0 		0
-------------
0
40Jianfeng Xu
Vice President, Translational Research 		(i)

(ii)		 492,280
-------------
0 		125,663
-------------
0 		7,473
-------------
0 		20,700
-------------
0 		14,056
-------------
0 		660,172
-------------
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 individual received a severance payment based upon mutually agreed-upon separation agreement entered into with the organization: Steven Smith - $680,088
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 Gerald P. Gallagher - $757,674 Deb Anderson - $161,288 Gabrielle Cummings - $214,178 Neil Freedman - $257,804 Anne Martino - $150,214 David Rahija - $207,878 John Tressa - $192,453 The Legacy Target Benefit SERP was established in 2017. A participant generally becomes vested in amounts credited to their account upon attainment of specified ages. The following individuals participated in the Target Benefit SERP and below is the deferred compensation as defined in the instructions for 2024: Mahalakshmi Halasyamani - $222,465 Sean O'Grady - $470,529 Kristen Murtos - $189,166 Dianna Sparacino - $137,423 The following individuals received payments from a supplemental nonqualified retirement plan during 2024: Douglas D. Welday - $465,005 Steven Smith - $1,212,575 ($888,661 was reported as taxable compensation during a prior year) Douglas Silverstein - $1,620,271 (reported as taxable compensation during a prior year)
Schedule J, Part I, Line 7 Non-fixed payments Endeavor Health Clinical Operations 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)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
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
Endeavor Health Clinical Operations
 
Employer identification number
36-2167060
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Illinois Finance Authority
  		86-1091967 45204FBG9 04-30-2020 560,804,233 See Part VI   X   X   X
B Illinois Finance Authority
  		86-1091967 45204FQC2 04-14-2022 553,927,672 See Part VI   X   X   X
C Illinois Finance Authority
  		86-1091967 45204FQG3 04-14-2022 411,020,000 See Part VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 43,015,000 20,120,000    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 560,804,233 553,927,672 411,020,000  
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 4,365,812 3,697,503 1,290,963  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 242,130,000 546,936,169 409,729,037  
11 Other spent proceeds ............. 314,308,421 3,294,000    
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2020 2024 2024
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X    
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X     X    
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X    
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.06 % 0 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.01 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.07 % 0 % 0 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X   X   X      
b Exception to rebate? ........ X     X   X    
c No rebate due? .........   X   X   X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X      
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge ......... 0 % 0 % 0 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 %  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X    
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (c) Bond A - CUSIP # In addition to the CUSIP number shown here, Form 8038 lists the following CUSIP numbers: 45204FAG0 and 45204FAH8.
Schedule K, Part I, Column (f) Bond A - Description of Purpose The 2020 ABC issue refinanced NorthShore University HealthSystem issues dated 7/7/1995, 8/28/1996, 7/3/2001, 12/11/2008, and 7/14/2010, acquired assets of Swedish Covenant Health, and financed new capital projects of the health system.
Schedule K, Part I, Column (f) Bond B - Description of Purpose The 2022 A,B issue financed a portion of the costs of new money projects and acquired certain assets of Edward-Elmhurst Healthcare.
Schedule K, Part I, Column (f) Bond C - Description of Purpose The 2022 C,D,E,F,G,H issue financed a portion of the costs of new money projects and acquired certain assets of Edward-Elmhurst Healthcare.
Schedule K, Part II, Line 11 Bond A - Other Spent Proceeds THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW.
Schedule K, Part II, Line 11 Bond B - Other Spent Proceeds THE OTHER SPENT PROCEEDS ARE THE PROCEEDS USED FOR THE TERMINATION OF A SWAP PAYMENT.
Schedule K (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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
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) Substantial contributor # 1
  		Substantial Contributor 2,011,000 Medical Devices   No
(2) Substantial contributor # 17
  		Substantial Contributor 14,137,839 Medical Products   No
(3) Substantial contributor # 32
  		Substantial Contributor 2,361,048 Medical Devices   No
(4) Substantial contributor # 77
  		Substantial Contributor 2,970,771 Medical Technology   No
(5) Substantial contributor # 135
  		Substantial Contributor 4,573,708 Medical Devices   No
(6) Substantial contributor # 157
  		Substantial Contributor 3,659,351 Medical Products   No
(7) Alexis Preston
  		Family Member - Robert Edelman 14,013 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 M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....   1 7,200 Cost
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 8,820 Cost
5 Clothing and household
goods ....... 		X 73,015 Cost
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .   19 1,293,251 Other - SALES PROCEEDS
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....   2 1,150 Other - COMPARABLES
19 Food inventory ...   34 72,373 Cost
20 Drugs and medical supplies .   7 244,703 Cost
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Events/Entertainment ) X 9 37,890 Cost
26 Other Right pointing arrow large image ( Gift Cards/Certificates ) X 188 101,163 Cost
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Column (b) - Number of Contributions or Items Contributed The amounts reported on Part I, Column (b) represent the number of contributions.
Schedule M (Form 990) (2024)

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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
Return Reference Explanation
Form 990, Part III, Line 4a Program Service Description - Patient Care Endeavor Health Clinical Operations (EHCO) is part of Endeavor Health, an integrated, healthcare delivery system. On December 5, 2023, NS-EE Holdings was renamed to Endeavor Health and NorthShore University HealthSystem (NorthShore) was renamed to Endeavor Health Clinical Operations. 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 4.1 million residents across seven northeast Illinois counties. EHCO represents Endeavor Health Evanston, Glenbrook, Highland Park and Skokie Hospitals. EHCO is a Magnet recognized organization, the first in Illinois designated as a system to receive this prestigious honor that demonstrates nursing excellence. The system has a strong history of earning A's in the Leapfrog Hospital Safety Grades, recognizing the continuous commitment to patient safety. EHCO also includes the NorthShore Hospitals Foundation and is the primary teaching affiliate for the University of Chicago Pritzker School of Medicine. Endeavor Health Evanston Hospital Evanston Hospital is a comprehensive acute-care facility offering a variety of surgical specialties. The principal home to the NorthShore Kellogg Cancer Center and the Mark R. Neaman Center for Personalized Medicine, Evanston Hospital is also the regional center for high-risk obstetrics. The Infant Special Care Unit and the Women's Hospital offer the latest technology and a highly trained staff. The hospital is a premier Level I Trauma Center in the northern suburbs with a recently renovated and expanded Emergency Department and a Comprehensive Stroke Center as certified by the Joint Commission. During 2024, Evanston Hospital total admissions were 18,357, and total inpatient days were 83,523. Endeavor Health Glenbrook Hospital Glenbrook Hospital is a comprehensive medical center providing advanced diagnostic and therapeutic interventions, as well as superior medical and surgical care for all specialties. The Endeavor Health Cardiovascular Institute at Glenbrook Hospital, which opened in May 2024, serves as a regional destination for advanced cardiovascular care from diagnosis to rehabilitation. It houses six new cardiovascular-dedicated operating rooms and nine new cardiology labs. Glenbrook Hospital is a Joint Commission-certified Comprehensive Stroke Center and is also home to a state-of-the art LASIK suite within their Eye and Vision Center. During 2024, Glenbrook Hospital total admissions were 9,280, and total inpatient days were 42,571. Endeavor Health Highland Park Hospital Highland Park Hospital has provided high-quality healthcare and a wide range of clinical programs for the residents of Lake County and beyond since 1918. The hospital is the site of the first open-heart surgery in Lake County and is home to the only dedicated Labor, Delivery and Post-Partum Unit. in Lake County. The hospital is a Joint Commission-certified Primary Stroke Center, providing an acute stroke team 24/7 for rapid diagnosis and treatment, and its Emergency Department also is the region's "pod" hospital for disaster-response activities across Lake County. During 2024, Highland Park Hospital total admissions were 8,533, and total inpatient days were 28,541. Endeavor Health Skokie Hospital Skokie Hospital is home to Illinois' only specialty hospital dedicated to orthopedic and spine care performing more orthopedic surgeries than any other hospital in Illinois. The Endeavor Health Orthopedic & Spine Institute provides advanced care and is designed for both outpatient and inpatient procedures, including joint replacement, fracture care and complex spine surgeries. Skokie Hospital offers emergency and outpatient services to meet the needs of the local community, providing patients access to a vast network of outpatient clinical resources, from multispecialty physician offices to cardiac imaging, radiology and gastrointestinal services, and an Emergency Department. During 2024, Skokie Hospital total admissions were 2,888, and total inpatient days were 9,814. NorthShore Hospitals Foundation In support of the Endeavor Health mission, NorthShore Hospitals Foundation (Foundation) has funded programs and research that continue to transform the field of healthcare. These innovations were made possible by the generosity, time and resources of partners and volunteers. Community-based philanthropy has blossomed in recent years, and its impact on our Endeavor Health NorthShore Hospitals (Evanston, Glenbrook, Highland Park, and Skokie) has been dramatic, raising more than $300 million. The Foundation works tirelessly to make sure these critical funds go to work immediately to serve our community and transform lives in very real ways. Honors and Recognition Evanston, Glenbrook, and Highland Park Hospitals received "A" grades in the Spring 2024 ratings from The Leapfrog Group, a national organization that focuses on quality and safety in American health care. EHCO is nationally named a 2024 Most Wired health system by the College of Healthcare Information Management Executives. EHCO receives a "Level 9 Quality Award" (out of 10) for both Acute and Ambulatory surveys. Evanston and Highland Park Hospitals were recognized top performers in the 2024 Bernard A. Birnbaum, MD, Quality Leadership Ranking by Vizient, Inc. for demonstrating excellence in delivering high-quality care based on the Vizient Quality and Accountability Study. EHCO earned five stars-the highest possible quality rating from the Centers for Medicare & Medicaid Services (CMS), as part of its consumer-oriented Hospital Compare program.
Form 990, Part III, Line 1 ORGANIZATION'S MISSION Endeavor Health Clinical Operations (EHCO) 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 III, Line 4b PROGRAM SERVICE DESCRIPTION - EDUCATION As a primary teaching affiliate for University of Chicago Pritzker School of Medicine, Endeavor Health Clinical Operations (EHCO) is dedicated to excellence in medical education and research. EHCO also has additional teaching affiliation agreements with Rush University Medical Center, University of Illinois-Chicago, Stroger Hospital, and Northwestern University Feinberg School of Medicine. EHCO physician-educators connect and innovate with the next generation of medical specialists to help shape the future of healthcare. Combined with EHCO's established reputation for advanced information technology and its strong clinical environment, this affiliation represents an exciting advancement in academic medicine for the Chicagoland area and for future physician leaders. EHCO has an extensive selection of training programs and fellowships to offer physicians at its teaching and research facilities. During 2024, 182 resident and 47 fellow full-time equivalents (FTEs) participated in EHCO and affiliate-based programs. The EHCO residency program areas include: Dentistry, Family Medicine, Internal Medicine (Categorical and Preliminary), and Pathology. The EHCO fellowship program areas include: Breast Surgery, Cardiology, Advanced Cardiac Imaging, Interventional Cardiology, Endocrine Surgery, Family Medicine-Sports Medicine, Gastroenterology, Maternal-Fetal Medicine, Musculoskeletal Imaging, Simulation-Emergency Medicine, Urogynecology, and Vascular Medicine. The affiliate-based residency program areas include: Anesthesiology, Emergency Medicine, General Surgery, Neurology, Neurosurgery, Obstetrics and Gynecology, Ophthalmology, Orthopaedic Surgery, Otolaryngology, Pediatrics, Plastic Surgery, Podiatry, Psychiatry, Radiology, and Urology. The affiliate-based fellowship program areas include: Cardiothoracic Surgery, Child Psychiatry, Colon Rectal Surgery, Gynecology-Oncology, Hematology-Oncology, Mammography, Maternal-Fetal Medicine, Medical Microbiology, Molecular Genetics Pathology, Neonatal-Perinatal Medicine, Nephrology, Neuroradiology, Orthopaedic Hand, Orthopaedic Sports, Palliative Medicine, Peripheral Vascular Surgery, and Surgical Oncology. EHCO also offers a comprehensive Pharmacy residency program, with resident positions located at all four hospitals. The Pharmacy residency program includes both clinical and administrative exposure focusing on inpatient and ambulatory practice. The program also includes specialty residencies in oncology, pharmacy informatics, and pharmacy administration. The program consists of a multitude of experiences that reinforce residents' knowledge and skills and help them advance into well-rounded practitioners. During the 2023-2024 academic year, 15 residents participated in the program. The Endeavor Health School of Nurse Anesthesia operates out of Evanston Hospital and is affiliated with DePaul University. The program has full accreditation from the Council of Accreditation of Nurse Anesthesia Educational Programs. The mission of the school is to prepare qualified professional registered nurses for the advanced practice of nurse anesthesia in a variety of practice settings. The graduate nurse anesthetist demonstrates the knowledge, skills, and attitude necessary to take on leadership roles in the practice of nurse anesthesia. During 2024, 105 students participated in the program. EHCO also provided clinical training and internships during 2024 for 1,424 high school and college students. Students interned in the following areas: Nursing, Diagnostic Radiology, Physical Therapy, Social Work, Diabetes Education, Nutrition, OBGYN, Occupational Therapy, Pastoral Care, Neonatalology, EMS Resource and Neurosurgery.
Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION - RESEARCH The Endeavor Health Research Institute (Research Institute) was organized in 1996 to provide a means for integrating leading-edge research into improved clinical care. The Research Institute also creates an environment to recruit and retain externally-funded research leadership in order to achieve the mission and goals of the organization. The Research Institute now houses more than 299 principal investigators who currently occupy 95,000 net square feet of research space and garner nearly $24 million in external research support, and in 2024, secured five new NIH awards. Our investigative teams work on more than 1,043 active research studies, of which 550 are clinical trials that include more than 2,280 participating patients. In 2024, EHCO's contribution to the internal support for the Research Institute exceeded $12 million. The Research Institute builds on EHCO's promise to deliver excellence in all aspects of patient care. Efforts are directed to research initiatives that make a difference across multiple disciplines. From oncology and neurology to orthopedics and cardiovascular care, the Research Institute focuses on areas of inquiry that have the potential to make the greatest impact on improving and saving lives across the communities we serve. EHCO offers more than 550 active clinical trials of various types, from innovative surgical procedures to the latest drug therapies. EHCO's clinical research portfolio focuses on a range of conditions, including cancer, neurologic disorders and stroke, cardiovascular disorders, and a wide range of pediatric and gynecologic conditions. Additionally, major clinical trial programs in advanced imaging and medical genetics are also offered. The Research Institute is also a member of the Illinois Precision Medicine Consortium (IPMC), which is part of a national landmark longitudinal All of Us Research Program (AoURP) cohort program to improve the ability to prevent and treat disease based on individual lifestyle, environment, and genetics. EHCO has enrolled over 2,280 EHCO patients in the study, and participants in EHCO's AoURP are being asked to share a wide-range of health, environmental, and lifestyle information. The Endeavor Health Program for Personalized Cancer Care (PPCC) continues to pioneer new strategies in cancer care. The PPCC uniquely focuses on the genetic pattern of an individual's hereditary DNA to derive a personalized cancer risk assessment profile. Based on the inherited risk of developing a given cancer, the PPCC is beginning to implement personalized cancer care strategies that encompass the entire spectrum of disease. The PPCC believes this approach will lead to more efficient use of health care resources by targeting prevention and screenings toward individuals at greater risk of developing cancer, earlier cancer detection, and, ultimately and most importantly, reduced cancer deaths and suffering. The Precision Medicine Program is expanding investigations to identify hereditary risks of other chronic diseases such as cardiovascular disease and diabetes. Identification and testing of polygenic risk scores to quantify disease risk has now accelerated efforts to integrate these discoveries into individualized patient care for disease prevention and/or improved patient outcomes.
Form 990, Part VI, Line 15 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. A detailed compensation review of Senior Clinical Leadership Positions is conducted regularly. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting for physicians within the healthcare industry. The work product from this study is reviewed separately with Board-delegated Committees and legal counsel. Market compensation data for each physician's specialized area of training is reviewed annually. A detailed total compensation and Fair Market Value review is conducted in advance of regular contract renewal periods. Specific recommendations are then reviewed, discussed and approved as appropriate Committee of the Board, or its delegate, in session with legal counsel present, in advance of implementation.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Kristen Murtos, David Rahija, and Gregory Portland - Business relationship, Mahalakshmi Halasyamani, Kristen Murtos, and Karen L Kaul - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documents During 2024, the bylaws were amended and restated to reflect the change in the corporate name from NorthShore University HealthSystem to Endeavor Health Clinical Operations, aligning with the updated naming conventions for Endeavor Health. The corporate member name was changed from NS-EE Holdings to Endeavor Health.
Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of Endeavor Health Clinical Operations is Endeavor Health, an Illinois not-for-profit corporation operating as the health system parent.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Directors of Endeavor Health elects individuals to fill the offices of the directors 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 Directors or President & CEO, holds the following reserved powers over Endeavor Health Clinical Operations. - 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 Board of Trustees of the health system parent, Endeavor Health for review and 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 The Endeavor Health Clinical Operations (EHCO) governing documents, conflict of interest policy, and financial statements are available to the public upon request. The Endeavor Health annual audit report and financial statements are also available to the public through GuideStar and the Illinois Attorney General's Office websites as part of the federal and state tax return filings. The Endeavor Health quarterly and annual financial statements and annual audit are also made available to the public through the Electronic Municipal Market Access (EMMA) website as part of the tax-exempt bond offerings.
Form 990, Part VIII, Line 2f Other Program Service Revenue Home Health Care - Total Revenue: 4821628, Related or Exempt Function Revenue: 4821628, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Tuition Revenue - Total Revenue: 2329796, Related or Exempt Function Revenue: 2329796, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Grant Income - Total Revenue: 4687742, Related or Exempt Function Revenue: 4687742, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Medical Staff Dues - Total Revenue: 693575, Related or Exempt Function Revenue: 693575, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Rent from affiliated exempt organizations - Total Revenue: 3071240, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3071240;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 7653220, Related or Exempt Function Revenue: 7653220, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Surgical Simulation - Total Revenue: 461840, Related or Exempt Function Revenue: , Unrelated Business Revenue: 461840, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Computer Services - Total Revenue: 267270, Related or Exempt Function Revenue: , Unrelated Business Revenue: 267270, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Insurance Verification - Total Revenue: 27460, Related or Exempt Function Revenue: , Unrelated Business Revenue: 27460, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pension related equity changes - -10683457; Change in FMV of Pledges - 1360594; Other changes in net assets - -11479; Legal Settement - -XXX-XX-XXXX; Net asset transfer of Endeavor Health Physician Partners - 701151; Morton Grove Medical Imaging Funds - 2050000; Envision Medical Imaging Funds - 100000; Lease Termination - -651721; Net asset transfers with Elmhurst Foundation - 333075; GK Medical Management Funds - 600000; Naperville Medical Imaging Funds - 750000; Principal endowment - 1144083; Changes in research grant net assets - -9143374; Total - -XXX-XX-XXXX;
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
Endeavor Health Clinical Operations
 
Employer identification number

36-2167060
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Swedish Covenant Health
5145 N California Avenue

Chicago,IL60625
36-2179813 		Hospital IL 501(c)(3) 3 Endeavor Health Clinical Operations
 
Yes
 
(2)Radiation Medicine Institute
3040 W Salt Creek Lane

Arlington Heights,IL60005
36-3815543 		Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations
 
Yes
 
(3)Healthcare Foundation of Highland Park
1949 St Johns Avenue

Highland Park,IL60035
36-3196647 		Fundraising IL 501(c)(3) Type II NA
 
 
No
(4)Endeavor Health Medical Group
3040 W Salt Creek Lane

Arlington Heights,IL60005
36-3738206 		Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations
 
Yes
 
(5)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
 
(6)Northwest Community Healthcare
3040 Salt Creek Lane

Arlington Heights,IL60005
36-3125209 		Support of Northwest Community Hospital IL 501(c)(3) Type II Endeavor Health Clinical Operations
 
Yes
 
(7)Northwest Community Hospital
3040 Salt Creek Lane

Arlington Heights,IL60005
36-2340313 		Hospital IL 501(c)(3) 3 Northwest Community Healthcare
 
Yes
 
(8)Northwest Community Hospital Foundation
3040 Salt Creek Lane

Arlington Heights,IL60005
36-3125193 		Fundraising IL 501(c)(3) 7 Northwest Community Healthcare
 
Yes
 
(9)Endeavor Health
3040 W Salt Creek Lane

Arlington Heights,IL60005
87-4520691 		Healthcare System Parent IL 501(c)(3) Type III-FI NA
 
 
No
(10)Naperville Psychiatric Ventures
801 South Washington Street

Naperville,IL60540
36-3965251 		Hospital IL 501(c)(3) 3 Edward Health Ventures
 
Yes
 
(11)Edward-Elmhurst Healthcare
801 South Washington Street

Naperville,IL60540
36-3513954 		Healthcare IL 501(c)(3) Type II Endeavor Health
 
Yes
 
(12)Edward Hospital
801 South Washington Street

Naperville,IL60540
36-3297173 		Hospital IL 501(c)(3) 3 Edward-Elmhurst Healthcare
 
Yes
 
(13)Edward Foundation
801 South Washington Street

Naperville,IL60540
36-3723705 		Fundraising IL 501(c)(3) 7 Edward-Elmhurst Healthcare
 
Yes
 
(14)Edward Health Ventures
801 South Washington Street

Naperville,IL60540
58-1672987 		Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare
 
Yes
 
(15)Edward Health and Fitness Center
801 South Washington Street

Naperville,IL60540
36-3555528 		Healthcare IL 501(c)(3) 10 Edward Health Ventures
 
Yes
 
(16)Edward Ambulance Services LLC
801 South Washington Street

Naperville,IL60540
45-2389060 		Healthcare IL 501(c)(3) 10 Edward Hospital
 
Yes
 
(17)Elmhurst Memorial Healthcare
155 East Brush Hill Road

Elmhurst,IL60126
36-4037473 		Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare
 
Yes
 
(18)Elmhurst Memorial Hospital
155 East Brush Hill Road

Elmhurst,IL60126
36-2167784 		Hospital IL 501(c)(3) 3 Elmhurst Memorial Healthcare
 
Yes
 
(19)Elmhurst Memorial Hospital Foundation
155 East Brush Hill Road

Elmhurst,IL60126
36-3083197 		Fundraising IL 501(c)(3) 7 Elmhurst Memorial Hospital
 
Yes
 
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) Ravine Way Surgery Center LLC

2401 Ravine Way
Glenview,IL60025
20-1245279 		Healthcare IL Endeavor Health Clinical Operations
  		Related 1,192,991 1,184,308   No   Yes   27 %
(2) NWC Day Surgery Center II LLC

3040 Salt Creek Lane
Arlington Heights,IL60005
30-0798249 		Outpatient Care IL Northwest Community Healthcare
  		N/A                
(3) Northwest Endo Center LLC

3040 Salt Creek Lane
Arlington Heights,IL60005
81-2338623 		Surgical Care IL NWC Health Services Inc
  		N/A                
(4) Envision Medical Imaging LLC

8930 Waukegan Road
Suite 130
Morton Grove,IL60053
82-2067179 		Imaging Services IL NWC Health Services Inc
  		N/A                
(5) Elmhurst Outpatient Surgery Center LLC

1200 South York Road
Suite 1400
Elmhurst,IL60126
36-4150045 		Surgery Center IL Elmhurst Memorial Healthcare
  		N/A                
(6) Insight Medical Imaging LLC

8930 Waukegan Road
Suite 130
Morton Grove,IL60053
82-2352016 		Healthcare IL Edward Health Ventures
  		N/A                
(7) Midwest Endoscopy LLC

1243 Rickert Drive
Naperville,IL60540
20-8292570 		Healthcare IL Edward Health Ventures
  		N/A                
(8) RHHI Holdco LLC

400 Northpoint Circle
Suite 203
Seven Fields,PA16046
87-3745286 		Healthcare IL NA
  		N/A                
(9) Residential Home Health Illinois LLC

5440 Corporate Drive
Suite 400
Troy,MI48098
27-0179825 		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) Swedish Covenant Management Services Inc

5145 N California Avenue
Chicago,IL60625
36-4073303 		Physician Practice Management IL Swedish Covenant Health
  		C Corporation       Yes  
(2) Swedish Covenant Physician Partners Ltd

5145 N California Avenue
Chicago,IL60625
36-3120220 		Managed Healthcare Provider IL Swedish Covenant Health
  		C Corporation       Yes  
(3) NorthShore Legacy NPA Inc

3040 W Salt Creek Lane
Arlington Heights,IL60005
36-3648026 		Healthcare IL Endeavor Health Medical Group
  		C Corporation       Yes  
(4) NorthShore Physician Associates Value Based Care LLC

3040 W Salt Creek Lane
Arlington Heights,IL60005
82-2268872 		Healthcare IL Endeavor Health Physician Partners LLC
  		C Corporation       Yes  
(5) NorthShore University HealthSystem Insurance International

Governors Square
Building 4
Grand Cayman    
CJ
98-0419452 		Insurance CJ Endeavor Health Clinical Operations
  		C Corporation 1,376,160 127,811,955 100 % Yes  
(6) Northwest Community Health Services Inc

800 West Central Road
Arlington Heights,IL60005
36-3312906 		Healthcare IL Northwest Community Healthcare
  		C Corporation       Yes  
(7) EEH SPC - Segregated Portfolio A

Governors Square
Building 4 Floor 2
Grand Cayman    
CJ
98-1238485 		Insurance CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(8) EEH SPC - Segregated Portfolio B

Governors Square
Building 4 Floor 2
Grand Cayman    
CJ
98-1185160 		Insurance CJ Edward-Elmhurst Healthcare
  		C Corporation       Yes  
(9) EEH SPC - Segregated Portfolio D

Governors Square
Building 4 Floor 2
Grand Cayman    
CJ
Insurance CJ Edward-Elmhurst 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) Elmhurst Memorial Health Technologies LLC

855 North Church Court
Elmhurst,IL60126
36-3229839 		Practice Management IL Elmhurst Memorial 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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
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) Endeavor Health Medical Group

 A 3,071,240 FMV
(2) Endeavor Health Medical Group

 C 66,794 FMV
(3) Healthcare Foundation of Highland Park

 C 800,000 FMV
(4) Ravine Way Surgery Center LLC

 S 1,258,411 FMV
(5) Residential Home Health Illinois LLC

 S 3,900,000 FMV
(6) Elmhurst Memorial Hospital Foundation

 S 333,075 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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