2024-11-14T16:41:42+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2023-01-01 362167060 Endeavor Health Clinical Operations ENDE 8475702000 3040 W Salt Creek Lane Arlington Heights IL 60005 Douglas D Welday Treasurer & Chief Financial Officer 8475702000 2024-11-14 true true Jess Wagener P01622613 3128792000 2024-11-14 2023 2024-10-15 13:58:12Z X X FKA NorthShore University HealthSystem Gerald P Gallagher 1301 Central Street Evanston IL 60201 4479370545 false X northshore.org X 1891 IL Endeavor Health Clinical Operations follows the mission of Endeavor Health to "help everyone in our communities be their best." 16 8 13018 196 2242431 0 24899412 54113437 1867641277 1905349415 136025405 204009124 15095247 8146756 2043661341 2171618732 138411976 7405511 0 0 897917630 870252205 0 0 4696977 971932469 1261187041 2008262075 2138844757 35399266 32773975 6422191299 6512321625 3263622299 2946830509 3158569000 3565491116 See Schedule O false false 1590045991 6007223 1869979027 PATIENT CARE - SEE SCHEDULE O 61367557 155906 16261293 EDUCATION - SEE SCHEDULE O 23927381 1242382 20432297 RESEARCH - SEE SCHEDULE O 1675340929 true true false true false false false false true true true false false true true false true false false true true false false true false true true true true true true false false false false false false false true false false true false false false true true true true false false true X 1803 0 true 13018 true true true true CJ false false false true true false false false false true false X 16 8 true false true false true true true true true false false false true true true true true false false true true IL X Christine E Erdmann 8476184606 3040 Salt Creek Lane Arlington Heights IL 60005 John Erwin III Board Vice Chairman and Clinical Chairman, Medicine 20.0 20.0 X X 1399190 0 39297 Kevin Willer Board Chairman 1.0 0 X X 0 0 0 Sean O'Grady Director and President, North Region & Institutes 40.0 3.0 X X 2305575 0 1002978 David A Dohnalek Director 1.0 0 X 0 0 0 Gregory Portland Director 1.0 0 X 0 0 0 John Tressa Director and Chief Nursing Officer 40.0 0 X 930428 0 107686 Joianne L Smith Director 1.0 0 X 0 0 0 Karen L Kaul Director and Clinical Chairman, Pathology and Laboratory Medicine 20.0 20.0 X 946830 0 37142 Kathleen M Ferket Director 1.0 0 X 0 0 0 Mahalakshmi Halasyamani Director and System Chief Clinical Officer 40.0 3.0 X 1720211 0 520888 Mark S Talamonti Director and Clinical Chairman, Surgery 20.0 20.0 X 1601782 0 35861 Mary R Sheahan Director 1.0 1.0 X 0 0 0 Michael S Caplan Director and Clinical Chairman, Pediatrics 20.0 20.0 X 981349 0 18390 Neil S Freedman Director 1.0 40.0 X 932163 0 47965 Omar Brown Director 1.0 0 X 0 0 0 Scott C Schweighauser Director 1.0 0 X 0 0 0 Yolandra L Johnson Director (until Oct 2023) 1.0 0 X 0 0 0 Douglas D Welday System Treasurer and Chief Financial Officer 40.0 15.0 X 1750748 0 284165 Gerald P Gallagher President and Chief Executive Officer 40.0 16.0 X 4100532 0 2182996 Shivani Bautista Secretary and Chief Legal Officer 40.0 9.0 X 655182 0 46582 Brian Washa Senior Vice President, Supply Chain Management 40.0 0 X 575842 0 41555 David Rahija President, Skokie Hospital (until 12/31/23) 20.0 21.0 X 1018166 0 126638 Dianna Sparacino Chief People Officer 40.0 0 X 1091368 0 305003 Douglas M Silverstein President, Evanston Hospital (until 12/31/23) 40.0 0 X 1325845 0 55655 Frederick E Miller Clinical Chairman, Psychiatry (left 2/17/23) 20.0 20.0 X 527574 0 37179 Gabrielle Cummings President, Highland Park Hospital (until 12/31/23) 40.0 0 X 1050817 0 110272 Harry L Jones System VP, Insurance and Captives (until 10/2/23) 40.0 0 X 680799 0 31812 Jason L Koh Clinical Chairman, Orthopedics 20.0 20.0 X 1770904 0 51885 Jeffery Biesczat Senior Vice President, Financial Planning and Accounting 40.0 0 X 510023 0 58108 Jesse Peterson Hall President, Glenbrook Park Hospital (until 12/31/23) 40.0 0 X 1044786 0 110701 Julian E Bailes Clinical Chairman, Neurosurgery 20.0 20.0 X 1983162 0 48495 Kristen Murtos Chief Innovation and Transformation Officer 40.0 1.0 X 1534636 0 574783 Mohammed Minhaj Clinical Chairman, Anesthesia 20.0 20.0 X 928110 0 49525 Ramon Solhkhah Clinical Chairman, Psychiatry (starting 2/1/23) 20.0 20.0 X 730483 0 30398 Richard K Silver Clinical Chairman, Obstetrics and Gynecology 20.0 20.0 X 1082257 0 38611 Robert R Edelman Clinical Chairman, Radiology 20.0 20.0 X 1253053 0 49045 Scott Kenagy Senior Vice President, Chief Investment Officer 40.0 0 X 679639 0 49409 Steven Smith Chief Information Officer 40.0 0 X 1233612 0 248041 Susan Rubin Clinical Chairman, Neurology 20.0 20.0 X 675674 0 35299 William D Bloomer Clinical Chairman, Radiation Medicine 40.0 40.0 X 957476 0 36226 Anne Martino Chief Marketing Officer 40.0 0 X 808886 0 99440 Heath Bell Senior Vice President, HIT Applications 40.0 0 X 698351 0 24444 Jianfeng Xu Vice President, Translational Research 40.0 0 X 594953 0 29846 Mignonette Eleanor Broeker Senior Vice President, HIT Applications 40.0 0 X 465099 0 35124 Rajiv Udani Hospitalist 40.0 0 X 459090 0 45429 41004593 0 6646874 3125 false true false PEPPER CONSTRUCTION CO 411 Lake Zurich Road Barrington IL 60010 Construction Management 88698825 ARAMARK RECEIVABLES LLC 27310 Network Place Chicago IL 60673 Facilities/Diet Management 50828832 SODEXO INC 7100 Commerce Way Suite 280 Brentwood TN 37027 Repairs and Maintenance 17987192 UNIV OF CHICAGO MED CTR 5841 South Maryland Avenue Chicago IL 60637 Medical Education 15310589 SPM MARKETING COMMUNICATIONS 1 W Harris Ave Suite 2C La Grange IL 60525 Marketing agency 10310022 294 393712 4570469 8845541 40303715 1760147 54113437 Health Care Services 622110 1811597711 1811597711 Rent from Affiliated Exempt Organizations 900003 25832533 25832533 Laboratory Services 621511 23853838 21407658 2446180 Fees and Contracts from Government Agencies 541700 15500291 15500291 Joint Venture Revenue 900099 10317683 10317683 18247359 18238752 8607 0 1905349415 79719332 -1717385 81436717 3812936 4410934 -597998 0 -597998 -597998 2426487351 815227 2303012786 0 123474565 815227 124289792 124289792 38048 393712 106559 -68511 -68511 13535 500 13035 13035 405924 221034 184890 184890 Cafeteria 722514 4480257 4480257 Parking 812930 1393527 86675 1306852 Wellness Center 456191 779208 779208 1962348 1323202 639146 0 8615340 2171618732 1878385297 2242431 236877567 7137260 7137260 217294 217294 50957 50957 0 0 25095754 2459208 22636546 713454053 569295239 140993187 3165627 42981777 33289685 9507665 184427 39754179 31047395 8532855 173929 48966442 40118183 8804059 44200 85238383 84749997 488386 14607104 4737258 9869846 913382 960 912422 81851834 81851834 174586448 124851337 48866641 868470 13813563 98665 13713923 975 33035678 21108449 11906346 20883 41146121 833231 40312890 41115963 41115829 134 4363618 761520 3600057 2041 16409990 15788284 620948 758 11502604 11502604 95719707 77615898 18103809 22449556 22449556 Medical Supplies and Drugs 446137486 446137486 Medicaid Tax Assessment 66170002 66170002 Repairs and Maintenance 38755208 33398222 5356986 Dues, subscriptions, and licenses 4182710 2255918 1911748 15044 69187684 38150492 30816569 220623 2138844757 1675340929 458806851 4696977 41252017 15442835 2046761 2151661 9549308 3749324 222015747 244973219 0 0 0 0 31054132 33072573 38521856 16377523 2778740146 1266458550 1453365209 1512281596 2211792655 2338631002 1914256266 1967790264 54099599 53930519 444237749 323921109 6422191299 6512321625 245185098 366873059 13484428 14441688 1479175251 1456609950 0 0 1525777522 1108905812 3263622299 2946830509 X 2911284070 3303007598 247284930 262483518 3158569000 3565491116 6422191299 6512321625 X 32773975 397798459 -23650318 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 52078 52078 false 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. 264685689 1075964 39339759 9606305 295495107 330006570 3573295 -54101391 14792785 264685689 317506832 16801567 4301829 330006570 188379680 104547440 36857501 12277789 317506832 171561222 1525 25668427 8851494 188379680 0.2893 0.3364 0.3743 false false 80413080 80413080 1906630665 822749953 1083880712 32638427 2998504 29639923 577657214 357580829 220076385 181400760 83129264 98271496 1512281596 Private Equity Funds 1019125167 F Hedge Funds 893778582 F Other Investments 54886515 F 1967790264 Due to/from Affiliates 387450400 Reserve for Malpractice Losses 401598629 Due to Third Parties Deferred Compensation 173758312 Lease Obligation 110156868 Asset Retirement Obligation Obligation to Provide Property Accrued noncurrent liabilities 35941603 1108905812 X 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, 2023. At year-end December 31, 2023, the System has a net operating loss carryforward of $371,890, which generated deferred tax assets of $107,621. These assets are offset by a valuation allowance of $101,354. true Central America and the Caribbean 0 0 Investments 1088692530 Central America and the Caribbean 0 0 Insurance 5952252 Central America and the Caribbean 0 0 Program Services Medical Conferences 942 East Asia and the Pacific 0 0 Program Services Medical Services 2000 East Asia and the Pacific 0 0 Program Services Medical Conferences 7842 Europe (Including Iceland and Greenland) 0 0 Investments 103022376 Europe (Including Iceland and Greenland) 0 0 Program Services Medical Supplies 5535 Europe (Including Iceland and Greenland) 0 0 Program Services Medical Conferences 15667 North America (Canada & Mexico only) 0 0 Program Services Medical Supplies 2788161 North America (Canada & Mexico only) 0 0 Program Services Medical Conferences 16596 North America (Canada & Mexico only) 0 0 Grantmaking 50957 Sub-Saharan Africa 0 0 Program Services Medical Services 1000 Russia and Neighboring States 0 0 Program Services Medical Services 1000 Middle East and North Africa 0 0 Program Services Medical Services 1000 Middle East and North Africa 0 0 Program Services Medical Supplies 188149 Middle East and North Africa 0 0 Program Services Medical Conferences 2333 0 0 0 0 0 0 1200748340 0 1200748340 North America (Canada & Mexico only) Research 50957 Check 1 0 true false true false true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Endeavor Health Clinical Operations 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. EHCO meets with the sub-recipients on a regular basis and reviews the sub-recipients' A-133 reports. 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; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual Annual Benefit 230545 221305 9240 7225 18015 3100 2742 Benefit Luncheon 163538 140130 23408 33656 28598 1 37677 32277 5400 10679 2544 431760 393712 38048 7225 62350 3100 33884 106559 -68511 true true X true X true X 600 true true true false true true 17489264 47540 17441724 0.0081 214147946 180387618 33760328 0.0156 0 0 0 0.0 0 0 231637210 180435158 51202052 0.0237 2607542 0 2607542 0.0012 61367557 16261293 45106264 0.0209 28776813 11847385 16929428 0.0078 24870532 20432297 4438235 0.0021 4448535 0 4448535 0.0021 0 0 122070979 48540975 73530004 0.0341 0 0 353708189 228976133 124732056 0.0578 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 1623 1623 0.0000 0 0.0 9697 9697 0.0000 0 0.0 0 0 11320 0 11320 0.0000 true 10971900 0 459228859 603446814 -144217955 X true true Ravine Way Surgery Center LLC Operates an orthopaedic surgery center 0.27 0.0 0.73 NorthShoreUSP Surgery Centers II LLC Operates general surgery centers 0.499 0.0 0.501 Morton Grove Medical Imaging LLC Operates a diagnostic testing facility 0.49 0.0 0.51 4 1 Evanston Hospital 2650 Ridge Avenue Evanston IL 60201 northshore.org 0000646 X X X X X A 2 Glenbrook Hospital 2100 Pfingsten Road Glenview IL 60026 northshore.org 0003483 X X X X X A 3 Highland Park Hospital 777 Park Avenue West Highland Park IL 60035 northshore.org 0005066 X X X X X A 4 Skokie Hospital 9600 Gross Point Road Skokie IL 60076 northshore.org 0005587 X X X X X A A 4 false false true X X X X X X X X X 22 true true false true X NORTHSHORE.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT X true 22 true NORTHSHORE.ORG/COMMUNITY/IMPLEMENTATION-STRATEGY-PLAN false true X 200.0 600.0 X X X X X true true X X X true X NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE X NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE X NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE X X X X X X true X false X true X false false 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 Endeavor Health Clinical Operations (EHCO) contracted with Crowe LLP (Crowe) to facilitate and conduct the Community Health Needs Assessment (CHNA). Crowe has significant healthcare experience including providing services to hundreds of large healthcare organizations across the country. EHCO obtained input from 63 leaders representing public health, major employers, public schools, social services, representatives from the underserved community, EHCO leaders and the community at-large through five focus groups. Focus groups were conducted throughout January 2022. Focus groups explored multiple areas to identify significant health needs of the community as well as potential ways to address identified needs. Four focus groups were comprised of leaders representing public health, major employers, public schools, social services, EHCO leaders and the community at-large. A fifth focus group was conducted with leaders from public health. Public health officials from the City of Evanston Department of Health, Lake County Health Department, and the Village of Skokie Health Department were interviewed to obtain additional input on the health needs of the community. The officials were asked three questions regarding community health. First, the officials were asked for their input regarding the most significant health needs within the community and their thoughts on recommended strategies for how to address those needs. Second, the officials were asked for their input regarding health disparities within the community and their thoughts on what populations in the community are most underserved. Third, the officials were asked their opinion regarding emerging health needs within the community. Primary input was also obtained by conducting an online community health survey distributed to members of the community from January to February of 2022. The survey was available in English and Spanish. Links to the survey were distributed via e-mail, social media and word of mouth to the community at-large. Signage, including information regarding the community survey and survey links, was posted at community clinics and federally qualified health centers in the CHNA Community. A total of 947 surveys were completed. Secondary data was assessed including: - Demographics (population, age, sex, race) - Socioeconomic indicators (household income, poverty, unemployment, educational attainment) - Key health indicators Information gathered in the above steps was reviewed and analyzed to identify health issues in the community. 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 Endeavor Health Clinical Operations (EHCO) intends to undertake the following strategies to meet the identified community health needs. Most of the strategies and initiatives will be coordinated and advanced through teams comprised of representatives from each of the four hospitals included in the joint implementation strategy. It is important to note that our health equity work is fundamental and integrated throughout our priority needs' strategies. Access to Health Services - Expand efforts to identify and respond to social determinants of health (SDOH), such as medication, transportation, housing. - Explore ways to enhance access to services and/or partnerships via EHCO or other community organizations. - Increase the members in the community that have a medical home. - Enhance partnerships with local community organizations addressing access to care. Mental Health - Build community's capacity to understand and respond to mental health challenges and emergencies. - Expand access to mental health resources in the community. - Explore programs to reduce stigma surrounding mental health. - Enhance partnerships with local community organizations addressing mental health. Chronic Health Conditions - Address high blood pressure and diabetes through targeted interventions and outreach. - Enhance partnerships with local community organizations addressing chronic health conditions. - Improve preventative cancer screening rates for breast, cervical and colorectal cancer. Below is a list of the other significant health needs identified through the CHNA and the reasons why EHCO did not identify as a priority need in the implementation strategy plan. Many of these needs are incorporated into other priority areas or are a part of existing hospital programs or services - Affordability of Healthcare: incorporated into Access to Health Services and Health Equity - Cancer: incorporated into Chronic Health Conditions and Health Equity - Heart Disease: incorporated into Chronic Health Conditions and Health Equity - Health Literacy: incorporated into Access to Health Services and Health Equity - Maternal and Child Health: This need was not selected for further prioritization in the CHNA process due to focus groups/surveys. However, EHCO continues to address this need via comprehensive services, as well as partnerships with local FQHCs and other organizations to raise awareness about this issue. - Obesity: incorporated into Chronic Health Conditions and Health Equity - Preventative Care: incorporated into Chronic Health Conditions and Health Equity - Food Insecurity: incorporated into Access to Health Services priority via SDOH screening enhancements - Lack of Affordable Housing: incorporated into Access to Health Services priority via SDOH screening enhancements - Poverty: incorporated into Access to Health Services and Health Equity - Violence/Safety: incorporated into Access to Health Services priority via SDOH screening enhancements, as well as expanded Pathways Program Actions taken during 2023 to address the needs identified in the CHNA include the following EHCO 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 2023, the Community Center provided care for 3,164 patients and 12,816 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. During 2023, the EHCO Emergency Departments had 117,633 patient visits. 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 2023, the Dental Center served 3,442 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. During 2023, the Kellogg Cancer Centers at Evanston, Glenbrook, and Highland Park Hospitals had a total of 99,249 patient visits. 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. During the 2023, the Evanston Hospital Maternal Health Department had a total of 18,897 patient days. The Pediatric Rehabilitation Clinic offers a wide array of outpatient services for young patients (from birth through adolescence) with special needs. A team of licensed physical, occupational, and speech therapists specializing in pediatric care provide one-on-one individualized treatment as well as group classes to help patients achieve or regain functional skills. During 2023, the Pediatric Rehabilitation Clinic had a total of 4,421 patient visits. 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 2023, the Perinatal Family Support Center responded to 1,570 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 21,097 prescriptions to 1,751 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. During 2022, the Mental Health Services Departments at Evanston, Highland Park, and Skokie Hospitals had a total of 26,959 patient visits. 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 2023, nearly 900 students made 2,836 visits to the Health Center. 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. Evanston Hospital provides Level 1 trauma services. During 2023, the EHCO Emergency Departments had 117,633 patient visits. 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. During 2023, the Kellogg Cancer Centers at Evanston, Glenbrook, and Highland Park Hospitals had a total of 99,249 patient visits. 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. During 2023, the Highland Park Hospital Maternal Health Department had a total of 3,123 patient days. The Pediatric Rehabilitation Clinic offers a wide array of outpatient services for young patients (from birth through adolescence) with special needs. A team of licensed physical, occupational, and speech therapists specializing in pediatric care provide one-on-one individualized treatment as well as group classes to help patients achieve or regain functional skills. During 2023, the Pediatric Rehabilitation Clinic had a total of 4,421 patient visits. 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 2023, the Perinatal Family Support Center responded to 1,570 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. During 2022, the Mental Health Services Departments at Evanston, Highland Park, and Skokie Hospitals had a total of 26,959 patient visits. 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. Evanston Hospital provides Level 1 trauma services. During 2023, the EHCO Emergency Departments had 117,633 patient visits. 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. During 2023, the Kellogg Cancer Centers at Evanston, Glenbrook, and Highland Park Hospitals had a total of 99,249 patient visits. The Pediatric Rehabilitation Clinic offers a wide array of outpatient services for young patients (from birth through adolescence) with special needs. A team of licensed physical, occupational, and speech therapists specializing in pediatric care provide one-on-one individualized treatment as well as group classes to help patients achieve or regain functional skills. During 2023, the Pediatric Rehabilitation Clinic had a total of 4,421 patient visits. 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 2023, the Perinatal Family Support Center responded to 1,570 referrals. 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. Evanston Hospital provides Level 1 trauma services. During 2023, the EHCO Emergency Departments had 117,633 patient visits. 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 Pediatric Rehabilitation Clinic offers a wide array of outpatient services for young patients (from birth through adolescence) with special needs. A team of licensed physical, occupational, and speech therapists specializing in pediatric care provide one-on-one individualized treatment as well as group classes to help patients achieve or regain functional skills. During 2023, the Pediatric Rehabilitation Clinic had a total of 4,421 patient visits. 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 2023, the Perinatal Family Support Center responded to 1,570 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. During 2022, the Mental Health Services Departments at Evanston, Highland Park, and Skokie Hospitals had a total of 26,959 patient visits. 44 Glenbrook Ambulatory Care Center 2180 Pfingsten Road Glenview IL 60026 Outpatient Clinic Skokie Ambulatory Care Center 9650 Gross Point Road Skokie IL 60076 Outpatient Clinic Graham Medical Office Building 1000 Central Street Evanston IL 60201 Outpatient Clinic Highland Park Ambulatory Care Center 757 Park Avenue West Highland Park IL 60035 Outpatient Clinic Gurnee Ambulatory Care Center 7900 Rollins Road Gurnee IL 60031 Outpatient Clinic Old Orchard Medical Office Building 9977 Woods Drive Skokie IL 60077 Outpatient Clinic Highland Park Medical Office Building 767 Park Avenue West Highland Park IL 60035 Outpatient Clinic Glenbrook Medical Office Building North 2150 Pfingsten Road Glenview IL 60026 Outpatient Clinic Glenbrook Medical Office Building South 2050 Pfingsten Road Glenview IL 60026 Outpatient Clinic Vernon Hills Specialty Care Center 225 N Milwaukee Avenue Vernon Hills IL 60061 Outpatient Clinic NorthShore Lab Services - Evanston 2500 Ridge Avenue Evanston IL 60201 Outpatient Clinic Bannockburn Medical Office Building 2151 Waukegan Road Bannockburn IL 60015 Outpatient Clinic Lincolnshire Medical Office Building 920 N Milwaukee Avenue Lincolnshire IL 60048 Outpatient Clinic Pediatric Outpatient Center 3232 Lake Avenue Wilmette IL 60091 Outpatient Clinic Fetal Diagnostic Center 71 Waukegan Road Lake Bluff IL 60044 Outpatient Clinic Niles Medical Office Building 6450 W Touhy Avenue Niles IL 60714 Outpatient Clinic Lakeshore Imaging 680 N Lake Shore Drive Chicago IL 60611 Outpatient Clinic Ravinia X-Ray and GI Lab 1777 Green Bay Road Highland Park IL 60035 Outpatient Clinic NorthShore Medical Group - Round Lake Beach 1000 Rollins Road Round Lake Beach IL 60073 Outpatient Clinic Gurnee Medical Office Building 15 Tower Court Gurnee IL 60031 Outpatient Clinic Mount Prospect Medical Office Building 1329 N Wolf Road Mount Prospect IL 60056 Outpatient Clinic Glenview Park Center 2400 Chestnut Avenue Glenview IL 60026 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Sauganash 6141 N Cicero Avenue Chicago IL 60646 Outpatient Clinic PM&R Fitness Center 1501 Busch Parkway Buffalo Grove IL 60089 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Bucktown 1942 W Fullerton Avenue Chicago IL 60647 Outpatient Clinic NorthShore Immediate Care Center - Des Plaines 1535 Ellinwood Des Plaines IL 60016 Outpatient Clinic NorthShore Immediate Care Center - Chicago at NorthCenter 2019 W Irving Park Road Chicago IL 60618 Outpatient Clinic PM&R Benson Avenue 1729 Benson Avenue Evanston IL 60201 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Broadway Square 5238 N Broadway Avenue Chicago IL 60640 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Andersonville 4914 N Clark Street Chicago IL 60640 Outpatient Clinic NorthShore Immediate Care Center - Evanston 524 Main Street Evanston IL 60201 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Jefferson Park 5211 W Lawrence Avenue Chicago IL 60630 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Belle Plaine 4070 N Milwaukee Avenue Chicago IL 60641 Outpatient Clinic NorthShore Immediate Care Center - Skokie Commons 3304 W Touhy Ave Skokie IL 60076 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Mayfair Commons 5240 N Pulaski Chicago IL 60630 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Lincoln Village 6071 N Lincoln Ave Chicago IL 60659 Outpatient Clinic NorthShore Immediate Care Center - Chicago at Lincoln Square 2323 W Lawrence Chicago IL 60625 Outpatient Clinic Fetal Diagnostic Center 800 W Central Road Arlington Heights IL 60005 Outpatient Clinic Breast Health and Mammography Program 71 Old Orchard Shopping Center Skokie IL 60077 Outpatient Clinic Ravine Way Surgery Center 2350 Ravine Way Glenview IL 60025 Ambulatory Surgery Center North Shore Same Day Surgery 3725 W Touhy Avenue Lincolnwood IL 60712 Ambulatory Surgery Center Morton Grove Medical Imaging 9000 Waukegan Road Morton Grove IL 60053 Ambulatory Surgery Center River North Same Day Surgery One East Erie Street Chicago IL 60611 Ambulatory Surgery Center 25 East Same Day Surgery 25 E Washington Street Chicago IL 60602 Ambulatory Surgery Center Schedule H, Part I, Line 3c Other Factors Used to Determine Eligibility for Financial Assistance In addition to the Federal Poverty Guidelines, Endeavor Health Clinical Operations uses the following factors to determine eligibility for financial assistance: asset level, medical indigency, insurance status, underinsurance status, and residency. Schedule H, Part I, Line 7g Subsidized Health Services No physician clinic costs have been included on Line 7g. 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 Endeavor Health Clinical Operations (EHCO) employees are involved in numerous community building activities which promote the health of the communities it serves. EHCO encourages its employees to serve on community collaboration boards and participate in health advocacy programs to promote the health of the communities served. 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 Schedule H, Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to determine the Medicare costs reported on Part III, Line 6. Endeavor Health Clinical Operations (EHCO) believes that all of the $144,217,955 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: NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website A - Evanston Hospital: Line 16b URL: NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - Evanston Hospital: Line 16c URL: NORTHSHORE.ORG/ABOUT-US/BILLING/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment See the information reported in Part V Section B regarding the most recently completed Community Health Needs Assessment (CHNA). Endeavor Health Clinical Operations (EHCO) contracted with Crowe LLP (Crowe) to compile and analyze existing data which led to the collection of community input data for the 2022 CHNA. EHCO has defined its "community" to include 54 zip codes within Lake and Cook Counties in Illinois. Defining the CHNA community similarly to its primary service area will allow EHCO to more effectively focus its resources to address identified significant health needs, targeting areas of greatest need and health disparities. EHCO obtained input from 63 leaders representing public health, major employers, public schools, social services, EHCO leaders and the community at-large through five focus groups. Primary input was also obtained by conducting an online community health survey distributed to members of the community. Secondary data was assessed including: - Demographics (population, age, sex, race) - Socioeconomic indicators (household income, poverty, unemployment, educational attainment) - Key health indicators Information gathered in the above steps was reviewed and analyzed to identify health issues in the community. 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 (northshore.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 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. 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 Endeavor Health Clinical Operations (EHCO) has four hospital facilities located in the northern suburbs of Chicago, Illinois. EHCO has defined its "community" to include 54 zip codes within Lake and Cook Counties in Illinois. EHCO's patients collectively come from a large geographic area. For purposes of the 2022 CHNA, the community served by EHCO included 54 zip codes in Lake County, northern Cook County and the north side of Chicago. Between October 1, 2020 and September 30, 2021, 85% of EHCO's inpatient discharges and 81% of its outpatient visits came from patients residing in these 54 zip codes. The CHNA community has a total population of 1,607,577 according to the U.S. Census Bureau American Community Survey 2015-2019 5-year estimates. The percentage of population by combined race and ethnicity is made up of 58.0% Non-Hispanic White, 19.8% Hispanic or Latino, 12.4% Non-Hispanic Asian, 6.8% Non-Hispanic Black, 2.5% Non-Hispanic Multiple Races and .5% Non-Hispanic some other race. The demographic makeup of the CHNA community is as follows: Average Family Income - $145,116 People 25+ with a Bachelor's Degree or Higher - 50% Percent of people living in poverty (160,285 persons) - 10.2% Population without Health Insurance Coverage (127,593 persons) - 8.08% Population 16+ in Civilian Labor Force - 66% Persons living in Limited English speaking households (122,423 persons) - 8% During 2023, approximately 11% of EHCO's patients were uninsured or were Medicaid recipients. Within EHCO's service area, there are four federally-designated medically underserved areas. EHCO's service area also includes 11 other hospitals. Schedule H, Part VI, Line 5 Promotion of community health Endeavor Health Clinical Operations (EHCO) extends medical staff privileges to all qualified physicians in the EHCO community. A majority of the EHCO Board members also reside in EHCO's service area and are not employees, independent contractors, or family members thereof. EHCO also uses surplus funds to add new buildings and renovate existing facilities to better serve patients and the community. Additional programs conducted by EHCO to help promote the health of the community include: Residency and Education Programs - EHCO is committed to excellence in its academic mission and supports teaching and research in its role as the principal teaching affiliate of the University of Chicago Pritzker School of Medicine. 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 has an extensive selection of training programs and fellowships to offer physicians at its teaching and research facilities. During 2023, 181 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 2022-2023 academic year, 16 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 2023, 100 students participated in the program. EHCO also provided clinical training and internships during 2023 for 857 high school and college students. Students interned in the following areas: Nursing, Diagnostic Radiology, and Physical Therapy. Community Advisory Committees - The Community Advisory Committees' (CAC) role is to advise hospital administration on services and initiatives from a community perspective. The CACs are structured to ensure EHCO's accountability to the community and to assist in the fulfillment of the community relations vision, to be the most trusted and indispensable heath partner throughout the communities we serve. The CACs are primarily comprised of community members, along with hospital administrative and professional staff. EHCO strives for diverse membership to include business, faith community, social services, civic organizations, government and elected officials, as well as interested citizens. The CACs meet quarterly and 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. 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. 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 2023, the Dental Center served 3,442 underserved individuals. Erie Evanston/Skokie Health Center - EHCO partners with this Federally Qualified Health Center to provide services to the underserved. Over 2,000 Erie Evaston/Skokie Health Center clients receive specialty care services at EHCO on an annual basis. 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. During 2023, nearly 900 students made 2,836 visits to the Health Center. 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 21,097 prescriptions to 1,751 low-income patients. 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 2023, the Perinatal Family Support Center responded to 1,570 referrals. Employee Volunteerism - EHCO employees participate in various volunteer activities that meet community needs and promote goodwill. Several EHCO publications include information about volunteer organizations and employee volunteer opportunities. EHCO also recognizes and rewards employees for community service and volunteerism through the annual Sharing Spirit Volunteer Award. Schedule H, Part VI, Line 6 Affiliated health care system Endeavor Health Clinical Operations (EHCO) is part of Endeavor Health. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights), Skokie, and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. Located in Naperville, Linden Oaks Behavioral Health provides for the mental health needs of area residents. Endeavor Health desires to continue providing clinical programs and services to meet community health needs, while also pursuing continuous improvement in existing and future programs to improve the overall health of individuals in the communities it serves. As such, hospitals within the Endeavor Health system conduct Community Health Needs Assessments (CHNA's) every three years, using primary and secondary data, to ensure community benefit programs and resources are focused on significant health needs as perceived by the community at large, as well as alignment with Endeavor Health's mission, services, and strategic priorities. Schedule H, Part VI, Line 7 State filing of community benefit report IL true AMERICAN CANCER SOCIETY INC 3380 Chastain Meadows Pky NW Suite Kennesaw GA 30144 131788491 501(c)(3) 20000 Community Event Contribution AMERICAN HEART ASSOCIATION PO Box 4002902 Des Moines IA 50340 135613797 501(c)(3) 100000 Community Contribution CITY OF EVANSTON 2100 Ridge Avenue Evanston IL 60201 366005870 City of Evanston 205000 Community Contribution Clemson University 391 College Avenue Suite 301 Clemson SC 29634 576000254 South Carolina 25025 Research Emergency Medicine Stroger Cook County 1900 West Polk Chicago IL 60601 680588634 501(c)(3) 25000 Community Contribution ERIE FAMILY HEALTH CENTER 1701 West Superior Street Chicago IL 60622 363088628 501(c)(3) 1533333 Community Contribution Evanston Chamber of Commerce 1007 Church Street Evanston IL 60201 361051450 501(c)(6) 8700 Community Event Contribution FENIX FAMILY HEALTH CTR 130 WASHINGTON Avenue Highwood IL 60040 263889647 501(c)(3) 225000 Community Contribution Glenbrook High School 3801 West Lake Avenue Glenview IL 60026 366004414 State of Illinois 10000 Community Contribution HIGHWOOD PUBLIC LIBRARY 102 Highwood Avenue Highwood IL 60040 362932315 Village of Highwood 628000 Community Contribution Inova Health Care Services 8110 Gatehouse Rd Falls Church VA 22042 540620889 501(c)(3) 25444 Research Los Alamos National Laboratory PO Box 1663 MS P128 Los Alamos NM 87545 823291283 Gov 117627 Research LUTHERAN SOCIAL SERVICES OF IL 1001 E TOUHY AVE STE 50 DES PLAINES IL 60018 362584799 501(c)(3) 90000 Community Contribution New York University 105 E 17th St New York NY 10003 135562308 501(c)(3) 271592 Research Northwestern University 633 Clark St Evanston IL 60208 362167817 501(c)(3) 471204 Research OPERATION WALK CHICAGO 680 North Lake Shore Drive Chicago IL 60611 473148545 501(c)(3) 15000 Community Contribution Oregon Health and Science University 3181 SW Sam Jackson Park Rd Portland OR 97208 931176109 State of Oregon 19622 Research Prisma Health-Upstate 300 East McBee Ave Greenville SC 29601 811723202 501(c)(3) 80691 Research Regents University of California Los Angeles 406 Hilgard Ave Los Angeles CA 90095 956006143 State of California 114382 Research ROHINGYA CULTURE CENTER 2740 W DEVON AVE Chicago IL 60659 810882096 501(c)(3) 500000 Community Contribution ROSALIND FRANKLIN UNIVERSITY 3333 Green Bay Road North Chicago IL 60064 770691998 501(c)(3) 256751 Community Contribution SKILLS FOR CHICAGOLANDS FUTURE 191 North Wacker Drive Chicago IL 60606 451287418 501(c)(3) 21000 Community Contribution The Josselyn Center NFP 405 Central Avenue Northfield IL 60093 362217996 501(c)(3) 550000 Community Contribution University of Chicago 6054 S Drexel Ave Chicago IL 60637 362177139 501(c)(3) 274294 Research and Residency Program Support University of Cincinnati PO Box 670553 Cincinnati OH 45267 316000989 State of Ohio 7570 Research University of Illinois 809 S Marshfield Ave Chicago IL 60612 376000511 501(c)(3) 56371 Research University of Miami PO Box 248106 Coral Gables FL 33124 590624458 501(c)(3) 117341 Research University of South Florida PO Box 864568 Orlando FL 32886 593102112 State of Florida 69332 Research WORLD CENTRAL KITCHEN 1342 Florida Avenue NW Washington DC 20009 273521132 501(c)(3) 40000 Provide relief for Maui wildfire YWCA METROPOLITAN CHICAGO 1 N LASALLE ST STE 1700 CHICAGO IL 60602 362179765 501(c)(3) 98611 Community Contribution 28 2 Scholarships in medical field 112 155906 Employee Assistance Fund 64 61388 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 undeerstands and agrees to all applicable compliance requirements. EHCO 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 EHCO 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. X true false true true false false false false false true false John Erwin III Board Vice Chairman and Clinical Chairman, Medicine 1089933 0 293750 0 15506 0 14850 0 24447 0 1438487 0 0 0 Sean O'Grady Director and President, North Region & Institutes 1103907 0 1192276 0 9392 0 965772 0 37206 0 3308553 0 0 0 Michael S Caplan Director and Clinical Chairman, Pediatrics 839231 0 93750 0 48367 0 14850 0 3540 0 999739 0 0 0 Neil S Freedman Director 711908 0 157409 0 62845 0 14850 0 33115 0 980127 0 0 0 Mahalakshmi Halasyamani Director and System Chief Clinical Officer 863771 0 831282 0 25158 0 517238 0 3650 0 2241099 0 0 0 Karen L Kaul Director and Clinical Chairman, Pathology and Laboratory Medicine 721368 0 193077 0 32385 0 14850 0 22292 0 983972 0 0 0 Mark S Talamonti Director and Clinical Chairman, Surgery 1394533 0 156250 0 50998 0 14850 0 21011 0 1637643 0 0 0 John Tressa Director and Chief Nursing Officer 520519 0 390556 0 19352 0 87964 0 19722 0 1038114 0 0 0 Shivani Bautista Secretary and Chief Legal Officer 508779 0 145031 0 1371 0 14850 0 31732 0 701763 0 0 0 Gerald P Gallagher President and Chief Executive Officer 1988061 0 2102878 0 9594 0 2145878 0 37118 0 6283529 0 0 0 Douglas D Welday System Treasurer and Chief Financial Officer 861244 0 869308 0 20196 0 257414 0 26751 0 2034913 0 0 0 Steven Smith Chief Information Officer 666680 0 546736 0 20196 0 228104 0 19937 0 1481654 0 0 0 Julian E Bailes Clinical Chairman, Neurosurgery 1835989 0 93750 0 53423 0 14850 0 33645 0 2031657 0 0 0 Jeffery Biesczat Senior Vice President, Financial Planning and Accounting 399817 0 108656 0 1550 0 14850 0 43258 0 568131 0 0 0 William D Bloomer Clinical Chairman, Radiation Medicine 650819 0 283420 0 23237 0 14850 0 21376 0 993702 0 0 0 Gabrielle Cummings President, Highland Park Hospital (until 12/31/23) 584420 0 462261 0 4136 0 97383 0 12889 0 1161089 0 0 0 Robert R Edelman Clinical Chairman, Radiology 966657 0 243750 0 42646 0 14850 0 34195 0 1302098 0 0 0 Harry L Jones System VP, Insurance and Captives (until 10/2/23) 286633 0 99956 0 294210 0 14850 0 16962 0 712612 0 0 0 Scott Kenagy Senior Vice President, Chief Investment Officer 514491 0 163078 0 2070 0 14850 0 34559 0 729048 0 0 0 Jason L Koh Clinical Chairman, Orthopedics 1633657 0 120805 0 16442 0 14850 0 37035 0 1822789 0 0 0 Frederick E Miller Clinical Chairman, Psychiatry (left 2/17/23) 365542 0 143750 0 18282 0 14850 0 22329 0 564752 0 0 0 Mohammed Minhaj Clinical Chairman, Anesthesia 556391 0 368750 0 2969 0 14850 0 34675 0 977635 0 0 0 Kristen Murtos Chief Innovation and Transformation Officer 748233 0 779365 0 7038 0 538277 0 36506 0 2109419 0 0 0 Jesse Peterson Hall President, Glenbrook Park Hospital (until 12/31/23) 517105 0 464660 0 63020 0 85923 0 24778 0 1155487 0 0 0 David Rahija President, Skokie Hospital (until 12/31/23) 558379 0 455771 0 4016 0 95267 0 31371 0 1144804 0 0 0 Susan Rubin Clinical Chairman, Neurology 556986 0 93750 0 24938 0 14850 0 20449 0 710973 0 0 0 Richard K Silver Clinical Chairman, Obstetrics and Gynecology 939568 0 93750 0 48939 0 14850 0 23761 0 1120868 0 0 0 Douglas M Silverstein President, Evanston Hospital (until 12/31/23) 699575 0 587408 0 38862 0 49361 0 6294 0 1381500 0 0 0 Ramon Solhkhah Clinical Chairman, Psychiatry (starting 2/1/23) 662715 0 65000 0 2769 0 14850 0 15548 0 760881 0 0 0 Dianna Sparacino Chief People Officer 543594 0 534086 0 13688 0 280813 0 24190 0 1396370 0 0 0 Brian Washa Senior Vice President, Supply Chain Management 453378 0 118594 0 3870 0 14850 0 26705 0 617397 0 0 0 Heath Bell Senior Vice President, HIT Applications 392014 0 304347 0 1990 0 14850 0 9594 0 722795 0 0 0 Mignonette Eleanor Broeker Senior Vice President, HIT Applications 362101 0 99463 0 3535 0 14850 0 20274 0 500222 0 0 0 Anne Martino Chief Marketing Officer 397755 0 401765 0 9367 0 88306 0 11134 0 908326 0 0 0 Rajiv Udani Hospitalist 385522 0 69861 0 3706 0 14850 0 30579 0 504519 0 0 0 Jianfeng Xu Vice President, Translational Research 478458 0 110555 0 5940 0 14850 0 14996 0 624799 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel First-class airfare was provided to the Chief Executive Officer during calendar year 2023 for business travel purposes and was not treated as taxable compensation. The first-class airfare was purchased through a prepaid airline mileage account, which provided discounted airline fare rates. 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: Harry Jones - $281,600 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The following individuals participated in a supplemental nonqualified retirement plan and below are the increases to the plan balances during 2023: Gerald P Gallagher - $1,707,569 Mahalakshmi Halasyamani - $352,516 Kristen Murtos - $387,232 Sean O'Grady - $753,113 Steven Smith - $180,980 Dianna Sparacino - $161,523 Douglas D Welday - $77,789 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 Compensation Committee of the Board of Directors. Schedule J, Part I, Line 2 Substantiation Prior to Reimbursement for Expenses A prepaid airline mileage account was purchased for the travel of the Chief Executive Officer. At the time of the purchase, it was not known what specific travel would occur and therefore the travel could not be substantiated at purchase. The business purpose of each trip was substantiated at the time of travel. A Illinois Finance Authority 861091967 45204FBG9 2020-04-30 560804233 See Part VI false false false B Illinois Finance Authority 861091967 45204FQC2 2022-04-14 553927672 See Part VI false false false C Illinois Finance Authority 861091967 45204FQG3 2022-04-14 411020000 See Part VI false false false A 33010000 560804233 4365812 242130000 314308421 2020 true false true true B 13080000 553927672 3697503 506250323 3294000 40685846 false false false true C 411020000 1290963 355058106 54670931 false false false true A false false true true true true 0.001 0.0 0.001 false false true B false false true true true true 0.0 0.0 0.0 false false true C false false true true true true 0.0 0.0 0.0 false false true A false true true false true false false false true B false true false false false false false false true C false true false false true false false false true A true B true C true 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. Substantial contributor # 41 Substantial Contributor 7762809 Healthcare Software false Substantial contributor # 62 Substantial Contributor 4191419 Property Management false Substantial contributor # 124 Substantial Contributor 750840 Medical Devices false X 1 350 Cost X 1973 Cost X 95201 Cost X 15 1446191 Other - SALES PROCEEDS X 2 420 Other - COMPARABLES X 18 8090 Cost X 8 79779 Cost X Events/Entertainment 4 4395 Cost X Gift Cards/Certificates 151 123748 Cost 0 false true false 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. 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 4.2 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 2023, Evanston Hospital total admissions were 22,845, and total inpatient days were 90,248. 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 2023, Glenbrook Hospital total admissions were 6,602, and total inpatient days were 28,445. 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 2023, Highland Park Hospital total admissions were 9,976, and total inpatient days were 35,498. Endeavor Health Skokie Hospital Skokie Hospital is home to Illinois' only specialty hospital dedicated to orthopaedic and spine care performing more orthopaedic surgeries than any other hospital in Illinois. The Endeavor Health Orthopaedic & 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 2023, Skokie Hospital total admissions were 3,226, and total inpatient days were 9,318. NorthShore Hospitals Foundation NorthShore Hospitals Foundation (Foundation) is dedicated to attracting and stewarding philanthropy in support of the integrated healthcare delivery system's mission to help everyone in our communities be their best. Generous donations of time, talent and treasure - from individuals, foundations and corporations - help to ensure that world-class healthcare is available close to home. Honors and Recognition NorthShore, now Endeavor Health Clinical Operations (EHCO), was awarded the prestigious IC-OS Center of Excellence Designation earning Gold status recognition from the International Cardio-Oncology Society (IC-OS), joining 26 other hospital systems in the country. EHCO is among sixteen hospitals in Illinois that earned the "high-performing" designation in U.S. News & World Report's Best Hospitals for Maternity Care 2023-2024. Evanston, Glenbrook, and Highland Park Hospitals received "A" grades in the Fall 2023 ratings from The Leapfrog Group, a national organization that focuses on quality and safety in American health care. EHCO is nationally named a 2023 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 2023 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 was recognized in U.S. News & World Report's Best Hospitals ranking as the #4 health system in Illinois and Chicago metro area. 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. Evanston Hospital was honored with the Blue Distinction Center+ for Cardiac Care designation; and Highland Park Hospital was recognized as a Blue Distinction Center for Cardiac Care. Blue Distinction Centers are nationally designated providers that have proven to deliver quality care with safe practices that lead to better health outcomes for patients. Highland Park Hospital was recognized by Press Ganey with the Human Experience Pinnacle of Excellence Award as they were among 95 hospitals, health systems, ASCs, medical groups, and other healthcare providers that rate in the 95th percentile for patient experience. Evanston and Highland Park Hospitals were named by Money.com and Leapfrog Group to its first-ever Best Hospitals for Bariatric Surgery list. The 101 hospitals (7 in IL) that earned this distinction achieve Leapfrog's standards for safety, including performing a high enough number of the procedures to give patients the best odds of a good outcome, and keeping patients safe from errors, infections and complications. EHCO was named among America's 250 Best Hospitals by Healthgrades for the first time. Also, Evanston Hospital was named among America's 100 Best Hospitals for Gastrointestinal Care by Healthgrades. EHCO desires to continue providing clinical programs and services to meet community health needs, while also pursuing continuous improvement in existing and future programs to improve the overall health of individuals in the communities it serves. As such, hospitals within the Endeavor Health system conduct Community Health Needs Assessments (CHNA's) every three years, using primary and secondary data, to ensure community benefit programs and resources are focused on significant health needs as perceived by the community at large, as well as alignment with Endeavor Health's mission, services, and strategic priorities. 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 2023, 181 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 2022-2023 academic year, 16 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 2023, 100 students participated in the program. EHCO also provided clinical training and internships during 2023 for 857 high school and college students. Students interned in the following areas: Nursing, Diagnostic Radiology, and Physical Therapy. Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION - RESEARCH The NorthShore Hospitals 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 175 principal investigators who currently occupy 95,000 net square feet of research space and garner over $24 million is external research support. Our investigative teams work on more than 1083 active research protocols of which 550 are clinical trials that include 1890 participating patients. In 2023, 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 over 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 2,900 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 NorthShore 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 Mahalakshmi Halasyamani, Jeffery Biesczat, Neil S Freedman, John Erwin III, and Karen L Kaul - Business relationship, Kristen Murtos, David Rahija, and Gregory Portland - Business relationship, Mahalakshmi Halasyamani, Kristen Murtos, and Karen L Kaul - Business relationship, Douglas D Welday and Jesse Peterson Hall - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The articles of incorporation were amended on December 11, 2023 to change the corporate name from NorthShore University HealthSystem to Endeavor Health Clinical Operations. During 2023, the bylaws were amended to omit the requirement that the board composition includes a system parent board member, to update the management/executive titles, include delegate participation for clinical and nursing representation, to reflect system corporate reserved powers to approve nominations of board members, and to exclude officer tenure from term limits. 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 Tuition Revenue - Total Revenue: 1421523, Related or Exempt Function Revenue: 1421523, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Grant income - Total Revenue: 12826387, Related or Exempt Function Revenue: 12817780, Unrelated Business Revenue: 8607, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Home Health Care - Total Revenue: 3315824, Related or Exempt Function Revenue: 3315824, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Medical Staff Dues - Total Revenue: 683625, Related or Exempt Function Revenue: 683625, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Total Revenue: 1323202, Related or Exempt Function Revenue: 1323202, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Surgical Simulation Rental - Total Revenue: 451837, Related or Exempt Function Revenue: , Unrelated Business Revenue: 451837, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Computer Services - Total Revenue: 187309, Related or Exempt Function Revenue: , Unrelated Business Revenue: 187309, 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 - -20040021; Change in FMV of Pledges - -3634802; Other changes in net assets - 24505; Endeavor Health Physician Partners LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 874293274 Healthcare IL 13650 0 Endeavor Health Clinical Operations NorthShore Physician Associates LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 881019298 Healthcare IL 85864541 95759166 Endeavor Health Physician Partners LLC Swedish Covenant Health 5145 N California Avenue Chicago IL 60625 362179813 Hospital IL 501(c)(3) 3 Endeavor Health Clinical Operations true Radiation Medicine Institute 3040 W Salt Creek Lane Arlington Heights IL 60005 363815543 Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations true Healthcare Foundation of Highland Park 1949 St Johns Avenue Highland Park IL 60035 363196647 Fundraising IL 501(c)(3) Type II NA false Endeavor Health Medical Group 3040 W Salt Creek Lane Arlington Heights IL 60005 363738206 Healthcare IL 501(c)(3) 10 Endeavor Health Clinical Operations true Swedish Covenant Hospital Foundation 5145 N California Avenue Chicago IL 60625 205055155 Support of Swedish Covenant Health IL 501(c)(3) 7 Swedish Covenant Health true Northwest Community Healthcare 3040 Salt Creek Lane Arlington Heights IL 60005 363125209 Support of Northwest Community Hospital IL 501(c)(3) Type II Endeavor Health Clinical Operations true Northwest Community Hospital 3040 Salt Creek Lane Arlington Heights IL 60005 362340313 Hospital IL 501(c)(3) 3 Northwest Community Healthcare true Northwest Community Hospital Foundation 3040 Salt Creek Lane Arlington Heights IL 60005 363125193 Fundraising IL 501(c)(3) 7 Northwest Community Healthcare true Endeavor Health 3040 W Salt Creek Lane Arlington Heights IL 60005 874520691 Healthcare System Parent IL 501(c)(3) Type III-FI NA false Naperville Psychiatric Ventures 801 South Washington Street Naperville IL 60540 363965251 Hospital IL 501(c)(3) 3 Edward Health Ventures true Edward-Elmhurst Healthcare 801 South Washington Street Naperville IL 60540 363513954 Healthcare IL 501(c)(3) Type II Endeavor Health true Edward Hospital 801 South Washington Street Naperville IL 60540 363297173 Hospital IL 501(c)(3) 3 Edward-Elmhurst Healthcare true Edward Foundation 801 South Washington Street Naperville IL 60540 363723705 Fundraising IL 501(c)(3) 7 Edward-Elmhurst Healthcare true Edward Health Ventures 801 South Washington Street Naperville IL 60540 581672987 Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare true Edward Health and Fitness Center 801 South Washington Street Naperville IL 60540 363555528 Healthcare IL 501(c)(3) 10 Edward Health Ventures true Edward Ambulance Services LLC 801 South Washington Street Naperville IL 60540 452389060 Healthcare IL 501(c)(3) 10 Edward Hospital true Elmhurst Memorial Healthcare 155 East Brush Hill Road Elmhurst IL 60126 364037473 Supporting Org IL 501(c)(3) Type II Edward-Elmhurst Healthcare true Elmhurst Memorial Hospital 155 East Brush Hill Road Elmhurst IL 60126 362167784 Hospital IL 501(c)(3) 3 Elmhurst Memorial Healthcare true Elmhurst Memorial Hospital Foundation 155 East Brush Hill Road Elmhurst IL 60126 363083197 Fundraising IL 501(c)(3) 7 Elmhurst Memorial Hospital true Ravine Way Surgery Center LLC 2401 Ravine Way Glenview IL 60025 201245279 Healthcare IL Endeavor Health Clinical Operations Related 1084545 155918 false true 0.27 NWC Day Surgery Center II LLC 3040 Salt Creek Lane Arlington Heights IL 60005 300798249 Outpatient Care IL Northwest Community Healthcare N/A Northwest Endo Center LLC 3040 Salt Creek Lane Arlington Heights IL 60005 812338623 Surgical Care IL NWC Health Services Inc N/A Envision Medical Imaging LLC 8930 Waukegan Road Suite 130 Morton Grove IL 60053 822067179 Imaging Services IL NWC Health Services Inc N/A Elmhurst Outpatient Surgery Center LLC 1200 South York Road Suite 1400 Elmhurst IL 60126 364150045 Surgery Center IL Elmhurst Memorial Healthcare N/A Insight Medical Imaging LLC 8930 Waukegan Road Suite 130 Morton Grove IL 60053 822352016 Healthcare IL Edward Health Ventures N/A Midwest Endoscopy LLC 1243 Rickert Drive Naperville IL 60540 208292570 Healthcare IL Edward Health Ventures N/A RHHI Holdco LLC 400 Northpoint Circle Suite 203 Seven Fields PA 16046 873745286 Healthcare IL NA N/A Residential Home Health Illinois LLC 5440 Corporate Drive Suite 400 Troy MI 48098 270179825 Healthcare IL NA N/A Swedish Covenant Management Services Inc 5145 N California Avenue Chicago IL 60625 364073303 Physician Practice Management IL Swedish Covenant Health C Corporation true Swedish Covenant Physician Partners Ltd 5145 N California Avenue Chicago IL 60625 363120220 Managed Healthcare Provider IL Swedish Covenant Health C Corporation true NorthShore Legacy NPA Inc 3040 W Salt Creek Lane Arlington Heights IL 60005 363648026 Healthcare IL Endeavor Health Medical Group C Corporation true NorthShore Physician Associates Value Based Care LLC 3040 W Salt Creek Lane Arlington Heights IL 60005 822268872 Healthcare IL NorthShore Legacy NPA Inc C Corporation true NorthShore University HealthSystem Insurance International 980419452 Insurance CJ Endeavor Health Clinical Operations C Corporation 6047890 62782347 1 true Northwest Community Health Services Inc 800 West Central Road Arlington Heights IL 60005 363312906 Healthcare IL Northwest Community Healthcare C Corporation true EEH SPC - Segregated Portfolio A 981238485 Insurance CJ Edward-Elmhurst Healthcare C Corporation true EEH SPC - Segregated Portfolio B 981185160 Insurance CJ Edward-Elmhurst Healthcare C Corporation true EEH SPC - Segregated Portfolio D Insurance CJ Edward-Elmhurst Healthcare C Corporation true DuPage Medical Group Portfolio Insurance Company Insurance CJ Edward-Elmhurst Healthcare C Corporation true Elmhurst Memorial Health Technologies LLC 855 North Church Court Elmhurst IL 60126 363229839 Practice Management IL Elmhurst Memorial Healthcare C Corporation true IHP ACO 1100 West 31st Street Suite 300 Downers Grove IL 60515 462848987 Healthcare IL Edward-Elmhurst Healthcare C Corporation false true true true false false false false false false false false false false false false true true true true Endeavor Health Medical Group A 25832533 FMV Endeavor Health Medical Group C 3773405 FMV Healthcare Foundation of Highland Park C 800000 FMV Ravine Way Surgery Center LLC S 881801 FMV Residential Home Health Illinois LLC S 720000 FMV