Totals
- Total revenue
- $383,138,560
- Total expenses
- $429,182,146
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $305,137,784
- Management and general expenses
- $124,044,362
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $305,137,784
Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CATHERINE KLEMA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.8 + 3.3 related
-
EMANUEL CHIRICO
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JAMES M BUTLER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 3.8 related
-
PHILIP O OZUAH MD
PRESIDENT & CEO
- Total calculated
- $16,690,037
- From this org
- $0
- From related orgs
- $16,639,270
- Other
- $50,767
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $0 + $5,348,892 related
- Bonus
- $0 + $7,087,500 related
- Other
- $0 + $4,202,878 related
- Deferred
- $0 + $17,000 related
- Nontaxable benefits
- $0 + $33,767 related
- Filer's total
- $0 + $16,690,037 related
-
ALAN N SUNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
ALISA R DOCTOROFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ALLEN M SPIEGEL MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2 related
-
BARRY S BLATTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
BRUCE DONIGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
DANIEL R TISHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 3 related
-
DAVID B KEIDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
DOUGLAS F EISENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
EDWIN H STERN III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
ELLEN BRESLOW NEWHOUSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
GAYLE F ROBINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
HELEN A JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1.3 related
-
JAY B ABRAMSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
JENNIE EMIL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1.5 related
-
JOEL BRAUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
JOHN HEFFER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1.8 related
-
JOHN P GUTFREUND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
JON W ROTENSTREICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
JONATHAN A LIPTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1.3 related
-
LAURENCE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2 related
-
LEWIS HENKIND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2 related
-
MARGARET S NATHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
MATTHEW H NORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1.3 related
-
MELISSA CERIALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
NATHAN GANTCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2.3 related
-
PATRICIA BAUMAN
TRUSTEE (DECEASED 3/26/2024)
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
PATRICIA GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
PETER M LEHRER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
RONALD L MOELIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1.5 related
-
RUTH L GOTTESMAN EDD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2.3 related
-
STACEY R LANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 2.3 related
-
THOMAS L HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 1 related
-
WILLIAM S NULL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3 + 3 related
-
CHRISTOPHER PANCZNER
ASSISTANT SECRETARY
- Total calculated
- $1,966,237
- From this org
- $0
- From related orgs
- $1,918,564
- Other
- $47,673
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $0 + $931,566 related
- Bonus
- $0 + $277,093 related
- Other
- $0 + $709,905 related
- Deferred
- $0 + $17,000 related
- Nontaxable benefits
- $0 + $30,673 related
- Filer's total
- $0 + $1,966,237 related
-
COLLEEN BLYE
EXEC VP & CFO
- Total calculated
- $4,280,008
- From this org
- $0
- From related orgs
- $4,248,644
- Other
- $31,364
- Hours/week
- 5 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $1,972,255 related
- Bonus
- $0 + $1,189,650 related
- Other
- $0 + $1,086,739 related
- Deferred
- $0 + $17,000 related
- Nontaxable benefits
- $0 + $14,364 related
- Filer's total
- $0 + $4,280,008 related
-
SUSAN GREEN-LORENZEN RN
SYSTEM SENIOR VP-OPERATIONS
- Total calculated
- $3,118,181
- From this org
- $3,093,931
- From related orgs
- $0
- Other
- $24,250
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $944,520
- Bonus
- $460,884
- Other
- $1,688,527
- Deferred
- $8,500
- Nontaxable benefits
- $15,750
- Filer's total
- $3,118,181
-
ANDREW RACINE MD
SVP & CHIEF MEDICAL OFFICER
- Total calculated
- $2,182,369
- From this org
- $2,131,426
- From related orgs
- $0
- Other
- $50,943
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $1,252,675
- Bonus
- $422,801
- Other
- $455,950
- Deferred
- $17,000
- Nontaxable benefits
- $33,943
- Filer's total
- $2,182,369
-
DEEPESH CHANDRA
SVP & CHIEF INFORMATION OFFICER
- Total calculated
- $970,258
- From this org
- $970,258
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $900,000
- Bonus
- $70,000
- Other
- $258
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $970,258
-
JOHN J FREDA
HOUSE STAFF
- Total calculated
- $958,982
- From this org
- $907,576
- From related orgs
- $0
- Other
- $51,406
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $765,440
- Bonus
- $140,430
- Other
- $1,706
- Deferred
- $17,000
- Nontaxable benefits
- $34,406
- Filer's total
- $958,982
-
PETER SEMCZUK
SVP & EXECUTIVE DIRECTOR MOSES & WAKEFIELD CAMPUSES
- Total calculated
- $3,398,120
- From this org
- $2,720,377
- From related orgs
- $0
- Other
- $677,743
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $1,525,150
- Bonus
- $500,000
- Other
- $695,227
- Deferred
- $647,000
- Nontaxable benefits
- $30,743
- Filer's total
- $3,398,120
-
STEPHEN ROSENTHAL
SVP-NET POPULATION HEALTH MGMT
- Total calculated
- $1,483,459
- From this org
- $1,432,692
- From related orgs
- $0
- Other
- $50,767
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $1,066,095
- Bonus
- $85,000
- Other
- $281,597
- Deferred
- $17,000
- Nontaxable benefits
- $33,767
- Filer's total
- $1,483,459
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Discretionary spending account
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 2 · Substantiation required before reimbursing expenses
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Discretionary spending account
- THE ORGANIZATION PROVIDES SENIOR LEVEL EXECUTIVES WITH A $21,000 AUTOMOBILE ALLOWANCE. THIS ALLOWANCE WAS INCLUDED IN THEIR TAXABLE INCOME AND COLUMN B(III) OF PART II.
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- SUSAN GREEN-LORENZEN, FORMER SENIOR VICE PRESIDENT-OPERATIONS, RECEIVED SEVERANCE IN THE AMOUNT OF $567,242 AND IS REFLECTED IN THE TOTAL REPORTED FOR COLUMN (B) (III) OTHER COMPENSATION.
- Schedule J, Part I, Line 7 Non-fixed payments
- PART OF THE ANNUAL INCENTIVE AWARDS IN COLUMN (B)(II) PAID BY THE ORGANIZATION TO A KEY EMPLOYEE AND THE FIVE HIGHEST COMPENSATED WERE BASED EITHER ON THE COMPENSATION BOARD OR MANAGEMENT DISCRETION.
- Schedule J, Part I, Line 3 Lines 3, 4b & Part II - Columns (B)(I), (II), (III)
- AS IT RELATES TO COMPENSATION FROM MONTEFIORE EINSTEIN, INC. AND MONTEFIORE HEALTH SYSTEM, INC. FOR ALL OFFICERS AND KEY EMPLOYEES: THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL FORMS OF COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE WITH THE ASSISTANCE OF A NATIONAL INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE COMPENSATION COMMITTEE WITH ITS DECISION-MAKING PROCESS TO ENSURE EXECUTIVE COMPENSATION LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO THOSE OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BASE SALARIES IN COLUMN B(I) ARE DETERMINED BASED ON COMPETITIVE MARKET PRACTICES FOR POSITIONS WITH A COMPARABLE SCOPE OF RESPONSIBILITIES WITHIN A PEER GROUP OF SIMILARLY SITUATED HEALTH SYSTEMS. BONUS AND INCENTIVE COMPENSATION IN COLUMN B(II) IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS. THE EXECUTIVES' COMPENSATION PROGRAM HAS A SIGNIFICANT PAY-AT-RISK COMPONENT TO ENSURE THE ALIGNMENT OF PAY AND ORGANIZATIONAL PERFORMANCE. GOALS ARE SET IN ADVANCE IN AREAS SUCH AS QUALITY OF PATIENT CARE, PATIENT SATISFACTION, COMMUNITY SERVICES AND FINANCIAL PERFORMANCE. COMPENSATION IS AT RISK IF THE GOALS ESTABLISHED BY THE COMPENSATION COMMITTEE ARE NOT MET. OTHER REPORTABLE COMPENSATION IN COLUMN B(III) INCLUDES DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EXPRESSLY REVIEWED AND APPROVED ALL COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING THESE RETIREMENT BENEFIT ARRANGEMENTS FOR SENIOR EXECUTIVES, IN A MANNER THAT QUALIFIED UNDER THE INTERMEDIATE SANCTIONS RULES OF THE FEDERAL TAX LAW, AND IN RECOGNITION OF (A) THE EXECUTIVES' YEARS OF SERVICE TO THE ORGANIZATION AND (B) THE SIGNIFICANT CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE ORGANIZATION TO ACHIEVE ITS CHARITABLE MISSION IN A MANNER CONSISTENT WITH FINANCIAL SOLVENCY. ACCORDINGLY, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS OF SERVICE FOR THE ORGANIZATION. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONS PAID OUT IN 2024 AS TAXABLE INCOME: SUSAN GREEN-LORENZEN, R.N. - $1,119,761; PHILIP O. OZUAH, M.D., PH.D. - $757,098; ANDREW RACINE, M.D., PH.D. - $384,220; CHRISTOPHER PANCZNER - $667,198; COLLEEN BLYE - $1,011,335. THE HEALTH SYSTEM ALSO FUNDS A SECOND DEFINED CONTRIBUTION SERP PLAN. THREE REPORTABLE INDIVIDUALS OF THE ORGANIZATION CURRENTLY PARTICIPATES IN THIS PLAN. CONTRIBUTIONS ARE AT A FIXED PERCENTAGE OF BASE SALARY OR TOTAL CASH COMPENSATION (BASE SALARY PLUS ANNUAL INCENTIVE AWARD). A NOTIONAL BALANCE IS DEVELOPED FOR EACH PARTICIPANT THAT IS THE TOTAL OF CONTRIBUTIONS LESS DISTRIBUTIONS (INTEREST IS NOT ACCRUED). ON JANUARY 1 FOLLOWING THE THIRD, SIXTH AND NINTH ANNIVERSARIES OF EACH PARTICIPANT'S PARTICIPATION DATE, 50% OF THE REMAINING SERP ACCOUNT BECOMES VESTED AND IS PAID OUT IF THE PARTICIPANT IS EMPLOYED ON THAT DATE. ON JANUARY 1 FOLLOWING THE TWELFTH ANNIVERSARY OF EACH PARTICIPANT'S PARTICIPATION DATE, THE REMAINDER OF THE SERP ACCOUNT BECOMES FULLY VESTED AND IS PAID OUT. IF A PARTICIPANT REACHES AGE 65 BEFORE THEIR TWELFTH ANNIVERSARY OF THEIR PARTICIPATION DATE, THEIR SERP ACCOUNT BALANCE WILL BECOME FULLY VESTED ON THE LATER OF THE FIRST OF THE MONTH FOLLOWING THEIR 65TH BIRTHDAY OR THE THIRD ANNIVERSARY OF THEIR PARTICIPATION DATE. SERP ACCOUNT BALANCES WILL ALSO BECOME FULLY VESTED UPON THE EARLIEST OF DEATH OR DISABILITY WHILE EMPLOYED BY MONTEFIORE, INVOLUNTARY TERMINATION WITHOUT CAUSE OR IF MONTEFIORE CHOOSES TO TERMINATE THE PLAN. THERE WERE THREE DISTRIBUTIONS PAID OUT AS TAXABLE INCOME RELATED TO THE NONQUALIFYING DEFINED CONTRIBUTION SERP PLAN: PHILIP O. OZUAH, M.D., PH.D. - $3,307,500, PETER SEMCZUK - $610,567, AND STEPHEN ROSENTHAL - $231,747 BASED ON MULTIPLE YEARS OF SERVICE (SEE ABOVE FOR VESTING). UNVESTED CONTRIBUTIONS MADE TO THE PLAN FOR ONE OF THE FIVE HIGHEST COMPENSATED OF THE ORGANIZATION IN 2024 WAS REPORTED AS DEFERRED COMPENSATION IN HIS COLUMN (C) COMPENSATION: PETER SEMCZUK - $630,000.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · REAL ESTATE · NY · controlled entity
Directly controlled by MMC
-
501(c)(3) · ACAD MED CTR · NY · controlled entity
Directly controlled by MHS
-
501(c)(2) · STAFF HOUSING · NY · controlled entity
Directly controlled by MMC
-
MONTEFIORE HOSPITAL HOUSING SECT IIINC
501(c)(2) · STAFF HOUSING · NY · controlled entity
Directly controlled by MMC
-
MOSHOLU PRESERVATION CORPORATION
501(c)(3) · COMMUNITY SER · NY · controlled entity
Directly controlled by MMC
-
MONTEFIORE MOUNT VERNON HOSPITAL
501(c)(3) · HOSPITAL · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · NURSING HOME · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · SYSTEM PARENT · NY · controlled entity
-
501(c)(3) · HOSPITAL · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · INACTIVE · NY · controlled entity
Directly controlled by ME
-
MONTEFIORE NEW ROCHELLE HOSPITAL
501(c)(3) · HOSPITAL · NY · controlled entity
Directly controlled by MHS
-
501(c)(2) · STUDENT HOU · NY · controlled entity
Directly controlled by AECOM
-
MONTEFIORE CERC OPERATIONS INC
501(c)(3) · REHAB CENTER · NY · controlled entity
Directly controlled by MMC
-
WHITE PLAINS HOSPITAL CTR FDN INC
501(c)(3) · FUNDRAISING · NY · controlled entity
Directly controlled by WPHMC
-
MONTEFIORE NYACK HOSPITAL FOUNDATION
501(c)(3) · FUNDRAISING · NY · controlled entity
Directly controlled by NYACK HOSP
-
THE WINIFRED MASTERSON BURKE REHAB HOSP
501(c)(3) · REHAB HOSP · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · HOSPITAL · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · HEALTHCARE · NY · controlled entity
Directly controlled by SLCH
-
HUDSON VISTA PHYSICIAN SERVICES PC
501(c)(3) · HEALTHCARE · NY · controlled entity
Directly controlled by SLCH
-
ST LUKE'S CORNWALL HEALTH SYSTEM INC
501(c)(3) · HOLDING COMP · NY · controlled entity
Directly controlled by MHS
-
ST LUKE'S CORNWALL HEALTH SYSTEM FDN
501(c)(3) · FUNDRAISING · NY · controlled entity
Directly controlled by SLCHS
-
MONTEFIORE MED ACAD HLTH SYS SELF INS TR
501(c)(3) · INS TRUST · NY · controlled entity
Directly controlled by ME
-
ALBERT EINSTEIN COLLEGE OF MEDICINE
501(c)(2) · MED COLLEGE · NY · controlled entity
Directly controlled by ME
-
MONTEFIORE EINSTEIN ADVANCED CARE
501(c)(3) · HEALTHCARE · NY · controlled entity
Directly controlled by MHS
-
501(c)(4) · SOCIAL WELFAR · NY · controlled entity
Directly controlled by MHS
-
501(c)(3) · PARKING · NY · controlled entity
Directly controlled by NYACK HOSP
-
WHITE PLAINS HOSPITAL MEDICAL CENTER
501(c)(3) · HOSPITAL · NY · controlled entity
Directly controlled by MHS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543179349310139
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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