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Nonprofiteer
← NORTHSHORE UNIVERSITY HEALTHSYSTEM

Form 990 for tax year 2022

Filed by NORTHSHORE UNIVERSITY HEALTHSYSTEM.

Totals

Total revenue
$2,043,661,341
Total expenses
$2,008,262,075
Contributions and grants received
$24,899,412
Grants paid
$138,411,976
Program services expenses (Part IX)
$1,805,500,797
Management and general expenses
$199,507,117
Fundraising expenses
$3,254,161
Program service expenses (Part III)
$1,805,500,797

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David A Dohnalek

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory Portland

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Erwin III

    Board Vice Chairman and Clinical Chairman, Medicine

    Total calculated
    $1,398,896
    From this org
    $880,000
    From related orgs
    $476,706
    Other
    $42,190
    Hours/week
    33 + 9 related

    Schedule J breakdown matched by us

    Base
    $880,000 + $210,376 related
    Bonus
    $0 + $250,000 related
    Other
    $0 + $16,330 related
    Deferred
    $14,769 + $3,531 related
    Nontaxable benefits
    $19,281 + $4,609 related
    Filer's total
    $914,050 + $484,846 related

  • John Tressa

    Director and Chief Nursing Officer

    Total calculated
    $612,427
    From this org
    $451,659
    From related orgs
    $0
    Other
    $160,768
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $441,209
    Bonus
    $0
    Other
    $10,450
    Deferred
    $137,300
    Nontaxable benefits
    $23,468
    Filer's total
    $612,427

  • Joianne L Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Golbus

    Director

    Total calculated
    $1,226,021
    From this org
    $0
    From related orgs
    $1,045,534
    Other
    $180,487
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,006,372 related
    Bonus
    $0
    Other
    $0 + $39,162 related
    Deferred
    $0 + $158,569 related
    Nontaxable benefits
    $0 + $21,918 related
    Filer's total
    $0 + $1,226,021 related

  • Karen L Kaul

    Director and Clinical Chairman, Pathology and Laboratory Medicine

    Total calculated
    $889,558
    From this org
    $436,001
    From related orgs
    $413,540
    Other
    $40,017
    Hours/week
    25 + 17 related

    Schedule J breakdown matched by us

    Base
    $436,001 + $280,324 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $33,216 related
    Deferred
    $11,139 + $7,161 related
    Nontaxable benefits
    $13,218 + $8,499 related
    Filer's total
    $460,358 + $429,200 related

  • Kevin Willer

    Board Chairman

    Total calculated
    $0
    Hours/week
    1

  • Mahalakshmi Halasyamani

    Director and System Chief Clinical Officer

    Total calculated
    $1,571,685
    From this org
    $1,175,239
    From related orgs
    $0
    Other
    $396,446
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $825,000
    Bonus
    $0
    Other
    $350,239
    Deferred
    $392,758
    Nontaxable benefits
    $3,688
    Filer's total
    $1,571,685

  • Mark S Talamonti

    Director and Clinical Chairman, Surgery

    Total calculated
    $1,467,067
    From this org
    $1,094,995
    From related orgs
    $333,398
    Other
    $38,674
    Hours/week
    33 + 9 related

    Schedule J breakdown matched by us

    Base
    $1,094,995 + $282,929 related
    Bonus
    $0
    Other
    $0 + $50,469 related
    Deferred
    $14,542 + $3,758 related
    Nontaxable benefits
    $16,191 + $4,183 related
    Filer's total
    $1,125,728 + $341,339 related

  • Mary R Sheahan

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael S Caplan

    Director and Clinical Chairman, Pediatrics

    Total calculated
    $876,186
    From this org
    $720,000
    From related orgs
    $134,277
    Other
    $21,909
    Hours/week
    36 + 6 related

    Schedule J breakdown matched by us

    Base
    $720,000 + $110,000 related
    Bonus
    $0
    Other
    $0 + $24,277 related
    Deferred
    $15,875 + $2,425 related
    Nontaxable benefits
    $3,131 + $478 related
    Filer's total
    $739,006 + $137,180 related

  • Neil S Freedman

    Director

    Total calculated
    $925,845
    From this org
    $165,573
    From related orgs
    $710,180
    Other
    $50,092
    Hours/week
    8 + 33 related

    Schedule J breakdown matched by us

    Base
    $141,803 + $628,488 related
    Bonus
    $2,510 + $71,300 related
    Other
    $21,260 + $10,392 related
    Deferred
    $3,369 + $14,931 related
    Nontaxable benefits
    $5,853 + $25,939 related
    Filer's total
    $174,795 + $751,050 related

  • Omar Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott C Schweighauser

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sean O'Grady

    Director and President, North Region & Institutes

    Total calculated
    $1,814,246
    From this org
    $1,139,494
    From related orgs
    $0
    Other
    $674,752
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $1,084,939
    Bonus
    $45,000
    Other
    $9,555
    Deferred
    $639,146
    Nontaxable benefits
    $35,606
    Filer's total
    $1,814,246

  • Yolandra L Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglas D Welday

    System Treasurer and Chief Financial Officer

    Total calculated
    $1,643,351
    From this org
    $1,217,510
    From related orgs
    $0
    Other
    $425,841
    Hours/week
    41 + 3 related

    Schedule J breakdown matched by us

    Base
    $837,005
    Bonus
    $0
    Other
    $380,505
    Deferred
    $392,300
    Nontaxable benefits
    $33,541
    Filer's total
    $1,643,351

  • Gerald P Gallagher

    President and Chief Executive Officer

    Total calculated
    $4,759,273
    From this org
    $3,655,300
    From related orgs
    $0
    Other
    $1,103,973
    Hours/week
    41 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,588,674
    Bonus
    $0
    Other
    $2,066,626
    Deferred
    $1,068,475
    Nontaxable benefits
    $35,498
    Filer's total
    $4,759,273

  • Shivani Bautista

    Secretary and Chief Legal Officer

    Total calculated
    $909,224
    From this org
    $861,582
    From related orgs
    $0
    Other
    $47,642
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $460,772
    Bonus
    $400,000
    Other
    $810
    Deferred
    $18,300
    Nontaxable benefits
    $29,342
    Filer's total
    $909,224

  • Brian Washa

    Senior Vice President, Business Services and Purchasing

    Total calculated
    $456,795
    From this org
    $413,475
    From related orgs
    $0
    Other
    $43,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,505
    Bonus
    $0
    Other
    $3,970
    Deferred
    $18,300
    Nontaxable benefits
    $25,020
    Filer's total
    $456,795

  • David Rahija

    President, Skokie Hospital

    Total calculated
    $725,518
    From this org
    $543,092
    From related orgs
    $0
    Other
    $182,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $539,222
    Bonus
    $0
    Other
    $3,870
    Deferred
    $152,600
    Nontaxable benefits
    $29,826
    Filer's total
    $725,518

  • Dianna Sparacino

    System Chief People Officer

    Total calculated
    $875,285
    From this org
    $532,443
    From related orgs
    $0
    Other
    $342,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $525,012
    Bonus
    $0
    Other
    $7,431
    Deferred
    $320,237
    Nontaxable benefits
    $22,605
    Filer's total
    $875,285

  • Douglas M Silverstein

    President, Evanston Hospital

    Total calculated
    $902,024
    From this org
    $696,886
    From related orgs
    $0
    Other
    $205,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $676,390
    Bonus
    $0
    Other
    $20,496
    Deferred
    $191,438
    Nontaxable benefits
    $13,700
    Filer's total
    $902,024

  • Frederick E Miller

    Clinical Chairman, Psychiatry

    Total calculated
    $589,520
    From this org
    $423,998
    From related orgs
    $124,857
    Other
    $40,665
    Hours/week
    32 + 9 related

    Schedule J breakdown matched by us

    Base
    $423,998 + $101,159 related
    Bonus
    $0
    Other
    $0 + $23,698 related
    Deferred
    $14,775 + $3,525 related
    Nontaxable benefits
    $18,057 + $4,308 related
    Filer's total
    $456,830 + $132,690 related

  • Gabrielle Cummings

    President, Highland Park Hospital

    Total calculated
    $717,847
    From this org
    $551,452
    From related orgs
    $0
    Other
    $166,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $547,582
    Bonus
    $0
    Other
    $3,870
    Deferred
    $154,049
    Nontaxable benefits
    $12,346
    Filer's total
    $717,847

  • Harry L Jones

    Chief Compliance Officer

    Total calculated
    $404,447
    From this org
    $358,397
    From related orgs
    $0
    Other
    $46,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,645
    Bonus
    $0
    Other
    $15,752
    Deferred
    $18,300
    Nontaxable benefits
    $27,750
    Filer's total
    $404,447

  • Jason L Koh

    Clinical Chairman, Orthopedics

    Total calculated
    $1,700,290
    From this org
    $998,076
    From related orgs
    $648,585
    Other
    $53,629
    Hours/week
    24 + 17 related

    Schedule J breakdown matched by us

    Base
    $998,076 + $631,979 related
    Bonus
    $0
    Other
    $0 + $16,606 related
    Deferred
    $11,205 + $7,095 related
    Nontaxable benefits
    $21,632 + $13,697 related
    Filer's total
    $1,030,913 + $669,377 related

  • Jeffery Biesczat

    Senior Vice President, Finance and Controller

    Total calculated
    $501,181
    From this org
    $443,084
    From related orgs
    $0
    Other
    $58,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,660
    Bonus
    $75,000
    Other
    $1,424
    Deferred
    $18,300
    Nontaxable benefits
    $39,797
    Filer's total
    $501,181

  • Jesse Peterson Hall

    President, Glenbrook Park Hospital

    Total calculated
    $742,848
    From this org
    $563,838
    From related orgs
    $0
    Other
    $179,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $530,936
    Bonus
    $0
    Other
    $32,902
    Deferred
    $155,267
    Nontaxable benefits
    $23,743
    Filer's total
    $742,848

  • Julian E Bailes

    Clinical Chairman, Neurosurgery

    Total calculated
    $1,943,196
    From this org
    $1,350,001
    From related orgs
    $542,685
    Other
    $50,510
    Hours/week
    29 + 12 related

    Schedule J breakdown matched by us

    Base
    $1,350,001 + $487,158 related
    Bonus
    $0
    Other
    $0 + $55,527 related
    Deferred
    $13,447 + $4,853 related
    Nontaxable benefits
    $23,669 + $8,541 related
    Filer's total
    $1,387,117 + $556,079 related

  • Kristen Murtos

    Chief Innovation and Transformation Officer

    Total calculated
    $1,062,578
    From this org
    $742,334
    From related orgs
    $0
    Other
    $320,244
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $735,296
    Bonus
    $0
    Other
    $7,038
    Deferred
    $284,995
    Nontaxable benefits
    $35,249
    Filer's total
    $1,062,578

  • Mohammed Minhaj

    Clinical Chairman, Anesthesia

    Total calculated
    $795,669
    From this org
    $339,998
    From related orgs
    $404,505
    Other
    $51,166
    Hours/week
    25 + 16 related

    Schedule J breakdown matched by us

    Base
    $339,998 + $201,598 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $2,907 related
    Deferred
    $11,488 + $6,812 related
    Nontaxable benefits
    $20,632 + $12,234 related
    Filer's total
    $372,118 + $423,551 related

  • Richard K Silver

    Clinical Chairman, Obstetrics and Gynecology

    Total calculated
    $1,031,810
    From this org
    $826,919
    From related orgs
    $163,634
    Other
    $41,257
    Hours/week
    35 + 6 related

    Schedule J breakdown matched by us

    Base
    $826,919 + $115,342 related
    Bonus
    $0
    Other
    $0 + $48,292 related
    Deferred
    $16,060 + $2,240 related
    Nontaxable benefits
    $20,147 + $2,810 related
    Filer's total
    $863,126 + $168,684 related

  • Robert R Edelman

    Clinical Chairman, Radiology

    Total calculated
    $1,216,285
    From this org
    $934,500
    From related orgs
    $229,337
    Other
    $52,448
    Hours/week
    38 + 3 related

    Schedule J breakdown matched by us

    Base
    $934,500 + $40,475 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $38,862 related
    Deferred
    $17,540 + $760 related
    Nontaxable benefits
    $32,730 + $1,418 related
    Filer's total
    $984,770 + $231,515 related

  • Scott Kenagy

    Senior Vice President, Chief Investment Officer

    Total calculated
    $533,994
    From this org
    $481,968
    From related orgs
    $0
    Other
    $52,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,798
    Bonus
    $0
    Other
    $2,170
    Deferred
    $18,300
    Nontaxable benefits
    $33,726
    Filer's total
    $533,994

  • Steven Smith

    Chief Information Officer

    Total calculated
    $783,625
    From this org
    $772,836
    From related orgs
    $0
    Other
    $10,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $628,332
    Bonus
    $125,000
    Other
    $19,504
    Deferred
    -$8,300
    Nontaxable benefits
    $19,089
    Filer's total
    $783,625

  • Susan Rubin

    Clinical Chairman, Neurology

    Total calculated
    $612,698
    From this org
    $425,002
    From related orgs
    $149,866
    Other
    $37,830
    Hours/week
    31 + 10 related

    Schedule J breakdown matched by us

    Base
    $425,002 + $118,026 related
    Bonus
    $0 + $7,456 related
    Other
    $0 + $24,384 related
    Deferred
    $14,323 + $3,977 related
    Nontaxable benefits
    $15,285 + $4,245 related
    Filer's total
    $454,610 + $158,088 related

  • Wanda Cruz-Knight

    Clinical Chairman, Family Medicine

    Total calculated
    $489,732
    From this org
    $264,411
    From related orgs
    $176,716
    Other
    $48,605
    Hours/week
    30 + 11 related

    Schedule J breakdown matched by us

    Base
    $264,411 + $91,910 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $34,806 related
    Deferred
    $13,580 + $4,720 related
    Nontaxable benefits
    $22,488 + $7,817 related
    Filer's total
    $300,479 + $189,253 related

  • William D Bloomer

    Clinical Chairman, Radiation Medicine

    Total calculated
    $1,017,780
    From this org
    $393,030
    From related orgs
    $585,979
    Other
    $38,771
    Hours/week
    24 + 17 related

    Schedule J breakdown matched by us

    Base
    $393,030 + $258,542 related
    Bonus
    $0 + $304,200 related
    Other
    $0 + $23,237 related
    Deferred
    $11,039 + $7,261 related
    Nontaxable benefits
    $12,348 + $8,123 related
    Filer's total
    $416,417 + $601,363 related

  • George Mallios

    Hospitalist

    Total calculated
    $463,006
    From this org
    $414,090
    From related orgs
    $0
    Other
    $48,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,659
    Bonus
    $115,096
    Other
    $6,335
    Deferred
    $18,300
    Nontaxable benefits
    $30,616
    Filer's total
    $463,006

  • Jianfeng Xu

    Vice President, Translational Research

    Total calculated
    $502,659
    From this org
    $469,800
    From related orgs
    $0
    Other
    $32,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $463,860
    Bonus
    $0
    Other
    $5,940
    Deferred
    $18,300
    Nontaxable benefits
    $14,559
    Filer's total
    $502,659

  • Lidiya Golub

    Hospitalist

    Total calculated
    $424,798
    From this org
    $397,512
    From related orgs
    $0
    Other
    $27,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,822
    Bonus
    $73,624
    Other
    $2,066
    Deferred
    $18,300
    Nontaxable benefits
    $8,986
    Filer's total
    $424,798

  • Mignonette Eleanor Broeker

    Senior Vice President, Health Information Technology

    Total calculated
    $453,907
    From this org
    $416,530
    From related orgs
    $0
    Other
    $37,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,295
    Bonus
    $65,000
    Other
    $3,235
    Deferred
    $18,300
    Nontaxable benefits
    $19,077
    Filer's total
    $453,907

  • Rajiv Udani

    Hospitalist

    Total calculated
    $499,004
    From this org
    $451,776
    From related orgs
    $0
    Other
    $47,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,323
    Bonus
    $112,230
    Other
    $2,223
    Deferred
    $18,300
    Nontaxable benefits
    $28,928
    Filer's total
    $499,004

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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 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 First-class or charter travel
First-class airfare was provided to the Chief Executive Officer during calendar year 2022 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 NS-EE Holdings' Board-retained 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 NS-EE Holdings Compensation Committee, in session with legal counsel present, in advance of implementation.
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 or decreases to the plan balances during 2022: Gerald P Gallagher - $400,558 Mahalakshmi Halasyamani - $114,959 Kristen Murtos - $29,739 Sean O'Grady - $279,864 Steven Smith - $-(185,534) Dianna Sparacino - $139,044 Douglas D Welday - $109,254 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Gerald P Gallagher - $2,057,902 Mahalakshmi Halasyamani - $337,081 Douglas D Welday - $360,309
Schedule J, Part I, Line 7 Non-fixed payments
NorthShore University HealthSystem 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.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323179349305922

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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