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Nonprofiteer
← NORTHSHORE UNIVERSITY HEALTHSYSTEM

Form 990 for tax year 2023

Filed by NORTHSHORE UNIVERSITY HEALTHSYSTEM.

Totals

Total revenue
$2,171,618,732
Total expenses
$2,138,844,757
Contributions and grants received
$54,113,437
Grants paid
$7,405,511
Program services expenses (Part IX)
$1,675,340,929
Management and general expenses
$458,806,851
Fundraising expenses
$4,696,977
Program service expenses (Part III)
$1,675,340,929

Program services were 78.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John Erwin III

    Board Vice Chairman and Clinical Chairman, Medicine

    Total calculated
    $1,438,487
    From this org
    $1,399,190
    From related orgs
    $0
    Other
    $39,297
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,089,933
    Bonus
    $293,750
    Other
    $15,506
    Deferred
    $14,850
    Nontaxable benefits
    $24,447
    Filer's total
    $1,438,487

  • Kevin Willer

    Board Chairman

    Total calculated
    $0
    Hours/week
    1

  • Sean O'Grady

    Director and President, North Region & Institutes

    Total calculated
    $3,308,553
    From this org
    $2,305,575
    From related orgs
    $0
    Other
    $1,002,978
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,103,907
    Bonus
    $1,192,276
    Other
    $9,392
    Deferred
    $965,772
    Nontaxable benefits
    $37,206
    Filer's total
    $3,308,553

  • David A Dohnalek

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory Portland

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Tressa

    Director and Chief Nursing Officer

    Total calculated
    $1,038,114
    From this org
    $930,428
    From related orgs
    $0
    Other
    $107,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $520,519
    Bonus
    $390,556
    Other
    $19,352
    Deferred
    $87,964
    Nontaxable benefits
    $19,722
    Filer's total
    $1,038,114

  • Joianne L Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Karen L Kaul

    Director and Clinical Chairman, Pathology and Laboratory Medicine

    Total calculated
    $983,972
    From this org
    $946,830
    From related orgs
    $0
    Other
    $37,142
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $721,368
    Bonus
    $193,077
    Other
    $32,385
    Deferred
    $14,850
    Nontaxable benefits
    $22,292
    Filer's total
    $983,972

  • Kathleen M Ferket

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mahalakshmi Halasyamani

    Director and System Chief Clinical Officer

    Total calculated
    $2,241,099
    From this org
    $1,720,211
    From related orgs
    $0
    Other
    $520,888
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $863,771
    Bonus
    $831,282
    Other
    $25,158
    Deferred
    $517,238
    Nontaxable benefits
    $3,650
    Filer's total
    $2,241,099

  • Mark S Talamonti

    Director and Clinical Chairman, Surgery

    Total calculated
    $1,637,643
    From this org
    $1,601,782
    From related orgs
    $0
    Other
    $35,861
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,394,533
    Bonus
    $156,250
    Other
    $50,998
    Deferred
    $14,850
    Nontaxable benefits
    $21,011
    Filer's total
    $1,637,643

  • Mary R Sheahan

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael S Caplan

    Director and Clinical Chairman, Pediatrics

    Total calculated
    $999,739
    From this org
    $981,349
    From related orgs
    $0
    Other
    $18,390
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $839,231
    Bonus
    $93,750
    Other
    $48,367
    Deferred
    $14,850
    Nontaxable benefits
    $3,540
    Filer's total
    $999,739

  • Neil S Freedman

    Director

    Total calculated
    $980,128
    From this org
    $932,163
    From related orgs
    $0
    Other
    $47,965
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $711,908
    Bonus
    $157,409
    Other
    $62,845
    Deferred
    $14,850
    Nontaxable benefits
    $33,115
    Filer's total
    $980,127

  • Omar Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott C Schweighauser

    Director

    Total calculated
    $0
    Hours/week
    1

  • Yolandra L Johnson

    Director (until Oct 2023)

    Total calculated
    $0
    Hours/week
    1

  • Douglas D Welday

    System Treasurer and Chief Financial Officer

    Total calculated
    $2,034,913
    From this org
    $1,750,748
    From related orgs
    $0
    Other
    $284,165
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $861,244
    Bonus
    $869,308
    Other
    $20,196
    Deferred
    $257,414
    Nontaxable benefits
    $26,751
    Filer's total
    $2,034,913

  • Gerald P Gallagher

    President and Chief Executive Officer

    Total calculated
    $6,283,528
    From this org
    $4,100,532
    From related orgs
    $0
    Other
    $2,182,996
    Hours/week
    40 + 16 related

    Schedule J breakdown matched by us

    Base
    $1,988,061
    Bonus
    $2,102,878
    Other
    $9,594
    Deferred
    $2,145,878
    Nontaxable benefits
    $37,118
    Filer's total
    $6,283,529

  • Shivani Bautista

    Secretary and Chief Legal Officer

    Total calculated
    $701,764
    From this org
    $655,182
    From related orgs
    $0
    Other
    $46,582
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

    Base
    $508,779
    Bonus
    $145,031
    Other
    $1,371
    Deferred
    $14,850
    Nontaxable benefits
    $31,732
    Filer's total
    $701,763

  • Brian Washa

    Senior Vice President, Supply Chain Management

    Total calculated
    $617,397
    From this org
    $575,842
    From related orgs
    $0
    Other
    $41,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $453,378
    Bonus
    $118,594
    Other
    $3,870
    Deferred
    $14,850
    Nontaxable benefits
    $26,705
    Filer's total
    $617,397

  • David Rahija

    President, Skokie Hospital (until 12/31/23)

    Total calculated
    $1,144,804
    From this org
    $1,018,166
    From related orgs
    $0
    Other
    $126,638
    Hours/week
    20 + 21 related

    Schedule J breakdown matched by us

    Base
    $558,379
    Bonus
    $455,771
    Other
    $4,016
    Deferred
    $95,267
    Nontaxable benefits
    $31,371
    Filer's total
    $1,144,804

  • Dianna Sparacino

    Chief People Officer

    Total calculated
    $1,396,371
    From this org
    $1,091,368
    From related orgs
    $0
    Other
    $305,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $543,594
    Bonus
    $534,086
    Other
    $13,688
    Deferred
    $280,813
    Nontaxable benefits
    $24,190
    Filer's total
    $1,396,370

  • Douglas M Silverstein

    President, Evanston Hospital (until 12/31/23)

    Total calculated
    $1,381,500
    From this org
    $1,325,845
    From related orgs
    $0
    Other
    $55,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $699,575
    Bonus
    $587,408
    Other
    $38,862
    Deferred
    $49,361
    Nontaxable benefits
    $6,294
    Filer's total
    $1,381,500

  • Frederick E Miller

    Clinical Chairman, Psychiatry (left 2/17/23)

    Total calculated
    $564,753
    From this org
    $527,574
    From related orgs
    $0
    Other
    $37,179
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $365,542
    Bonus
    $143,750
    Other
    $18,282
    Deferred
    $14,850
    Nontaxable benefits
    $22,329
    Filer's total
    $564,752

  • Gabrielle Cummings

    President, Highland Park Hospital (until 12/31/23)

    Total calculated
    $1,161,089
    From this org
    $1,050,817
    From related orgs
    $0
    Other
    $110,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $584,420
    Bonus
    $462,261
    Other
    $4,136
    Deferred
    $97,383
    Nontaxable benefits
    $12,889
    Filer's total
    $1,161,089

  • Harry L Jones

    System VP, Insurance and Captives (until 10/2/23)

    Total calculated
    $712,611
    From this org
    $680,799
    From related orgs
    $0
    Other
    $31,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,633
    Bonus
    $99,956
    Other
    $294,210
    Deferred
    $14,850
    Nontaxable benefits
    $16,962
    Filer's total
    $712,612

  • Jason L Koh

    Clinical Chairman, Orthopedics

    Total calculated
    $1,822,789
    From this org
    $1,770,904
    From related orgs
    $0
    Other
    $51,885
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,633,657
    Bonus
    $120,805
    Other
    $16,442
    Deferred
    $14,850
    Nontaxable benefits
    $37,035
    Filer's total
    $1,822,789

  • Jeffery Biesczat

    Senior Vice President, Financial Planning and Accounting

    Total calculated
    $568,131
    From this org
    $510,023
    From related orgs
    $0
    Other
    $58,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $399,817
    Bonus
    $108,656
    Other
    $1,550
    Deferred
    $14,850
    Nontaxable benefits
    $43,258
    Filer's total
    $568,131

  • Jesse Peterson Hall

    President, Glenbrook Park Hospital (until 12/31/23)

    Total calculated
    $1,155,487
    From this org
    $1,044,786
    From related orgs
    $0
    Other
    $110,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $517,105
    Bonus
    $464,660
    Other
    $63,020
    Deferred
    $85,923
    Nontaxable benefits
    $24,778
    Filer's total
    $1,155,487

  • Julian E Bailes

    Clinical Chairman, Neurosurgery

    Total calculated
    $2,031,657
    From this org
    $1,983,162
    From related orgs
    $0
    Other
    $48,495
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,835,989
    Bonus
    $93,750
    Other
    $53,423
    Deferred
    $14,850
    Nontaxable benefits
    $33,645
    Filer's total
    $2,031,657

  • Kristen Murtos

    Chief Innovation and Transformation Officer

    Total calculated
    $2,109,419
    From this org
    $1,534,636
    From related orgs
    $0
    Other
    $574,783
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $748,233
    Bonus
    $779,365
    Other
    $7,038
    Deferred
    $538,277
    Nontaxable benefits
    $36,506
    Filer's total
    $2,109,419

  • Mohammed Minhaj

    Clinical Chairman, Anesthesia

    Total calculated
    $977,635
    From this org
    $928,110
    From related orgs
    $0
    Other
    $49,525
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $556,391
    Bonus
    $368,750
    Other
    $2,969
    Deferred
    $14,850
    Nontaxable benefits
    $34,675
    Filer's total
    $977,635

  • Ramon Solhkhah

    Clinical Chairman, Psychiatry (starting 2/1/23)

    Total calculated
    $760,881
    From this org
    $730,483
    From related orgs
    $0
    Other
    $30,398
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $662,715
    Bonus
    $65,000
    Other
    $2,769
    Deferred
    $14,850
    Nontaxable benefits
    $15,548
    Filer's total
    $760,881

  • Richard K Silver

    Clinical Chairman, Obstetrics and Gynecology

    Total calculated
    $1,120,868
    From this org
    $1,082,257
    From related orgs
    $0
    Other
    $38,611
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $939,568
    Bonus
    $93,750
    Other
    $48,939
    Deferred
    $14,850
    Nontaxable benefits
    $23,761
    Filer's total
    $1,120,868

  • Robert R Edelman

    Clinical Chairman, Radiology

    Total calculated
    $1,302,098
    From this org
    $1,253,053
    From related orgs
    $0
    Other
    $49,045
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $966,657
    Bonus
    $243,750
    Other
    $42,646
    Deferred
    $14,850
    Nontaxable benefits
    $34,195
    Filer's total
    $1,302,098

  • Scott Kenagy

    Senior Vice President, Chief Investment Officer

    Total calculated
    $729,048
    From this org
    $679,639
    From related orgs
    $0
    Other
    $49,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,491
    Bonus
    $163,078
    Other
    $2,070
    Deferred
    $14,850
    Nontaxable benefits
    $34,559
    Filer's total
    $729,048

  • Steven Smith

    Chief Information Officer

    Total calculated
    $1,481,653
    From this org
    $1,233,612
    From related orgs
    $0
    Other
    $248,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $666,680
    Bonus
    $546,736
    Other
    $20,196
    Deferred
    $228,104
    Nontaxable benefits
    $19,937
    Filer's total
    $1,481,654

  • Susan Rubin

    Clinical Chairman, Neurology

    Total calculated
    $710,973
    From this org
    $675,674
    From related orgs
    $0
    Other
    $35,299
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $556,986
    Bonus
    $93,750
    Other
    $24,938
    Deferred
    $14,850
    Nontaxable benefits
    $20,449
    Filer's total
    $710,973

  • William D Bloomer

    Clinical Chairman, Radiation Medicine

    Total calculated
    $993,702
    From this org
    $957,476
    From related orgs
    $0
    Other
    $36,226
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $650,819
    Bonus
    $283,420
    Other
    $23,237
    Deferred
    $14,850
    Nontaxable benefits
    $21,376
    Filer's total
    $993,702

  • Anne Martino

    Chief Marketing Officer

    Total calculated
    $908,326
    From this org
    $808,886
    From related orgs
    $0
    Other
    $99,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,755
    Bonus
    $401,765
    Other
    $9,367
    Deferred
    $88,306
    Nontaxable benefits
    $11,134
    Filer's total
    $908,326

  • Heath Bell

    Senior Vice President, HIT Applications

    Total calculated
    $722,795
    From this org
    $698,351
    From related orgs
    $0
    Other
    $24,444
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,014
    Bonus
    $304,347
    Other
    $1,990
    Deferred
    $14,850
    Nontaxable benefits
    $9,594
    Filer's total
    $722,795

  • Jianfeng Xu

    Vice President, Translational Research

    Total calculated
    $624,799
    From this org
    $594,953
    From related orgs
    $0
    Other
    $29,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $478,458
    Bonus
    $110,555
    Other
    $5,940
    Deferred
    $14,850
    Nontaxable benefits
    $14,996
    Filer's total
    $624,799

  • Mignonette Eleanor Broeker

    Senior Vice President, HIT Applications

    Total calculated
    $500,223
    From this org
    $465,099
    From related orgs
    $0
    Other
    $35,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,101
    Bonus
    $99,463
    Other
    $3,535
    Deferred
    $14,850
    Nontaxable benefits
    $20,274
    Filer's total
    $500,222

  • Rajiv Udani

    Hospitalist

    Total calculated
    $504,519
    From this org
    $459,090
    From related orgs
    $0
    Other
    $45,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,522
    Bonus
    $69,861
    Other
    $3,706
    Deferred
    $14,850
    Nontaxable benefits
    $30,579
    Filer's total
    $504,519

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
  • 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 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.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349315591

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

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