Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
NorthShore University HealthSystem
 
Employer identification number

36-2167060
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Gerald P Gallagher
 
President and Chief Executive Officer 		(i)

(ii)		 1,363,161
-------------
0 		0
-------------
0 		10,445
-------------
0 		965,602
-------------
0 		35,707
-------------
0 		2,374,915
-------------
0 		0
-------------
0
2John Erwin III
 
Director and Clinical Chairman 		(i)

(ii)		 535,194
-------------
141,860 		25,000
-------------
400,000 		1,414
-------------
65,339 		9,011
-------------
2,389 		14,391
-------------
3,814 		585,010
-------------
613,402 		0
-------------
0
3Neil S Freedman
 
Director 		(i)

(ii)		 396,488
-------------
216,084 		62,333
-------------
145,198 		1,414
-------------
21,253 		7,273
-------------
3,964 		18,886
-------------
10,293 		486,394
-------------
396,792 		0
-------------
0
4Jason L Koh
 
Clinical Chairman/Prior Director 		(i)

(ii)		 725,480
-------------
495,614 		52,500
-------------
182,305 		1,000
-------------
7,732 		6,773
-------------
4,627 		17,892
-------------
12,223 		803,645
-------------
702,501 		0
-------------
0
5Mark S Talamonti
 
Director and Clinical Chairman 		(i)

(ii)		 991,215
-------------
294,823 		100,000
-------------
0 		1,000
-------------
24,502 		8,787
-------------
2,613 		14,578
-------------
4,336 		1,115,580
-------------
326,274 		0
-------------
0
6Gregory A Wallman
 
Director and Physician 		(i)

(ii)		 157,465
-------------
0 		0
-------------
0 		1,000
-------------
0 		2,113
-------------
0 		14
-------------
0 		160,592
-------------
0 		0
-------------
0
7Kristen Murtos
 
Chief Administrative and Strategy Officer 		(i)

(ii)		 695,186
-------------
0 		0
-------------
0 		8,452
-------------
0 		336,308
-------------
0 		32,995
-------------
0 		1,072,941
-------------
0 		0
-------------
0
8Sean O'Grady
 
Chief Clinical Operations Officer 		(i)

(ii)		 881,106
-------------
0 		0
-------------
0 		11,144
-------------
0 		524,495
-------------
0 		33,305
-------------
0 		1,450,050
-------------
0 		0
-------------
0
9Douglas D Welday
 
Board Treasurer and Chief Financial Officer 		(i)

(ii)		 722,899
-------------
0 		0
-------------
0 		285,163
-------------
0 		265,351
-------------
0 		31,243
-------------
0 		1,304,656
-------------
0 		196,438
-------------
0
10Julian E Bailes
 
Clinical Chairman 		(i)

(ii)		 1,195,926
-------------
528,530 		50,000
-------------
0 		1,000
-------------
36,211 		7,906
-------------
3,494 		20,727
-------------
9,160 		1,275,559
-------------
577,395 		0
-------------
0
11William D Bloomer
 
Clinical Chairman 		(i)

(ii)		 373,866
-------------
269,601 		5,224
-------------
397,800 		1,000
-------------
23,237 		6,624
-------------
4,776 		10,778
-------------
7,773 		397,492
-------------
703,187 		0
-------------
0
12Michael S Caplan
 
Clinical Chairman 		(i)

(ii)		 677,402
-------------
114,229 		87,500
-------------
0 		1,414
-------------
21,775 		9,755
-------------
1,645 		2,919
-------------
492 		778,990
-------------
138,141 		0
-------------
0
13Gabrielle Cummings
 
President, Highland Park Hospital 		(i)

(ii)		 420,186
-------------
0 		0
-------------
0 		2,994
-------------
0 		51,389
-------------
0 		10,911
-------------
0 		485,480
-------------
0 		0
-------------
0
14Robert R Edelman
 
Clinical Chairman 		(i)

(ii)		 894,637
-------------
40,589 		50,000
-------------
119,685 		1,000
-------------
31,833 		10,905
-------------
495 		28,546
-------------
1,295 		985,088
-------------
193,897 		0
-------------
0
15Mahalakshmi Halasyamani
 
Chief Medical Officer 		(i)

(ii)		 669,808
-------------
0 		0
-------------
0 		8,240
-------------
0 		192,603
-------------
0 		3,607
-------------
0 		874,258
-------------
0 		0
-------------
0
16Karen L Kaul
 
Clinical Chairman 		(i)

(ii)		 390,462
-------------
292,454 		50,000
-------------
100,000 		1,414
-------------
16,275 		6,484
-------------
4,857 		11,357
-------------
8,507 		459,717
-------------
422,093 		0
-------------
0
17Scott Kenagy
 
Chief Investment Officer 		(i)

(ii)		 463,097
-------------
0 		0
-------------
0 		3,670
-------------
0 		6,224
-------------
0 		32,204
-------------
0 		505,195
-------------
0 		0
-------------
0
18William R Luehrs
 
Chief Human Resources Officer 		(i)

(ii)		 521,073
-------------
0 		0
-------------
0 		98,524
-------------
0 		63,090
-------------
0 		20,684
-------------
0 		703,371
-------------
0 		0
-------------
0
19Theodore Mazzone
 
Clinical Chairman 		(i)

(ii)		 466,110
-------------
77,742 		15,000
-------------
0 		1,000
-------------
22,168 		6,651
-------------
1,109 		14,197
-------------
2,368 		502,958
-------------
103,387 		0
-------------
0
20Frederick E Miller
 
Clinical Chairman 		(i)

(ii)		 397,731
-------------
106,362 		50,000
-------------
0 		1,000
-------------
21,641 		6,067
-------------
1,623 		16,205
-------------
4,334 		471,003
-------------
133,960 		0
-------------
0
21Jesse Peterson Hall
 
President, Glenbrook Park Hospital 		(i)

(ii)		 518,209
-------------
0 		0
-------------
0 		17,029
-------------
0 		63,954
-------------
0 		31,358
-------------
0 		630,550
-------------
0 		0
-------------
0
22David Rahija
 
President, Skokie Hospital 		(i)

(ii)		 423,195
-------------
0 		0
-------------
0 		4,327
-------------
0 		52,344
-------------
0 		26,875
-------------
0 		506,741
-------------
0 		0
-------------
0
23Susan Rubin
 
Clinical Chairman 		(i)

(ii)		 397,992
-------------
129,806 		50,000
-------------
11,484 		1,000
-------------
11,585 		6,051
-------------
1,974 		2,089
-------------
681 		457,132
-------------
155,530 		0
-------------
0
24Richard K Silver
 
Clinical Chairman 		(i)

(ii)		 789,060
-------------
117,404 		50,000
-------------
0 		1,000
-------------
23,768 		9,923
-------------
1,477 		18,424
-------------
2,741 		868,407
-------------
145,390 		0
-------------
0
25Douglas M Silverstein
 
President, Evanston Hospital 		(i)

(ii)		 660,558
-------------
0 		0
-------------
0 		235,054
-------------
0 		82,570
-------------
0 		13,245
-------------
0 		991,427
-------------
0 		0
-------------
0
26Steven Smith
 
Chief Information Officer 		(i)

(ii)		 553,945
-------------
0 		0
-------------
0 		17,811
-------------
0 		419,225
-------------
0 		25,623
-------------
0 		1,016,604
-------------
0 		0
-------------
0
27Joseph Szokol
 
Clinical Chairman 		(i)

(ii)		 313,415
-------------
218,964 		44,646
-------------
231,450 		288,000
-------------
309,782 		6,711
-------------
4,689 		63,550
-------------
44,398 		716,322
-------------
809,283 		0
-------------
0
28Brian Washa
 
Senior Vice President, Business Services and Purchasing 		(i)

(ii)		 395,397
-------------
0 		0
-------------
0 		5,217
-------------
0 		5,342
-------------
0 		30,203
-------------
0 		436,159
-------------
0 		0
-------------
0
29John Tressa
 
Chief Nursing Officer 		(i)

(ii)		 389,471
-------------
0 		0
-------------
0 		7,272
-------------
0 		5,290
-------------
0 		15,341
-------------
0 		417,374
-------------
0 		0
-------------
0
30Carol Franczek
 
SVP, Marketing and Corporate Communications 		(i)

(ii)		 145,442
-------------
0 		135,000
-------------
0 		217,681
-------------
0 		6,642
-------------
0 		18,112
-------------
0 		522,877
-------------
0 		0
-------------
0
31Pablo Gejman
 
Vice President, Genomic Research 		(i)

(ii)		 463,992
-------------
0 		0
-------------
0 		30,517
-------------
0 		6,593
-------------
0 		20,924
-------------
0 		522,026
-------------
0 		0
-------------
0
32Janardan D Khandekar
 
Director, Education and Innovation 		(i)

(ii)		 334,353
-------------
33,197 		80,000
-------------
5,000 		1,295
-------------
0 		5,504
-------------
547 		14,199
-------------
1,410 		435,351
-------------
40,154 		0
-------------
0
33Janet S Palmaccio
 
VP, Total Rewards 		(i)

(ii)		 309,161
-------------
0 		0
-------------
0 		171,564
-------------
0 		6,410
-------------
0 		11,587
-------------
0 		498,722
-------------
0 		0
-------------
0
34Jianfeng Xu
 
Vice President, Translational Research 		(i)

(ii)		 454,033
-------------
0 		0
-------------
0 		6,373
-------------
0 		6,139
-------------
0 		15,359
-------------
0 		481,904
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 4a Severance or change-of-control payment The following individuals received severance payments based upon mutually agreed-upon separation agreements entered into with the organization: Joseph W Szokol - $287,000 Carol Franczek - $193,673 Janet S Palmaccio - $166,923
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The following individuals participated in a supplemental nonqualified retirement plan and accrued the following benefits: Gerald P Gallagher - $799,486 Mahalakshmi Halasyamani - $122,870 Kristen Murtos - $254,435 Sean O'Grady - $423,700 Steven Smith - $352,624 Douglas D Welday - $177,948 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Douglas M Silverstein - $213,429 William R Luehrs - $66,716 Douglas D Welday - $263,553
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 (Form 990) 2020

Additional Data


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