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
2021
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) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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)
1,389,035
-------------
0
1,685,590
-------------
0
9,221
-------------
0
1,259,784
-------------
0
42,020
-------------
0
4,385,650
-------------
0
792,990
-------------
0
2John Erwin III
 
Director and Clinical Chairman, Medicine
(i)

(ii)
880,000
-------------
213,472
115,000
-------------
400,000
0
-------------
15,632
20,884
-------------
5,066
16,162
-------------
3,921
1,032,046
-------------
638,091
0
-------------
0
3Mark S Talamonti
 
Director and Clinical Chairman, Surgery
(i)

(ii)
1,037,311
-------------
284,004
133,000
-------------
0
0
-------------
48,292
20,372
-------------
5,578
15,046
-------------
4,120
1,205,729
-------------
341,994
0
-------------
0
4Neil S Freedman
 
Director
(i)

(ii)
326,414
-------------
418,239
61,362
-------------
77,511
0
-------------
9,991
11,375
-------------
14,575
13,072
-------------
16,749
412,223
-------------
537,065
0
-------------
0
5Sean O'Grady
 
Chief Operations Officer
(i)

(ii)
957,077
-------------
0
965,560
-------------
0
854,092
-------------
0
684,594
-------------
0
33,626
-------------
0
3,494,949
-------------
0
1,284,790
-------------
0
6Kristen Murtos
 
Chief Administrative and Strategy Officer
(i)

(ii)
711,763
-------------
0
850,300
-------------
0
619,858
-------------
0
481,335
-------------
0
33,436
-------------
0
2,696,692
-------------
0
971,221
-------------
0
7Douglas D Welday
 
Board Treasurer and Chief Financial Officer
(i)

(ii)
739,525
-------------
0
780,900
-------------
0
20,200
-------------
0
369,198
-------------
0
31,478
-------------
0
1,941,301
-------------
0
375,200
-------------
0
8Steven Smith
 
Chief Information Officer
(i)

(ii)
556,973
-------------
0
557,720
-------------
0
1,055,251
-------------
0
303,489
-------------
0
25,454
-------------
0
2,498,887
-------------
0
1,328,741
-------------
0
9Julian E Bailes
 
Clinical Chairman, Neurosurgery
(i)

(ii)
1,280,771
-------------
488,535
102,000
-------------
0
0
-------------
62,862
18,785
-------------
7,165
21,934
-------------
8,366
1,423,490
-------------
566,928
0
-------------
0
10Jason L Koh
 
Clinical Chairman, Orthopedics
(i)

(ii)
885,578
-------------
488,019
102,000
-------------
312,173
0
-------------
16,606
16,730
-------------
9,220
19,811
-------------
10,917
1,024,119
-------------
836,935
0
-------------
0
11Mahalakshmi Halasyamani
 
Chief Medical Officer
(i)

(ii)
730,813
-------------
0
678,200
-------------
0
7,038
-------------
0
409,625
-------------
0
3,667
-------------
0
1,829,343
-------------
0
308,000
-------------
0
12Robert R Edelman
 
Clinical Chairman, Radiology
(i)

(ii)
915,272
-------------
39,376
140,000
-------------
150,000
0
-------------
38,862
24,880
-------------
1,070
29,050
-------------
1,250
1,109,202
-------------
230,558
0
-------------
0
13Douglas M Silverstein
 
President, Evanston Hospital
(i)

(ii)
650,477
-------------
0
621,280
-------------
0
20,463
-------------
0
161,337
-------------
0
13,079
-------------
0
1,466,636
-------------
0
350,280
-------------
0
14William D Bloomer
 
Clinical Chairman, Radiation Medicine
(i)

(ii)
393,030
-------------
259,438
0
-------------
445,680
0
-------------
23,237
15,632
-------------
10,318
11,602
-------------
7,659
420,264
-------------
746,332
0
-------------
0
15Richard K Silver
 
Clinical Chairman, Obstetrics and Gynecology
(i)

(ii)
813,445
-------------
118,486
115,000
-------------
0
0
-------------
24,502
22,651
-------------
3,299
18,937
-------------
2,758
970,033
-------------
149,045
0
-------------
0
16Jesse Peterson Hall
 
President, Glenbrook Hospital
(i)

(ii)
511,217
-------------
0
506,540
-------------
0
16,086
-------------
0
133,457
-------------
0
27,773
-------------
0
1,195,073
-------------
0
279,440
-------------
0
17Karen L Kaul
 
Clinical Chairman, Pathology and Laboratory Medicine
(i)

(ii)
416,768
-------------
281,356
181,000
-------------
100,000
0
-------------
16,373
15,492
-------------
10,458
12,096
-------------
8,166
625,356
-------------
416,353
0
-------------
0
18Michael S Caplan
 
Clinical Chairman, Pediatrics
(i)

(ii)
696,923
-------------
110,000
111,000
-------------
0
0
-------------
23,083
22,412
-------------
3,538
3,053
-------------
482
833,388
-------------
137,103
0
-------------
0
19David Rahija
 
President, Skokie Hospital
(i)

(ii)
416,679
-------------
0
394,020
-------------
0
2,979
-------------
0
114,025
-------------
0
27,292
-------------
0
954,995
-------------
0
227,920
-------------
0
20Gabrielle Cummings
 
President, Highland Park Hospital
(i)

(ii)
413,739
-------------
0
376,120
-------------
0
2,906
-------------
0
111,913
-------------
0
11,023
-------------
0
915,701
-------------
0
223,720
-------------
0
21Dianna Sparacino
 
Chief Human Resources Officer
(i)

(ii)
399,309
-------------
0
238,800
-------------
0
4,460
-------------
0
264,899
-------------
0
20,769
-------------
0
928,237
-------------
0
0
-------------
0
22Scott Kenagy
 
Chief Investment Officer
(i)

(ii)
455,929
-------------
0
245,200
-------------
0
2,670
-------------
0
25,950
-------------
0
31,898
-------------
0
761,647
-------------
0
0
-------------
0
23Susan Rubin
 
Clinical Chairman, Neurology
(i)

(ii)
413,464
-------------
124,998
102,000
-------------
26,538
0
-------------
23,857
19,926
-------------
6,024
2,232
-------------
675
537,622
-------------
182,092
0
-------------
0
24Frederick E Miller
 
Clinical Chairman, Psychiatry
(i)

(ii)
412,462
-------------
102,259
127,000
-------------
0
0
-------------
23,171
20,795
-------------
5,155
16,772
-------------
4,158
577,029
-------------
134,743
0
-------------
0
25John Tressa
 
Chief Nursing Officer
(i)

(ii)
398,650
-------------
0
194,200
-------------
0
9,656
-------------
0
109,379
-------------
0
16,239
-------------
0
728,124
-------------
0
0
-------------
0
26Brian Washa
 
Senior Vice President, Business Services and Purchasing
(i)

(ii)
389,190
-------------
0
184,400
-------------
0
3,862
-------------
0
25,950
-------------
0
29,939
-------------
0
633,341
-------------
0
0
-------------
0
27Harry L Jones
 
Chief Compliance Officer
(i)

(ii)
331,744
-------------
0
149,500
-------------
0
15,252
-------------
0
25,950
-------------
0
27,231
-------------
0
549,677
-------------
0
0
-------------
0
28Shivani Bautista
 
General Counsel
(i)

(ii)
355,583
-------------
0
293,600
-------------
0
731
-------------
0
25,950
-------------
0
30,579
-------------
0
706,443
-------------
0
0
-------------
0
29Jianfeng Xu
 
Vice President, Translational Research
(i)

(ii)
446,162
-------------
0
157,300
-------------
0
8,725
-------------
0
25,950
-------------
0
13,868
-------------
0
652,005
-------------
0
0
-------------
0
30Anne Martino
 
Chief Marketing Officer
(i)

(ii)
355,558
-------------
0
211,200
-------------
0
17,288
-------------
0
118,355
-------------
0
9,398
-------------
0
711,799
-------------
0
0
-------------
0
31Jeffery Biesczat
 
Senior Vice President,Finance and Controller
(i)

(ii)
344,925
-------------
0
168,800
-------------
0
1,491
-------------
0
25,950
-------------
0
18,171
-------------
0
559,337
-------------
0
0
-------------
0
32Heath (Roger) Bell
 
Senior Vice President, Health Information Technology
(i)

(ii)
348,938
-------------
0
164,500
-------------
0
2,168
-------------
0
25,950
-------------
0
14,817
-------------
0
556,373
-------------
0
0
-------------
0
33William R Luehrs
 
Former Chief Human Resources Officer
(i)

(ii)
8,305
-------------
0
271,040
-------------
0
530,366
-------------
0
0
-------------
0
0
-------------
0
809,711
-------------
0
271,040
-------------
0
34Theodore Mazzone
 
Former Clinical Chairman
(i)

(ii)
141,185
-------------
40,196
39,167
-------------
1,961
13,710
-------------
0
16,549
-------------
4,711
6,837
-------------
1,946
217,448
-------------
48,814
0
-------------
0
35Mary Keegan
 
Former Chief Nursing Officer
(i)

(ii)
0
-------------
0
169,440
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
169,440
-------------
0
0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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 individual received a severance payment based upon a mutually agreed-upon separation agreement entered into with the organization: William R Luehrs - $529,615
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 - $823,981 Mahalakshmi Halasyamani - $201,344 Kristen Murtos - $267,935 Sean O'Grady - $407,830 Steven Smith - $163,485 Dianna Sparacino - $133,343 Douglas D Welday - $149,197 The following individuals received payments from a supplemental nonqualified retirement plan reported as taxable compensation: Kristen Murtos - $612,821 Sean O'Grady - $846,030 Steven Smith - $1,037,821
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) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2