TY 2020 Form 990 Schedule J

(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ROBERT MICHLER MD CHAIR-Surg/Cardiothoracic Surg	(i) (ii)	4,217,952 ------------- 0	0 ------------- 0	1,645 ------------- 0	17,000 ------------- 0	29,337 ------------- 0	4,265,934 ------------- 0	0 ------------- 0
2SUSAN GREEN-LORENZEN RN System Senior VP-OPERations	(i) (ii)	0 ------------- 1,134,309	0 ------------- 514,700	0 ------------- 908,446	0 ------------- 17,000	0 ------------- 27,593	0 ------------- 2,602,048	0 ------------- 0
3Christopher Panczner Asst Sec.-SVP & Gen Counsel	(i) (ii)	0 ------------- 939,772	0 ------------- 423,800	0 ------------- 3,253,445	0 ------------- 17,000	0 ------------- 9,736	0 ------------- 4,643,753	0 ------------- 2,591,417
4PHILIP O OZUAH MD PHD President & CEO	(i) (ii)	0 ------------- 2,897,430	0 ------------- 1,629,700	0 ------------- 2,012,087	0 ------------- 857,000	0 ------------- 26,393	0 ------------- 7,422,610	0 ------------- 0
5Joseph De Rose MD Dir Min Invasive Robotic Surg	(i) (ii)	1,548,153 ------------- 0	139,160 ------------- 0	0 ------------- 0	17,000 ------------- 0	25,423 ------------- 0	1,729,736 ------------- 0	0 ------------- 0
6Daniel Goldstein MD Vice Chair-Cardiothoracic Surg	(i) (ii)	1,554,992 ------------- 0	117,246 ------------- 0	1,072 ------------- 0	17,000 ------------- 0	2,700 ------------- 0	1,693,010 ------------- 0	0 ------------- 0
7STEVEN SAFYER MD former officer	(i) (ii)	0 ------------- 0	0 -------------	0 ------------- 5,164,478	0 ------------- 0	0 ------------- 0	0 ------------- 5,164,478	0 ------------- 5,131,254
8COLLEEN M BLYE Exec VP & CFO	(i) (ii)	0 ------------- 1,201,841	0 ------------- 733,100	0 ------------- 1,645	0 ------------- 17,000	0 ------------- 11,328	0 ------------- 1,964,914	0 ------------- 0
9Emad Eskandar MD Chair-Neurological Surgery	(i) (ii)	2,065,953 ------------- 0	0 ------------- 0	1,072 ------------- 0	17,000 ------------- 0	27,100 ------------- 0	2,111,125 ------------- 0	0 ------------- 0
10Mark Schoenberg MD Chair-Department of Urology	(i) (ii)	920,945 ------------- 0	600,000 ------------- 0	1,645 ------------- 0	17,000 ------------- 0	29,800 ------------- 0	1,569,390 ------------- 0	0 ------------- 0

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 1a	An officer was provided Car service for business purposes and incidental transportation. The car service costs were included in taxable income. One officer traveled first class as provided for under Medical center policy. All such travel was for Medical Center business purposes, accordingly, the cost of such travel was not included in taxable income. Schedule J, Part I, Line 4a Steven Safyer, M.D., a former Officer, was paid severance in the amount of $5,164,478 from a related organization in 2020 that was accrued and reported as deferred compensation in the prior year 990.
Schedule J, Part I, Lines 3, 4b & Part II - Columns (B)(i), (ii) and (iii)	As it relates to compensation from Montefiore Medicine Academic Health System, 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 similar organizations. Base salaries in Column B(i) are determined based on competitive market practices for comparable positions with similar sized organizations and scope of responsibilities. 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 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 based on multiple years of service: Susan Green-Lorenzen, R.N. - $884,992 Philip O. Ozuah, M.D., PH.D. - $1,988,478 Christopher Panczner - $3,230,564 of which $2,591,417 was accrued in prior years 990s as deferred compensation. Supplemental Executive Retirement Plan accrued and unpaid benefits: Colleen Blye - There is no current year SERP deferred compensation accrual since benefits will become vested and distributed within 2 1/2 months after the calendar year. The Health System also funds a nonqualifying defined contribution SERP plan. An officer of the Medical Center 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. During 2020, there were no distributions from the plan. Contributions made to the plan in 2020 were reported as deferred compensation in column (C) for the officer as follows: Philip O. Ozuah, M.D., PH.D. - $840,000.
Schedule J, Part II - Compensation from related organizations	All officers and key employees of Montefiore Medical Center are paid by either Montefiore Medicine Academic Health System, Inc., the parent company of Montefiore Health System, Inc. or Montefiore Health System, Inc., the parent of Montefiore Medical Center. The organization, in turn, reimburses the health systems for its expenses through the membership fees that are assessed for each of the benefitting entities.
Schedule J, Part II, Column B(iii) (Other Compensation)	Christopher Panczner, an officer of the organization, compensation was higher than normal in 2020 due to a pay-out of $3,230,564 from the defined Benefit SERP plan by a related organization. He first became vested in 2020 and the distribution represents earnings from multiple years of service to the Health System reported previously, in part, as deferred compensation in prior years 990s.

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