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Nonprofiteer
← ST JOSEPH MEDICAL GROUP

Form 990 for tax year 2022

Filed by ST JOSEPH MEDICAL GROUP.

Totals

Total revenue
$74,610,955
Total expenses
$76,522,254
Contributions and grants received
$41,337,162
Grants paid
$0
Program service revenue
$32,873,437
Investment income
$74
Other revenue
$400,282
Total assets, end of year
$18,895,940
Total liabilities, end of year
$16,855,968
Net assets or fund balances, end of year
$2,039,972
Program services expenses (Part IX)
$74,051,121
Management and general expenses
$2,471,133
Fundraising expenses
$0
Program service expenses (Part III)
$74,051,121

Program services were 96.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $41,337,162

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $32,873,437 · related or exempt $32,873,437

  • 3 · Investment income

    total $74 · excluded $74

  • 11a · Other revenue: INCENTIVE INCOME

    total $399,426 · related or exempt $399,426

  • 11b · Other revenue: OTHER REVENUE

    total $856 · related or exempt $856

  • 11e · Other revenue, total

    $400,282

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $57,985,890 · program services $57,201,062 · management and general $784,828

  • 8 · Pension plan contributions

    total $683,504 · program services $683,504

  • 9 · Other employee benefits

    total $813,670 · program services $813,670

  • 10 · Payroll taxes

    total $721,203 · program services $721,203

  • 11b · Fees: legal

    total $8,950 · program services $8,950

  • 11g · Fees: other

    total $9,103,972 · program services $8,898,725 · management and general $205,247

  • 13 · Office expenses

    total $142,561 · program services $139,412 · management and general $3,149

  • 16 · Occupancy

    total $3,492,747 · program services $3,490,618 · management and general $2,129

  • 17 · Travel

    total $117,149 · program services $117,149

  • 19 · Conferences, conventions and meetings

    total $5,118 · program services $4,868 · management and general $250

  • 22 · Depreciation, depletion and amortization

    total $207,305 · program services $135,489 · management and general $71,816

  • 23 · Insurance

    total $44,631 · program services $44,631

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,568,479 · program services $1,568,479

  • 24b · Other expenses: ALLOC. CORP. SERVICES

    total $1,298,964 · management and general $1,298,964

  • 24c · Other expenses: LICENSES

    total $189,239 · program services $167,635 · management and general $21,604

  • 24d · Other expenses: USE TAX

    total $80,837 · management and general $80,837

  • 24e · All other expenses

    total $58,035 · program services $55,726 · management and general $2,309

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,133,586 · end of year $538,106

  • 4 · Accounts receivable

    beginning of year $4,210,835 · end of year $3,899,055

  • 9 · Prepaid expenses and deferred charges

    beginning of year $238,084 · end of year $260,412

  • 10a · Land, buildings and equipment: cost or other basis

    $3,839,790

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,907,954

  • 10c · Land, buildings and equipment, net

    beginning of year $1,959,574 · end of year $1,931,836

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $12,266,531

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,094,277 · end of year $3,449,847

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $496,531 · end of year $13,406,121

  • 27 · Net assets without donor restrictions

    beginning of year $3,951,271 · end of year $2,039,972

Mission and programs · 2022

Mission

THE MISSION OF THE CORPORATION IS TO SUPPORT ST. JOSEPH REGIONAL HEALTH NETWORK'S (SJHRN) MISSION OF THE PROVISION OF HEALTHCARE. THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. (CONTINUED IN SCHEDULE O)

Activities or mission (Part I)

PHYSICIAN HEALTHCARE SERVICES IN AN ACUTE CARE AND PHYSICIAN WOUND CARE CLINIC.

  • ST. JOSEPH MEDICAL GROUP (SJMG) PROVIDES QUALITY PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY IN CONJUNCTION WITH, AND IN SUPPORT OF, ST. JOSEPH REGIONAL HEALTH NETWORK, IN READING, PENNSYLVANIA, WHICH IS ALSO A 501(C)(3) CHARITABLE, TAX EXEMPT ORGANIZATION. SJMG PROVIDES THESE SERVICES TO THE CITIZENS OF ITS COMMUNITY WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP OR AGE. IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES AND MEDICAL EDUCATION. THEREFORE, IN KEEPING WITH THE COMMITMENT OF SJMG AND ST. JOSEPH REGIONAL HEALTH NETWORK TO SERVE ALL MEMBERS OF THE COMMUNITY, FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES (CONTINUED IN SCHEDULE O)AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND INDIVIDUAL'S INABILITY TO PAY COEXIST. SJMG PROVIDES THE FOLLOWING PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY THROUGH ITS DULY-LICENSED PHYSICIANS, EMPLOYEES AND CONTRACTORS:FAMILY MEDICIAN, OB/GYN, GENERAL SURGICAL SERVICES, NEUROLOGY, NEUROSURGERY, VASCULAR SERVICES, ORTHOPEDICS, AND CONTINUING COMMUNITY, MEDICAL EDUCATION SERVICES, WOUND CARE, ONCOLOGY, ANESTHESIA, HOSPITALIST, INFECTIOUS DISEASE, NEONATOLOGY, AND PALLIATIVE CARE.

    Expenses $74,051,121 · Revenue $33,273,719

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peter Dillon MD

    DIRECTOR / PSH EVP

    Total calculated
    $1,074,328
    From this org
    $0
    From related orgs
    $1,018,570
    Other
    $55,758
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,569 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $249,001 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $17,358 related
    Filer's total
    $0 + $1,074,328 related

  • Marc Rovito

    CHAIR / DIR/ VP MED AFF. SJRHN

    Total calculated
    $626,994
    From this org
    $0
    From related orgs
    $574,061
    Other
    $52,933
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,435 related
    Bonus
    $0
    Other
    $0 + $41,626 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $14,533 related
    Filer's total
    $0 + $626,994 related

  • Heidi B Masano

    VICE CHAIR / DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kimberly Wolf

    EXEC. DIR. / SJRHN SR. MED DIR.

    Total calculated
    $347,777
    From this org
    $0
    From related orgs
    $307,496
    Other
    $40,281
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,463 related
    Bonus
    $0 + $7,000 related
    Other
    $0 + $24,033 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $1,881 related
    Filer's total
    $0 + $347,777 related

  • Jim Bennett

    VP & COO SJRHN

    Total calculated
    $311,614
    From this org
    $0
    From related orgs
    $274,172
    Other
    $37,442
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,088 related
    Bonus
    $0 + $35,385 related
    Other
    $0 + $2,699 related
    Deferred
    $0 + $35,514 related
    Nontaxable benefits
    $0 + $1,928 related
    Filer's total
    $0 + $311,614 related

  • Chris Schenkel

    SEC / TREAS / PSH DIR OF FINANCE

    Total calculated
    $184,531
    From this org
    $0
    From related orgs
    $143,268
    Other
    $41,263
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,423 related
    Bonus
    $0 + $7,000 related
    Other
    $0 + $845 related
    Deferred
    $0 + $17,080 related
    Nontaxable benefits
    $0 + $24,183 related
    Filer's total
    $0 + $184,531 related

  • Andre Robinson MD

    PHYSICIAN

    Total calculated
    $627,863
    From this org
    $566,310
    From related orgs
    $0
    Other
    $61,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,013
    Bonus
    $0
    Other
    $144,297
    Deferred
    $38,400
    Nontaxable benefits
    $23,153
    Filer's total
    $627,863

  • Zhi-Gang Zhu MD

    PHYSICIAN

    Total calculated
    $512,171
    From this org
    $471,351
    From related orgs
    $0
    Other
    $40,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $434,758
    Bonus
    $0
    Other
    $36,593
    Deferred
    $38,400
    Nontaxable benefits
    $2,420
    Filer's total
    $512,171

  • Jorge Arboleda Do

    PHYSICIAN

    Total calculated
    $493,759
    From this org
    $432,146
    From related orgs
    $0
    Other
    $61,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,358
    Bonus
    $83,331
    Other
    $143,457
    Deferred
    $38,400
    Nontaxable benefits
    $23,213
    Filer's total
    $493,759

  • Anup Malik MD

    PHYSICIAN

    Total calculated
    $464,866
    From this org
    $403,292
    From related orgs
    $0
    Other
    $61,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,880
    Bonus
    $0
    Other
    $24,412
    Deferred
    $38,400
    Nontaxable benefits
    $23,174
    Filer's total
    $464,866

  • Richard Garcia-Munoz MD

    PHYSICIAN

    Total calculated
    $464,484
    From this org
    $401,945
    From related orgs
    $0
    Other
    $62,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $373,582
    Bonus
    $0
    Other
    $28,363
    Deferred
    $38,400
    Nontaxable benefits
    $24,139
    Filer's total
    $464,484

  • Jeffrey Held MD

    FMR VP, MEDICAL AFFAIRS (THRU 07/21)

    Total calculated
    $219,699
    From this org
    $0
    From related orgs
    $219,699
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $219,699 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $219,699 related

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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

PART I, LINE 3
ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023: - JEFFREY HELD - $219,699 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023, A DIRECTOR PARTICIPATED IN A RELATED ORGANIZATION'S SUPPLEMENTAL NONQUALIFIED RETIRMENT PLAN. THE BELOW LISTED INDIVIDUAL VESTED IN THE PLAN IN A PRIOR YEAR; THEREFORE, CURRENT YEAR CONTRIBUTIONS ARE TAXABLE AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION. - PETER DILLON - $89,133 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023, AN OFFICER PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUAL CONTRIBUTIONS HAVE NOT YET VESTED; UNVESTED CONTRIBUTIONS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. - JIM BENNETT - $0* *THIS INDIVIDUAL PARTICIPATED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE FISCAL YEAR, HOWEVER HE WAS INELIGIBLE TO RECEIVE A 2022 CONTRIBUTION.
SCHEDULE J, PART I, LINE 7
BONUSES, PAID BY THE FILING ORGANIZATION OR A RELATED ORGANIZATION THAT EMPLOYS THE INDIVIDUALS, ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE APPLICABLE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED.

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HERSHEY OUTPATIENT SURGERY CENTER LP

    HEALTHCARE · PA

    Directly controlled by NITTANY HLTH

  • NITTANY HEALTH - VALUEHEALTH JOINT

    HEALTHCARE · PA

    Directly controlled by NITTANY HLTH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NITTANY HEALTH INC

    C · HOMECARE INTEGRATION · PA

  • CGH REALTY CO INC

    C · REAL ESTATE · PA

  • HOLY SPIRIT VENTURES INC

    C · MED. SERV. · PA

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441319349305304

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