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Nonprofiteer
← ST JOSEPHS HOSPITAL HEALTH CENTER

Form 990 for tax year 2022

Filed by ST JOSEPHS HOSPITAL HEALTH CENTER.

Totals

Total revenue
$569,829,345
Total expenses
$623,184,343
Contributions and grants received
$8,069,063
Grants paid
$34,971,369
Program service revenue
$547,461,593
Investment income
-$2,458,285
Other revenue
$16,756,974
Total assets, end of year
$418,788,281
Total liabilities, end of year
$546,852,583
Net assets or fund balances, end of year
-$128,064,302
Program services expenses (Part IX)
$578,187,639
Management and general expenses
$44,996,704
Fundraising expenses
$0
Program service expenses (Part III)
$578,187,639

Program services were 92.8% 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

    $4,254,522

  • 1e · Government grants (contributions)

    $3,449,710

  • 1f · All other contributions, gifts and grants

    $364,831

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

    total $547,461,593 · related or exempt $547,461,593

  • 3 · Investment income

    total $221,621 · excluded $221,621

  • 6a · Gross rents

    real property $1,095,113

  • 6b · Less rental expenses

    real property $718,754

  • 6c · Rental income or loss

    real property $376,359

  • 6d · Net rental income or loss

    total $376,359 · excluded $376,359

  • 7a · Gross sales of assets other than inventory

    other assets $34,390

  • 7b · Less cost or other basis and sales expenses

    securities $2,714,296 · other assets $0

  • 7c · Gain or loss

    securities -$2,714,296 · other assets $34,390

  • 7d · Net gain or loss

    total -$2,679,906 · excluded -$2,679,906

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $10,790,110 · related or exempt $10,790,110

  • 11b · Other revenue: TUITION REVENUE

    total $5,702,803 · related or exempt $5,702,803

  • 11c · Other revenue: INCOME FROM JOINT VENTURE

    total -$112,298 · unrelated business -$112,298

  • 11e · Other revenue, total

    $16,380,615

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $34,971,369 · program services $34,971,369

  • 5 · Compensation of officers, directors and key employees

    total $3,294,104 · management and general $3,294,104

  • 6 · Compensation of disqualified persons

    total $1,178,832 · program services $354,326 · management and general $824,506

  • 7 · Other salaries and wages

    total $206,453,033 · program services $195,316,443 · management and general $11,136,590

  • 8 · Pension plan contributions

    total $9,759,099 · program services $9,156,890 · management and general $602,209

  • 9 · Other employee benefits

    total $18,996,406 · program services $17,895,619 · management and general $1,100,787

  • 10 · Payroll taxes

    total $15,445,312 · program services $14,222,460 · management and general $1,222,852

  • 11b · Fees: legal

    total $626,979 · management and general $626,979

  • 11c · Fees: accounting

    total $39,650 · management and general $39,650

  • 11d · Fees: lobbying

    total $79,900 · management and general $79,900

  • 11g · Fees: other

    total $70,398,889 · program services $62,220,531 · management and general $8,178,358

  • 12 · Advertising and promotion

    total $2,413,212 · program services $200,374 · management and general $2,212,838

  • 13 · Office expenses

    total $7,080,553 · program services $5,632,055 · management and general $1,448,498

  • 14 · Information technology

    total $29,717,132 · program services $23,628,842 · management and general $6,088,290

  • 16 · Occupancy

    total $13,219,518 · program services $12,076,052 · management and general $1,143,466

  • 17 · Travel

    total $564,819 · program services $531,944 · management and general $32,875

  • 19 · Conferences, conventions and meetings

    total $150,372 · program services $140,473 · management and general $9,899

  • 20 · Interest

    total $13,038,389 · program services $13,038,389

  • 22 · Depreciation, depletion and amortization

    total $22,494,813 · program services $20,245,332 · management and general $2,249,481

  • 23 · Insurance

    total $4,074,980 · program services $3,667,482 · management and general $407,498

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $119,838,277 · program services $119,838,277

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $34,565,942 · program services $31,262,982 · management and general $3,302,960

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $6,165,089 · program services $5,806,414 · management and general $358,675

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $3,521,553 · program services $3,521,553

  • 24e · All other expenses

    total $5,096,121 · program services $4,459,832 · management and general $636,289

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $197,707 · end of year $31,586

  • 2 · Savings and temporary cash investments

    beginning of year $2,788,153 · end of year $2,273,265

  • 3 · Pledges and grants receivable

    beginning of year $224,736 · end of year $80,988

  • 4 · Accounts receivable

    beginning of year $56,697,547 · end of year $65,301,083

  • 7 · Other notes and loans receivable

    beginning of year $137,728 · end of year $16,939

  • 8 · Inventories for sale or use

    beginning of year $11,434,034 · end of year $11,134,764

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,286,805 · end of year $1,451,974

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

    $438,472,305

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

    $212,236,660

  • 10c · Land, buildings and equipment, net

    beginning of year $212,654,061 · end of year $226,235,645

  • 11 · Investments: publicly traded securities

    beginning of year $17,217,547 · end of year $9,441,451

  • 12 · Investments: other securities

    beginning of year $10,988,824 · end of year $6,701,722

  • 14 · Intangible assets

    beginning of year $2,000,000 · end of year $2,000,000

  • 15 · Other assets

    beginning of year $67,244,940 · end of year $94,118,864

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,507,516 · end of year $41,202,470

  • 19 · Deferred revenue

    beginning of year $2,283,865 · end of year $2,428,238

  • 21 · Escrow or custodial account liability

    beginning of year $3,707,764 · end of year $3,376,143

  • 23 · Secured mortgages and notes payable

    beginning of year $1,139,154 · end of year $1,090,898

  • 25 · Other liabilities

    beginning of year $383,707,072 · end of year $498,754,834

  • 27 · Net assets without donor restrictions

    beginning of year -$77,799,874 · end of year -$141,488,875

  • 28 · Net assets with donor restrictions

    beginning of year $13,326,585 · end of year $13,424,573

Mission and programs · 2022

Mission

WE, ST. JOSEPH'S HOSPITAL HEALTH CENTER AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. ST. JOSEPH'S HOSPITAL HEALTH CENTER IS A MEMBER OF ST. JOSEPH'S HEALTH AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • ST. JOSEPH'S HEALTH IS A NON-PROFIT REGIONAL HEALTH CARE SYSTEM BASED IN SYRACUSE, NY. ST. JOSEPH'S HAS BEEN AN INNOVATIVE LEADER IN HEALTH CARE SINCE OUR FOUNDING IN 1869 AS THE FIRST HOSPITAL OPEN TO THE PUBLIC IN THE CITY OF SYRACUSE. OFFERING PRIMARY, SPECIALTY AND HOME CARE, A MAGNET-RECOGNIZED HOSPITAL, AND COLLABORATION WITH COMMUNITY PARTNERS, ST. JOSEPH'S HEALTH ADVANCES THE WELL-BEING OF THE COMMUNITIES WE SERVE THROUGH AN EXPANDING RANGE OF SERVICES TO ENSURE OUR PATIENTS ACHIEVE OPTIMUM LONG-TERM HEALTH.ST. JOSEPH'S HOSPITAL HEALTH CENTER HAS BEEN, AND REMAINS, THE BACKBONE OF OUR INTEGRATED SYSTEM, DELIVERING AWARD-WINNING CARE AND PROVIDING ENHANCED VALUE TO OUR PRIMARY, SPECIALIZED, AND PARTNER CARE FACILITIES THROUGHOUT THE REGION. THE 451-BED COMPREHENSIVE MEDICAL CARE INSTITUTION PROVIDES TOP-RATED CARDIAC AND ORTHOPEDIC CARE, GENERAL MEDICAL AND SURGICAL CARE, AND A LEVEL-III NICU. SPECIALTY SERVICES INCLUDE HEMODIALYSIS, MATERNITY SERVICES, A SEPARATE BIRTH CENTER, EMERGENCY CARE, INTENSIVE CARE, WOUND CARE, DENTAL SERVICES AND BEHAVIORAL HEALTH.ST. JOSEPH'S HOSPITAL HEALTH CENTER (ST. JOSEPH'S) ALSO OPERATES TWO STATE-OF-THE-ART AMBULATORY SURGERY CENTERS FOR OUTPATIENT SURGERY SERVICES THAT DO NOT REQUIRE AN OVERNIGHT STAY. LOCATED IN LIVERPOOL AND FAYETTEVILLE, THE AWARD-WINNING SURGERY CENTERS OFFER GENERAL SURGERY, UROLOGY, EAR, NOSE AND THROAT, ORTHOPEDICS, PODIATRY, DENTAL SURGERY, AND PAIN MANAGEMENT SERVICES.PLEASE SEE SCHEDULE H AND OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES, RECOGNITIONS AND AWARDS: WWW.SJHSYR.ORG

    Expenses $578,187,639 · Grants $34,971,369 · Revenue $563,954,506

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

Listed in Part VII

  • Daniel Isacksen

    DIRECTOR; TRINITY HEALTH EVP, CFO

    Total calculated
    $1,950,338
    From this org
    $0
    From related orgs
    $1,621,848
    Other
    $328,490
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,837 related
    Bonus
    $0 + $570,000 related
    Other
    $0 + $85,011 related
    Deferred
    $0 + $292,650 related
    Nontaxable benefits
    $0 + $35,840 related
    Filer's total
    $0 + $1,950,338 related
  • Leslie Paul Luke

    DIRECTOR, SJHHC PRES & CEO THR 8/22

    Total calculated
    $1,705,623
    From this org
    $0
    From related orgs
    $985,207
    Other
    $720,416
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,845 related
    Bonus
    $0 + $256,500 related
    Other
    $0 + $352,862 related
    Deferred
    $0 + $679,809 related
    Nontaxable benefits
    $0 + $40,607 related
    Filer's total
    $0 + $1,705,623 related
  • James Reed MD

    DIRECTOR, PRES & CEO THROUGH 12/22

    Total calculated
    $1,424,370
    From this org
    $0
    From related orgs
    $1,298,979
    Other
    $125,391
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,116 related
    Bonus
    $0 + $326,250 related
    Other
    $0 + $248,613 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $102,516 related
    Filer's total
    $0 + $1,424,370 related
  • Steven Hanks MD

    SPHP COO; DIR, PRES & CEO AT 1/23

    Total calculated
    $1,029,153
    From this org
    $0
    From related orgs
    $880,801
    Other
    $148,352
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,528 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $89,273 related
    Deferred
    $0 + $107,475 related
    Nontaxable benefits
    $0 + $40,877 related
    Filer's total
    $0 + $1,029,153 related
  • Thomas Robert

    VP, CFO - NEW YORK REGION

    Total calculated
    $826,516
    From this org
    $0
    From related orgs
    $683,308
    Other
    $143,208
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,921 related
    Bonus
    $0 + $117,349 related
    Other
    $0 + $86,038 related
    Deferred
    $0 + $101,919 related
    Nontaxable benefits
    $0 + $41,289 related
    Filer's total
    $0 + $826,516 related
  • Philip Falcone MD

    CHIEF CLINICAL OFFICER - NY REGION

    Total calculated
    $664,698
    From this org
    $0
    From related orgs
    $562,049
    Other
    $102,649
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,101 related
    Bonus
    $0 + $89,913 related
    Other
    $0 + $14,035 related
    Deferred
    $0 + $55,902 related
    Nontaxable benefits
    $0 + $46,747 related
    Filer's total
    $0 + $664,698 related
  • Muhammad Khan MD

    DIRECTOR THR 9/22; MPC PHYSICIAN

    Total calculated
    $650,599
    From this org
    $0
    From related orgs
    $623,669
    Other
    $26,930
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $622,880 related
    Bonus
    $0
    Other
    $0 + $789 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $13,205 related
    Filer's total
    $0 + $650,599 related
  • Janet Ready

    FORMER KEY EMPLOYEE

    Total calculated
    $611,417
    From this org
    $0
    From related orgs
    $502,938
    Other
    $108,479
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $79,101 related
    Bonus
    $0 + $57,120 related
    Other
    $0 + $366,717 related
    Deferred
    $0 + $84,456 related
    Nontaxable benefits
    $0 + $24,023 related
    Filer's total
    $0 + $611,417 related
  • Meredith Price

    SVP, HOSPITAL OPERATIONS

    Total calculated
    $604,173
    From this org
    $0
    From related orgs
    $518,479
    Other
    $85,694
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,122 related
    Bonus
    $0 + $82,534 related
    Other
    $0 + $10,823 related
    Deferred
    $0 + $52,729 related
    Nontaxable benefits
    $0 + $32,965 related
    Filer's total
    $0 + $604,173 related
  • Ahmed Nizar MD

    PSYCHIATRIST

    Total calculated
    $539,439
    From this org
    $496,920
    From related orgs
    $0
    Other
    $42,519
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $494,046
    Bonus
    $2,250
    Other
    $624
    Deferred
    $13,725
    Nontaxable benefits
    $28,794
    Filer's total
    $539,439
  • Mark Murphy

    CHIEF STRATEGY OFFICER - NY REGION

    Total calculated
    $471,809
    From this org
    $0
    From related orgs
    $408,009
    Other
    $63,800
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,226 related
    Bonus
    $0 + $65,946 related
    Other
    $0 + $7,837 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $40,925 related
    Filer's total
    $0 + $471,809 related
  • James Tucker MD

    PHYSICIAN - FAMILY MEDICINE

    Total calculated
    $470,852
    From this org
    $448,836
    From related orgs
    $0
    Other
    $22,016
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $439,170
    Bonus
    $0
    Other
    $9,666
    Deferred
    $18,300
    Nontaxable benefits
    $3,716
    Filer's total
    $470,852
  • Annemarie Czyz

    PRES & CEO ROME HEALTH

    Total calculated
    $456,757
    From this org
    $405,577
    From related orgs
    $0
    Other
    $51,180
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $390,830
    Bonus
    $0
    Other
    $14,747
    Deferred
    $22,875
    Nontaxable benefits
    $28,305
    Filer's total
    $456,757
  • Narayana Reddy MD

    PSYCHIATRIST

    Total calculated
    $383,494
    From this org
    $336,177
    From related orgs
    $0
    Other
    $47,317
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $331,939
    Bonus
    $2,250
    Other
    $1,988
    Deferred
    $18,300
    Nontaxable benefits
    $29,017
    Filer's total
    $383,494
  • Russell Firman MD

    PHYSICIAN - EMERGENCY MEDICINE

    Total calculated
    $383,058
    From this org
    $339,808
    From related orgs
    $0
    Other
    $43,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $338,255
    Bonus
    $0
    Other
    $1,553
    Deferred
    $13,725
    Nontaxable benefits
    $29,525
    Filer's total
    $383,058
  • Julie Edmunds Smith

    VP FINANCE OPERATIONS ACUTE AT 2/23

    Total calculated
    $356,084
    From this org
    $311,366
    From related orgs
    $0
    Other
    $44,718
    Hours/week
    18 + 32 related

    Schedule J breakdown matched by us

    Base
    $257,597
    Bonus
    $53,506
    Other
    $263
    Deferred
    $13,725
    Nontaxable benefits
    $30,993
    Filer's total
    $356,084
  • Sandra Sulik MD

    FORMER KEY EMPLOYEE; MPC PHYSICIAN

    Total calculated
    $295,477
    From this org
    $0
    From related orgs
    $257,561
    Other
    $37,916
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,024 related
    Bonus
    $0
    Other
    $0 + $1,537 related
    Deferred
    $0 + $15,728 related
    Nontaxable benefits
    $0 + $22,188 related
    Filer's total
    $0 + $295,477 related
  • Robert Swidler

    SECRETARY AS OF 10/22; GEN COUNSEL

    Total calculated
    $254,444
    From this org
    $0
    From related orgs
    $235,408
    Other
    $19,036
    Hours/week
    1 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,000 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $2,408 related
    Deferred
    $0 + $17,475 related
    Nontaxable benefits
    $0 + $1,561 related
    Filer's total
    $0 + $254,444 related
  • Paul Dominski

    SECR THR 9/22; SJHHC ASSOC COUNSEL

    Total calculated
    $243,304
    From this org
    $0
    From related orgs
    $206,748
    Other
    $36,556
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,238 related
    Bonus
    $0 + $19,250 related
    Other
    $0 + $260 related
    Deferred
    $0 + $9,589 related
    Nontaxable benefits
    $0 + $26,967 related
    Filer's total
    $0 + $243,304 related
  • Gina Myers PhD

    DIRECTOR; SJHHC CONSULTANT

    Total calculated
    $4,828
    From this org
    $4,828
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 5 related
  • Robert McCormick

    DIRECTOR, CHAIR AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • John Marshall

    DIR; CHR THR 9/22; V CHR AT 10/22

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Kathleen Jimino

    DIRECTOR, TREASURER AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Tony Baird

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Guha Bala

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Helen Marie Burns Rsm

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Gary Dake

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Santo Difino MD

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Barbara Jean Donovan Osf

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Deng Gai

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Mary Ann Logiudice Rsm

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Lee McElroy Jr

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Michael Meath

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Merriette Pollard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related
  • Fanny Villarreal

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • William Wildridge III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Kerri Sweet Zavaglia Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ST. JOSEPH'S IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. JOSEPH'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ST. JOSEPH'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LESLIE PAUL LUKE - $186,347 JANET READY - $347,677 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/22: LESLIE PAUL LUKE - $675,234 ($570,003 PAID IN 2023 AND $105,231 TO BE PAID IN 2024) JANET READY - $82,388 (PAID IN 2023) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: STEVEN HANKS - $71,732 DANIEL ISACKSEN - $66,120 LESLIE PAUL LUKE - $143,514 JAMES REED - $182,159 THOMAS ROBERT - $71,811 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: PHILIP FALCONE - $42,177 STEVEN HANKS - $93,750 DANIEL ISACKSEN - $283,500 MEREDITH PRICE - $39,004 THOMAS ROBERT - $79,044 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ANNEMARIE CZYZ - $2,878 MARK MURPHY - $3,074 MEREDITH PRICE - $5,930 JANET READY - $0

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CNY AIM LLC

    ACCOUNTABLE CARE ORGANIZATION · NY · income $2,735,843 · assets $10,925,125

    Directly controlled by ST JOSEPH'S HOSPITAL HEALTH CENTER

  • CNY AIM IPA LLC

    ACCOUNTABLE CARE ORGANIZATION · NY · income $0 · assets $0

    Directly controlled by ST JOSEPH'S HOSPITAL HEALTH CENTER

Related partnerships

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

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LARSON CENTER LLP

    PROPERTY MANAGEMENT · IL · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · 100% owned · controlled entity

    Directly controlled by ST JOSEPH'S HOSPITAL HEALTH CENTER

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349307009

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