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← SJ MANAGEMENT COMPANY OF SYRACUSE INC

Form 990 for tax year 2023

Filed by SJ MANAGEMENT COMPANY OF SYRACUSE INC.

Totals

Total revenue
$913,775
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • STEVEN HANKS MD

    DIRECTOR, PRESIDENT & CEO

    Total calculated
    $1,589,245
    From this org
    $0
    From related orgs
    $1,328,086
    Other
    $261,159
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,092 related
    Bonus
    $0 + $455,500 related
    Other
    $0 + $86,494 related
    Deferred
    $0 + $220,151 related
    Nontaxable benefits
    $0 + $41,008 related
    Filer's total
    $0 + $1,589,245 related

  • ROBERT MCCORMICK

    DIRECTOR; CHAIR THRU 12/23

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • JOHN MARSHALL

    DIR;V CHR THR 12/23;TREAS AS OF 1/24

    Total calculated
    $0
    Hours/week
    0.1 + 6.9 related

  • KATHLEEN JIMINO

    DIR; CHR AS OF 1/24; TREAS THR 12/23

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • WILLIAM WILDRIDGE III

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    0.1 + 6.9 related

  • GUHA BALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GARY DAKE

    DIRECTOR THRU 12/23

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • DANIEL ISACKSEN

    DIRECTOR; TRINITY HEALTH EVP, CFO

    Total calculated
    $2,158,967
    From this org
    $0
    From related orgs
    $1,790,506
    Other
    $368,461
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,076,984 related
    Bonus
    $0 + $630,000 related
    Other
    $0 + $83,522 related
    Deferred
    $0 + $334,525 related
    Nontaxable benefits
    $0 + $33,936 related
    Filer's total
    $0 + $2,158,967 related

  • MARY ANN LOGIUDICE RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • LEE MCELROY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • MICHAEL MEATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GINA MYERS PHD

    DIRECTOR; SJHHC CONSULTANT

    Total calculated
    $747
    From this org
    $0
    From related orgs
    $747
    Other
    $0
    Hours/week
    0.1 + 6.9 related

  • MERRIETTE POLLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • OLUWATOYIN TOFADE

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • KERRI SWEET ZAVAGLIA ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • THOMAS ROBERT

    VP, CFO - NEW YORK REGION

    Total calculated
    $832,013
    From this org
    $0
    From related orgs
    $767,874
    Other
    $64,139
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,216 related
    Bonus
    $0 + $147,500 related
    Other
    $0 + $74,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,389 related
    Filer's total
    $0 + $832,013 related

  • ERIC FARRELL

    SECRETARY; ASSOC CNSL, NY REG

    Total calculated
    $289,310
    From this org
    $0
    From related orgs
    $242,179
    Other
    $47,131
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,094 related
    Bonus
    $0 + $24,160 related
    Other
    $0 + $925 related
    Deferred
    $0 + $15,162 related
    Nontaxable benefits
    $0 + $31,969 related
    Filer's total
    $0 + $289,310 related

  • JAMES REED MD

    FORMER OFFICER

    Total calculated
    $216,129
    From this org
    $0
    From related orgs
    $203,743
    Other
    $12,386
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $14,343 related
    Bonus
    $0
    Other
    $0 + $189,400 related
    Deferred
    $0 + $431 related
    Nontaxable benefits
    $0 + $11,955 related
    Filer's total
    $0 + $216,129 related

  • LESLIE PAUL LUKE

    FORMER OFFICER

    Total calculated
    $782,274
    From this org
    $0
    From related orgs
    $763,138
    Other
    $19,136
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $763,138 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,136 related
    Filer's total
    $0 + $782,274 related

  • ROBERT SWIDLER

    FORMER OFFICER

    Total calculated
    $134,961
    From this org
    $0
    From related orgs
    $134,204
    Other
    $757
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $133,000 related
    Bonus
    $0
    Other
    $0 + $1,204 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $757 related
    Filer's total
    $0 + $134,961 related

  • PAUL DOMINSKI

    FORMER OFFICER; ASSOC COUNSEL

    Total calculated
    $231,345
    From this org
    $0
    From related orgs
    $219,712
    Other
    $11,633
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,613 related
    Bonus
    $0 + $19,828 related
    Other
    $0 + $271 related
    Deferred
    $0 + $9,875 related
    Nontaxable benefits
    $0 + $1,758 related
    Filer's total
    $0 + $231,345 related

  • ANNEMARIE CZYZ

    FORMER OFFICER

    Total calculated
    $451,192
    From this org
    $0
    From related orgs
    $396,528
    Other
    $54,664
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $357,767 related
    Bonus
    $0 + $32,130 related
    Other
    $0 + $6,631 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $29,914 related
    Filer's total
    $0 + $451,192 related

  • MEREDITH PRICE

    FORMER OFFICER; SVP, HOSPITAL OPS

    Total calculated
    $704,404
    From this org
    $0
    From related orgs
    $583,221
    Other
    $121,183
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,038 related
    Bonus
    $0 + $114,750 related
    Other
    $0 + $15,433 related
    Deferred
    $0 + $88,290 related
    Nontaxable benefits
    $0 + $32,893 related
    Filer's total
    $0 + $704,404 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 — 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
S.J. MANAGEMENT COMPANY OF SYRACUSE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. S.J. MANAGEMENT COMPANY OF SYRACUSE'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 S.J. MANAGEMENT COMPANY OF SYRACUSE'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 INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LESLIE PAUL LUKE - $570,003 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: STEVEN HANKS - $57,570 DANIEL ISACKSEN - $63,208 LESLIE PAUL LUKE - $170,495 JAMES REED - $187,775 THOMAS ROBERT - $57,471 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 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DANIEL ISACKSEN - $324,625 STEVEN HANKS - $205,301 MEREDITH PRICE - $73,440 THE FOLLOWING IS A PARTICIPANT 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 ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MEREDITH PRICE - $6,328

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349311220

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