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Nonprofiteer
← LOYOLA UNIVERSITY MEDICAL CENTER

Form 990 for tax year 2024

Filed by LOYOLA UNIVERSITY MEDICAL CENTER.

Totals

Total revenue
$1,677,170,600
Total expenses
$1,714,275,850
Contributions and grants received
$7,443,746
Grants paid
$29,931,462
Program services expenses (Part IX)
$1,487,489,975
Management and general expenses
$226,785,875
Fundraising expenses
$0
Program service expenses (Part III)
$1,487,489,975

Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL ISACKSEN

    FORMER OFFICER; TRINITY HLTH EVP CFO

    Total calculated
    $2,827,147
    From this org
    $0
    From related orgs
    $2,378,767
    Other
    $448,380
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,240,002 related
    Bonus
    $0 + $948,151 related
    Other
    $0 + $190,614 related
    Deferred
    $0 + $418,436 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $2,827,147 related

  • SHAWN VINCENT

    FORMER OFFICER; PRES & CEO IL/IN REG

    Total calculated
    $2,054,392
    From this org
    $0
    From related orgs
    $1,735,365
    Other
    $319,027
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $983,393 related
    Bonus
    $0 + $486,407 related
    Other
    $0 + $265,565 related
    Deferred
    $0 + $283,469 related
    Nontaxable benefits
    $0 + $35,558 related
    Filer's total
    $0 + $2,054,392 related

  • BRUCE LEWIS MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,753,141
    From this org
    $1,711,120
    From related orgs
    $0
    Other
    $42,021
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,689,289
    Bonus
    $0
    Other
    $21,831
    Deferred
    $20,008
    Nontaxable benefits
    $22,013
    Filer's total
    $1,753,141

  • TAD GOMEZ

    DIRECTOR & LUMC PRESIDENT THR 5/25

    Total calculated
    $1,508,032
    From this org
    $0
    From related orgs
    $1,261,461
    Other
    $246,571
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,704 related
    Bonus
    $0 + $354,622 related
    Other
    $0 + $192,135 related
    Deferred
    $0 + $212,211 related
    Nontaxable benefits
    $0 + $34,360 related
    Filer's total
    $0 + $1,508,032 related

  • JEFFREY SCHWARTZ MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,408,023
    From this org
    $1,360,972
    From related orgs
    $0
    Other
    $47,051
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,350,617
    Bonus
    $0
    Other
    $10,355
    Deferred
    $19,717
    Nontaxable benefits
    $27,334
    Filer's total
    $1,408,023

  • LOWELL STEEN MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,137,286
    From this org
    $1,107,306
    From related orgs
    $0
    Other
    $29,980
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,100,792
    Bonus
    $0
    Other
    $6,514
    Deferred
    $19,696
    Nontaxable benefits
    $10,284
    Filer's total
    $1,137,286

  • AMIR DARKI MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,012,036
    From this org
    $964,983
    From related orgs
    $0
    Other
    $47,053
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $962,797
    Bonus
    $0
    Other
    $2,186
    Deferred
    $19,821
    Nontaxable benefits
    $27,232
    Filer's total
    $1,012,036

  • LUIS FERNANDEZ MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $994,564
    From this org
    $959,549
    From related orgs
    $0
    Other
    $35,015
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $946,315
    Bonus
    $0
    Other
    $13,234
    Deferred
    $17,036
    Nontaxable benefits
    $17,979
    Filer's total
    $994,564

  • MELISSA LUKASICK

    TREASURER; REGIONAL CFO IL/IN

    Total calculated
    $958,426
    From this org
    $0
    From related orgs
    $814,816
    Other
    $143,610
    Hours/week
    18 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $592,286 related
    Bonus
    $0 + $192,101 related
    Other
    $0 + $30,429 related
    Deferred
    $0 + $117,565 related
    Nontaxable benefits
    $0 + $26,045 related
    Filer's total
    $0 + $958,426 related

  • PIERRE MONICE

    DIRECTOR & GCHSC PRESIDENT THR 5/25

    Total calculated
    $811,369
    From this org
    $0
    From related orgs
    $706,149
    Other
    $105,220
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,631 related
    Bonus
    $0 + $134,459 related
    Other
    $0 + $80,059 related
    Deferred
    $0 + $91,511 related
    Nontaxable benefits
    $0 + $13,709 related
    Filer's total
    $0 + $811,369 related

  • CHRISTOPHER GONZALEZ MD

    REG CHIEF CLINICAL OFFICER AT 6/25

    Total calculated
    $763,128
    From this org
    $742,950
    From related orgs
    $0
    Other
    $20,178
    Hours/week
    18 + 32 related

    Schedule J breakdown matched by us

    Base
    $739,390
    Bonus
    $0
    Other
    $3,560
    Deferred
    $18,300
    Nontaxable benefits
    $1,878
    Filer's total
    $763,128

  • RICHARD FREEMAN MD

    FORMER OFFICER

    Total calculated
    $735,958
    From this org
    $0
    From related orgs
    $698,585
    Other
    $37,373
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $370,386 related
    Bonus
    $0
    Other
    $0 + $328,199 related
    Deferred
    $0 + $20,213 related
    Nontaxable benefits
    $0 + $17,160 related
    Filer's total
    $0 + $735,958 related

  • JILL RAPPIS

    SECRETARY; REG SVP & GENERAL COUNSEL

    Total calculated
    $678,308
    From this org
    $0
    From related orgs
    $644,136
    Other
    $34,172
    Hours/week
    43 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,967 related
    Bonus
    $0 + $137,708 related
    Other
    $0 + $84,461 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $13,747 related
    Filer's total
    $0 + $678,308 related

  • ELIZABETH EARLY

    DIR; LUMC PRES AT 6/25; GMH PRES

    Total calculated
    $647,060
    From this org
    $0
    From related orgs
    $546,865
    Other
    $100,195
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,650 related
    Bonus
    $0 + $108,919 related
    Other
    $0 + $40,296 related
    Deferred
    $0 + $85,764 related
    Nontaxable benefits
    $0 + $14,431 related
    Filer's total
    $0 + $647,060 related

  • EVA WOJCIK MD

    DIRECTOR; PATHOLOGIST

    Total calculated
    $500,870
    From this org
    $461,718
    From related orgs
    $0
    Other
    $39,152
    Hours/week
    43 + 7 related

    Schedule J breakdown matched by us

    Base
    $455,424
    Bonus
    $0
    Other
    $6,294
    Deferred
    $18,342
    Nontaxable benefits
    $20,810
    Filer's total
    $500,870

  • MICHAEL J SCHMIDT MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $274,791
    From this org
    $0
    From related orgs
    $259,732
    Other
    $15,059
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $257,895 related
    Bonus
    $0
    Other
    $0 + $1,837 related
    Deferred
    $0 + $7,500 related
    Nontaxable benefits
    $0 + $7,559 related
    Filer's total
    $0 + $274,791 related

  • BERTINA BARNES

    ASST SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $265,575
    From this org
    $0
    From related orgs
    $253,472
    Other
    $12,103
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,451 related
    Bonus
    $0 + $28,706 related
    Other
    $0 + $315 related
    Deferred
    $0 + $10,126 related
    Nontaxable benefits
    $0 + $1,977 related
    Filer's total
    $0 + $265,575 related

  • MARIA PEKAR

    ASST SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $230,445
    From this org
    $0
    From related orgs
    $193,890
    Other
    $36,555
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,843 related
    Bonus
    $0 + $23,052 related
    Other
    $0 + $1,995 related
    Deferred
    $0 + $13,216 related
    Nontaxable benefits
    $0 + $23,339 related
    Filer's total
    $0 + $230,445 related

  • MARC SCHWARTZ

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOY CUNNINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JUAN GAYTAN JR

    DIRECTOR AS OF 3/25

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • LORI HEALEY

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    2 + 4 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
LOYOLA UNIVERSITY MEDICAL CENTER (LUMC) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. LUMC'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF LUMC'S PRESIDENT: - 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, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ELIZABETH EARLY - $31,299 RICHARD FREEMAN, MD - $113,954 TAD GOMEZ - $174,409 DANIEL ISACKSEN - $168,654 MELISSA LUKASICK - $22,427 PIERRE MONICE - $72,739 JILL RAPPIS - $63,051 SHAWN VINCENT - $242,281 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 2024 FOR THE PLAN ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ELIZABETH EARLY - $65,339 TAD GOMEZ - $191,786 DANIEL ISACKSEN - $398,011 MELISSA LUKASICK - $100,890 PIERRE MONICE - $80,046 SHAWN VINCENT - $263,044

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.

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202601319349300525

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