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Nonprofiteer
← SAINT JOSEPH REGIONAL MEDICAL CENTER INC

Form 990 for tax year 2022

Filed by SAINT JOSEPH REGIONAL MEDICAL CENTER INC.

Totals

Total revenue
$121,077,410
Total expenses
$148,751,775
Contributions and grants received
$78,471
Grants paid
$0
Program service revenue
$114,234,533
Investment income
-$298,001
Other revenue
$7,062,407
Total assets, end of year
$583,919,257
Total liabilities, end of year
$721,605,440
Net assets or fund balances, end of year
-$137,686,183
Program services expenses (Part IX)
$137,237,257
Management and general expenses
$11,514,518
Fundraising expenses
$0
Program service expenses (Part III)
$137,237,257

Program services were 92.3% 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

    $78,090

  • 1f · All other contributions, gifts and grants

    $381

  • 2a · Program service revenue: INTERCOMPANY FEES

    total $64,272,628 · related or exempt $64,272,628

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

    total $49,961,905 · related or exempt $49,961,905

  • 6a · Gross rents

    real property $763,975

  • 6b · Less rental expenses

    real property $71,986

  • 6c · Rental income or loss

    real property $691,989

  • 6d · Net rental income or loss

    total $691,989 · related or exempt $691,989

  • 7a · Gross sales of assets other than inventory

    other assets $129,299

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

    securities $2,046 · other assets $425,254

  • 7c · Gain or loss

    securities -$2,046 · other assets -$295,955

  • 7d · Net gain or loss

    total -$298,001 · excluded -$298,001

  • 11a · Other revenue: SUPPORT SERVICES REVENUE

    total $3,368,241 · related or exempt $3,368,241

  • 11b · Other revenue: PROVIDER INCENTIVE REVENUE

    total $1,688,877 · related or exempt $1,688,877

  • 11c · Other revenue: OTHER OPERATING REVENUE

    total $1,313,300 · related or exempt $1,280,752 · unrelated business $32,548

  • 11e · Other revenue, total

    $6,370,418

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $886,415 · management and general $886,415

  • 6 · Compensation of disqualified persons

    total $1,166,517 · management and general $1,166,517

  • 7 · Other salaries and wages

    total $59,376,021 · program services $56,404,538 · management and general $2,971,483

  • 8 · Pension plan contributions

    total $2,832,185 · program services $2,636,775 · management and general $195,410

  • 9 · Other employee benefits

    total $5,307,039 · program services $4,961,410 · management and general $345,629

  • 10 · Payroll taxes

    total $3,256,473 · program services $2,995,955 · management and general $260,518

  • 11a · Fees: management

    total $46,940 · program services $43,185 · management and general $3,755

  • 11b · Fees: legal

    total $64,541 · management and general $64,541

  • 11c · Fees: accounting

    total $204,770 · management and general $204,770

  • 11f · Fees: investment management

    total $1,317 · management and general $1,317

  • 11g · Fees: other

    total $9,242,705 · program services $8,759,933 · management and general $482,772

  • 12 · Advertising and promotion

    total $952,927 · program services $876,693 · management and general $76,234

  • 13 · Office expenses

    total $1,356,014 · program services $1,247,533 · management and general $108,481

  • 14 · Information technology

    total $22,051,347 · program services $20,287,239 · management and general $1,764,108

  • 16 · Occupancy

    total $5,409,909 · program services $4,977,116 · management and general $432,793

  • 17 · Travel

    total $271,617 · program services $249,888 · management and general $21,729

  • 19 · Conferences, conventions and meetings

    total $116,972 · program services $107,614 · management and general $9,358

  • 20 · Interest

    total $2,333 · program services $2,333

  • 22 · Depreciation, depletion and amortization

    total $7,224,388 · program services $6,646,437 · management and general $577,951

  • 23 · Insurance

    total $1,974,102 · program services $1,816,174 · management and general $157,928

  • 24a · Other expenses: UBI TAXES

    total $7,091 · program services $6,524 · management and general $567

  • 24b · Other expenses: INTERCO. PURCHASED SVCS

    total $15,357,137 · program services $14,128,566 · management and general $1,228,571

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $6,256,752 · program services $5,756,212 · management and general $500,540

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $3,526,778 · program services $3,526,778

  • 24e · All other expenses

    total $1,859,485 · program services $1,806,354 · management and general $53,131

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $449,018 · end of year $441,220

  • 4 · Accounts receivable

    beginning of year $3,683,971 · end of year $2,846,366

  • 7 · Other notes and loans receivable

    beginning of year $379,510 · end of year $118,558

  • 8 · Inventories for sale or use

    beginning of year $26,528 · end of year $19,194

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,341,090 · end of year $1,052,804

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

    $61,993,745

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

    $39,965,870

  • 10c · Land, buildings and equipment, net

    beginning of year $20,521,322 · end of year $22,027,875

  • 11 · Investments: publicly traded securities

    beginning of year $7,393,768 · end of year $8,949,147

  • 12 · Investments: other securities

    beginning of year $1,449,032 · end of year $2,344,359

  • 14 · Intangible assets

    beginning of year $669,676 · end of year $17,987

  • 15 · Other assets

    beginning of year $402,394,988 · end of year $546,101,747

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,530,478 · end of year $9,431,574

  • 19 · Deferred revenue

    beginning of year $266,711 · end of year $269,011

  • 23 · Secured mortgages and notes payable

    beginning of year $37,949 · end of year $4,193

  • 25 · Other liabilities

    beginning of year $524,835,119 · end of year $711,900,662

  • 27 · Net assets without donor restrictions

    beginning of year -$96,358,855 · end of year -$137,686,183

  • 28 · Net assets with donor restrictions

    beginning of year -$2,499 · end of year $0

Mission and programs · 2022

Mission

WE, SAINT JOSEPH REGIONAL MEDICAL CENTER (SJRMC) AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.SJRMC IS A MEMBER OF TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

  • SAINT JOSEPH REGIONAL MEDICAL CENTER (SJRMC) IS A NOT-FOR-PROFIT, MULTI-HOSPITAL HEALTH SYSTEM LOCATED IN NORTH CENTRAL INDIANA IN MISHAWAKA, INDIANA. SJRMC IS THE PARENT OF SAINT JOSEPH REGIONAL MEDICAL CENTER-SOUTH BEND CAMPUS (A 254-BED ACUTE CARE HOSPITAL AT THE MISHAWAKA CAMPUS), SAINT JOSEPH REGIONAL MEDICAL CENTER-PLYMOUTH CAMPUS (A 58-BED ACUTE CARE HOSPITAL), AND THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER. SJRMC GOVERNS, MANAGES AND PROVIDES LONG-RANGE PLANNING, FINANCIAL, LEGAL, AND OTHER EXPERTISE AND SUPPORT SERVICES TO THESE AFFILIATES.SJRMC ALSO OWNS AND OPERATES SAINT JOSEPH PHYSICIAN NETWORK, A NETWORK OF 42 PHYSICIAN PRACTICE SITES. THE NETWORK INCLUDES MORE THAN 150 PRIMARY CARE PHYSICIANS AND SPECIALISTS. ALL OF THE DOCTORS ARE CONNECTED TO THE ENTIRE HEALTH SYSTEM, MAKING IT EASY TO COORDINATE CARE. IN FY23, THE PHYSICIAN NETWORK HAD OVER 224,000 OUTPATIENT VISITS.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: HTTP://WWW.SJMED.COM

    Expenses $137,237,257 · Revenue $121,264,392

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

    TREAS AT 1/23;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

  • SHAWN VINCENT

    DIRECTOR; PRES & CEO IL/IN REGION

    Total calculated
    $1,856,449
    From this org
    $0
    From related orgs
    $1,555,803
    Other
    $300,646
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $931,306 related
    Bonus
    $0 + $420,750 related
    Other
    $0 + $203,747 related
    Deferred
    $0 + $255,890 related
    Nontaxable benefits
    $0 + $44,756 related
    Filer's total
    $0 + $1,856,449 related

  • TAMMY LUNDSTROM MD

    DIRECTOR; TRINITY HEALTH SVP, CMO

    Total calculated
    $1,519,906
    From this org
    $0
    From related orgs
    $1,274,355
    Other
    $245,551
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $752,878 related
    Bonus
    $0 + $337,500 related
    Other
    $0 + $183,977 related
    Deferred
    $0 + $207,975 related
    Nontaxable benefits
    $0 + $37,576 related
    Filer's total
    $0 + $1,519,906 related

  • MATTHEW FOLSTEIN MD

    SURGEON

    Total calculated
    $1,106,243
    From this org
    $1,057,746
    From related orgs
    $0
    Other
    $48,497
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $950,881
    Bonus
    $0
    Other
    $106,865
    Deferred
    $13,725
    Nontaxable benefits
    $34,772
    Filer's total
    $1,106,243

  • RICHARD FREEMAN MD

    REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $1,083,471
    From this org
    $0
    From related orgs
    $913,125
    Other
    $170,346
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,805 related
    Bonus
    $0 + $177,550 related
    Other
    $0 + $29,770 related
    Deferred
    $0 + $126,913 related
    Nontaxable benefits
    $0 + $43,433 related
    Filer's total
    $0 + $1,083,471 related

  • ASHFAQ TURK MD

    CARDIOLOGIST

    Total calculated
    $883,337
    From this org
    $828,864
    From related orgs
    $0
    Other
    $54,473
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $822,261
    Bonus
    $0
    Other
    $6,603
    Deferred
    $22,875
    Nontaxable benefits
    $31,598
    Filer's total
    $883,337

  • SACHIN PATEL MD

    CARDIOLOGIST

    Total calculated
    $879,762
    From this org
    $826,859
    From related orgs
    $0
    Other
    $52,903
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $824,413
    Bonus
    $0
    Other
    $2,446
    Deferred
    $22,875
    Nontaxable benefits
    $30,028
    Filer's total
    $879,762

  • CHAD TOWNER

    FORMER OFFICER

    Total calculated
    $851,298
    From this org
    $0
    From related orgs
    $833,023
    Other
    $18,275
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $41,252 related
    Other
    $0 + $791,771 related
    Deferred
    $0 + $206 related
    Nontaxable benefits
    $0 + $18,069 related
    Filer's total
    $0 + $851,298 related

  • ERIC KNAPP DO

    SURGEON

    Total calculated
    $821,786
    From this org
    $772,891
    From related orgs
    $0
    Other
    $48,895
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $632,673
    Bonus
    $0
    Other
    $140,218
    Deferred
    $13,725
    Nontaxable benefits
    $35,170
    Filer's total
    $821,786

  • ZACHARY LESHEN MD

    CARDIOLOGIST

    Total calculated
    $812,737
    From this org
    $764,087
    From related orgs
    $0
    Other
    $48,650
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $721,054
    Bonus
    $42,315
    Other
    $718
    Deferred
    $13,725
    Nontaxable benefits
    $34,925
    Filer's total
    $812,737

  • GENEVIEVE LANKOWICZ MD

    SJHS REG CMO THROUGH 9/22

    Total calculated
    $772,432
    From this org
    $0
    From related orgs
    $467,663
    Other
    $304,769
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,038 related
    Bonus
    $0 + $76,776 related
    Other
    $0 + $136,849 related
    Deferred
    $0 + $270,341 related
    Nontaxable benefits
    $0 + $34,428 related
    Filer's total
    $0 + $772,432 related

  • CHRISTOPHER GONZALEZ MD

    DIRECTOR; UROLOGIST

    Total calculated
    $759,954
    From this org
    $0
    From related orgs
    $744,348
    Other
    $15,606
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,514 related
    Bonus
    $0
    Other
    $0 + $17,834 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $1,881 related
    Filer's total
    $0 + $759,954 related

  • MELISSA LUKASICK

    ASST TREASURER; REGIONAL CFO IL/IN

    Total calculated
    $697,840
    From this org
    $0
    From related orgs
    $589,594
    Other
    $108,246
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,869 related
    Bonus
    $0 + $110,762 related
    Other
    $0 + $10,963 related
    Deferred
    $0 + $92,627 related
    Nontaxable benefits
    $0 + $15,619 related
    Filer's total
    $0 + $697,840 related

  • NEIL GUPTA MD

    DIR THR 12/22; GASTROENTEROLOGIST

    Total calculated
    $620,504
    From this org
    $0
    From related orgs
    $593,852
    Other
    $26,652
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $528,349 related
    Bonus
    $0 + $58,500 related
    Other
    $0 + $7,003 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $12,927 related
    Filer's total
    $0 + $620,504 related

  • JILL RAPPIS

    SECRETARY; LOYOLA SVP, GENL COUNSEL

    Total calculated
    $600,180
    From this org
    $0
    From related orgs
    $551,282
    Other
    $48,898
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,402 related
    Bonus
    $0 + $95,275 related
    Other
    $0 + $74,605 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $26,023 related
    Filer's total
    $0 + $600,180 related

  • DOUGLAS STRONG

    FMR OFF;INT PRES MERCYONE SC THR2/23

    Total calculated
    $536,475
    From this org
    $0
    From related orgs
    $501,937
    Other
    $34,538
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $479,973 related
    Bonus
    $0
    Other
    $0 + $21,964 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $20,813 related
    Filer's total
    $0 + $536,475 related

  • EVA WOJCIK MD

    DIRECTOR; PATHOLOGIST

    Total calculated
    $482,200
    From this org
    $0
    From related orgs
    $440,024
    Other
    $42,176
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,869 related
    Bonus
    $0
    Other
    $0 + $9,155 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $19,301 related
    Filer's total
    $0 + $482,200 related

  • JASON SCHULTZ

    FORMER OFFICER

    Total calculated
    $473,052
    From this org
    $0
    From related orgs
    $298,517
    Other
    $174,535
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $156,677 related
    Bonus
    $0 + $49,440 related
    Other
    $0 + $92,400 related
    Deferred
    $0 + $164,051 related
    Nontaxable benefits
    $0 + $10,484 related
    Filer's total
    $0 + $473,052 related

  • ROBERT SINK

    CFO SJHS THRU 9/22; VP FIN AT 9/22

    Total calculated
    $379,749
    From this org
    $0
    From related orgs
    $334,057
    Other
    $45,692
    Hours/week
    28 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,418 related
    Bonus
    $0 + $55,620 related
    Other
    $0 + $14,019 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $22,817 related
    Filer's total
    $0 + $379,749 related

  • MARIA PEKAR

    ASST SECRY AT 1/23; ASSOC GENL CSL

    Total calculated
    $347,522
    From this org
    $0
    From related orgs
    $301,348
    Other
    $46,174
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,714 related
    Bonus
    $0 + $27,670 related
    Other
    $0 + $1,964 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $23,299 related
    Filer's total
    $0 + $347,522 related

  • JEFFREY MATHIS

    ASST SECRETARY AT 1/23; GENL COUNSEL

    Total calculated
    $291,881
    From this org
    $0
    From related orgs
    $254,935
    Other
    $36,946
    Hours/week
    28 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,602 related
    Bonus
    $0 + $23,806 related
    Other
    $0 + $527 related
    Deferred
    $0 + $7,918 related
    Nontaxable benefits
    $0 + $29,028 related
    Filer's total
    $0 + $291,881 related

  • AARON MICHELFELDER MD

    DIR AT 1/23; PHYSICIAN, FAMILY MED

    Total calculated
    $219,807
    From this org
    $0
    From related orgs
    $195,706
    Other
    $24,101
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,017 related
    Bonus
    $0
    Other
    $0 + $1,689 related
    Deferred
    $0 + $14,774 related
    Nontaxable benefits
    $0 + $9,327 related
    Filer's total
    $0 + $219,807 related

  • SAM MARZO MD

    DIRECTOR; OTOLARYNGOLOGIST

    Total calculated
    $107,617
    From this org
    $0
    From related orgs
    $100,147
    Other
    $7,470
    Hours/week
    1 + 49 related

  • ANTONIO ORTIZ

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DERONDAL BEVLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARION FULCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JIM HAIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ABRAHAM MARCUS

    DIRECTOR THROUGH 10/22

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ARTHUR ZAYAS MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LOUIS PIERCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EILEEN WROBLESKICSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 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
SAINT JOSEPH REGIONAL MEDICAL CENTER (SJRMC) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SJRMC'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 SJRMC'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: GENEVIEVE LANKOWICZ, MD - $119,595 JASON SCHULTZ - $89,375 CHAD TOWNER - $471,474 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/2022: GENEVIEVE LANKOWICZ, MD - $265,766 TO BE PAID IN 2023 JASON SCHULTZ - $157,833 TO BE 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: RICHARD FREEMAN, MD - $13,699 DANIEL ISACKSEN - $66,120 TAMMY LUNDSTROM, MD - $153,936 JILL RAPPIS - $59,200 CHAD TOWNER - $301,983 SHAWN VINCENT - $184,262 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 FORM 990, PART VII: RICHARD FREEMAN, MD - $113,188 DANIEL ISACKSEN - $283,500 MELISSA LUKASICK - $74,327 TAMMY LUNDSTROM, MD - $194,250 SHAWN VINCENT - $242,165 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: NEIL GUPTA, MD - $0 GENEVIEVE LANKOWICZ, MD - $8,867 MELISSA LUKASICK - $3,543 ROBERT SINK - $61 DOUGLAS STRONG - $0 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349308851

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