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Nonprofiteer
← ST JOSEPHS MEDICAL PC

Form 990 for tax year 2023

Filed by ST JOSEPHS MEDICAL PC.

Totals

Total revenue
$143,280,826
Total expenses
$146,159,282
Contributions and grants received
$30,250,139
Grants paid
$0
Program service revenue
$112,881,268
Investment income
$134,944
Other revenue
$14,475
Total assets, end of year
$34,674,291
Total liabilities, end of year
$26,499,651
Net assets or fund balances, end of year
$8,174,640
Program services expenses (Part IX)
$138,580,997
Management and general expenses
$7,578,285
Fundraising expenses
$0
Program service expenses (Part III)
$138,580,997

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PHILIP FALCONE MD

    DIR, PRESIDENT, TREASURER THRU 12/23

    Total calculated
    $701,263
    From this org
    $0
    From related orgs
    $644,471
    Other
    $56,792
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,772 related
    Bonus
    $0 + $123,750 related
    Other
    $0 + $35,949 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $41,942 related
    Filer's total
    $0 + $701,263 related

  • KARA KORT-GLOWAKI MD

    DIR, PRES, TREAS AT 1/24; PHYSICIAN

    Total calculated
    $600,798
    From this org
    $560,637
    From related orgs
    $0
    Other
    $40,161
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $486,160
    Bonus
    $72,500
    Other
    $1,977
    Deferred
    $9,900
    Nontaxable benefits
    $30,261
    Filer's total
    $600,798

  • MEREDITH PRICE

    SECRETARY; SJHHC SVP OPERATIONS

    Total calculated
    $704,404
    From this org
    $0
    From related orgs
    $583,221
    Other
    $121,183
    Hours/week
    1 + 49 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

  • JULIANNE HIMES

    ASSISTANT SECRETARY; CEO

    Total calculated
    $509,106
    From this org
    $0
    From related orgs
    $412,622
    Other
    $96,484
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $315,642 related
    Bonus
    $0 + $80,497 related
    Other
    $0 + $16,483 related
    Deferred
    $0 + $66,368 related
    Nontaxable benefits
    $0 + $30,116 related
    Filer's total
    $0 + $509,106 related

  • STEVEN HANKS MD

    SJHHC 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

  • 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

  • LAWRENCE SEMEL MD

    PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,684,088
    From this org
    $1,665,673
    From related orgs
    $0
    Other
    $18,415
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,607,624
    Bonus
    $40,000
    Other
    $18,049
    Deferred
    $14,850
    Nontaxable benefits
    $3,565
    Filer's total
    $1,684,088

  • MUHAMMAD KHAN MD

    PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,534,085
    From this org
    $1,499,912
    From related orgs
    $0
    Other
    $34,173
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,473,700
    Bonus
    $25,000
    Other
    $1,212
    Deferred
    $14,850
    Nontaxable benefits
    $19,323
    Filer's total
    $1,534,085

  • AHMAD NAZEM MD

    PHYSICIAN - CARDIOVASCULAR

    Total calculated
    $1,410,338
    From this org
    $1,363,575
    From related orgs
    $0
    Other
    $46,763
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,313,977
    Bonus
    $27,500
    Other
    $22,098
    Deferred
    $14,850
    Nontaxable benefits
    $31,913
    Filer's total
    $1,410,338

  • ZHANDONG ZHOU MD

    PHYSICIAN - CARDIOVASCULAR

    Total calculated
    $1,393,734
    From this org
    $1,347,144
    From related orgs
    $0
    Other
    $46,590
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,308,160
    Bonus
    $27,500
    Other
    $11,484
    Deferred
    $14,850
    Nontaxable benefits
    $31,740
    Filer's total
    $1,393,734

  • CHARLES LUTZ MD

    PHYSICIAN - CARDIOVASCULAR

    Total calculated
    $1,392,691
    From this org
    $1,346,836
    From related orgs
    $0
    Other
    $45,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,311,854
    Bonus
    $27,500
    Other
    $7,482
    Deferred
    $14,850
    Nontaxable benefits
    $31,005
    Filer's total
    $1,392,691

  • 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

  • PAUL DOMINSKI

    FORMER OFFICER; SJHHC ASSOC CNSL

    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

  • CRISTIAN ANDRADE MD

    FORMER OFFICER;CHIEF QUALITY OFFICER

    Total calculated
    $452,573
    From this org
    $402,271
    From related orgs
    $0
    Other
    $50,302
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $401,620
    Bonus
    $0
    Other
    $651
    Deferred
    $19,800
    Nontaxable benefits
    $30,502
    Filer's total
    $452,573

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 1A
ST. JOSEPH'S MEDICAL IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. JOSEPH'S MEDICAL'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 ST. JOSEPH'S MEDICAL'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, 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 JULIANNE HIMES - $9,639 LESLIE PAUL LUKE - $170,495 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: STEVEN HANKS - $205,301 JULIANNE HIMES - $51,518 MEREDITH PRICE - $73,440 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 ($330,000 FOR 2023). THE FOLLOWING PAYOUT FOR 2023 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PHILIP FALCONE - $13,360 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.

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.

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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349303368

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