Skip to content
Nonprofiteer
← SAINT JOSEPH REGIONAL MEDICAL CENTER-SOUTH BEND CAMPUS INC

Form 990 for tax year 2023

Filed by SAINT JOSEPH REGIONAL MEDICAL CENTER-SOUTH BEND CAMPUS INC.

Totals

Total revenue
$387,910,946
Total expenses
$395,690,641
Contributions and grants received
$1,390,059
Grants paid
$0
Program service revenue
$381,177,878
Investment income
-$13,056
Other revenue
$5,356,065
Total assets, end of year
$1,332,182,018
Total liabilities, end of year
$1,268,336,714
Net assets or fund balances, end of year
$63,845,304
Program services expenses (Part IX)
$303,166,632
Management and general expenses
$92,524,009
Fundraising expenses
$0
Program service expenses (Part III)
$303,166,632

Program services were 76.6% 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

    $946,679

  • 1e · Government grants (contributions)

    $443,380

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

    total $381,177,878 · related or exempt $381,177,878

  • 3 · Investment income

    total $2,269 · excluded $2,269

  • 6a · Gross rents

    real property $81,017

  • 6b · Less rental expenses

    real property $16,171

  • 6c · Rental income or loss

    real property $64,846

  • 6d · Net rental income or loss

    total $64,846 · excluded $64,846

  • 7a · Gross sales of assets other than inventory

    other assets $6,000

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

    other assets $21,325

  • 7c · Gain or loss

    other assets -$15,325

  • 7d · Net gain or loss

    total -$15,325 · excluded -$15,325

  • 10a · Gross sales of inventory

    $124,258

  • 10b · Cost of goods sold

    $78,968

  • 10c · Net income from sales of inventory

    total $45,290 · excluded $45,290

  • 11a · Other revenue: PROVIDER SERVICE AGREE REV

    total $1,969,866 · related or exempt $1,969,866

  • 11b · Other revenue: CAFETERIA & FOOD SERVICE REVENUE

    total $1,239,945 · excluded $1,239,945

  • 11c · Other revenue: PROVIDER INCENTIVE REVENUE

    total $299,812 · related or exempt $299,812

  • 11d · All other revenue

    total $1,736,306 · related or exempt $1,736,306

  • 11e · Other revenue, total

    $5,245,929

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $488,002 · management and general $488,002

  • 7 · Other salaries and wages

    total $116,858,992 · program services $114,069,260 · management and general $2,789,732

  • 8 · Pension plan contributions

    total $6,000,526 · program services $5,860,028 · management and general $140,498

  • 9 · Other employee benefits

    total $11,819,130 · program services $11,530,299 · management and general $288,831

  • 10 · Payroll taxes

    total $7,981,634 · program services $7,754,704 · management and general $226,930

  • 11a · Fees: management

    total $72,369 · program services $72,369

  • 11g · Fees: other

    total $27,624,831 · program services $27,141,214 · management and general $483,617

  • 12 · Advertising and promotion

    total $141,650 · program services $121,202 · management and general $20,448

  • 13 · Office expenses

    total $1,750,129 · program services $1,652,754 · management and general $97,375

  • 14 · Information technology

    total $116,881 · program services $19,476 · management and general $97,405

  • 16 · Occupancy

    total $7,211,484 · program services $7,129,024 · management and general $82,460

  • 17 · Travel

    total $136,440 · program services $122,226 · management and general $14,214

  • 19 · Conferences, conventions and meetings

    total $285,820 · program services $157,050 · management and general $128,770

  • 20 · Interest

    total $14,454,691 · program services $14,454,691

  • 22 · Depreciation, depletion and amortization

    total $14,317,155 · program services $7,248,816 · management and general $7,068,339

  • 23 · Insurance

    total $2,264,477 · management and general $2,264,477

  • 24a · Other expenses: INTERCO. PURCHASED SVCS

    total $79,569,225 · program services $1,505,515 · management and general $78,063,710

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $66,007,787 · program services $66,007,787

  • 24c · Other expenses: HOSPITAL PROVIDER TAX

    total $24,387,906 · program services $24,387,906

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $10,877,753 · program services $10,877,753

  • 24e · All other expenses

    total $3,323,759 · program services $3,054,558 · management and general $269,201

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,068 · end of year $9,144

  • 4 · Accounts receivable

    beginning of year $48,013,653 · end of year $56,759,264

  • 7 · Other notes and loans receivable

    beginning of year $4,021,543 · end of year $3,135,083

  • 8 · Inventories for sale or use

    beginning of year $8,607,358 · end of year $8,368,231

  • 9 · Prepaid expenses and deferred charges

    beginning of year $620,230 · end of year $5,137,477

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

    $459,906,868

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

    $223,849,773

  • 10c · Land, buildings and equipment, net

    beginning of year $247,073,079 · end of year $236,057,095

  • 11 · Investments: publicly traded securities

    beginning of year $13,906,672 · end of year $1,768,182

  • 12 · Investments: other securities

    beginning of year $8,362,274

  • 15 · Other assets

    beginning of year $771,890,796 · end of year $1,020,947,542

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,093,403 · end of year $20,629,155

  • 23 · Secured mortgages and notes payable

    beginning of year $4,648,371

  • 25 · Other liabilities

    beginning of year $1,015,634,644 · end of year $1,247,707,559

  • 27 · Net assets without donor restrictions

    beginning of year $62,128,255 · end of year $63,845,304

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • SAINT JOSEPH REGIONAL MEDICAL CENTER-SOUTH BEND CAMPUS (SJRMC-SOUTH BEND), REFERRED TO AS "MISHAWAKA MEDICAL CENTER", IS LICENSED FOR 263 BEDS AND HAS BEEN DELIVERING QUALITY HEALTH CARE TO THE SOUTH BEND/MISHAWAKA, INDIANA AREA SINCE 1958. SJRMC-SOUTH BEND OFFERS A FULL RANGE OF SERVICES IN INPATIENT AND OUTPATIENT SETTINGS AS WELL AS 24-HOUR EMERGENCY CARE, SURGICAL SERVICES, CANCER CARE, HEART AND STROKE CARE, REHABILITATION SERVICES, SENIOR BEHAVIORAL HEALTH CARE, AMONG MANY OTHER HEALTH CARE SERVICES. THE MISHAWAKA MEDICAL CENTER HOSPITAL OFFERS 263 PRIVATE INPATIENT ROOMS AND PROVIDED 51,805 PATIENT DAYS OF HEALTH CARE SERVICES IN FY24.SJRMC-SOUTH BEND SPONSORS HEALTH PROGRAMS AND ACTIVITIES FOR THE COMMUNITY. THESE PROGRAMS INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, AND MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIESPLEASE SEE SCHEDULE H AND VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES, RECOGNITION AND AWARDS: WWW.SJMED.COM/PATIENTS-VISITORS/MISHAWAKA-MEDICAL-CENTER

    Expenses $303,166,632 · Revenue $385,183,862

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RODOLFO MONTERROSA

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHRISTOPHER KARAM

    DIR; PRES SJRMC-SB; PRES SJRMC-PLY

    Total calculated
    $536,466
    From this org
    $0
    From related orgs
    $426,937
    Other
    $109,529
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,304 related
    Bonus
    $0
    Other
    $0 + $56,633 related
    Deferred
    $0 + $73,214 related
    Nontaxable benefits
    $0 + $36,315 related
    Filer's total
    $0 + $536,466 related

  • THE VERY REV JAMES FOSTER CSC MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ANDREW HARTLEY

    DIRECTOR THROUGH 10/23

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CRAIG MILLER MD

    DIRECTOR;PHYSICIAN, FAMILY MEDICINE

    Total calculated
    $662,048
    From this org
    $0
    From related orgs
    $601,342
    Other
    $60,706
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,320 related
    Bonus
    $0
    Other
    $0 + $1,022 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $35,956 related
    Filer's total
    $0 + $662,048 related

  • DANA NEER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHRIS ROWLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PAULA TOTH-RUSSELL MD

    DIRECTOR; NEUROLOGIST

    Total calculated
    $498,533
    From this org
    $0
    From related orgs
    $442,688
    Other
    $55,845
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,083 related
    Bonus
    $0
    Other
    $0 + $1,605 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $31,095 related
    Filer's total
    $0 + $498,533 related

  • JACQUELINE WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JEFFREY MATHIS

    SECRETARY; SJHS ASSOCIATE COUNSEL

    Total calculated
    $303,080
    From this org
    $0
    From related orgs
    $265,983
    Other
    $37,097
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,734 related
    Bonus
    $0 + $24,698 related
    Other
    $0 + $551 related
    Deferred
    $0 + $8,215 related
    Nontaxable benefits
    $0 + $28,882 related
    Filer's total
    $0 + $303,080 related

  • ROBERT SINK

    TREASURER; VP FINANCE

    Total calculated
    $364,346
    From this org
    $0
    From related orgs
    $325,750
    Other
    $38,596
    Hours/week
    28 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,260 related
    Bonus
    $0 + $49,980 related
    Other
    $0 + $27,510 related
    Deferred
    $0 + $22,599 related
    Nontaxable benefits
    $0 + $15,997 related
    Filer's total
    $0 + $364,346 related

  • KATHRYN PARK MD

    SJHS REGIONAL CMO

    Total calculated
    $296,999
    From this org
    $0
    From related orgs
    $269,568
    Other
    $27,431
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,996 related
    Bonus
    $0 + $17,750 related
    Other
    $0 + $2,822 related
    Deferred
    $0 + $12,166 related
    Nontaxable benefits
    $0 + $15,265 related
    Filer's total
    $0 + $296,999 related

  • BIN HU MD

    ANESTHESIOLOGIST

    Total calculated
    $1,025,473
    From this org
    $0
    From related orgs
    $980,618
    Other
    $44,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $978,790 related
    Bonus
    $0
    Other
    $0 + $1,828 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $30,005 related
    Filer's total
    $0 + $1,025,473 related

  • JIALIN BAO MD

    ANESTHESIOLOGIST

    Total calculated
    $996,948
    From this org
    $0
    From related orgs
    $945,582
    Other
    $51,366
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $944,604 related
    Bonus
    $0
    Other
    $0 + $978 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $36,516 related
    Filer's total
    $0 + $996,948 related

  • MAYUR PATEL MD

    ANESTHESIOLOGIST

    Total calculated
    $732,675
    From this org
    $0
    From related orgs
    $681,136
    Other
    $51,539
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $680,711 related
    Bonus
    $0
    Other
    $0 + $425 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $36,689 related
    Filer's total
    $0 + $732,675 related

  • ROBERT TOKARS MD

    ANESTHESIOLOGIST

    Total calculated
    $680,896
    From this org
    $0
    From related orgs
    $635,917
    Other
    $44,979
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $635,534 related
    Bonus
    $0
    Other
    $0 + $383 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $30,129 related
    Filer's total
    $0 + $680,896 related

  • MUHAMMAD ANSARI MD

    NEONATAL-PERINATAL PEDIATRICIAN

    Total calculated
    $686,058
    From this org
    $0
    From related orgs
    $635,262
    Other
    $50,796
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $634,086 related
    Bonus
    $0
    Other
    $0 + $1,176 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,946 related
    Filer's total
    $0 + $686,058 related

  • DOUGLAS STRONG

    FMR OFF; INT CEO HOLY CROSS AT 1/24

    Total calculated
    $284,484
    From this org
    $0
    From related orgs
    $274,446
    Other
    $10,038
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,218 related
    Bonus
    $0
    Other
    $0 + $13,228 related
    Deferred
    $0 + $3,918 related
    Nontaxable benefits
    $0 + $6,120 related
    Filer's total
    $0 + $284,484 related

  • CHAD TOWNER

    FORMER OFFICER

    Total calculated
    $147,847
    From this org
    $0
    From related orgs
    $142,012
    Other
    $5,835
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $142,012 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,835 related
    Filer's total
    $0 + $147,847 related

  • JASON SCHULTZ

    FORMER OFFICER

    Total calculated
    $167,982
    From this org
    $0
    From related orgs
    $162,572
    Other
    $5,410
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $162,572 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,410 related
    Filer's total
    $0 + $167,982 related

  • GENEVIEVE LANKOWICZ

    FORMER KEY EMPLOYEE

    Total calculated
    $268,249
    From this org
    $0
    From related orgs
    $267,975
    Other
    $274
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $267,975 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $274 related
    Filer's total
    $0 + $268,249 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
SJRMC-SOUTH BEND IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SJRMC-SOUTH BEND'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 SJRMC-SOUTH BEND'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 INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: GENEVIEVE LANKOWICZ, MD - $265,766 JASON SCHULTZ - $157,833 CHAD TOWNER - $136,002 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. 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 PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $45,737 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $48,464 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 PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: GENEVIEVE LANKOWICZ, MD - $1,082 ROBERT SINK - $590 DOUGLAS STRONG - $5,249

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
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202501299349302785

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.