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Nonprofiteer
← MEMORIAL HOSPITAL OF SOUTH BEND

Form 990 for tax year 2022

Filed by MEMORIAL HOSPITAL OF SOUTH BEND.

Totals

Total revenue
$696,580,941
Total expenses
$597,116,524
Contributions and grants received
$19,267,895
Grants paid
$481,730
Program service revenue
$662,192,725
Investment income
-$796,229
Other revenue
$15,916,550
Total assets, end of year
$591,875,904
Total liabilities, end of year
$232,639,448
Net assets or fund balances, end of year
$359,236,456
Program services expenses (Part IX)
$555,005,509
Management and general expenses
$42,111,015
Fundraising expenses
$0
Program service expenses (Part III)
$555,005,509

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brad Toothaker

    Chair

    Total calculated
    $1,820
    From this org
    $1,820
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Stephanie Steele

    Secretary

    Total calculated
    $50
    From this org
    $50
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Thomas Hauch

    Vice Chair thru 12/15/2022

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Daniel Adams

    Director

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Hugh Hedgman MD

    Director thru 3/31/2022

    Total calculated
    $0
    Hours/week
    2

  • John Callaghan MD

    Director

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Karen Barnett

    Director thru 3/31/2022

    Total calculated
    $550
    From this org
    $0
    From related orgs
    $550
    Other
    $0
    Hours/week
    2 + 2 related

  • Linda Paskiewicz

    Director

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Mark Harman

    Director thru 3/31/2022

    Total calculated
    $0
    Hours/week
    2

  • Martha Smith

    Director

    Total calculated
    $1,150
    From this org
    $1,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Raquel Buari JD

    Director

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Renee Fleming

    Director

    Total calculated
    $797
    From this org
    $797
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Ronald Nelson MD

    Director

    Total calculated
    $202,442
    From this org
    $0
    From related orgs
    $180,519
    Other
    $21,923
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,552 related
    Bonus
    $0 + $11,295 related
    Other
    $0 + $2,672 related
    Deferred
    $0 + $7,307 related
    Nontaxable benefits
    $0 + $14,616 related
    Filer's total
    $0 + $202,442 related

  • Jeffrey P Costello

    CFO

    Total calculated
    $1,005,289
    From this org
    $0
    From related orgs
    $878,794
    Other
    $126,495
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $602,522 related
    Bonus
    $0 + $122,536 related
    Other
    $0 + $153,736 related
    Deferred
    $0 + $110,781 related
    Nontaxable benefits
    $0 + $15,714 related
    Filer's total
    $0 + $1,005,289 related

  • Kreg R Gruber

    CEO

    Total calculated
    $1,764,630
    From this org
    $0
    From related orgs
    $1,543,364
    Other
    $221,266
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $994,922 related
    Bonus
    $0 + $261,341 related
    Other
    $0 + $287,101 related
    Deferred
    $0 + $194,557 related
    Nontaxable benefits
    $0 + $26,709 related
    Filer's total
    $0 + $1,764,631 related

  • Larry A Tracy

    President

    Total calculated
    $744,191
    From this org
    $625,724
    From related orgs
    $0
    Other
    $118,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $492,721
    Bonus
    $103,109
    Other
    $29,894
    Deferred
    $91,956
    Nontaxable benefits
    $26,511
    Filer's total
    $744,191

  • Dale A Patterson

    Employed Physician

    Total calculated
    $472,397
    From this org
    $434,488
    From related orgs
    $0
    Other
    $37,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,958
    Bonus
    $39,150
    Other
    $1,380
    Deferred
    $12,200
    Nontaxable benefits
    $25,709
    Filer's total
    $472,397

  • Kristine E Jennings

    Dir of Med Residency Program

    Total calculated
    $348,268
    From this org
    $310,538
    From related orgs
    $0
    Other
    $37,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,869
    Bonus
    $17,400
    Other
    $270
    Deferred
    $12,200
    Nontaxable benefits
    $25,530
    Filer's total
    $348,268

  • Linda A Mansfield

    Dir of Sports Medicine

    Total calculated
    $344,538
    From this org
    $310,108
    From related orgs
    $0
    Other
    $34,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,018
    Bonus
    $17,400
    Other
    $690
    Deferred
    $12,200
    Nontaxable benefits
    $22,230
    Filer's total
    $344,538

  • Marion Mahone

    Assoc. Dir Resident Program

    Total calculated
    $332,943
    From this org
    $312,121
    From related orgs
    $0
    Other
    $20,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,151
    Bonus
    $17,310
    Other
    $660
    Deferred
    $12,200
    Nontaxable benefits
    $8,622
    Filer's total
    $332,943

  • Richard Guzowski

    House Supervisor RN

    Total calculated
    $349,186
    From this org
    $325,563
    From related orgs
    $0
    Other
    $23,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,462
    Bonus
    $624
    Other
    $1,476
    Deferred
    $12,200
    Nontaxable benefits
    $11,423
    Filer's total
    $349,186

  • Cheryl A Wibbens

    Asst. Secr./V.P.

    Total calculated
    $291,938
    From this org
    $267,851
    From related orgs
    $0
    Other
    $24,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,690
    Bonus
    $39,150
    Other
    $10,012
    Deferred
    $10,766
    Nontaxable benefits
    $13,321
    Filer's total
    $291,939

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
MEMORIAL HOSPITAL OF SOUTH BEND, INC. OFFERS COMPLIMENTARY HEALTH CLUB MEMBERSHIP TO BEACON HEALTH SYSTEM'S HEALTH AND LIFESTYLE CENTER, A RELATED PARTY. MEMORIAL HOSPITAL OF SOUTH BEND INC. REIMBURSES DIRECTORS FOR THE TAX EFFECT OF THE 1099 REPORTABLE BENEFITS FOR SPOUSAL TRAVEL. MEMORIAL HOSPITAL OF SOUTH BEND INC. ALSO REIMBURSES FOR DIRECT EXPENSES RELATED TO ANY TRAVEL ON THE ORGANIZATION'S BEHALF. HEALTH OR SOCIAL CLUB DUES FOR THE FOLLOWING INDIVIDUALS WAS INCLUDED IN TAXABLE COMPENSATION: BRAD TOOTHAKER, MARTHA SMITH AND RENEE FLEMING.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
MEMORIAL HOSPITAL OF SOUTH BEND, INC. USES A RELATED ORGANIZATION'S (BEACON HEALTH SYSTEM, INC.) COMPENSATION REVIEW PROCESS. THIS REVIEW PROCESS INCLUDES AN EXTENSIVE EXAMINATION USING COMPARABLE MARKET DATA THAT IS THEN REVIEWED BY AN INDEPENDENT CONSULTANT HIRED BY, AND REPORTING TO, THE BOARD OF DIRECTORS. RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR DELIBERATION AND FINAL DECISION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BEACON HEALTH SYSTEM IMPLEMENTED AN EXECUTIVE RETENTION PLAN TO ATTRACT AND RETAIN KEY EMPLOYEES BY PROVIDING ADDITIONAL DEFERRED COMPENSATION. THE CHIEF EXECUTIVE OFFICER WILL PARTICIPATE IN THE PLAN AND WILL SELECT OTHER PARTICIPANTS PURSUANT TO THE GUIDELINES SET BY THE EMPLOYER'S BOARD OF DIRECTORS. THE EMPLOYER MAY MAKE CONTRIBUTIONS UNDER THE PLAN AND HAS SOLE DISCRETION OVER WHETHER TO MAKE A CONTRIBUTION. VESTING OCCURS ON JANUARY 1 OF THE FIFTH YEAR FOR WHICH SUCH CONTRIBUTIONS ARE MADE FOR PARTICIPANTS WHO HAVE BEEN CONTINUOUSLY EMPLOYED. THE PLAN ALSO ALLOWS VESTING TO OCCUR IF THE PARTICIPANT ATTAINS THE AGE OF 62. THE FOLLOWING INDIVIDUALS RECEIVED VESTED PAYMENTS IN 2022, REFLECTED IN COLUMN (B)(III): * KREG GRUBER, $146,136 * JEFFREY COSTELLO, $116,448 * LARRY TRACY $21,014 THE FOLLOWING INDIVIDUALS RECEIVED DEFFERED PAYMENTS IN 2022 THAT WILL VEST IN FUTURE YEARS, WHICH ARE REFLECTED IN COLUMN C: * KREG GRUBER, $182,357 * JEFFREY COSTELLO, $98,581 * LARRY TRACY, $79,756
Schedule J, Part I, Line 7 Non-fixed payments
THE ORGANIZATION HAS THREE INCENTIVE PLANS (EMPLOYEE, MANAGEMENT AND EXECUTIVE) WHICH HAVE A NET OPERATING INCOME TO BUDGET MEASUREMENT FOR THE PAYOUT THRESHOLD. THE EMPLOYEE PLAN SHARES THE EXCESS OVER BUDGET NET OPERATING INCOME WITH THE NON-MANAGMENT EMPLOYEES FOR BEACON HEALTH SYSTEM, INC AND THE AFFILIATED ENTITIES. THE EMPLOYEE INCENTIVE HAS A MAXIMUM CAP OF $4,500,000. THE PAYOUT AND AMOUNT OF THE PAYOUT FOR THE EMPLOYEE INCENTIVE PLAN IS MADE AT THE DISCRETION OF THE BOARD. THE MANAGEMENT INCENTIVE PLAN IS FUNDED WHEN OPERATING INCOME IS EQUAL TO OR GREATER THAN 50% OF THE BUDGETED NET OPERATING INCOME. REWARD AMOUNTS ARE BASED ON A BALANCED SCORE CARD METHODOLOGY UTILIZING BEACON'S STRATEGIC IMPERATIVES AND MEASURED USING SELECTED METRICS SET ON A SLIDING SCALE DEFINED AS THRESHOLD 50%, TARGET 100%. AND MAXIMUM 150%. THE STRATEGIC IMPERATIVES ARE CLINICAL EXCELLENCE, GREAT WORKPLACE, CUSTOMER-DRIVEN CULTURE, SMART GROWTH, AND FINANCIAL SUSTAINAILITY. EACH IMPERATIVE CARRIES A DEFAULT WEIGHT OF 20%. THE PAYOUT OF THE MANAGEMENT INCENTIVE IS MADE AT THE DISCRETION OF THE BOARD. EXECUTIVES ARE COVERED UNDER THE BEACON HEALTH SYSTEM EXECUTIVE SHORT-TERM INCENTIVE PLAN (ESTIP). THE ESTIP IS FUNDED WHEN OPERATING INCOME IS EQUAL TO OR GREATER THAN 50% OF THE BUDGETED NET OPERATING INCOME. REWARD AMOUNTS ARE BASED ON A BALANCED SCORE CARD METHODOLOGY UTILIZING BEACON'S STRATEGIC IMPERATIVES AND MEASURED USING SELECTED METRICS SET ON A SLIDING SCALE DEFINED AS THRESHOLD 50%, TARGET 100%. AND MAXIMUM 150%. THE STRATEGIC IMPERATIVES ARE CLINICAL EXCELLENCE, GREAT WORKPLACE, CUSTOMER-DRIVEN CULTURE, SMART GROWTH, AND FINANCIAL SUSTAINAILITY. EACH IMPERATIVE CARRIES A DEFAULT WEIGHT OF 20%. THE PAYOUT OF THE ESTIP IS MADE AT THE DISCRETION OF THE BOARD.

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

The 10 largest by cash amount. The API serves every itemized grant.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333149349303973

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

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