Skip to content
Nonprofiteer
← SAINT JOSEPH REGIONAL MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by SAINT JOSEPH REGIONAL MEDICAL CENTER INC.

Totals

Total revenue
$138,071,707
Total expenses
$145,103,888
Contributions and grants received
$24,407
Grants paid
$0
Program services expenses (Part IX)
$133,921,144
Management and general expenses
$11,182,744
Fundraising expenses
$0
Program service expenses (Part III)
$133,921,144

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SHAWN VINCENT

    DIRECTOR ; PRES & CEO IL/IN REGION

    Total calculated
    $1,859,656
    From this org
    $0
    From related orgs
    $1,556,222
    Other
    $303,434
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $958,837 related
    Bonus
    $0 + $433,373 related
    Other
    $0 + $164,012 related
    Deferred
    $0 + $263,437 related
    Nontaxable benefits
    $0 + $39,997 related
    Filer's total
    $0 + $1,859,656 related

  • ANTONIO ORTIZ

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DERONDAL BEVLY

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARION FULCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHRISTOPHER GONZALEZ MD

    DIRECTOR; LUMC UROLOGIST

    Total calculated
    $759,678
    From this org
    $0
    From related orgs
    $742,950
    Other
    $16,728
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $739,390 related
    Bonus
    $0
    Other
    $0 + $3,560 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $1,878 related
    Filer's total
    $0 + $759,678 related

  • JIM HAIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TAMMY LUNDSTROM MD

    DIRECTOR; TRINITY HEALTH SVP, CMO

    Total calculated
    $1,509,959
    From this org
    $0
    From related orgs
    $1,267,663
    Other
    $242,296
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $774,480 related
    Bonus
    $0 + $347,625 related
    Other
    $0 + $145,558 related
    Deferred
    $0 + $214,928 related
    Nontaxable benefits
    $0 + $27,368 related
    Filer's total
    $0 + $1,509,959 related

  • SAM MARZO MD

    DIRECTOR; LUMC OTOLARYNGOLOGIST

    Total calculated
    $107,117
    From this org
    $0
    From related orgs
    $99,647
    Other
    $7,470
    Hours/week
    1 + 49 related

  • ARTHUR ZAYAS-MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • AARON MICHELFELDER MD

    DIR; LUMC PRIMARY CARE PHYSICIAN

    Total calculated
    $239,232
    From this org
    $0
    From related orgs
    $213,449
    Other
    $25,783
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,994 related
    Bonus
    $0
    Other
    $0 + $455 related
    Deferred
    $0 + $16,200 related
    Nontaxable benefits
    $0 + $9,583 related
    Filer's total
    $0 + $239,232 related

  • LOUIS PIERCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SMITA SHAH

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • EVA WOJCIK MD

    DIRECTOR; PATHOLOGIST

    Total calculated
    $494,304
    From this org
    $0
    From related orgs
    $449,712
    Other
    $44,592
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,616 related
    Bonus
    $0
    Other
    $0 + $6,096 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $19,842 related
    Filer's total
    $0 + $494,304 related

  • EILEEN WROBLESKICSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RICHARD FREEMAN MD

    REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $1,173,499
    From this org
    $0
    From related orgs
    $1,003,457
    Other
    $170,042
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $722,611 related
    Bonus
    $0 + $181,989 related
    Other
    $0 + $98,857 related
    Deferred
    $0 + $130,868 related
    Nontaxable benefits
    $0 + $39,174 related
    Filer's total
    $0 + $1,173,499 related

  • JILL RAPPIS

    SECRETARY; LOYOLA VP MANAGING CNSL

    Total calculated
    $616,474
    From this org
    $0
    From related orgs
    $570,873
    Other
    $45,601
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,724 related
    Bonus
    $0 + $98,133 related
    Other
    $0 + $80,016 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $20,851 related
    Filer's total
    $0 + $616,474 related

  • DANIEL ISACKSEN

    TREASURER; TRINITY HEALTH EVP CFO

    Total calculated
    $2,158,967
    From this org
    $0
    From related orgs
    $1,790,506
    Other
    $368,461
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,076,984 related
    Bonus
    $0 + $630,000 related
    Other
    $0 + $83,522 related
    Deferred
    $0 + $334,525 related
    Nontaxable benefits
    $0 + $33,936 related
    Filer's total
    $0 + $2,158,967 related

  • MELISSA LUKASICK

    ASST TREASURER; REGIONAL CFO IL/IN

    Total calculated
    $823,220
    From this org
    $0
    From related orgs
    $684,999
    Other
    $138,221
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,364 related
    Bonus
    $0 + $145,000 related
    Other
    $0 + $7,635 related
    Deferred
    $0 + $112,383 related
    Nontaxable benefits
    $0 + $25,838 related
    Filer's total
    $0 + $823,220 related

  • JEFFREY MATHIS

    ASST SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $303,080
    From this org
    $0
    From related orgs
    $265,983
    Other
    $37,097
    Hours/week
    28 + 22 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

  • MARIA PEKAR

    ASST SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $222,187
    From this org
    $0
    From related orgs
    $183,768
    Other
    $38,419
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,689 related
    Bonus
    $0 + $17,100 related
    Other
    $0 + $979 related
    Deferred
    $0 + $14,547 related
    Nontaxable benefits
    $0 + $23,872 related
    Filer's total
    $0 + $222,187 related

  • MATTHEW FOLSTEIN MD

    SURGEON

    Total calculated
    $1,343,648
    From this org
    $1,292,231
    From related orgs
    $0
    Other
    $51,417
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,233,840
    Bonus
    $0
    Other
    $58,391
    Deferred
    $14,850
    Nontaxable benefits
    $36,567
    Filer's total
    $1,343,648

  • ASHFAQ TURK MD

    CARDIOLOGIST

    Total calculated
    $976,377
    From this org
    $919,037
    From related orgs
    $0
    Other
    $57,340
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $913,593
    Bonus
    $0
    Other
    $5,444
    Deferred
    $24,750
    Nontaxable benefits
    $32,590
    Filer's total
    $976,377

  • SACHIN PATEL MD

    CARDIOLOGIST

    Total calculated
    $962,192
    From this org
    $900,341
    From related orgs
    $0
    Other
    $61,851
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $898,387
    Bonus
    $0
    Other
    $1,954
    Deferred
    $24,750
    Nontaxable benefits
    $37,101
    Filer's total
    $962,192

  • HARSHA NAGARAJARAO MD

    CARDIOLOGIST

    Total calculated
    $1,096,776
    From this org
    $1,046,194
    From related orgs
    $0
    Other
    $50,582
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,045,130
    Bonus
    $0
    Other
    $1,064
    Deferred
    $14,850
    Nontaxable benefits
    $35,732
    Filer's total
    $1,096,776

  • ZACHARY LESHEN MD

    CARDIOLOGIST

    Total calculated
    $882,886
    From this org
    $831,648
    From related orgs
    $0
    Other
    $51,238
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $830,935
    Bonus
    $0
    Other
    $713
    Deferred
    $14,850
    Nontaxable benefits
    $36,388
    Filer's total
    $882,886

  • GENEVIEVE LANKOWICZ MD

    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

  • ROBERT SINK

    FORMER OFFICER; 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

  • 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

  • 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

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

  • 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 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 PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: RICHARD FREEMAN, MD - $81,618 DANIEL ISACKSEN - $63,208 TAMMY LUNDSTROM, MD - $113,932 JILL RAPPIS - $60,976 SHAWN VINCENT - $143,793 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 FORM 990, PART VII: RICHARD FREEMAN, MD - $116,018 DANIEL ISACKSEN - $324,625 MELISSA LUKASICK - $92,583 TAMMY LUNDSTROM, MD - $200,078 SHAWN VINCENT - $248,587 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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541299349303869

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.