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

Form 990 for tax year 2024

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

Totals

Total revenue
$425,927,156
Total expenses
$407,340,924
Contributions and grants received
$3,008,169
Grants paid
$29,900
Program service revenue
$418,296,818
Investment income
$490,660
Other revenue
$4,131,509
Total assets, end of year
$1,547,468,814
Total liabilities, end of year
$1,455,592,521
Net assets or fund balances, end of year
$91,876,293
Program services expenses (Part IX)
$310,223,524
Management and general expenses
$97,117,400
Fundraising expenses
$0
Program service expenses (Part III)
$310,223,524

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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
    $673,526
    From this org
    $0
    From related orgs
    $555,526
    Other
    $118,000
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,454 related
    Bonus
    $0 + $106,136 related
    Other
    $0 + $71,936 related
    Deferred
    $0 + $83,610 related
    Nontaxable benefits
    $0 + $34,390 related
    Filer's total
    $0 + $673,526 related

  • THE VERY REV JAMES FOSTER CSC MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARION FULCE

    DIRECTOR AS OF 9/24

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • CRAIG MILLER MD

    DIRECTOR;PHYSICIAN, FAMILY MEDICINE

    Total calculated
    $625,643
    From this org
    $0
    From related orgs
    $567,749
    Other
    $57,894
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,364 related
    Bonus
    $0
    Other
    $0 + $1,385 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $37,469 related
    Filer's total
    $0 + $625,643 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
    $561,398
    From this org
    $0
    From related orgs
    $508,993
    Other
    $52,405
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,842 related
    Bonus
    $0
    Other
    $0 + $3,151 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $31,980 related
    Filer's total
    $0 + $561,398 related

  • JACQUELINE WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JEFFREY MATHIS

    SECRETARY; ASSOCIATE COUNSEL

    Total calculated
    $319,877
    From this org
    $0
    From related orgs
    $283,904
    Other
    $35,973
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,026 related
    Bonus
    $0 + $33,295 related
    Other
    $0 + $583 related
    Deferred
    $0 + $5,867 related
    Nontaxable benefits
    $0 + $30,106 related
    Filer's total
    $0 + $319,877 related

  • MELISSA LUKASICK

    TREASURER AT 1/25; REG CFO IL/IN

    Total calculated
    $958,426
    From this org
    $0
    From related orgs
    $814,816
    Other
    $143,610
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $592,286 related
    Bonus
    $0 + $192,101 related
    Other
    $0 + $30,429 related
    Deferred
    $0 + $117,565 related
    Nontaxable benefits
    $0 + $26,045 related
    Filer's total
    $0 + $958,426 related

  • ROBERT SINK

    TREAS THR 1/25;ASST TREAS1/25;VP FIN

    Total calculated
    $347,439
    From this org
    $0
    From related orgs
    $317,018
    Other
    $30,421
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,892 related
    Bonus
    $0 + $56,370 related
    Other
    $0 + $4,756 related
    Deferred
    $0 + $17,001 related
    Nontaxable benefits
    $0 + $13,420 related
    Filer's total
    $0 + $347,439 related

  • KATHRYN PARK MD

    REGIONAL CMO

    Total calculated
    $477,047
    From this org
    $0
    From related orgs
    $434,581
    Other
    $42,466
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,517 related
    Bonus
    $0 + $77,746 related
    Other
    $0 + $4,318 related
    Deferred
    $0 + $23,160 related
    Nontaxable benefits
    $0 + $19,306 related
    Filer's total
    $0 + $477,047 related

  • BIN HU MD

    ANESTHESIOLOGIST

    Total calculated
    $1,439,674
    From this org
    $0
    From related orgs
    $1,380,386
    Other
    $59,288
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,376,734 related
    Bonus
    $0
    Other
    $0 + $3,652 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $38,863 related
    Filer's total
    $0 + $1,439,674 related

  • JIALIN BAO MD

    ANESTHESIOLOGIST

    Total calculated
    $1,435,334
    From this org
    $0
    From related orgs
    $1,376,186
    Other
    $59,148
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,373,806 related
    Bonus
    $0
    Other
    $0 + $2,380 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $38,723 related
    Filer's total
    $0 + $1,435,334 related

  • MAYUR PATEL MD

    ANESTHESIOLOGIST

    Total calculated
    $934,887
    From this org
    $0
    From related orgs
    $880,010
    Other
    $54,877
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $879,457 related
    Bonus
    $0
    Other
    $0 + $553 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $38,202 related
    Filer's total
    $0 + $934,887 related

  • ROBERT TOKARS MD

    ANESTHESIOLOGIST

    Total calculated
    $842,306
    From this org
    $0
    From related orgs
    $794,827
    Other
    $47,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $794,274 related
    Bonus
    $0
    Other
    $0 + $553 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $30,804 related
    Filer's total
    $0 + $842,306 related

  • ROBERT THOMAS MD

    ANESTHESIOLOGIST

    Total calculated
    $618,069
    From this org
    $0
    From related orgs
    $604,463
    Other
    $13,606
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $597,435 related
    Bonus
    $0
    Other
    $0 + $7,028 related
    Deferred
    $0 + $11,149 related
    Nontaxable benefits
    $0 + $2,457 related
    Filer's total
    $0 + $618,069 related

  • DOUGLAS STRONG

    FMR OFF;INT CEO HOLY CROSS THR 12/24

    Total calculated
    $794,025
    From this org
    $0
    From related orgs
    $770,383
    Other
    $23,642
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $732,915 related
    Bonus
    $0
    Other
    $0 + $37,468 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $3,217 related
    Filer's total
    $0 + $794,025 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 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, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $60,546 MELISSA LUKASIK - $22,427 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 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $63,185 MELISSA LUKASIK - $100,890 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 ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KATHRYN PARK - $2,735 DOUGLAS STRONG - $0

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

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
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202611329349303316

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.