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Nonprofiteer
← GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION

Form 990 for tax year 2022

Filed by GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION.

Totals

Total revenue
$257,834,375
Total expenses
$257,408,502
Contributions and grants received
$3,223,173
Grants paid
$161,571
Program service revenue
$251,998,973
Investment income
$1,876
Other revenue
$2,610,353
Total assets, end of year
$1,679,232,821
Total liabilities, end of year
$1,661,222,044
Net assets or fund balances, end of year
$18,010,777
Program services expenses (Part IX)
$232,310,367
Management and general expenses
$25,098,135
Fundraising expenses
$0
Program service expenses (Part III)
$232,310,367

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL ISACKSEN

    FORMER OFFICER; TRINITY HLTH EVP CFO

    Total calculated
    $1,950,338
    From this org
    $0
    From related orgs
    $1,621,848
    Other
    $328,490
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,837 related
    Bonus
    $0 + $570,000 related
    Other
    $0 + $85,011 related
    Deferred
    $0 + $292,650 related
    Nontaxable benefits
    $0 + $35,840 related
    Filer's total
    $0 + $1,950,338 related

  • SHAWN VINCENT

    FORMER OFFICER;PRES & CEO, IL/IN REG

    Total calculated
    $1,856,449
    From this org
    $0
    From related orgs
    $1,555,803
    Other
    $300,646
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $931,306 related
    Bonus
    $0 + $420,750 related
    Other
    $0 + $203,747 related
    Deferred
    $0 + $255,890 related
    Nontaxable benefits
    $0 + $44,756 related
    Filer's total
    $0 + $1,856,449 related

  • TAD GOMEZ

    DIRECTOR; LUMC PRESIDENT

    Total calculated
    $1,338,508
    From this org
    $0
    From related orgs
    $1,109,626
    Other
    $228,882
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $680,895 related
    Bonus
    $0 + $308,250 related
    Other
    $0 + $120,481 related
    Deferred
    $0 + $190,541 related
    Nontaxable benefits
    $0 + $38,341 related
    Filer's total
    $0 + $1,338,508 related

  • RICHARD FREEMAN MD

    REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $1,083,471
    From this org
    $0
    From related orgs
    $913,125
    Other
    $170,346
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,805 related
    Bonus
    $0 + $177,550 related
    Other
    $0 + $29,770 related
    Deferred
    $0 + $126,913 related
    Nontaxable benefits
    $0 + $43,433 related
    Filer's total
    $0 + $1,083,471 related

  • SAMER TOTONCHI MD

    UROLOGIST

    Total calculated
    $1,038,390
    From this org
    $0
    From related orgs
    $990,516
    Other
    $47,874
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $989,834 related
    Bonus
    $0
    Other
    $0 + $682 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $34,149 related
    Filer's total
    $0 + $1,038,390 related

  • MICHAEL DEWOLFE MD

    PLASTIC SURGEON

    Total calculated
    $961,589
    From this org
    $0
    From related orgs
    $946,465
    Other
    $15,124
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $946,010 related
    Bonus
    $0
    Other
    $0 + $455 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $5,974 related
    Filer's total
    $0 + $961,589 related

  • ELSA VALERO MD

    PHYSICIAN FAMILY MEDICINE

    Total calculated
    $743,793
    From this org
    $0
    From related orgs
    $715,716
    Other
    $28,077
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $714,736 related
    Bonus
    $0
    Other
    $0 + $980 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $9,777 related
    Filer's total
    $0 + $743,793 related

  • MARGARET NORTON-ROSKO

    FORMER OFFICER; REGIONAL CNO

    Total calculated
    $717,034
    From this org
    $0
    From related orgs
    $591,375
    Other
    $125,659
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,783 related
    Bonus
    $0 + $113,575 related
    Other
    $0 + $32,017 related
    Deferred
    $0 + $86,129 related
    Nontaxable benefits
    $0 + $39,530 related
    Filer's total
    $0 + $717,034 related

  • MELISSA LUKASICK

    TREASURER; REGIONAL CFO IL/IN

    Total calculated
    $697,840
    From this org
    $0
    From related orgs
    $589,594
    Other
    $108,246
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,869 related
    Bonus
    $0 + $110,762 related
    Other
    $0 + $10,963 related
    Deferred
    $0 + $92,627 related
    Nontaxable benefits
    $0 + $15,619 related
    Filer's total
    $0 + $697,840 related

  • PIERRE MONICE

    DIRECTOR; GCHSC PRESIDENT

    Total calculated
    $691,602
    From this org
    $0
    From related orgs
    $590,482
    Other
    $101,120
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,642 related
    Bonus
    $0 + $116,592 related
    Other
    $0 + $7,248 related
    Deferred
    $0 + $86,405 related
    Nontaxable benefits
    $0 + $14,715 related
    Filer's total
    $0 + $691,602 related

  • JILL RAPPIS

    SECRETARY; SVP LEGAL & GENL COUNSEL

    Total calculated
    $600,180
    From this org
    $0
    From related orgs
    $551,282
    Other
    $48,898
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,402 related
    Bonus
    $0 + $95,275 related
    Other
    $0 + $74,605 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $26,023 related
    Filer's total
    $0 + $600,180 related

  • CHARLES BAREIS MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $563,596
    From this org
    $0
    From related orgs
    $501,908
    Other
    $61,688
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $404,540 related
    Bonus
    $0 + $82,179 related
    Other
    $0 + $15,189 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $38,813 related
    Filer's total
    $0 + $563,596 related

  • ELIZABETH EARLY

    DIRECTOR; GMH PRESIDENT

    Total calculated
    $547,468
    From this org
    $0
    From related orgs
    $458,834
    Other
    $88,634
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,917 related
    Bonus
    $0 + $89,500 related
    Other
    $0 + $8,417 related
    Deferred
    $0 + $72,734 related
    Nontaxable benefits
    $0 + $15,900 related
    Filer's total
    $0 + $547,468 related

  • ANDREI PANKOV MD

    PSYCHIATRIST

    Total calculated
    $528,242
    From this org
    $0
    From related orgs
    $489,013
    Other
    $39,229
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $469,569 related
    Bonus
    $0 + $18,930 related
    Other
    $0 + $514 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $25,504 related
    Filer's total
    $0 + $528,242 related

  • ALEXANDER SONERU MD

    ORTHOPEDIC SURGEON

    Total calculated
    $516,363
    From this org
    $0
    From related orgs
    $493,025
    Other
    $23,338
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $492,543 related
    Bonus
    $0
    Other
    $0 + $482 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $9,613 related
    Filer's total
    $0 + $516,363 related

  • EVA WOJCIK MD

    DIRECTOR AS OF 9/22; PATHOLOGIST

    Total calculated
    $482,200
    From this org
    $0
    From related orgs
    $440,024
    Other
    $42,176
    Hours/week
    2 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,869 related
    Bonus
    $0
    Other
    $0 + $9,155 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $19,301 related
    Filer's total
    $0 + $482,200 related

  • MARIA PEKAR

    ASST SECRETARY; ASSOC GENL COUNSEL

    Total calculated
    $347,522
    From this org
    $0
    From related orgs
    $301,348
    Other
    $46,174
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,714 related
    Bonus
    $0 + $27,670 related
    Other
    $0 + $1,964 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $23,299 related
    Filer's total
    $0 + $347,522 related

  • AISHA JAMEEL MD

    DIRECTOR THROUGH 1/23; NEONATOLOGIST

    Total calculated
    $246,089
    From this org
    $0
    From related orgs
    $212,597
    Other
    $33,492
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,322 related
    Bonus
    $0
    Other
    $0 + $8,275 related
    Deferred
    $0 + $9,537 related
    Nontaxable benefits
    $0 + $23,955 related
    Filer's total
    $0 + $246,089 related

  • YVONNE MURPHY MD

    FORMER OFFICER; PHYSICIAN FAMILY MED

    Total calculated
    $211,399
    From this org
    $0
    From related orgs
    $176,749
    Other
    $34,650
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $176,415 related
    Bonus
    $0
    Other
    $0 + $334 related
    Deferred
    $0 + $13,860 related
    Nontaxable benefits
    $0 + $20,790 related
    Filer's total
    $0 + $211,399 related

  • MARC SCHWARTZ

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOY CUNNINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • LORI HEALEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 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
GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION'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 GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION'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 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: RICHARD FREEMAN, MD - $13,699 TAD GOMEZ - $103,641 DANIEL ISACKSEN - $66,120 MARGARET NORTON-ROSKO - $20,422 JILL RAPPIS - $59,200 SHAWN VINCENT - $184,262 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 2022 FOR THE PLAN ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ELIZABETH EARLY - $59,009 RICHARD FREEMAN, MD - $113,188 TAD GOMEZ - $176,816 DANIEL ISACKSEN - $283,500 MELISSA LUKASICK - $74,327 PIERRE MONICE - $74,327 MARGARET NORTON-ROSKO - $72,404 SHAWN VINCENT - $242,165 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 ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CHARLES BAREIS, MD - $7,319 MELISSA LUKASICK - $3,543

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CHICAGO HEALTH SYSTEM ACO LLC

    ACCOUNTABLE CARE ORGANIZATION · IL · income $0 · assets $0

    Directly controlled by GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION

  • L MEDICINE LABS LLC

    LABORATORY SERVICES · IL · income $1,376,070 · assets $43,841,554

    Directly controlled by GOTTLIEB COMMUNITY HEALTH SERVICES CORPORATION

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349304223

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