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Nonprofiteer
← SAMARITAN HOSPITAL

Form 990 for tax year 2023

Filed by SAMARITAN HOSPITAL.

Totals

Total revenue
$474,200,408
Total expenses
$417,144,921
Contributions and grants received
$10,907,510
Grants paid
$15,000
Program service revenue
$451,070,198
Investment income
$5,126,927
Other revenue
$7,095,773
Total assets, end of year
$341,614,065
Total liabilities, end of year
$116,967,311
Net assets or fund balances, end of year
$224,646,754
Program services expenses (Part IX)
$394,400,634
Management and general expenses
$22,744,287
Fundraising expenses
$0
Program service expenses (Part III)
$394,400,634

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN HANKS MD

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $1,589,245
    From this org
    $0
    From related orgs
    $1,328,086
    Other
    $261,159
    Hours/week
    6 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,092 related
    Bonus
    $0 + $455,500 related
    Other
    $0 + $86,494 related
    Deferred
    $0 + $220,151 related
    Nontaxable benefits
    $0 + $41,008 related
    Filer's total
    $0 + $1,589,245 related

  • KATHLEEN JIMINO

    DIR; CHR AS OF 1/24; TREAS THR 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT MCCORMICK

    DIRECTOR; CHAIR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WILLIAM WILDRIDGE III

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • JOHN MARSHALL

    DIR;V CHR THR 12/23;TREAS AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • GUHA BALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • GARY DAKE

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DANIEL ISACKSEN

    DIRECTOR; TRINITY HEALTH 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

  • MARY ANN LOGIUDICE RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • LEE MCELROY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MICHAEL MEATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • GINA MYERS

    DIRECTOR; SJHHC CONSULTANT

    Total calculated
    $747
    From this org
    $0
    From related orgs
    $747
    Other
    $0
    Hours/week
    1 + 6 related

  • MERRIETTE POLLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • KERRI SWEET ZAVAGLIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • OLUWATOYIN TODAFE PHD

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • THOMAS ROBERT

    VP, CFO & TREASURER - NY REGION

    Total calculated
    $832,013
    From this org
    $0
    From related orgs
    $767,874
    Other
    $64,139
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,216 related
    Bonus
    $0 + $147,500 related
    Other
    $0 + $74,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,389 related
    Filer's total
    $0 + $832,013 related

  • ERIC FARRELL

    SECRETARY; ASSOC COUNSEL, NY REGION

    Total calculated
    $289,310
    From this org
    $0
    From related orgs
    $242,179
    Other
    $47,131
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,094 related
    Bonus
    $0 + $24,160 related
    Other
    $0 + $925 related
    Deferred
    $0 + $15,162 related
    Nontaxable benefits
    $0 + $31,969 related
    Filer's total
    $0 + $289,310 related

  • JULIE EDMUNDS SMITH

    VP FINANCE OPERATIONS ACUTE

    Total calculated
    $418,031
    From this org
    $0
    From related orgs
    $371,328
    Other
    $46,703
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,452 related
    Bonus
    $0 + $64,000 related
    Other
    $0 + $876 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $31,853 related
    Filer's total
    $0 + $418,031 related

  • KIM BAKER

    SVP, HOSPITAL OPERATIONS

    Total calculated
    $822,380
    From this org
    $0
    From related orgs
    $686,833
    Other
    $135,547
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,560 related
    Bonus
    $0 + $130,000 related
    Other
    $0 + $57,273 related
    Deferred
    $0 + $98,050 related
    Nontaxable benefits
    $0 + $37,497 related
    Filer's total
    $0 + $822,380 related

  • THEA DALFINO MD

    CMO, ACUTE CARE THRU 9/23

    Total calculated
    $399,946
    From this org
    $0
    From related orgs
    $348,588
    Other
    $51,358
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,025 related
    Bonus
    $0
    Other
    $0 + $563 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $31,558 related
    Filer's total
    $0 + $399,946 related

  • PHILIP CLEMENTS MD

    PHYSICIAN - OB/GYN

    Total calculated
    $1,219,939
    From this org
    $1,171,581
    From related orgs
    $0
    Other
    $48,358
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,165,470
    Bonus
    $0
    Other
    $6,111
    Deferred
    $14,850
    Nontaxable benefits
    $33,508
    Filer's total
    $1,219,939

  • GREGORY FIELD MD

    PHYSICIAN - GENERAL SURGERY

    Total calculated
    $827,080
    From this org
    $774,410
    From related orgs
    $0
    Other
    $52,670
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $771,089
    Bonus
    $0
    Other
    $3,321
    Deferred
    $19,800
    Nontaxable benefits
    $32,870
    Filer's total
    $827,080

  • DINA GOTTESMAN DO

    PHYSICIAN - OB/GYN

    Total calculated
    $736,650
    From this org
    $689,183
    From related orgs
    $0
    Other
    $47,467
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $688,643
    Bonus
    $0
    Other
    $540
    Deferred
    $14,850
    Nontaxable benefits
    $32,617
    Filer's total
    $736,650

  • JOHN WEINHOLD MD

    PHYSICIAN - HEMATOLOGY

    Total calculated
    $720,631
    From this org
    $684,224
    From related orgs
    $0
    Other
    $36,407
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $675,217
    Bonus
    $0
    Other
    $9,007
    Deferred
    $14,850
    Nontaxable benefits
    $21,557
    Filer's total
    $720,631

  • YUSUF SILK MD

    PHYSICIAN - GENERAL SURGERY

    Total calculated
    $711,882
    From this org
    $671,031
    From related orgs
    $0
    Other
    $40,851
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $661,667
    Bonus
    $300
    Other
    $9,064
    Deferred
    $19,800
    Nontaxable benefits
    $21,051
    Filer's total
    $711,882

  • LORI SANTOS

    FMR OFFICER; VP ANCILLARY & SUPP OPS

    Total calculated
    $499,771
    From this org
    $0
    From related orgs
    $464,262
    Other
    $35,509
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,855 related
    Bonus
    $0 + $75,560 related
    Other
    $0 + $11,847 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $10,759 related
    Filer's total
    $0 + $499,771 related

  • JAMES REED MD

    FORMER OFFICER

    Total calculated
    $216,129
    From this org
    $0
    From related orgs
    $203,743
    Other
    $12,386
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $14,343 related
    Bonus
    $0
    Other
    $0 + $189,400 related
    Deferred
    $0 + $431 related
    Nontaxable benefits
    $0 + $11,955 related
    Filer's total
    $0 + $216,129 related

  • ROBERT SWIDLER ESQ

    FORMER OFFICER

    Total calculated
    $134,961
    From this org
    $0
    From related orgs
    $134,204
    Other
    $757
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $133,000 related
    Bonus
    $0
    Other
    $0 + $1,204 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $757 related
    Filer's total
    $0 + $134,961 related

  • MICHAEL FINEGAN

    FMR OFFICER;TH CONSULTANT AS OF 1/24

    Total calculated
    $1,120,885
    From this org
    $0
    From related orgs
    $733,422
    Other
    $387,463
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $58,746 related
    Bonus
    $0
    Other
    $0 + $674,676 related
    Deferred
    $0 + $358,009 related
    Nontaxable benefits
    $0 + $29,454 related
    Filer's total
    $0 + $1,120,885 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
SAMARITAN HOSPITAL IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAMARITAN HOSPITAL'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 SAMARITAN HOSPITAL'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 INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MICHAEL FINEGAN - $511,759 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: MICHAEL FINEGAN - $356,006 ($222,504 PAID IN 2024 AND $133,502 TO BE PAID IN 2025) 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: KIM BAKER - $44,169 MICHAEL FINEGAN - $140,872 STEVEN HANKS - $57,570 DANIEL ISACKSEN - $63,208 JAMES REED - $187,775 THOMAS ROBERT - $57,471 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 SCHEDULE J, PART II: KIM BAKER - $83,200 STEVEN HANKS - $205,301 DANIEL ISACKSEN - $324,625 THE FOLLOWING IS A PARTICIPANT 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 PAYOUT FOR 2023 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORI SANTOS - $3,744 JULIE EDMUNDS SMITH - $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

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
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349307546

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