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Nonprofiteer
← ST JOSEPH MEDICAL GROUP

Form 990 for tax year 2023

Filed by ST JOSEPH MEDICAL GROUP.

Totals

Total revenue
$80,239,692
Total expenses
$78,554,182
Contributions and grants received
$47,512,867
Grants paid
$0
Program service revenue
$32,775,522
Investment income
-$89,065
Other revenue
$40,368
Total assets, end of year
$20,789,130
Total liabilities, end of year
$17,063,648
Net assets or fund balances, end of year
$3,725,482
Program services expenses (Part IX)
$72,784,632
Management and general expenses
$5,769,550
Fundraising expenses
$0
Program service expenses (Part III)
$72,784,632

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THOMAS STOESSEL

    DIR / PSH EVP CSO

    Total calculated
    $810,163
    From this org
    $0
    From related orgs
    $741,755
    Other
    $68,408
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $627,730 related
    Bonus
    $0
    Other
    $0 + $114,025 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $26,918 related
    Filer's total
    $0 + $810,163 related
  • MARC ROVITO

    CHAIR / DIR/ VP MED AFF. SJRHN

    Total calculated
    $612,156
    From this org
    $0
    From related orgs
    $542,961
    Other
    $69,195
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,942 related
    Bonus
    $0
    Other
    $0 + $9,019 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $27,705 related
    Filer's total
    $0 + $612,156 related
  • HEIDI B MASANO

    VICE CHAIR / DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PETER OSTASEWSKI

    SEC / TREAS (AS OF 9/23)

    Total calculated
    $344,935
    From this org
    $0
    From related orgs
    $310,883
    Other
    $34,052
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,102 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $6,781 related
    Deferred
    $0 + $7,846 related
    Nontaxable benefits
    $0 + $26,206 related
    Filer's total
    $0 + $344,935 related
  • CHRIS SCHENKEL

    SEC/TREAS /PSH DIR FIN (THRU 9/23)

    Total calculated
    $167,042
    From this org
    $0
    From related orgs
    $136,057
    Other
    $30,985
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $97,509 related
    Bonus
    $0
    Other
    $0 + $38,548 related
    Deferred
    $0 + $11,543 related
    Nontaxable benefits
    $0 + $19,442 related
    Filer's total
    $0 + $167,042 related
  • KIMBERLY WOLF

    EXEC. DIR. / SJRHN SR. MED DIR.

    Total calculated
    $415,860
    From this org
    $0
    From related orgs
    $372,285
    Other
    $43,575
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,120 related
    Bonus
    $0
    Other
    $0 + $10,165 related
    Deferred
    $0 + $41,490 related
    Nontaxable benefits
    $0 + $2,085 related
    Filer's total
    $0 + $415,860 related
  • ANDRE ROBINSON MD

    PHYSICIAN

    Total calculated
    $604,470
    From this org
    $536,665
    From related orgs
    $0
    Other
    $67,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $533,717
    Bonus
    $0
    Other
    $2,948
    Deferred
    $41,490
    Nontaxable benefits
    $26,315
    Filer's total
    $604,470
  • ELIZABETH MBURU

    PHYSICIAN

    Total calculated
    $553,863
    From this org
    $502,834
    From related orgs
    $0
    Other
    $51,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $500,380
    Bonus
    $0
    Other
    $2,454
    Deferred
    $23,418
    Nontaxable benefits
    $27,611
    Filer's total
    $553,863
  • JORGE ARBOLEDA DO

    PHYSICIAN

    Total calculated
    $483,716
    From this org
    $414,968
    From related orgs
    $0
    Other
    $68,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,287
    Bonus
    $51,701
    Other
    $2,980
    Deferred
    $41,490
    Nontaxable benefits
    $27,258
    Filer's total
    $483,716
  • ANUP MALIK MD

    PHYSICIAN

    Total calculated
    $467,127
    From this org
    $398,784
    From related orgs
    $0
    Other
    $68,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,167
    Bonus
    $0
    Other
    $16,617
    Deferred
    $41,490
    Nontaxable benefits
    $26,853
    Filer's total
    $467,127
  • QAISS MOHAMMED

    PHYSICIAN

    Total calculated
    $458,389
    From this org
    $406,638
    From related orgs
    $0
    Other
    $51,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $395,510
    Bonus
    $8,152
    Other
    $2,976
    Deferred
    $24,990
    Nontaxable benefits
    $26,761
    Filer's total
    $458,389
  • PETER DILLON MD

    FMR DIR/PSH PHYS LEADER

    Total calculated
    $529,573
    From this org
    $0
    From related orgs
    $497,180
    Other
    $32,393
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,420 related
    Bonus
    $0
    Other
    $0 + $236,760 related
    Deferred
    $0 + $26,908 related
    Nontaxable benefits
    $0 + $5,485 related
    Filer's total
    $0 + $529,573 related
  • JIM BENNETT

    FMR OFFICER (THRU 6/23)

    Total calculated
    $292,635
    From this org
    $0
    From related orgs
    $277,131
    Other
    $15,504
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,071 related
    Bonus
    $0
    Other
    $0 + $142,060 related
    Deferred
    $0 + $14,430 related
    Nontaxable benefits
    $0 + $1,074 related
    Filer's total
    $0 + $292,635 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ARRANGEMENT USED TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR THAT WAS ESTABLISHED AND PAID BY PENN STATE HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2024: - JIM BENNETT - $118,067 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2024, A DIRECTOR AND A FORMER DIRECTOR PARTICIPATED IN A RELATED ORGANIZATION'S SUPPLEMENTAL NONQUALIFIED RETIRMENT PLAN. THE BELOW LISTED INDIVIDUALS VESTED IN THE PLAN IN A PRIOR YEAR; THEREFORE, CURRENT YEAR CONTRIBUTIONS ARE TAXABLE AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION. - THOMAS STOESSEL - $66,348 - PETER DILLON - $59,178
SCHEDULE J, PART I, LINE 7
BONUSES, PAID BY THE FILING ORGANIZATION OR A RELATED ORGANIZATION THAT EMPLOYS THE INDIVIDUALS, ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE APPLICABLE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED.

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
202541359349304969

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