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← SAINT JOSEPH REGIONAL MEDICAL CENTER-PLYMOUTH CAMPUS INC

Form 990 for tax year 2023

Filed by SAINT JOSEPH REGIONAL MEDICAL CENTER-PLYMOUTH CAMPUS INC.

Totals

Total revenue
$56,512,710
Total expenses
$56,343,570
Contributions and grants received
$315,278
Grants paid
$1,150
Program service revenue
$55,344,688
Investment income
-$5,272
Other revenue
$858,016
Total assets, end of year
$313,668,906
Total liabilities, end of year
$238,606,739
Net assets or fund balances, end of year
$75,062,167
Program services expenses (Part IX)
$43,897,948
Management and general expenses
$12,445,622
Fundraising expenses
$0
Program service expenses (Part III)
$43,897,948

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTOPHER KARAM

    DIR; PRES SJRMC-SB; PRES SJRMC-PLY

    Total calculated
    $536,466
    From this org
    $0
    From related orgs
    $426,937
    Other
    $109,529
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,304 related
    Bonus
    $0
    Other
    $0 + $56,633 related
    Deferred
    $0 + $73,214 related
    Nontaxable benefits
    $0 + $36,315 related
    Filer's total
    $0 + $536,466 related
  • RODOLFO MONTERROSA

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • THE VERY REV JAMES FOSTER CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • ANDREW HARTLEY

    DIRECTOR THROUGH 10/23

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • CRAIG MILLER MD

    DIRECTOR; PHYSICIAN, FAMILY MEDICINE

    Total calculated
    $662,048
    From this org
    $0
    From related orgs
    $601,342
    Other
    $60,706
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,320 related
    Bonus
    $0
    Other
    $0 + $1,022 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $35,956 related
    Filer's total
    $0 + $662,048 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
    $498,533
    From this org
    $0
    From related orgs
    $442,688
    Other
    $55,845
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,083 related
    Bonus
    $0
    Other
    $0 + $1,605 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $31,095 related
    Filer's total
    $0 + $498,533 related
  • JACQUELINE WRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • JEFFREY MATHIS

    SECRETARY; SJHS ASSOCIATE COUNSEL

    Total calculated
    $303,080
    From this org
    $0
    From related orgs
    $265,983
    Other
    $37,097
    Hours/week
    10 + 40 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
  • ROBERT SINK

    TREASURER; VP FINANCE

    Total calculated
    $364,346
    From this org
    $0
    From related orgs
    $325,750
    Other
    $38,596
    Hours/week
    10 + 40 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
  • KATHRYN PARK MD

    SJHS REGIONAL CMO

    Total calculated
    $296,999
    From this org
    $0
    From related orgs
    $269,568
    Other
    $27,431
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,996 related
    Bonus
    $0 + $17,750 related
    Other
    $0 + $2,822 related
    Deferred
    $0 + $12,166 related
    Nontaxable benefits
    $0 + $15,265 related
    Filer's total
    $0 + $296,999 related
  • ERIC HOLSOPPLE

    HOSPITAL ADMINISTRATOR

    Total calculated
    $198,797
    From this org
    $0
    From related orgs
    $153,722
    Other
    $45,075
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $144,191 related
    Bonus
    $0 + $9,402 related
    Other
    $0 + $129 related
    Deferred
    $0 + $10,004 related
    Nontaxable benefits
    $0 + $35,071 related
    Filer's total
    $0 + $198,797 related
  • SUZANNE RISNER

    DIRECTOR, SURGICAL SERVICES

    Total calculated
    $167,128
    From this org
    $0
    From related orgs
    $152,738
    Other
    $14,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $142,959 related
    Bonus
    $0 + $7,570 related
    Other
    $0 + $2,209 related
    Deferred
    $0 + $11,494 related
    Nontaxable benefits
    $0 + $2,896 related
    Filer's total
    $0 + $167,128 related
  • CREIGHTON KAISER

    MANAGER PHARMACY

    Total calculated
    $203,488
    From this org
    $0
    From related orgs
    $160,365
    Other
    $43,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $151,990 related
    Bonus
    $0 + $6,788 related
    Other
    $0 + $1,587 related
    Deferred
    $0 + $10,280 related
    Nontaxable benefits
    $0 + $32,843 related
    Filer's total
    $0 + $203,488 related
  • ZUBAIR UL HAQ MD

    PHYSICIAN; FAMILY MEDICINE

    Total calculated
    $323,393
    From this org
    $0
    From related orgs
    $288,732
    Other
    $34,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $288,314 related
    Bonus
    $0
    Other
    $0 + $418 related
    Deferred
    $0 + $8,793 related
    Nontaxable benefits
    $0 + $25,868 related
    Filer's total
    $0 + $323,393 related
  • JULIE HANUS

    PHARMACIST

    Total calculated
    $180,875
    From this org
    $0
    From related orgs
    $154,930
    Other
    $25,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $154,412 related
    Bonus
    $0
    Other
    $0 + $518 related
    Deferred
    $0 + $11,969 related
    Nontaxable benefits
    $0 + $13,976 related
    Filer's total
    $0 + $180,875 related
  • GENEVIEVE LANKOWICZ

    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
  • 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
  • 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
  • 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, 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
SAINT JOSEPH REGIONAL MEDICAL CENTER - PLYMOUTH IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT JOSEPH REGIONAL MEDICAL CENTER - PLYMOUTH HOSPITAL'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 SAINT JOSEPH REGIONAL MEDICAL CENTER - PLYMOUTH'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, 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 IS A PARTICIPANT 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 PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $45,737 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: CHRISTOPHER KARAM - $48,464 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 THE 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.

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
9 May 2025
IRS schema version
2023v6.0
Source object
202531299349303533

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