SAINT JOSEPH REGIONAL MEDICAL CENTER- SOUTH BEND CAMPUS INC (EIN 350868157) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

CHRISTOPHER KARAM

Phone

5743355000

Tax Period

2024-07-01 to 2025-06-30

SAINT JOSEPH REGIONAL MEDICAL CENTER- SOUTH BEND CAMPUS INC, founded in 1958, is a major nonprofit in the Health Care sector that reported $425.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $407.3M left a modest 4% surplus.

Mission

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,008,169

Program Service Revenue $418,296,818

Investment Income $490,660

Other Revenue $4,131,509

TOTAL REVENUE $425,927,156

Expense Breakdown

Grants Paid $29,900

Salaries & Benefits $140,687,157

Fundraising Expenses $0

Program Expenses $310,223,524

Other Expenses $266,623,867

TOTAL EXPENSES $407,340,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$425,927,156	$387,910,946	+0.1%
Expenses	$407,340,924	$395,690,641	+0.0%
Net Income	$18,586,232	$-7,779,695	-3.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

257

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,299,268

Total Directors

$1,860,567

Key Employees

$477,047

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODOLFO MONTERROSA	DIRECTOR; CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOPHER KARAM	DIR; PRES SJRMC-SB; PRES SJRMC-PLY	35.00	Officer Director	$0	$118,000	$673,526
THE VERY REV JAMES FOSTER CSC MD	DIRECTOR	2.00	Director	$0	$0	$0
MARION FULCE	DIRECTOR AS OF 9/24	2.00	Director	$0	$0	$0
CRAIG MILLER MD	DIRECTOR;PHYSICIAN, FAMILY MEDICINE	2.00	Director	$0	$57,894	$625,643
DANA NEER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS ROWLAND	DIRECTOR	2.00	Director	$0	$0	$0
PAULA TOTH-RUSSELL MD	DIRECTOR; NEUROLOGIST	2.00	Director	$0	$52,405	$561,398
JACQUELINE WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY MATHIS	SECRETARY; ASSOCIATE COUNSEL	10.00	Officer	$0	$35,973	$319,877
MELISSA LUKASICK	TREASURER AT 1/25; REG CFO IL/IN	2.00	Officer	$0	$143,610	$958,426
ROBERT SINK	TREAS THR 1/25;ASST TREAS1/25;VP FIN	10.00	Officer	$0	$30,421	$347,439
KATHRYN PARK MD	REGIONAL CMO	30.00	Key Emp	$0	$42,466	$477,047
BIN HU MD	ANESTHESIOLOGIST	50.00	Highest	$0	$59,288	$1,439,674
JIALIN BAO MD	ANESTHESIOLOGIST	50.00	Highest	$0	$59,148	$1,435,334
MAYUR PATEL MD	ANESTHESIOLOGIST	50.00	Highest	$0	$54,877	$934,887
ROBERT TOKARS MD	ANESTHESIOLOGIST	50.00	Highest	$0	$47,479	$842,306
ROBERT THOMAS MD	ANESTHESIOLOGIST	50.00	Highest	$0	$13,606	$618,069
DOUGLAS STRONG	FMR OFF;INT CEO HOLY CROSS THR 12/24	0.00		$0	$23,642	$794,025

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$425,927,156	$407,340,924	$1,547,468,814	$18,586,232
2024	$387,910,946	$395,690,641	$1,332,182,018	$-7,779,695
2023	$378,882,568	$398,351,244	$1,102,504,673	$-19,468,676
2022	$384,619,279	$419,574,728	$834,699,502	$-34,955,449
2021	$409,137,812	$379,178,835	$634,818,978	$29,958,977
2020	$362,687,392	$363,060,569	$556,640,074	$-373,177
2020	$362,687,392	$363,060,569	$556,640,074	$-373,177
2019	$398,361,046	$376,211,891	$396,341,900	$22,149,155
2018	$397,042,603	$351,944,846	$416,903,182	$45,097,757

SAINT JOSEPH REGIONAL MEDICAL CENTER- SOUTH BEND CAMPUS INC