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ST JOSEPH MEDICAL GROUP: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ST JOSEPH MEDICAL GROUP (EIN 20-8544021)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202631349349310038
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T15:36:06+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH HIGH ST SUITE 100AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208544021EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST JOSEPH MEDICAL GROUPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTJOBusinessNameControlTxt
Phone6103782300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CRYSTAL A DRIVE MC CA210AddressLine1Txt
CityHERSHEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY WOLFPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY CIMINELLO CPAPreparerPersonNm
PTINP00796388PTIN
Phone6148493000PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY WOLFBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CRYSTAL A DRIVE MC CA210AddressLine1Txt
CityHERSHEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17033ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$31,775,827GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.pennstatehealth.org/LOCATIONS/ST-JOSEPHWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPHYSICIAN HEALTHCARE SERVICES IN AN ACUTE CARE AND PHYSICIAN WOUND CARE CLINIC.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee85TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$47,512,867PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$32,775,522PYProgramServiceRevenueAmt
CY Program Service Revenue$31,596,889CYProgramServiceRevenueAmt
PY Investment Income-$89,065PYInvestmentIncomeAmt
CY Investment Income-$34,885CYInvestmentIncomeAmt
PY Other Revenue$40,368PYOtherRevenueAmt
CY Other Revenue$132,775CYOtherRevenueAmt
PY Total Revenue$80,239,692PYTotalRevenueAmt
CY Total Revenue$31,694,779CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$59,219,733PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$63,006,456CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,334,449PYOtherExpensesAmt
CY Other Expenses$20,809,216CYOtherExpensesAmt
PY Total Expenses$78,554,182PYTotalExpensesAmt
CY Total Expenses$83,815,672CYTotalExpensesAmt
PY Revenues Less Expenses$1,685,510PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$52,120,893CYRevenuesLessExpensesAmt
Total Assets BOY$20,789,130TotalAssetsBOYAmt
Total Assets EOY$13,513,637TotalAssetsEOYAmt
Total Liabilities BOY$17,063,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,306,386TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,725,482NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$207,251NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE CORPORATION IS TO SUPPORT ST. JOSEPH REGIONAL HEALTH NETWORK'S (SJHRN) MISSION OF THE PROVISION OF HEALTHCARE. THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH. (CONTINUED IN SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$78,344,347ExpenseAmt
Grant$0GrantAmt
Revenue$31,596,889RevenueAmt
DescST. JOSEPH MEDICAL GROUP (SJMG) PROVIDES QUALITY PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY IN CONJUNCTION WITH, AND IN SUPPORT OF, ST. JOSEPH REGIONAL HEALTH NETWORK, IN READING, PENNSYLVANIA, WHICH IS ALSO A 501(C)(3) CHARITABLE, TAX-EXEMPT ORGANIZATION. SJMG PROVIDES THESE SERVICES TO THE CITIZENS OF ITS COMMUNITY WITHOUT REGARD TO RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, OR AGE. IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PAY FOR ESSENTIAL MEDICAL SERVICES AND MEDICAL EDUCATION. THEREFORE, IN KEEPING WITH THE COMMITMENT OF SJMG AND ST. JOSEPH REGIONAL HEALTH NETWORK TO SERVE ALL MEMBERS OF THE COMMUNITY, FREE CARE AND/OR SUBSIDIZED CARE, CARE PROVIDED TO PERSONS COVERED BY GOVERNMENT PROGRAMS AT BELOW COST, AND HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND INDIVIDUAL'S INABILITY TO PAY COEXIST. (CONTINUED ON SCHEDULE O)Desc
Total Program Service Expenses$78,344,347TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee85EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRACY L MOYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7177632100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CRYSTAL A DR MC CA210AddressLine1Txt
CityHERSHEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17033ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HEIDI B MASANO
VICE CHAIR / DIRECTOR1.01.0Yes (X)Yes (X)$0$0$0
MARC ROVITO
CHAIR / DIR/ VP MED AFF. SJRHN1.049.0Yes (X)Yes (X)$0$653,037$51,579
THOMAS STOESSEL
DIRECTOR/PSH EVP CHIEF STRATEGY OFFICER1.049.0Yes (X)$0$1,018,755$53,919
KIMBERLY WOLF
EXEC. DIR. / SJRHN SR. MED DIR.1.049.0Yes (X)$0$461,709$28,058
PAULA TINCH
PSH CFO & EVP - PART YEAR1.049.0Yes (X)$0$1,391,377$46,993
PETER OSTASEWSKI
SEC/TREAS/PSH DIR OF FINANCE1.049.0Yes (X)$0$388,358$54,277
STEPHEN MASSINI
PSH CEO - PART YEAR1.049.0Yes (X)$0$2,575,103$660,113
Andre Robinson
PHYSICIAN50.00$527,150$0$45,721Yes (X)
Anup Malik
PHYSICIAN50.00$450,973$0$53,919Yes (X)
Jorge Arboleda
PHYSICIAN50.00$499,074$0$54,277Yes (X)
Qaiss Mohammed
PHYSICIAN50.00$482,257$0$53,762Yes (X)
Renee Coleman
PHYSICIAN50.00$412,455$0$36,731Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,371,909TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,488,339TotReportableCompRltdOrgAmt
Total Other Compensation$1,139,349TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K57IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Locumsmart
PO Box 736389DallasTX75373PHYSICIAN LOCUMS$5,193,529
SBG HEALTHCARE LLC
7665 DAVIE ROAD EXT SUITE 201HOLLYWOODCA33024PHYSICIAN LOCUMS$1,181,666
LOCUMTENENSCOM
2655 NORTHWINDS PARKWAYALPHARETTAGA30009PHYSICIAN LOCUMS$1,076,544
WEATHERBY LOCUMS INC
PO BOX 972633DALLASTX753972651PHYSICIAN LOCUMS$302,734
COMPHEALTH
PO BOX 972651DALLASTX753972651PHYSICIAN LOCUMS$262,226
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNET PATIENT SERVICE REVENUEDesc
Business621111BusinessCd
Total Revenue Column$31,596,889TotalRevenueColumnAmt
Related Or Exempt Func Income$31,596,889RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,596,889TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$46,163OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$81,048OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$34,885OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,885TotalRevenueColumnAmt
Exclusion-$34,885ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
INCENTIVE INCOME900099$131,757$131,757
OTHER REVENUE900099$1,018$1,018

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$132,775OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,694,779TotalRevenueColumnAmt
Related Or Exempt Func Income$31,596,889RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$97,890ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,989,990TotalAmt
Program Services$59,222,514ProgramServicesAmt
Management And General$767,476ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$833,552TotalAmt
Program Services$826,806ProgramServicesAmt
Management And General$6,746ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,328,946TotalAmt
Program Services$1,318,191ProgramServicesAmt
Management And General$10,755ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$853,968TotalAmt
Program Services$847,057ProgramServicesAmt
Management And General$6,911ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,510TotalAmt
Management And General$8,510ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,890,403TotalAmt
Program Services$9,810,359ProgramServicesAmt
Management And General$80,044ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$210,953TotalAmt
Program Services$210,031ProgramServicesAmt
Management And General$922ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,034,690TotalAmt
Program Services$3,033,601ProgramServicesAmt
Management And General$1,089ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,987TotalAmt
Program Services$35,987ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,421TotalAmt
Program Services$8,096ProgramServicesAmt
Management And General$325ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$256,240TotalAmt
Program Services$164,041ProgramServicesAmt
Management And General$92,199ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,114,365TotalAmt
Program Services$1,114,365ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
ALLOCATION OF CORP. SERVICES$4,408,110$4,408,110
MEDICAL SUPPLIES$1,481,932$1,481,932
LICENSES$224,770$21,289$203,481
USE TAX$66,949$66,949

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$67,886TotalAmt
Program Services$67,886ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$83,815,672TotalAmt
Program Services$78,344,347ProgramServicesAmt
Management And General$5,471,325ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,331,127BOYAmt
EOY$526,481EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,488,823BOYAmt
EOY$3,827,754EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$147,189BOYAmt
EOY$306,661EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,128,103LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,063,022LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,236,139BOYAmt
EOY$2,065,081EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,585,852BOYAmt
EOY$6,787,660EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,789,130BOYAmt
EOY$13,513,637EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,632,494BOYAmt
EOY$4,706,589EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,431,154BOYAmt
EOY$8,599,797EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,063,648BOYAmt
EOY$13,306,386EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,725,482BOYAmt
EOY$207,251EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,725,482BOYAmt
EOY$207,251EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,789,130BOYAmt
EOY$13,513,637EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$52,120,893ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$48,602,662OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,024,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,558,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,337,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,512,867CurrentTaxYearMinus1YearAmt
Total$162,432,930TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,042,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,355,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,873,437CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,775,522CurrentTaxYearMinus1YearAmt
Current Tax Year$31,596,889CurrentTaxYearAmt
Total$157,643,807TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,067,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,913,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,210,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,288,389CurrentTaxYearMinus1YearAmt
Current Tax Year$31,596,889CurrentTaxYearAmt
Total$320,076,737TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$320,076,737PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74CurrentTaxYearMinus2YearsAmt
Total$3,337TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$3,337TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$616,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$841,816CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$400,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,368CurrentTaxYearMinus1YearAmt
Current Tax Year$132,775CurrentTaxYearAmt
Total$2,031,719TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,685,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,757,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,610,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,328,757CurrentTaxYearMinus1YearAmt
Current Tax Year$31,729,664CurrentTaxYearAmt
Total$322,111,793TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99368PublicSupportCY509Pct
Public Support PY5090.99356PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - , COLUMN A - 616478.0, COLUMN B - 841816.0, COLUMN C - 400282.0, COLUMN D - 40368.0, COLUMN E - 132775.0, COLUMN F - 2031719.0;ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,879,064OtherCostOrOtherBasisAmt
Depreciation$1,121,203DepreciationAmt
Book Value$1,757,861BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,230,529OtherCostOrOtherBasisAmt
Depreciation$941,819DepreciationAmt
Book Value$288,710BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,510OtherCostOrOtherBasisAmt
Book Value$18,510BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,065,081TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ROU OPERATING LEASE$6,425,425
Self Insurance Recoveries$357,098
INTERCOMPANY RECEIVABLE$5,137
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,787,660TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Federal Income Taxes
ROU OPERATING LEASE$6,942,053
PATIENT A/R CREDIT BALANCES
Malpractice Reserves$1,019,776
Self Insurance$357,098
Workers Comp$280,870
FieldValueIRS element (for citing)
Total Liability$8,599,797TotalLiabilityAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARC ROVITO
CHAIR / DIR/ VP MED AFF. SJRHN$0$557,329$0$85,357$0$10,351$0$26,070$0$25,509$0$704,616$0$0
THOMAS STOESSEL
DIRECTOR/PSH EVP CHIEF STRATEGY OFFICER$0$656,243$0$309,544$0$52,968$0$26,070$0$27,849$0$1,072,674$0$0
STEPHEN MASSINI
PSH CEO - PART YEAR$0$1,136,520$0$707,558$0$731,025$0$638,691$0$21,422$0$3,235,216$0$0
PAULA TINCH
PSH CFO & EVP - PART YEAR$0$814,835$0$376,957$0$199,585$0$26,070$0$20,923$0$1,438,370$0$0
KIMBERLY WOLF
EXEC. DIR. / SJRHN SR. MED DIR.$0$412,564$0$44,077$0$5,068$0$26,070$0$1,988$0$489,767$0$0
PETER OSTASEWSKI
SEC/TREAS/PSH DIR OF FINANCE$0$311,484$0$49,230$0$27,644$0$26,070$0$28,207$0$442,635$0$0
Andre Robinson
PHYSICIAN$455,392$0$49,072$0$22,686$0$26,070$0$19,651$0$572,871$0$0$0
Jorge Arboleda
PHYSICIAN$265,012$0$168,320$0$65,742$0$26,070$0$28,207$0$553,351$0$0$0
Qaiss Mohammed
PHYSICIAN$384,859$0$82,678$0$14,720$0$26,070$0$27,692$0$536,019$0$0$0
Anup Malik
PHYSICIAN$432,410$0$0$0$18,563$0$26,070$0$27,849$0$504,892$0$0$0
Renee Coleman
PHYSICIAN$393,681$0$16,914$0$1,860$0$26,070$0$10,661$0$449,186$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationARRANGEMENT 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.
Schedule J, Part I, Line 4a Severance or change-of-control paymentTHE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2025: - STEPHEN MASSINI - $304,920
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2025, A DIRECTOR AND A FORMER DIRECTOR PARTICIPATED IN A RELATED ORGANIZATION'S SUPPLEMENTAL NONQUALIFIED RETIREMENT 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 - $34,293 - STEPHEN MASSINI - $114,302 - PAULA TINCH - $46,018
Schedule J, Part I, Line 7 Non-fixed paymentsBONUSES, 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 DESCRIPTION OF ORGANIZATION MISSION(CONTINUED): FIDELITY TO THE GOSPEL URGES THE CORPORATION TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS IT CREATES HEALTHIER COMMUNITIES. THE CORPORATION, CALLS OTHER CATHOLIC SPONSORS AND SYSTEMS TO UNITE TO ENSURE THE FUTURE OF CATHOLIC HEALTH CARE. TO FULFILL THIS MISSION, THE CORPORATION, AS A VALUES-BASED ORGANIZATION, WILL ASSURE THE INTEGRITY OF THE MINISTRY IN BOTH CURRENT AND DEVELOPING ORGANIZATIONS AND ACTIVITIES; RESEARCH AND DEVELOP NEW MINISTRIES THAT INTEGRATE HEALTH, EDUCATION, PASTORAL, AND SOCIAL SERVICES; PROMOTE LEADERSHIP DEVELOPMENT AND FORMATION FOR MINISTRY THROUGHOUT THE ENTIRE ORGANIZATION; ADVOCATE FOR SYSTEMIC CHANGES WITH SPECIFIC CONCERN FOR PERSONS WHO ARE POOR, ALIENATED, AND UNDERSERVED; AND STEWARD RESOURCES BY GENERAL OVERSIGHT OF THE ENTIRE ORGANIZATION.
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS - CONTINUED:SJMG PROVIDES THE FOLLOWING PROFESSIONAL MEDICAL SERVICES TO ITS COMMUNITY THROUGH ITS DULY-LICENSED PHYSICIANS, EMPLOYEES AND CONTRACTORS: FAMILY MEDICIAN, OB/GYN, GENERAL SURGICAL SERVICES, NEUROLOGY, NEUROSURGERY, VASCULAR SERVICES, ORTHOPEDICS, AND CONTINUING COMMUNITY, MEDICAL EDUCATION SERVICES, WOUND CARE, ONCOLOGY, ANESTHESIA, HOSPITALIST, INFECTIOUS DISEASE, NEONATOLOGY, AND PALLIATIVE CARE.
Form 990, Part V, Line 1aFORMS 1096: FORM 1096 FOR THE FILING ORGANIZATION IS PROCESSED AND REPORTED BY ITS RELATED ORGANIZATION PENN STATE HEALTH (EIN: 47-3769205).
Form 990, Part VI, Line 13 LINE 14WHISTLEBLOWER POLICY AND DOCUMENT RETENTION/DESTRUCTION POLICY: THE FILING ORGANIZATION FOLLOWS THE WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF A RELATED ORGANIZATION.
Form 990, Part VI, Line 15 PROCESS USED TO ESTABLISHPROCESS USED TO ESTABLISH COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES: THE FILING ORGANIZATION IS PART OF A MULTI-ENTITY HEALTH SYSTEM AND MAY OR MAY NOT DESIGNATE ONE OR MORE OF ITS EMPLOYEES AS A CEO (OR PRESIDENT), OFFICER, OR KEY EMPLOYEE. IF THE FILING ORGANIZATION DOES NOT DESIGNATE INDIVIDUALS TO THESE ROLES, THE ROLE IS HANDLED BY AN INDIVIDUAL FROM THE PARENT ENTITY, PENN STATE HEALTH, OR AN AFFILITATE. PENN STATE HEALTH HAS ESTABLISHED A SYSTEM-WIDE PROCESS FOR ESTABLISHING COMPENSATION AS FOLLOWS: ANNUALLY, THE COMPENSATION COMMITTEE OF THE PARENT BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS FOR THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER (CEO), OFFICERS, AND KEY EMPLOYEES. AS PART OF THE ANALYSIS, THE INDEPENDENT COMPENSATION CONSULTANT IDENTIFIES, GATHERS, AND ANALYZES APPROPRIATE COMPARABILITY DATA UPON WHICH THE COMMITTEE AND THE FULL BOARD WILL RELY TO ASSESS THE REASONABLENESS OF THE TOTAL PROPOSED COMPENSATION (INCLUDING BENEFITS) OF THE CEO, OFFICERS, AND KEY EMPLOYEES. ONCE THE COMPENSATION ANALYSIS IS COMPLETE AND DOCUMENTED IN REPORTS, THE REPORTS ARE PROVIDED TO THE BOARD FOR REVIEW AND CONSIDERATION, TOGETHER WITH WRITTEN OPINIONS FROM THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION ARRANGEMENTS FOR THE CEO, OFFICERS, AND KEY EMPLOYEES ARE REASONABLE WITHIN THE MEANING OF TREASURY REGULATION 53.4958-4(B)(1)(II)(A). WITH INPUT FROM THE COMPENSATION COMMITTEE, THE FULL BOARD MAKES ANNUAL DECISIONS WITH RESPECT TO COMPENSATION FOR THE CEO, OFFICERS, AND KEY EMPLOYEES BASED UPON THE DATA IN THE REPORT AND THE OPINION OF THE COMPENSATION CONSULTANT THAT THE PROPOSED COMPENSATION IS REASONABLE. THESE DECISIONS, THE BASIS FOR THESE DECISIONS, THE BOARD MEMBERS' NAMES WHO VOTE ON COMPENSATION, AND THAT NONE OF THE BOARD MEMBERS HAVE A CONFLICT OF INTEREST WITH RESPECT TO THESE COMPENSATION ARRANGEMENTS IS ALL CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES.
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE FILING ORGANIZATION'S SOLE MEMBER IS PENN STATE HEALTH, A PENNSYLVANIA NONPROFIT CORPORATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyDIRECTORS SHALL BE ELECTED BY THE CORPORATE MEMBER, PENN STATE HEALTH. THE CORPORATE MEMBER MAY AT ANY TIME REMOVE, WITH OR WITHOUT CAUSE, ANY MEMBER OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersPURSUANT TO SPECIFICATIONS DEFINED IN THE BYLAWS THE CORPORATE MEMBERS HAVE RESERVED POWERS. NOTWITHSTANDING ANY OTHER PROVISIONS OF THESE BYLAWS, THE SOLE MEMBER MUST APPROVE THE FOLLOWING ITEMS, AS APPLICABLE, BEFORE THEY MAY BE IMPLEMENTED BY THIS CORPORATION. THE SOLE MEMBER SHALL HAVE THE AUTHORITY: (A) TO DETERMINE THE NUMBER OF AND TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION; (B) TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, AND TO DETERMINE THE COMPENSATION OF, THE EXECUTIVE DIRECTOR OF THE CORPORATION; (C) TO ELECT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON AND VICE CHAIRPERSON OF THE CORPORATION; (D) TO UNDERTAKE OR TO APPROVE THE ISSUANCE OF ANY DEBT BY THE CORPORATION; (E) TO REQUIRE THE TRANSFER OF ASSETS FROM THE CORPORATION TO THE CORPORATE MEMBER TO FURTHER THE OBJECTIVES OF THE CORPORATE MEMBER; (F) TO UNDERTAKE OR APPROVE ANY TRANSFER OF ASSETS TO ANY ENTITY OTHER THAN THE CORPORATE MEMBER OR ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION OR THE CORPORATE MEMBER; (G) TO ESTABLISH OR APPROVE ALL LONG-RANGE AND STRATEGIC PLANS OF THE CORPORATION; (H) TO ESTABLISH OR APPROVE THE ADOPTION OF ALL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS THERETO; (I) TO APPROVE ANY EXPENDITURES FOR NON-BUDGETED ITEMS IN EXCESS OF CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER, AS WELL AS FOR ANY ITEMS INCLUDED IN THE CORPORATION'S ANNUAL BUDGETS BUT EXCEEDING THE BUDGETED AMOUNT BY MORE THAN CERTAIN DOLLAR LIMITS SET BY THE CORPORATE MEMBER; (J) TO INITIATE OR APPROVE ANY AND ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION; (K) TO CHANGE OR TO APPROVE ANY CHANGE IN THE PURPOSES, PHILOSOPHY, OR OBJECTIVES OF THE CORPORATION; (L) TO INITIATE OR TO APPROVE ALL FUNDAMENTAL CHANGE TRANSACTIONS AND ALL OTHER TRANSACTIONS NOT IN THE ORDINARY COURSE OF BUSINESS, INCLUDING WITHOUT LIMITATION, ALL MERGERS, CONSOLIDATIONS, DIVISIONS, SALES OF SUBSTANTIALLY ALL ASSETS, AND LIQUIDATION OR DISSOLUTION OF THE CORPORATION; (M) TO SELECT AND APPOINT AUDITORS FOR, AND TO DESIGNATE THE FISCAL YEAR OF, THE CORPORATION AND ITS SUBSIDIARIES; (N) TO RETAIN COUNSEL ON BEHALF OF AND SETTLE ANY LITIGATION AGAINST THE CORPORATION; (O) TO ESTABLISH AN OBLIGATED GROUP FOR FINANCING PURPOSES; (P) TO ADOPT EMPLOYEE BENEFIT PLANS; AND (Q) TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS UNDER THE NPCL.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM; IT IS REVIEWED BY ACCOUNTING/FINANCE DEPARTMENT PERSONNEL AND THE CHIEF FINANCIAL OFFICER, AND THEN DISTRIBUTED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE FILING ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST (COI) POLICIES FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES (COVERED PERSONS). PER THE POLICY, NO COVERED PERSONS MAY ENGAGE IN ANY TRANSACTION OR ARRANGEMENT OR UNDERTAKE POSITIONS WITH OTHER ORGANIZATIONS THAT INVOLVE A CONFLICT OF INTEREST, EXCEPT IN COMPLIANCE WITH THE POLICY. EVERY COVERED PERSON SHALL DISCLOSE ALL ACTUAL AND POTENTIAL CONFLICTS THROUGH AN ANNUAL ONLINE DISCLOSURE STATEMENT AND AS MATTERS INVOLVING AN ACTUAL OR POTENTIAL CONFLICT ARISE. THE BOARD WILL EVALUATE THE DISCLOSURES AND THE MATERIAL FACTS RELATING TO THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE TRANSACTION OR ARRANGEMENT. A COVERED PERSON WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PRESENT FOR OR SHALL LEAVE ANY PORTION OF A MEETING AT WHICH THE BOARD OF DIRECTORS OR A COMMITTEE IS VOTING TO DETERMINE WHETHER A CONFLICT EXISTS, BUT MAY BE PRESENT PRIOR TO THE VOTE TO MAKE PRESENTATION TO THE BOARD OR COMMITTEE TO DISCLOSE ADDITIONAL FACTS, OR TO RESPOND TO QUESTIONS. THE FILING ORGANIZATION MAY ENTER INTO A TRANSACTION OR ARRANGEMENT IN WHICH A COVERED PERSON HAS AN ACTUAL CONFLICT OF INTEREST IF A MAJORITY OF DIRECTORS WHO HAVE NO INTEREST IN THE TRANSACTION OR ARRANGEMENT APPROVE THE TRANSACTION OR ARRANGEMENT AT A BOARD OR COMMITTEE MEETING AFTER DETERMINING THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION, ANY COVERED PERSON WHO HAS A CONFLICT WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT DOES NOT PARTICIPATE IN AND IS NOT PRESENT FOR THE VOTE REGARDING SUCH TRANSACTION OR ARRANGEMENT (EXCEPT THAT THE COVERED PERSON MAY APPEAR AT A MEETING TO ANSWER QUESTIONS), AND IF THE TRANSACTION OR ARRANGEMENT INVOLVES COMPENSATION OR OTHER FINANCIAL BENEFIT TO THE COVERED PERSON, THE BOARD RELIES ON APPROPRIATE COMPARABILITY DATA TO DETERMINE REASONABLENESS. THE FILING ORGANIZATION WILL DOCUMENT THE FOREGOING IN THE MINUTES OF BOARD AND COMMITTEE MEETINGS, AS APPLICABLE. EACH COVERED PERSON MUST SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE COI POLICY, HAS READ AND UNDERSTANDS IT, AND HAS AGREED TO COMPLY WITH IT. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE BOARD MAY COUNSEL THE COVERED PERSON REGARDING SUCH FAILURE AND, IF THE ISSUE IS NOT RESOLVED TO THE BOARD'S SATISFACTION, MAY CONSIDER ADDITIONAL CORRECTIVE ACTION, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS OR OTHER POSITION WITH THE FILING ORGANIZATION, AS APPROPRIATE.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE PENNSYLVANIA STATE UNIVERSITY AND ITS SUBSIDIARIES (WHICH INCLUDES PENN STATE HEALTH AND ITS AFFILIATES) ARE AVAILABLE AT WWW.PSU.EDU.
Form 990, Part VII, Section APART VII AND SCHEDULE J REFLECT CERTAIN DIRECTORS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THAT REMUNERATION FOR DIRECTORS WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION, NOT FOR SERVICES RENDERED AS DIRECTORS OF THE FILING ORGANIZATION.
Form 990, Part IX, Line 11g Other FeesCONTRACTED PHYSICIANS - Total Expense: 7771096, Program Service Expense: 7771096, Management and General Expenses: , Fundraising Expenses: ; CONTRACTED STAFF - Total Expense: 1602324, Program Service Expense: 1602324, Management and General Expenses: , Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 516983, Program Service Expense: 436939, Management and General Expenses: 80044, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCLINIC SUBSIDY - INTERCOMPANY TRANSFER - 48602662; Total - 48602662;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ST JOSEPH REGIONAL HEALTH NETWORK
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033231352211HEALTHCAREPA501(c)(3)3PSHYes (true)
ST JOSEPH MEDICAL CENTER FOUNDATION
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033232649362FUNDRAISINGPA501(c)(3)Type ISJRHNYes (true)
THE PENNSYLVANIA STATE UNIVERSITY
ONE OLD MAINUNIVERSITY PARKPA17033246000376EDUCATIONPA501(c)(3)2NAfalse
PENN STATE HEALTH
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033473769205HEALTHCAREPA501(c)(3)Type IPSUYes (true)
THE MILTON S HERSHEY MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033251854772HEALTHCAREPA501(c)(3)3PSHYes (true)
PENN STATE HEALTH LANCASTER MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033851620900HEALTHCAREPA501(c)(3)3PSHYes (true)
PENN STATE HEALTH HOLY SPIRIT MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033231512747HEALTHCAREPA501(c)(3)3PSHYes (true)
HOLY SPIRIT CORPORATION
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033232214540REAL ESTATEPA501(c)(2)PSHHSMCYes (true)
PENN STATE HEALTH HAMPDEN MEDICAL CENTER
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033851608328HEALTHCAREPA501(c)(3)3PSHYes (true)
PENNSYLVANIA PSYCHIATRIC MEDICAL SERVICES
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033822969322HEALTHCAREPA501(c)(3)3PPIYes (true)
PENNSYLVANIA PSYCHIATRIC INSTITUTE
100 CRYSTAL A DRIVE MC CA210HERSHEYPA17033261699000HEALTHCAREPA501(c)(3)3MSHMCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line2USAddress/AddressLine2Txt
HERSHEY OUTPATIENT SURGERY CENTER LP
15305 DALLAS PKWYADDISONTX75001200469951HEALTHCAREPANITTANY HLTHfalsefalse
SCOL HOLDINGS LLC
5000 COLLEGE BLVDOVERLAND PARKKS66211871736200HEALTHCAREKSNITTANY HLTHfalsefalseSTE 400
Lancaster Orthopedic Group Surgery Center LLC
413 GRANITE RUN DRIVELANCASTERPA17601854269989HEALTHCAREPAPSHfalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NITTANY HEALTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CRYSTAL A DRIVE MC CA210AddressLine1Txt
CityHERSHEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17033ZIPCd
FieldValueIRS element (for citing)
EIN251769611EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PSHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL INFORMATIONFormAndLineReferenceDesc
ExplanationSCHEDULE R LISTS ONLY THOSE RELATED ORGANIZATIONS THAT RELATE TO THE HEALTH CARE OPERATIONS UNDER THE COMMON CONTROL OF THE PENNSYLVANIA STATE UNIVERSITY.ExplanationTxt