Nonprofit · EIN 35-0868132
MEMORIAL HOSPITAL OF SOUTH BEND
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $746,797,754 | $645,908,406 | $100,889,348 | $677,976,847 | $331,926,867 | $346,049,980 |
| December 31, 2023 | 990 | $730,542,248 | $591,796,079 | $138,746,169 | $668,333,733 | $285,895,745 | $382,437,988 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,224,114
- of which government grants
- $5,987,137
- Program service revenue
- $713,570,432
- Investment income
- $4,668,388
- Net rental income
- $945,861
- Net gain from sales of assets
- $1,067,011
- Other revenue
- $21,334,820
Expenses
- Grants and similar amounts paid
- $551,678
- Compensation of officers, directors and key employees
- $989,338
- Other salaries and wages
- $194,057,137
- Salaries, compensation and benefits (total)
- $243,670,377
- Professional fundraising fees
- $0
- Legal fees
- $41,506
- Accounting fees
- $207,424
- Occupancy
- $7,032,752
- Travel
- $672,606
- Depreciation
- $26,147,289
- Program services (functional)
- $581,394,839
- Management and general (functional)
- $64,513,567
Balance sheet and other
- Total assets, start of year
- $668,333,733
- Total assets, end of year
- $677,976,847
- Total liabilities, end of year
- $331,926,867
- Net assets, end of year
- $346,049,980
- Land, buildings and equipment
- $396,916,734
- Publicly traded securities
- $2,965,937
- Net assets without donor restrictions
- $346,049,980
- Gross unrelated business income
- -$128,890
- Gross receipts
- $749,364,383
- Employees
- 3,795
- Volunteers
- 348
- Year formed
- 1923
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kreg R Gruber | CEO Officer | 2 | $0 | $1,848,714 | $287,708 |
| Jeffrey P Costello | CFO Officer | 2 | $0 | $1,077,612 | $188,598 |
| Larry A Tracy | President Officer | 40 | $0 | $807,555 | $177,573 |
| Michelle A Thompson | VP Medical Affairs Highest-paid employee | 40 | $475,895 | $0 | $73,709 |
| Linda A Mansfield | Dir of Sports Medicine Highest-paid employee | 40 | $349,571 | $0 | $75,197 |
| Kristine E Jennings | Dir of Med Residency Program Highest-paid employee | 40 | $349,938 | $0 | $68,099 |
| Matthew R Reed | Employed Physician Highest-paid employee | 40 | $349,893 | $0 | $56,865 |
| Marion Mahone | Assoc. Dir Resident Program Highest-paid employee | 40 | $349,125 | $0 | $49,194 |
| Ronald Nelson MD | Secretary Trustee or director, Officer | 2 | $0 | $19,344 | $4,085 |
| Martha Smith | Vice Chair Trustee or director, Officer | 2 | $1,220 | $0 | $0 |
| Renee Fleming | Director Trustee or director | 2 | $1,130 | $0 | $0 |
| Bethany Hartley | Director Trustee or director | 2 | $860 | $0 | $0 |
| John Callaghan MD | Chair Trustee or director, Officer | 2 | $200 | $0 | $0 |
| Raquel Buari JD | Director Trustee or director | 2 | $200 | $0 | $0 |
| Tim Durham MD | Director Trustee or director | 2 | $200 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Paskiewicz | Director Trustee or director | 2 | $200 |
| Tim Weber | Director Trustee or director | 2 | $200 |
| Stephanie Steele | Vice Chair thru 5/31/24 Trustee or director, Officer | 2 | $0 |
| Daniel Adams | Director thru 3/31/24 Trustee or director | 2 | $0 |
| Peter Baranay | Director thru 11/30/24 Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kreg R Gruber | CEO Officer | 2 | $0 | $1,162,712 | $170,134 |
| Jeffrey P Costello | CFO Officer | 2 | $0 | $744,234 | $118,036 |
| Larry A Tracy | President Officer | 40 | $559,220 | $0 | $104,093 |
| Michelle A Thompson | VP Medical Affairs Highest-paid employee | 40 | $423,821 | $0 | $38,089 |
| Linda A Mansfield | Dir of Sports Medicine Highest-paid employee | 40 | $312,112 | $0 | $35,834 |
| Kristine E Jennings | Dir of Med Residency Program Highest-paid employee | 40 | $300,991 | $0 | $35,210 |
| Matthew R Reed | Employed Physician Highest-paid employee | 40 | $302,694 | $0 | $28,743 |
| Marion Mahone | Assoc. Dir Resident Program Highest-paid employee | 40 | $303,145 | $0 | $19,740 |
| Ronald Nelson MD | Secretary Trustee or director, Officer | 2 | $0 | $177,854 | $25,832 |
| Martha Smith | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| Renee Fleming | Director Trustee or director | 2 | $860 | $0 | $0 |
| Brad Toothaker | Chair thru 3/31/23 Trustee or director, Officer | 2 | $540 | $0 | $0 |
| Peter Baranay | Director/Chair begin 3/31/23 Trustee or director, Officer | 2 | $225 | $0 | $0 |
| Daniel Adams | Director Trustee or director | 2 | $225 | $0 | $0 |
| John Callaghan MD | Director Trustee or director | 2 | $225 | $0 | $0 |
| Linda Paskiewicz | Director Trustee or director | 2 | $225 | $0 | $0 |
| Raquel Buari JD | Director Trustee or director | 2 | $225 | $0 | $0 |
| Tim Durham MD | Director Trustee or director | 2 | $225 | $0 | $0 |
| Stephanie Steele | Vice Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 615 N MICHIGAN ST, SOUTH BEND, IN 46601-1033
- In care of
- % JEFFREY COSTELLO
- Principal officer (990 for 2024)
- Larry Tracy, 615 N Michigan Street, South Bend, IN 46601
- Signed the 990
- Jeffrey Costello, CFO
- Phone
- (574) 647-3549
- Website
- beaconhealthsystem.org
- Return prepared by
- RSM US LLP
Mission
We deliver outstanding care, inspire health and connect with heart.
Program accomplishments
- Ancillary Services offers the following services for patients and facilities: - Imaging services - Outpatient physical, occupational and speech therapy - Infusion treatments - Radiation oncology therapy - Cancer research - Cardiac cath lab - Sleep lab - Interventional radiology - Environmental services - Nutritional services - Pharmacy services - Laboratory2024 statistics for this service unit include: - 729,811 inpatient procedures - 576,738 outpatient procedures - 1,491 inpatient caths - 1,216 outpatient caths - 1,864 outpatient visitsExpenses $152,781,217 · revenue $408,514,218
- Patient care unit services provides a wide variety of hospital services including: - Inpatient rehabilitation CARF (commission on accreditation of rehabilitation facilities) accredited - Medical - Post surgical - Orthopedic - Oncology - Intensive and intermediate- Heart and vascular - Mother and child - Special care obstetrics- Neonatal intensive care level III - Emergency - Trauma level II- Pediatrics - Pediatric intensive care - Pediatric hematology oncology - Medical flight program - Pediatric intensive care transports2024 statistics for this service unit include: - 85,170 patient days - 11,505 inpatient ER visits - 67,767 outpatient ER visits - 2,608 births - 24,909 observation staysExpenses $137,625,579 · revenue $176,092,253
- Surgical Services provides the following services: - General surgery - Vascular surgery - Cardiac surgery - Orthopedic surgery- Gynecological surgery - Trauma surgery - GI labs - Pulmonary services - Pain center - DaVinci robotic surgery2024 statistics for this service unit include: - 7,952 inpatient procedures - 458 open heart procedures - 17,247 outpatient proceduresExpenses $67,447,370 · revenue $145,396,861
- Other program services include psychiatric departments, social services, community outreach programs, tithing, grants, and supporting services such as administration, finance, payroll, patient accounting, laundry services, health and lifestyle center, and medical records. Due to the non-revenue generating or community investment nature of many of the programs, they operate at a loss. See Schedule H for details on the hospitals tithing and community outreach represented in other program services.Expenses $223,540,673 · grants $551,678
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0868132
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1944
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $677,976,847
- Income (IRS master file)
- $749,364,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $746,797,754 | $645,908,406 | $677,976,847 | IRS |
| 990 | December 2023 | $730,542,248 | $591,796,079 | $668,333,733 | XML |
| 990 | December 2022 | $696,580,941 | $597,116,524 | $591,875,904 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0868132).
Questions about MEMORIAL HOSPITAL OF SOUTH BEND
- What is the EIN of MEMORIAL HOSPITAL OF SOUTH BEND?
- The employer identification number (EIN) of MEMORIAL HOSPITAL OF SOUTH BEND is 35-0868132.
- Is MEMORIAL HOSPITAL OF SOUTH BEND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to MEMORIAL HOSPITAL OF SOUTH BEND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MEMORIAL HOSPITAL OF SOUTH BEND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MEMORIAL HOSPITAL OF SOUTH BEND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEMORIAL HOSPITAL OF SOUTH BEND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MEMORIAL HOSPITAL OF SOUTH BEND?
- The 990 for the year ended December 31, 2024 names Larry Tracy.
- Who are the officers and directors of MEMORIAL HOSPITAL OF SOUTH BEND?
- The 990 for the year ended December 31, 2024 lists 20 people; 13 received compensation from the organization.
- How much revenue does MEMORIAL HOSPITAL OF SOUTH BEND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $746,797,754, expenses of $645,908,406 and total assets of $677,976,847 at year end.
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- BEACON MEDICAL GROUP INC EIN 35-1536132 · last filed 990 for 2024
- WOMENS CARE CENTER INC EIN 35-1609945 · last filed 990 for 2025
- SOUTH BEND MEDICAL FOUNDATION INC EIN 35-0868178 · last filed 990 for 2024
- BEACON HEALTH FOUNDATION INC EIN 35-1536129 · last filed 990 for 2024
- ST CLAIR DARDEN HEALTH SYSTEM INC EIN 35-1905251 · last filed 990 for 2024
- OHANA HERITAGE FOUNDATION INC EIN 37-1523448 · last filed 990 for 2024
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