Nonprofit · EIN 35-0868178
SOUTH BEND MEDICAL FOUNDATION INC
Tax-exempt · SOUTH BEND, IN 46635
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $21,363,619 | $22,699,034 | -$1,335,415 | $45,280,911 | $10,152,921 | $35,127,990 |
| December 31, 2023 | 990 | $18,443,942 | $23,091,365 | -$4,647,423 | $49,222,710 | $13,912,492 | $35,310,218 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,727
- Program service revenue
- $17,438,932
- Investment income
- $1,576,394
- Net rental income
- $154,573
- Net gain from sales of assets
- $905,421
- Other revenue
- $2,344,566
Expenses
- Grants and similar amounts paid
- $5,875
- Compensation of officers, directors and key employees
- $1,556,420
- Other salaries and wages
- $8,721,303
- Salaries, compensation and benefits (total)
- $12,417,499
- Professional fundraising fees
- $0
- Legal fees
- $20,055
- Accounting fees
- $78,900
- Occupancy
- $1,098,374
- Travel
- $121,067
- Depreciation
- $726,820
- Program services (functional)
- $21,297,436
- Management and general (functional)
- $1,401,598
Balance sheet and other
- Total assets, start of year
- $49,222,710
- Total assets, end of year
- $45,280,911
- Total liabilities, end of year
- $10,152,921
- Net assets, end of year
- $35,127,990
- Land, buildings and equipment
- $17,043,631
- Publicly traded securities
- $22,473,412
- Net assets without donor restrictions
- $35,127,990
- Gross unrelated business income
- $21,419
- Gross receipts
- $36,314,109
- Employees
- 176
- Volunteers
- 8
- Year formed
- 1946
- 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 | Other / benefits |
|---|---|---|---|---|
| TIMOTHY TRAVIS | PRESIDENT/CEO Officer | 40 | $350,901 | $63,691 |
| DERRICK FORCHETTI | PATHOLOGIST Highest-paid employee | 40 | $344,845 | $44,791 |
| NITA GERIG MD | CMO/SECRETARY Trustee or director, Officer | 32 | $331,462 | $56,314 |
| ERICA MARTIN | PATHOLOGIST Highest-paid employee | 40 | $328,821 | $37,160 |
| JAMES DYER | PATHOLOGIST Highest-paid employee | 40 | $319,813 | $41,489 |
| ODETA LAPKUS | PATHOLOGIST Highest-paid employee | 40 | $313,723 | $29,844 |
| NICHOLE ANEST | PATHOLOGIST Highest-paid employee | 40 | $295,345 | $26,370 |
| LAURIE GRIESINGER MD | BOARD MEMBER Trustee or director | 40 | $270,892 | $29,769 |
| TERRY PIPP | CFO (TERMED 4/2025) Officer | 40 | $220,168 | $46,810 |
| TIMOTHY STOLT | COO Officer | 40 | $158,137 | $30,311 |
| AL HARDING MD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JAMES KELLY MD MBA | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SHERY ROUSSAIRE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL BLAKESLEY MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANILYN DAUB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN GRIFFITH | BOARD MEMBER Trustee or director | 1 | $0 |
| CARLTON LYONS MD | BOARD MEMBER Trustee or director | 1 | $0 |
| SHARON STACK PHD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN KONOPINSKI MD | PATHOLOGIST Highest-paid employee | 40 | $338,449 | $25,981 |
| TIMOTHY TRAVIS | PRESIDENT CEO Officer | 40 | $305,777 | $53,208 |
| NITA GERIG MD | SECRETARY Trustee or director, Officer | 32 | $321,772 | $35,856 |
| ODETA LAPKUS | PATHOLOGIST Highest-paid employee | 40 | $294,088 | $38,439 |
| JAMES DYER | PATHOLOGIST Highest-paid employee | 40 | $298,988 | $20,081 |
| NICOLE ANEST | PATHOLOGIST Highest-paid employee | 40 | $281,491 | $32,275 |
| ERICA MARTIN | PATHOLOGIST Highest-paid employee | 40 | $278,958 | $19,844 |
| LAURIE GRIESINGER MD | BOARD MEMBER Trustee or director | 40 | $227,485 | $41,624 |
| TERRY PIPP | CFO Officer | 40 | $178,140 | $22,235 |
| AL HARDING MD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SHERY ROUSSAIRE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL BLAKESLEY MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES KELLY MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARLTON LYONS MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON STACK PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANILYN DAUB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBIN ZON MD | CHAIRMAN PARTIAL TERM Trustee or director, Officer | 1 | $0 | $0 |
| JOE BARKMAN | TREASURER PARTIAL TERM Trustee or director, Officer | 1 | $0 | $0 |
| PEDRO MIRO MD | VICE CHAIRMAN PARTIAL TERM Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3355 DOUGLAS RD, SOUTH BEND, IN 46635-1779
- Principal officer (990 for 2024)
- TIM TRAVIS, 3355 DOUGLAS ROAD, SOUTH BEND, IN 46635
- Signed the 990
- ADAM ALLSOP, CHIEF FINANCIAL OFFICER
- Phone
- (574) 204-5233
- Website
- WWW.SBMF.ORG
- Return prepared by
- BLUE & CO LLC
Mission
MISSION - TO PROVIDE HIGH-QUALITY PATHOLOGY AND BLOOD SERVICES TO THOSE WE SERVE, KEEPING IN MIND THERE IS A LIFE BEHIND EVERYTHING WE DO.VISION - A COMMITMENT TO BECOMING A NATIONALLY RECOGNIZED NOT-FOR-PROFIT ORGANIZATION THROUGH INVESTMENT IN QUALITY, TECHNOLOGY, COMMUNITY AND OUR PEOPLE.VALUES - RESPECT: VALUE AND RESPECT OTHERS, THEIR PERSPECTIVE AND EMBRACE OUR DIFFERENCES. INNOVATION: LEAN INTO CHANGE, RECOGNIZING HEALTHCARE IS EVERCHANGING; CREATIVITY IS KEY. STEWARDSHIP: BE SOCIALLY AND FISCALLY RESPONSIBLE IN ALL WE DO. EXCELLENCE: PROVIDE ACCURATE, TIMELY SERVICE AND COMMUNICATION TO OUR CLIENTS, COMMUNITY AND ONE ANOTHER.
Program accomplishments
- SOUTH BEND MEDICAL FOUNDATION, INC. (THE FOUNDATION), PROVIDES PATHOLOGY SERVICES FOR PATIENTS AND DOCTORS THROUGHOUT NORTHERN AND CENTRAL INDIANA AND SOUTHWESTERN MICHIGAN WITH A CONCENTRATION OF REVENUES FROM HOSPITALS LOCATED IN THE SURROUNDING AREAS. THE FOUNDATION ALSO HAS A BLOOD BANK LINE OF BUSINESS WHERE BLOOD IS DONATED BY VOLUNTEERS AND SUBSEQUENTLY PROCESSED AND SOLD TO LOCAL HOSPITALS IN THE SURROUNDING AREAS. THE FOUNDATION PROVIDES ASSISTANCE TO INDIVIDUALS IN THE FORM OF FREE OR REDUCED FEE MEDICAL CARE AT VARIOUS LOCATIONS THROUGHOUT THE COMMUNITIES SERVED. THESE INDIVIDUALS MEET SBMF'S CHARITY CARE ELIGIBILITY REQUIREMENTS, OR THE REQUIREMENTS OF THE REFERRING HEALTH CARE PROVIDER. DURING 2024, THE FOUNDATION PROVIDED $68,628 IN PATIENT MEDICAL ASSISTANCE.THE FOUNDATION ALSO PROVIDES DISCOUNTS FOR PAYMENT AT TIME OF SERVICE TO PATIENTS WHO DO NOT HAVE GOVERNMENT PROVIDED INSURANCE COVERAGE OR DO NOT WISH TO HAVE A CLAIM FILLED WITH THEIR COMMERCIAL INSURANCE CARRIER. DURING 2024, THE FOUNDATION PROVIDED $80,622 IN TIME OF SERVICE DISCOUNTS.Expenses $21,297,436 · grants $5,875 · revenue $19,608,487
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
- 35-0868178
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E600)
- Assets (IRS master file)
- $45,280,911
- Income (IRS master file)
- $36,314,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $21,363,619 | $22,699,034 | $45,280,911 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $18,443,942 | $23,091,365 | $49,222,710 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $15,932,447 | $22,522,024 | $48,622,291 | 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 | December 2017 | – | – | – | 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 35-0868178).
Questions about SOUTH BEND MEDICAL FOUNDATION INC
- What is the EIN of SOUTH BEND MEDICAL FOUNDATION INC?
- The employer identification number (EIN) of SOUTH BEND MEDICAL FOUNDATION INC is 35-0868178.
- Is SOUTH BEND MEDICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to SOUTH BEND MEDICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BEND MEDICAL FOUNDATION INC 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 SOUTH BEND MEDICAL FOUNDATION INC 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 SOUTH BEND MEDICAL FOUNDATION INC 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 SOUTH BEND MEDICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names TIM TRAVIS.
- Who are the officers and directors of SOUTH BEND MEDICAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 10 received compensation from the organization, the highest $350,901 (TIMOTHY TRAVIS, PRESIDENT/CEO).
- How much revenue does SOUTH BEND MEDICAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $21,363,619, expenses of $22,699,034 and total assets of $45,280,911 at year end.
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