Nonprofit · EIN 45-3864076
BEACON HEALTH SYSTEM INC
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $302,384,065 | $206,501,643 | $95,882,422 | $1,264,400,583 | $103,509,412 | $1,160,891,171 |
| December 31, 2023 | 990 (amended) | $210,781,525 | $187,666,941 | $23,114,584 | $1,116,278,781 | $98,609,339 | $1,017,669,442 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $827,497
- of which government grants
- $432,611
- Program service revenue
- $184,057,264
- Investment income
- $99,817,465
- Net rental income
- $1,334,561
- Net gain from sales of assets
- $81,472,279
- Net income from fundraising events
- -$62,246
- Other revenue
- $17,681,839
Expenses
- Grants and similar amounts paid
- $666,515
- Compensation of officers, directors and key employees
- $3,402,631
- Other salaries and wages
- $68,801,606
- Salaries, compensation and benefits (total)
- $95,906,654
- Professional fundraising fees
- $0
- Legal fees
- $460,043
- Accounting fees
- $12,992
- Occupancy
- $3,367,346
- Travel
- $513,904
- Depreciation
- $11,593,976
- Program services (functional)
- $205,698,414
- Management and general (functional)
- $803,229
Balance sheet and other
- Total assets, start of year
- $1,116,278,781
- Total assets, end of year
- $1,264,400,583
- Total liabilities, end of year
- $103,509,412
- Net assets, end of year
- $1,160,891,171
- Land, buildings and equipment
- $115,520,987
- Publicly traded securities
- $492,893,240
- Net assets without donor restrictions
- $1,160,891,171
- Gross unrelated business income
- $4,574,384
- Gross receipts
- $562,428,610
- Employees
- 1,608
- Volunteers
- 14
- Year formed
- 2011
- 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 | 40 | $1,848,714 | $0 | $287,708 |
| Jeffrey P Costello | CFO Officer | 40 | $1,077,612 | $0 | $188,598 |
| Haysam M Eldalati MD | Chief Clinical Officer Highest-paid employee | 40 | $924,034 | $0 | $158,084 |
| Mark A Warlick | Chief Information Officer thru 5/24 Highest-paid employee | 40 | $662,810 | $0 | $258,535 |
| Diane M Maas | Chief Bus Dev & Plan Officer Highest-paid employee | 40 | $729,756 | $0 | $159,697 |
| Mario C Ellis | Chief Human Resource Officer Highest-paid employee | 40 | $507,849 | $0 | $127,618 |
| Scott M Eshowsky | Medical Information Officer Highest-paid employee | 40 | $551,086 | $0 | $78,885 |
| George Larsen Kneller MD | Director Trustee or director | 2 | $0 | $267,143 | $54,356 |
| Thomas Burish PhD | Chair thru 8/24, Director Trustee or director, Officer | 2 | $2,118 | $0 | $0 |
| Julia Willis | Vice Chair Trustee or director, Officer | 2 | $1,849 | $0 | $0 |
| John Martin | Chair Trustee or director, Officer | 2 | $1,766 | $0 | $0 |
| Tim Shelly | Secretary Trustee or director, Officer | 2 | $1,710 | $0 | $0 |
| Gene Grove | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| Levon Johnson | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| James F Keenan JD | Director Trustee or director | 2 | $1,220 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samir Patel MD | Director Trustee or director | 2 | $1,220 |
| Amish Shah | Director Trustee or director | 2 | $1,220 |
| Tom Cassady Jr | Treasurer Trustee or director, Officer | 2 | $200 |
| Daniel Adams | Director Trustee or director | 2 | $200 |
| Peter Baranay | Director Trustee or director | 2 | $200 |
| Karen Barnett | Director Trustee or director | 2 | $200 |
| James Dan MD | Director thru 5/24 Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kreg R Gruber | CEO Officer | 40 | $1,162,712 | $0 | $170,134 |
| Jeffrey P Costello | CFO Officer | 40 | $744,234 | $0 | $118,036 |
| Haysam M Eldalati MD | Chief Clinical Officer Highest-paid employee | 40 | $662,325 | $0 | $97,780 |
| Diane M Maas | Chief Bus Dev & Plan Officer Highest-paid employee | 40 | $487,609 | $0 | $93,209 |
| Steven M Eller | Chief Human Resource Officer Highest-paid employee | 40 | $557,831 | $0 | $12,269 |
| Mark A Warlick | Chief Information Officer Highest-paid employee | 40 | $457,058 | $0 | $85,254 |
| Scott M Eshowsky | Medical Information Officer Highest-paid employee | 40 | $438,509 | $0 | $38,279 |
| George Larsen Kneller MD | Director Trustee or director | 2 | $0 | $267,446 | $24,841 |
| James Dan MD | Director Trustee or director | 2 | $5,975 | $0 | $0 |
| Jesse Hsieh MD | Director thru 3/31/23 Trustee or director | 2 | $2,225 | $0 | $0 |
| Matthew Pletcher | Director thru 3/31/23 Trustee or director | 2 | $2,225 | $0 | $0 |
| Levon Johnson | Director Trustee or director | 2 | $1,314 | $0 | $0 |
| Julia Willis | Secretary Trustee or director, Officer | 2 | $1,220 | $0 | $0 |
| Amish Shah | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| James F Keenan JD | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| Karen Barnett | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| Samir Patel MD | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| Tim Shelly | Director Trustee or director | 2 | $1,220 | $0 | $0 |
| John Martin | Vice Chair Trustee or director, Officer | 2 | $1,021 | $0 | $0 |
| Thomas Burish PhD | Chair Trustee or director, Officer | 2 | $225 | $0 | $0 |
| Tom Cassady Jr | Treasurer Trustee or director, Officer | 2 | $225 | $0 | $0 |
| Gene Grove | Director Trustee or director | 2 | $225 | $0 | $0 |
| Peter Baranay | Director Trustee or director | 2 | $0 | $225 | $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)
- Kreg Gruber, 615 N Michigan St, South Bend, IN 46601
- Signed the 990
- Jeffrey Costello, CFO
- Phone
- (574) 647-3549
- Website
- www.beaconhealthsystem.org
- Return prepared by
- RSM US LLP
Mission
We deliver outstanding care, inspire health, and connect with heart.
Program accomplishments
- Beacon Health System, Inc.(Beacon) is the parent of Elkhart General Hospital, Inc., Beacon Medical Group, Inc., Memorial Hospital Of South Bend, Inc., Beacon Health Foundation, Inc., Beacon Health Ventures, Inc., Three Rivers Health Hospital, Inc., and Community Hospital Of Bremen, Inc. Beacon provides coordination for the organizations within the system in such matters as approving budgets, strategic planning, marketing, allocating resources, securing tax-exempt bond financing and providing community education.Expenses $205,698,414 · grants $666,515 · revenue $200,094,508
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
- 45-3864076
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $1,264,400,583
- Income (IRS master file)
- $562,428,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $302,384,065 | $206,501,643 | $1,264,400,583 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $210,781,525 | $187,666,941 | $1,116,278,781 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $176,132,084 | $160,622,038 | $1,057,853,283 | 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 45-3864076).
Questions about BEACON HEALTH SYSTEM INC
- What is the EIN of BEACON HEALTH SYSTEM INC?
- The employer identification number (EIN) of BEACON HEALTH SYSTEM INC is 45-3864076.
- Is BEACON HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to BEACON HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BEACON HEALTH SYSTEM 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 BEACON HEALTH SYSTEM 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 BEACON HEALTH SYSTEM 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 BEACON HEALTH SYSTEM INC?
- The 990 for the year ended December 31, 2024 names Kreg Gruber.
- Who are the officers and directors of BEACON HEALTH SYSTEM INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 20 received compensation from the organization, the highest $1,848,714 (Kreg R Gruber, CEO).
- How much revenue does BEACON HEALTH SYSTEM INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $302,384,065, expenses of $206,501,643 and total assets of $1,264,400,583 at year end.
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