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Nonprofiteer
← TRINITY HEALTH CORPORATION

Form 990 for tax year 2023

Filed by TRINITY HEALTH CORPORATION.

Totals

Total revenue
$2,853,234,591
Total expenses
$2,749,679,333
Contributions and grants received
$7,368,748
Grants paid
$8,160,416
Program service revenue
$2,414,103,226
Investment income
$401,374,588
Other revenue
$30,388,029
Total assets, end of year
$16,169,866,785
Total liabilities, end of year
$10,539,850,490
Net assets or fund balances, end of year
$5,630,016,295
Program services expenses (Part IX)
$2,704,730,346
Management and general expenses
$44,948,987
Fundraising expenses
$0
Program service expenses (Part III)
$2,704,730,346

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,000,000

  • 1e · Government grants (contributions)

    $1,745,298

  • 1f · All other contributions, gifts and grants

    $4,623,450

  • 1g · Noncash contributions included above

    $4,277,988

  • 2a · Program service revenue: SUBSIDIARY FEES

    total $2,296,195,330 · related or exempt $2,296,195,330

  • 2b · Program service revenue: SPECIALTY PHARMACY

    total $117,907,896 · related or exempt $74,587,805 · unrelated business $43,320,091

  • 3 · Investment income

    total $353,802,148 · unrelated business $6,899,931 · excluded $346,902,217

  • 4 · Income from investment of tax-exempt bond proceeds

    total $73,593 · excluded $73,593

  • 7a · Gross sales of assets other than inventory

    securities $47,498,847

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $47,498,847

  • 7d · Net gain or loss

    total $47,498,847 · excluded $47,498,847

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $29,207,713 · related or exempt $29,207,713

  • 11b · Other revenue: INCOME UNDER SECTION 512(B)(17)

    total $1,180,316 · unrelated business $1,180,316

  • 11e · Other revenue, total

    $30,388,029

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,006,155 · program services $8,006,155

  • 2 · Grants to domestic individuals

    total $154,261 · program services $154,261

  • 5 · Compensation of officers, directors and key employees

    total $17,872,115 · management and general $17,872,115

  • 6 · Compensation of disqualified persons

    total $2,558,869 · management and general $2,558,869

  • 7 · Other salaries and wages

    total $795,636,539 · program services $795,636,539

  • 8 · Pension plan contributions

    total $58,045,993 · program services $56,592,759 · management and general $1,453,234

  • 9 · Other employee benefits

    total $133,258,165 · program services $129,921,927 · management and general $3,336,238

  • 10 · Payroll taxes

    total $51,441,746 · program services $50,153,856 · management and general $1,287,890

  • 11a · Fees: management

    total $4,750,853 · management and general $4,750,853

  • 11b · Fees: legal

    total $2,778,490 · management and general $2,778,490

  • 11c · Fees: accounting

    total $4,986,762 · management and general $4,986,762

  • 11d · Fees: lobbying

    total $200,000 · management and general $200,000

  • 11f · Fees: investment management

    total $3,099,656 · management and general $3,099,656

  • 11g · Fees: other

    total $213,906,835 · program services $213,906,835

  • 12 · Advertising and promotion

    total $2,777,318 · program services $2,777,318

  • 13 · Office expenses

    total $54,699,660 · program services $54,699,660

  • 14 · Information technology

    total $359,242,670 · program services $359,242,670

  • 16 · Occupancy

    total $1,494,252 · program services $1,494,252

  • 17 · Travel

    total $15,482,670 · program services $15,482,670

  • 19 · Conferences, conventions and meetings

    total $2,261,359 · program services $2,261,359

  • 20 · Interest

    total $274,734,635 · program services $274,734,635

  • 22 · Depreciation, depletion and amortization

    total $178,209,965 · program services $178,209,965

  • 23 · Insurance

    total $234,885,825 · program services $234,885,825

  • 24a · Other expenses: EQUIPMENT MAINTENANCE

    total $157,099,955 · program services $157,099,955

  • 24b · Other expenses: PHARMACY COGS

    total $112,154,971 · program services $112,154,971

  • 24c · Other expenses: INTERCO. PURCHASED SVCS

    total $38,403,199 · program services $38,403,199

  • 24d · Other expenses: SUBSCRIPTIONS & DUES

    total $10,436,421 · program services $10,436,421

  • 24e · All other expenses

    total $11,099,994 · program services $8,475,114 · management and general $2,624,880

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $304,903,013 · end of year $27,308,904

  • 4 · Accounts receivable

    beginning of year $74,690,934 · end of year $78,786,696

  • 7 · Other notes and loans receivable

    beginning of year $5,836,423,102 · end of year $5,922,053,653

  • 8 · Inventories for sale or use

    beginning of year $38,670,549 · end of year $43,266,332

  • 9 · Prepaid expenses and deferred charges

    beginning of year $325,414,490 · end of year $287,149,920

  • 10a · Land, buildings and equipment: cost or other basis

    $1,806,083,506

  • 10b · Land, buildings and equipment: accumulated depreciation

    $952,845,481

  • 10c · Land, buildings and equipment, net

    beginning of year $905,722,996 · end of year $853,238,025

  • 11 · Investments: publicly traded securities

    beginning of year $2,079,482,925 · end of year $5,735,520,984

  • 12 · Investments: other securities

    beginning of year $1,277,897,175 · end of year $2,279,927,521

  • 15 · Other assets

    beginning of year $703,193,924 · end of year $942,614,750

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,075,915,216 · end of year $1,313,627,104

  • 19 · Deferred revenue

    beginning of year $561,105 · end of year $100,903

  • 20 · Tax-exempt bond liabilities

    beginning of year $5,264,312,054 · end of year $4,788,130,000

  • 24 · Unsecured notes and loans payable

    beginning of year $99,537,884 · end of year $99,086,230

  • 25 · Other liabilities

    beginning of year $3,946,437,408 · end of year $4,338,906,253

  • 27 · Net assets without donor restrictions

    beginning of year $1,159,520,986 · end of year $5,629,887,283

  • 28 · Net assets with donor restrictions

    beginning of year $114,455 · end of year $129,012

Mission and programs · 2023

Mission

WE, TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

  • TRINITY HEALTH CORPORATION'S PURPOSE IS TO GOVERN, MANAGE, AND PROVIDE ADMINISTRATIVE SERVICES TO ITS SUBSIDIARIES, WHICH INCLUDE HOSPITAL ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) THAT PROVIDE NEEDED HEALTH CARE SERVICES TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. THE SERVICES PROVIDED BY TRINITY HEALTH CORPORATION ALLOW FOR ECONOMIES OF SCALE THAT IN TURN PERMIT THE SUBSIDIARIES TO PROVIDE HEALTH CARE SERVICES TO PATIENTS AT A REASONABLE COST. TRINITY HEALTH CORPORATION AND ITS SUBSIDIARIES ARE COLLECTIVELY KNOWN AS TRINITY HEALTH.TRINITY HEALTH IS ONE OF THE LARGEST CATHOLIC HEALTH CARE DELIVERY SYSTEMS IN THE COUNTRY. TRINITY HEALTH'S COMMUNITY HEALTH & WELL-BEING (CHWB) STRATEGY PROMOTES OPTIMAL HEALTH FOR PEOPLE EXPERIENCING POVERTY AND OTHER VULNERABILITIES IN THE COMMUNITIES WE SERVE - EMPHASIZING THE NECESSITY TO INTEGRATE SOCIAL AND CLINICAL CARE. WE DO THIS BY: 1. ADDRESSING PATIENT SOCIAL NEEDS, 2. INVESTING IN OUR COMMUNITIES, AND 3. STRENGTHENING THE IMPACT OF OUR COMMUNITY BENEFIT. TRINITY HEALTH CHWB TEAMS LEAD THE DEVELOPMENT AND IMPLEMENTATION OF TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION STRATEGIES AND FOCUS INTENTIONALLY ON ENGAGING COMMUNITIES AND RESIDENTS EXPERIENCING POVERTY AND OTHER VULNERABILITIES. WE BELIEVE THAT COMMUNITY MEMBERS AND COMMUNITIES THAT ARE THE MOST IMPACTED BY RACISM AND OTHER FORMS OF DISCRIMINATION EXPERIENCE THE GREATEST DISPARITIES AND INEQUITIES IN HEALTH OUTCOMES AND SHOULD BE INCLUSIVELY ENGAGED IN ALL COMMUNITY HEALTH ASSESSMENT AND IMPROVEMENT EFFORTS. THROUGHOUT OUR WORK, WE AIM TO DISMANTLE OPPRESSIVE SYSTEMS AND BUILD COMMUNITY CAPACITY AND PARTNERSHIPS.TRINITY HEALTH AND ITS MEMBER HOSPITALS ARE COMMITTED TO THE DELIVERY OF PEOPLE-CENTERED CARE AND SERVING AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN THE COMMUNITIES WE SERVE. AS A NOT-FOR-PROFIT HEALTH SYSTEM, TRINITY HEALTH REINVESTS ITS PROFITS BACK INTO THE COMMUNITIES AND IS COMMITTED TO ADDRESSING THE UNIQUE NEEDS OF EACH COMMUNITY. IN FISCAL YEAR 2024 (FY24), TRINITY HEALTH CONTRIBUTED NEARLY $1.3 BILLION IN COMMUNITY BENEFIT SPENDING TO AID THOSE WHO ARE EXPERIENCING POVERTY AND OTHER VULNERABILITIES, AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH WE SERVE. TRINITY HEALTH FURTHERED ITS COMMITMENT THROUGH AN ADDITIONAL $900 MILLION IN PROGRAMS AND INITIATIVES THAT IMPACT OUR COMMUNITIES - YIELDING A TOTAL COMMUNITY IMPACT OF $2.2 BILLION IN FY24.TRINITY HEALTH'S COMMUNITY INVESTING PROGRAM FINISHED FY24 WITH MORE THAN $68 MILLION COMMITTED TO BUILDING VITAL COMMUNITY RESOURCES. THESE FUNDS, IN PARTNERSHIP WITH 31 PARTNERS, WERE PAIRED WITH OTHER RESOURCES TO GENERATE MORE THAN $931.5 MILLION IN INVESTMENTS, WITH APPROXIMATELY 80% ($749.3 MILLION) OF THESE FUNDS SUPPORTING HIGH PRIORITY ZIP CODES WITHIN TRINITY HEALTH'S SERVICE AREAS (DEFINED AS RACIALLY/ETHNICALLY-DIVERSE COMMUNITIES WITH HIGH LEVELS OF POVERTY). BETWEEN 2018 AND APRIL 2024, THESE INVESTMENTS HAVE BEEN INSTRUMENTAL IN CREATING MUCH-NEEDED COMMUNITY RESOURCES FOR THE PEOPLE THAT WE SERVE, NOTABLY:- CREATING AT LEAST 1,100 CHILDCARE; 7,000 KINDERGARTEN THROUGH HIGH SCHOOL EDUCATION; AND 1,500 EARLY CHILDHOOD EDUCATION SLOTS.- DEVELOPING AT LEAST 7.3 MILLION SQUARE FEET OF GENERAL REAL ESTATE.- PROVIDING 872 STUDENTS NEARLY $2.5 MILLION IN SCHOLARSHIPS TO PURSUE CAREERS IN THE HEALTH PROFESSIONS.- SUPPORTING 10,800 FULL- AND PART-TIME POSITIONS INVOLVED IN THE CREATION OF THESE PROJECTS.- CREATING 12,100 UNITS OF AFFORDABLE HOUSING OVER THE LAST FIVE YEARS (INCLUDING 360 SUPPORTIVE HOUSING BEDS).ACROSS THE TRINITY HEALTH SYSTEM, OVER 875,000 (ABOUT 80%) OF THE PATIENTS SEEN IN PRIMARY CARE SETTINGS WERE SCREENED FOR SOCIAL NEEDS. ABOUT 28% OF THOSE SCREENED IDENTIFIED AT LEAST ONE SOCIAL NEED. THE TOP THREE NEEDS IDENTIFIED INCLUDED FOOD ACCESS, FINANCIAL INSECURITY AND SOCIAL ISOLATION. TRINITY HEALTH'S ELECTRONIC HEALTH RECORD (EPIC) MADE IT POSSIBLE FOR TRINITY HEALTH TO STANDARDIZE SCREENING FOR SOCIAL NEEDS AND CONNECT PATIENTS TO COMMUNITY RESOURCES THROUGH THE COMMUNITY RESOURCE DIRECTORY (CRD), COMMUNITY HEALTH WORKERS (CHW'S) AND OTHER SOCIAL CARE PROFESSIONALS. THE CRD (FINDHELP) YIELDED OVER 88,600 SEARCHES, WITH NEARLY 7,000 REFERRALS MADE AND NEARLY 400 ORGANIZATIONS ENGAGED THROUGH OUTREACH, TRAININGS, ONE-ON-ONE ENGAGEMENTS, AND COLLABORATIVES. CHW'S ARE FRONTLINE HEALTH PROFESSIONALS WHO ARE TRUSTED MEMBERS OF AND/OR HAVE A DEEP UNDERSTANDING OF THE COMMUNITY SERVED. BY COMBINING THEIR LIVED EXPERIENCE AND CONNECTIONS TO THE COMMUNITY WITH EFFECTIVE TRAINING, CHW'S PROVIDE PATIENT-CENTERED AND CULTURALLY RESPONSIVE INTERVENTIONS. CHW'S FULFILL MANY SKILLS AND FUNCTIONS INCLUDING OUTREACH, CONDUCTING ASSESSMENTS LIKE A SOCIAL NEEDS SCREENING OR A HEALTH ASSESSMENT, RESOURCE CONNECTION, SYSTEM NAVIGATION, GOAL-SETTING AND PROBLEM-SOLVING THROUGH ONGOING EDUCATION, ADVOCACY, AND SUPPORT. IN PRACTICE, SOME EXAMPLES ARE A CHW HELPING A PATIENT CONNECT WITH THEIR PRIMARY CARE DOCTOR, ASSISTING WITH A MEDICAID INSURANCE APPLICATION OR UNDERSTANDING THEIR BASIC INSURANCE BENEFITS, OR EMPOWERING A PATIENT TO ASK CLARIFYING QUESTIONS ABOUT THEIR MEDICATIONS OR PLAN OF CARE AT THEIR NEXT DOCTOR'S APPOINTMENT. IN FY24, CHW'S SUCCESSFULLY ADDRESSED NEARLY 16,000 SOCIAL NEEDS. ONE SOCIAL NEED (SUCH AS ADDRESSING HOUSING OR FOOD NEEDS) CAN OFTEN TAKE MONTHS, OR EVEN A YEAR TO SUCCESSFULLY CLOSE, WHICH MEANS THE NEED HAS BEEN FULLY MET AND IS NO LONGER IDENTIFIED AS A NEED. TRINITY HEALTH RECEIVED A NEW CENTER FOR DISEASE CONTROL AND PREVENTION GRANT (5-YEAR, $12.5 MILLION AWARD) IN JUNE 2024. SINCE ITS LAUNCH, WE HAVE CREATED 21 NEW MULTI-SECTOR PARTNERSHIPS ACROSS 16 STATES TO ACCELERATE HEALTH EQUITY IN DIABETES PREVENTION. THIS PAST FISCAL YEAR, OUR HUB ENROLLED NEARLY 700 PARTICIPANTS INTO THE 12-MONTH, EVIDENCE-BASED LIFESTYLE CHANGE PROGRAM (60% REPRESENTING BLACK, LATINX AND/OR 65+ POPULATIONS), REACHED OUT TO NEARLY 20,350 PATIENTS AT RISK FOR TYPE 2 DIABETES, RECEIVED OVER 1,350 POINT OF CARE REFERRALS FROM PHYSICIANS, AND SCREENED NEARLY 1,500 POTENTIAL PARTICIPANTS FOR HEALTH-RELATED SOCIAL NEEDS - PROVIDING CHW INTERVENTIONS WHEN REQUESTED. FOR MORE INFORMATION ABOUT TRINITY HEALTH, VISIT WWW.TRINITY-HEALTH.ORG.

    Expenses $2,704,730,346 · Grants $8,160,416 · Revenue $2,399,990,848

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Slubowski

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $5,831,095
    From this org
    $5,734,950
    From related orgs
    $0
    Other
    $96,145
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $2,442,926
    Bonus
    $2,403,500
    Other
    $888,524
    Deferred
    $19,800
    Nontaxable benefits
    $76,345
    Filer's total
    $5,831,095

  • Benjamin Carter

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $2,999,690
    From this org
    $2,918,972
    From related orgs
    $0
    Other
    $80,718
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,480,023
    Bonus
    $958,750
    Other
    $480,199
    Deferred
    $19,800
    Nontaxable benefits
    $60,918
    Filer's total
    $2,999,690

  • Daniel Roth MD

    EVP, CHIEF CLINICAL OFFICER

    Total calculated
    $2,273,946
    From this org
    $1,900,589
    From related orgs
    $0
    Other
    $373,357
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,085,921
    Bonus
    $645,000
    Other
    $169,668
    Deferred
    $333,350
    Nontaxable benefits
    $40,007
    Filer's total
    $2,273,946

  • Louis Fierens II

    FORMER KEY EMPLOYEE

    Total calculated
    $2,242,940
    From this org
    $1,007,798
    From related orgs
    $0
    Other
    $1,235,142
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $396,887
    Bonus
    $0
    Other
    $610,911
    Deferred
    $1,204,316
    Nontaxable benefits
    $30,826
    Filer's total
    $2,242,940

  • Daniel Isacksen Jr

    TREASURER; EVP, CFO

    Total calculated
    $2,158,967
    From this org
    $1,790,506
    From related orgs
    $0
    Other
    $368,461
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,076,984
    Bonus
    $630,000
    Other
    $83,522
    Deferred
    $334,525
    Nontaxable benefits
    $33,936
    Filer's total
    $2,158,967

  • Robert Ritz

    PRESIDENT & CEO, MERCYONE IOWA

    Total calculated
    $2,103,598
    From this org
    $2,025,160
    From related orgs
    $0
    Other
    $78,438
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,313,497
    Bonus
    $529,912
    Other
    $181,751
    Deferred
    $19,800
    Nontaxable benefits
    $58,638
    Filer's total
    $2,103,598

  • Reginald Eadie MD

    SVP,PHYSICIAN ENTERPRISE DEVELOPMENT

    Total calculated
    $2,032,870
    From this org
    $1,708,333
    From related orgs
    $0
    Other
    $324,537
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,036,051
    Bonus
    $468,000
    Other
    $204,282
    Deferred
    $283,300
    Nontaxable benefits
    $41,237
    Filer's total
    $2,032,870

  • Robert Casalou

    PRESIDENT & CEO, MI AND SE REGIONS

    Total calculated
    $2,006,565
    From this org
    $1,944,215
    From related orgs
    $0
    Other
    $62,350
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,120,036
    Bonus
    $502,898
    Other
    $321,281
    Deferred
    $19,800
    Nontaxable benefits
    $42,550
    Filer's total
    $2,006,565

  • Shawn Vincent

    PRESIDENT & CEO, IL/IN REGION

    Total calculated
    $1,859,656
    From this org
    $1,556,222
    From related orgs
    $0
    Other
    $303,434
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $958,837
    Bonus
    $433,373
    Other
    $164,012
    Deferred
    $263,437
    Nontaxable benefits
    $39,997
    Filer's total
    $1,859,656

  • Lorraine Lutton

    CEO, MOUNT CARMEL HEALTH SYSTEM

    Total calculated
    $1,713,824
    From this org
    $1,423,100
    From related orgs
    $0
    Other
    $290,724
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $884,282
    Bonus
    $401,288
    Other
    $137,530
    Deferred
    $245,813
    Nontaxable benefits
    $44,911
    Filer's total
    $1,713,824

  • Linda Ross

    SECRETARY; EVP, CHIEF LEGAL OFFICER

    Total calculated
    $1,710,939
    From this org
    $1,636,510
    From related orgs
    $0
    Other
    $74,429
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $841,287
    Bonus
    $501,000
    Other
    $294,223
    Deferred
    $14,850
    Nontaxable benefits
    $59,579
    Filer's total
    $1,710,939

  • Edmund Hodge

    EVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,596,482
    From this org
    $1,538,281
    From related orgs
    $0
    Other
    $58,201
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $805,894
    Bonus
    $486,000
    Other
    $246,387
    Deferred
    $14,850
    Nontaxable benefits
    $43,351
    Filer's total
    $1,596,482

  • Antoinette Pratt

    FORMER OFFICER

    Total calculated
    $1,010,587
    From this org
    $546,494
    From related orgs
    $0
    Other
    $464,093
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $188,239
    Bonus
    $0
    Other
    $358,255
    Deferred
    $434,160
    Nontaxable benefits
    $29,933
    Filer's total
    $1,010,587

  • John Capasso

    FORMER KEY EMPLOYEE

    Total calculated
    $904,210
    From this org
    $888,904
    From related orgs
    $0
    Other
    $15,306
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $888,904
    Deferred
    $0
    Nontaxable benefits
    $15,306
    Filer's total
    $904,210

  • Kimberly McCarthy

    ASST TREAS; VP FIN REPORTING & CAO

    Total calculated
    $542,218
    From this org
    $482,710
    From related orgs
    $0
    Other
    $59,508
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $376,483
    Bonus
    $96,646
    Other
    $9,581
    Deferred
    $24,750
    Nontaxable benefits
    $34,758
    Filer's total
    $542,218

  • Joshua Moore

    ASSISTANT SEC; VP MANAGING COUNSEL

    Total calculated
    $473,469
    From this org
    $422,370
    From related orgs
    $0
    Other
    $51,099
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $332,865
    Bonus
    $84,594
    Other
    $4,911
    Deferred
    $19,800
    Nontaxable benefits
    $31,299
    Filer's total
    $473,469

  • Ray Anderson PhD

    EVP, CHIEF STRATEGY OFFICER AT 10/23

    Total calculated
    $192,496
    From this org
    $160,116
    From related orgs
    $0
    Other
    $32,380
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $157,031
    Bonus
    $0
    Other
    $3,085
    Deferred
    $25,491
    Nontaxable benefits
    $6,889
    Filer's total
    $192,496

  • Barrett Hatches PhD

    DIRECTOR; CHAIR

    Total calculated
    $115,000
    From this org
    $115,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Larry Warren

    DIRECTOR & VICE CHAIR THROUGH 12/23

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Rita Brogley

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • David Southwell

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Kevin Barnett Drph

    DIRECTOR

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • George Philip JD

    DIRECTOR THROUGH 12/23

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Courtney Lang JD

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Carrie Rich

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Paul Taheri MD

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Cynthia Barginere Dnprnfache

    DIRECTOR THROUGH 9/23

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Michael Crowley CPA

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Alice Lin Fabiano

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Linda Falquette Rsm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Mary Fanning Rsm PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Deborah Hayes RN Msn

    DIRECTOR AS OF 3/24

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Joan Marie Steadman Csc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Veronique Wiedower Csc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $610,522 LOUIS FIERENS II - $371,400 ANTOINETTE PRATT - $231,112 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: LOUIS FIERENS II - $1,179,566 ($772,512 PAID IN 2024 AND $407,054 PAID IN 2025) ANTOINETTE PRATT - $419,303 ($419,303 PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $255,194 BENJAMIN CARTER - $417,375 ROBERT CASALOU - $281,015 REGINALD EADIE, MD - $180,408 LOUIS FIERENS II - $213,938 EDMUND HODGE - $224,175 DANIEL ISACKSEN, JR. - $63,208 LORRAINE LUTTON - $112,826 ANTOINETTE PRATT - $108,006 ROBERT RITZ - $140,431 LINDA ROSS - $231,175 DANIEL ROTH, MD - $148,353 MICHAEL SLUBOWSKI - $802,987 SHAWN VINCENT - $143,793 COLUMN (F) OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: RAY ANDERSON, PHD - $24,063 REGINALD EADIE, MD - $268,450 DANIEL ISACKSEN, JR. - $324,625 LORRAINE LUTTON - $230,963 DANIEL ROTH, MD - $318,500 SHAWN VINCENT - $248,587 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIMBERLY MCCARTHY - $4,854 JOSHUA MOORE - $3,043 PART II, COLUMN B(II): EXECUTIVE MANAGEMENT EMPLOYED BY TRINITY HEALTH ARE COMPENSATED UNDER A MULTI-TIERED, GOAL-BASED PROGRAM WHICH INCLUDES BASE PAY AND A VARIABLE PORTION. EACH OF THE ELIGIBLE MEMBERS OF EXECUTIVE MANAGEMENT IS ASSIGNED PERFORMANCE GOALS ALIGNED WITH ORGANIZATIONAL STRATEGIC GOALS. EACH GOAL HAS MINIMUM THRESHOLD CRITERIA, TARGET CRITERIA AND A MAXIMUM.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TRINITY HEALTH PHARMACY SERVICES LLC

    SPECIALTY PHARMACY · DE · income $118,842,287 · assets $24,417,281

    Directly controlled by TRINITY HEALTH CORPORATION

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HEALTHRISE BUSINESS INTELLIGENCE LLC

    RELATED · REVENUE CYCLE MANAGEMENT · DE · 51% owned · share of income -$855,473 · share of assets $13,536,432

    Directly controlled by TRINITY HEALTH CORPORATION

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LANGHORNE MOB PARTNERS LP

    MEDICAL OFFICE BUILDING RENTAL · PA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • MERCYONE - KRHC HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • NUCO HEALTH LLC

    RELATED · REVENUE CYCLE MANAGEMENT · DE · 51% owned · share of income $860,059 · share of assets $54,398,457

    Directly controlled by TRINITY HEALTH CORPORATION

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    RELATED · URGENT CARE CENTERS · DE · 55.7% owned · share of income -$3,143,682 · share of assets $14,348,460

    Directly controlled by TRINITY HEALTH CORPORATION

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    HEALTH CARE SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    HEALTH CARE SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • TAYLOR STATION SURGICAL CENTER

    OUTPATIENT SURGERY · OH

  • TEN MILE SURGERY CENTER LLC

    OUTPATIENT SURGERY · ID

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    RELATED · URGENT CARE CENTERS · DE · 51% owned · share of income -$3,611,733 · share of assets $6,988,278

    Directly controlled by TRINITY HEALTH CORPORATION

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · 100% owned · share of income -$9,748,003 · share of assets $804,910,694 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · 100% owned · share of income $3,091,442 · share of assets $2,894,191 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · 100% owned · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349308854

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.