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Nonprofiteer
← TRINITY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by TRINITY HEALTH FOUNDATION.

Totals

Total revenue
$2,751,544
Total expenses
$1,925,271
Contributions and grants received
$2,209,801
Grants paid
$1,072,822
Program services expenses (Part IX)
$1,072,822
Management and general expenses
$270,034
Fundraising expenses
$582,415
Program service expenses (Part III)
$1,072,822

Program services were 55.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DELIA DREFURST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LYNSEY ENGELS

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ERICKSON TO 823

    BOARD MEMBER/PRESIDENT/CEO

    Total calculated
    $1,442,490
    From this org
    $0
    From related orgs
    $1,395,743
    Other
    $46,747
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,340 related
    Bonus
    $0 + $566,950 related
    Other
    $0 + $470,453 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $30,247 related
    Filer's total
    $0 + $1,442,490 related

  • CHAD EVERITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD FRANKEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELINDA HASS MD

    BOARD MEMBER

    Total calculated
    $608,817
    From this org
    $0
    From related orgs
    $589,905
    Other
    $18,912
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $587,491 related
    Bonus
    $0
    Other
    $0 + $2,414 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $2,412 related
    Filer's total
    $0 + $608,817 related

  • DAVE HERRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW LEHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH LENTZ-KAPUA MD

    BOARD MEMBER

    Total calculated
    $482,596
    From this org
    $0
    From related orgs
    $430,597
    Other
    $51,999
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,431 related
    Bonus
    $0
    Other
    $0 + $3,166 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $35,499 related
    Filer's total
    $0 + $482,596 related

  • LISA MCCRAW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA MCGEHEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAWN MORROW FR 1023

    BOARD MEMBER/PRESIDENT/CEO

    Total calculated
    $155,564
    From this org
    $0
    From related orgs
    $137,609
    Other
    $17,955
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $89,380 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $23,229 related
    Deferred
    $0 + $13,893 related
    Nontaxable benefits
    $0 + $4,062 related
    Filer's total
    $0 + $155,564 related

  • BEN PALMER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RACHEL PERKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY PULLEY

    BOARD MEMBER

    Total calculated
    $219,024
    From this org
    $0
    From related orgs
    $187,324
    Other
    $31,700
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,751 related
    Bonus
    $0 + $13,160 related
    Other
    $0 + $3,413 related
    Deferred
    $0 + $9,700 related
    Nontaxable benefits
    $0 + $22,000 related
    Filer's total
    $0 + $219,024 related

  • SANJANA PURI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF REITER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER ROUSE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LYNNE SCHELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN STOFFEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRAIG TILLMAN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SYDNEY VERDI-SAMUELSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WENNEKAMP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY MACUMBER-SCHMIDT

    PRESIDENT THF-QC

    Total calculated
    $244,573
    From this org
    $0
    From related orgs
    $234,030
    Other
    $10,543
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,361 related
    Bonus
    $0 + $34,523 related
    Other
    $0 + $4,146 related
    Deferred
    $0 + $10,297 related
    Nontaxable benefits
    $0 + $246 related
    Filer's total
    $0 + $244,573 related

  • KATHERINE MARCHIK

    SR VP FINANCE/CFO

    Total calculated
    $530,285
    From this org
    $0
    From related orgs
    $429,153
    Other
    $101,132
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,172 related
    Bonus
    $0 + $61,867 related
    Other
    $0 + $4,114 related
    Deferred
    $0 + $68,587 related
    Nontaxable benefits
    $0 + $32,545 related
    Filer's total
    $0 + $530,285 related

  • KATHERINE PEARSON

    SR VP/CHIEF STRATEGY OFFICER

    Total calculated
    $474,331
    From this org
    $0
    From related orgs
    $391,725
    Other
    $82,606
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,620 related
    Bonus
    $0 + $55,690 related
    Other
    $0 + $5,415 related
    Deferred
    $0 + $63,386 related
    Nontaxable benefits
    $0 + $19,220 related
    Filer's total
    $0 + $474,331 related

  • RICHARD SEIDLER TO 0519

    FORMER BD MEMBER/PRESIDENT/CEO

    Total calculated
    $369,890
    From this org
    $0
    From related orgs
    $369,890
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $369,890 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $369,890 related

  • JOHN SHEEHAN TO 919

    FORMER BD MEMBER/INTERIM PRES/CEO

    Total calculated
    $494,222
    From this org
    $0
    From related orgs
    $489,785
    Other
    $4,437
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $489,785 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,437 related
    Filer's total
    $0 + $494,222 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 — 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

  • 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
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ROBERT ERICKSON $ 165,672 & JOHN SHEEHAN $ 489,785 NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: KATHERINE MARCHIK $ 52,087, SHAWN MORROW $ 8,308, & KATHERINE PEARSON $ 46,886 . NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: ROBERT ERICKSON $ 292,105 & RICHARD SEIDLER $ 369,890. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION
THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202443199349310384

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

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