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Nonprofiteer
← SAINT JOSEPH PACE

Form 990 for tax year 2023

Filed by SAINT JOSEPH PACE.

Totals

Total revenue
$18,188,479
Total expenses
$16,407,987
Contributions and grants received
$231,988
Grants paid
$0
Program services expenses (Part IX)
$15,435,252
Management and general expenses
$972,735
Fundraising expenses
$0
Program service expenses (Part III)
$15,435,252

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $931,718
    From this org
    $0
    From related orgs
    $758,781
    Other
    $172,937
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,796 related
    Bonus
    $0 + $175,000 related
    Other
    $0 + $82,985 related
    Deferred
    $0 + $141,025 related
    Nontaxable benefits
    $0 + $31,912 related
    Filer's total
    $0 + $931,718 related

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANNA MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BENJAMIN CARTER

    DIRECTOR; TRINITY HEALTH EVP & COO

    Total calculated
    $2,999,690
    From this org
    $0
    From related orgs
    $2,918,972
    Other
    $80,718
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,480,023 related
    Bonus
    $0 + $958,750 related
    Other
    $0 + $480,199 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $60,918 related
    Filer's total
    $0 + $2,999,690 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BEVERLY JONES

    DIRECTOR THROUGH 8/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARJORIE TAPIA RSM

    DIRECTOR THROUGH 7/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARCUS BOWENS

    TREASURER; CFO CONTINUING CARE

    Total calculated
    $650,040
    From this org
    $0
    From related orgs
    $566,208
    Other
    $83,832
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,938 related
    Bonus
    $0 + $112,500 related
    Other
    $0 + $4,770 related
    Deferred
    $0 + $67,285 related
    Nontaxable benefits
    $0 + $16,547 related
    Filer's total
    $0 + $650,040 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,378 related
    Bonus
    $0 + $100,231 related
    Other
    $0 + $16,445 related
    Deferred
    $0 + $89,274 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $636,095 related

  • KIMBERLY SAXTON

    VICE PRESIDENT, FINANCE THROUGH 2/24

    Total calculated
    $349,979
    From this org
    $0
    From related orgs
    $292,992
    Other
    $56,987
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,217 related
    Bonus
    $0 + $50,168 related
    Other
    $0 + $4,607 related
    Deferred
    $0 + $18,147 related
    Nontaxable benefits
    $0 + $38,840 related
    Filer's total
    $0 + $349,979 related

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $502,238
    From this org
    $0
    From related orgs
    $465,829
    Other
    $36,409
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,516 related
    Bonus
    $0 + $74,778 related
    Other
    $0 + $17,535 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $21,559 related
    Filer's total
    $0 + $502,238 related

  • ANNE LEWIS

    CHIEF OPERATING OFFICER

    Total calculated
    $384,983
    From this org
    $0
    From related orgs
    $335,331
    Other
    $49,652
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,650 related
    Bonus
    $0 + $56,493 related
    Other
    $0 + $7,188 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $34,802 related
    Filer's total
    $0 + $384,983 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $240,422
    From this org
    $0
    From related orgs
    $199,318
    Other
    $41,104
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,003 related
    Bonus
    $0
    Other
    $0 + $6,315 related
    Deferred
    $0 + $15,075 related
    Nontaxable benefits
    $0 + $26,029 related
    Filer's total
    $0 + $240,422 related

  • LORI HUEGEL

    EXECUTIVE DIRECTOR

    Total calculated
    $159,094
    From this org
    $0
    From related orgs
    $152,743
    Other
    $6,351
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $139,304 related
    Bonus
    $0 + $13,191 related
    Other
    $0 + $248 related
    Deferred
    $0 + $5,337 related
    Nontaxable benefits
    $0 + $1,014 related
    Filer's total
    $0 + $159,094 related

  • LILIAN MWANGI

    NURSE PRACTITIONER

    Total calculated
    $152,980
    From this org
    $0
    From related orgs
    $120,107
    Other
    $32,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $114,620 related
    Bonus
    $0 + $5,400 related
    Other
    $0 + $87 related
    Deferred
    $0 + $4,465 related
    Nontaxable benefits
    $0 + $28,408 related
    Filer's total
    $0 + $152,980 related

  • LYNNE ALAMEDA

    NURSE MANAGER

    Total calculated
    $116,424
    From this org
    $0
    From related orgs
    $102,253
    Other
    $14,171
    Hours/week
    40

  • DANIEL CHETTLEBURGH

    OCCUPATIONAL THERAPIST

    Total calculated
    $131,705
    From this org
    $0
    From related orgs
    $102,153
    Other
    $29,552
    Hours/week
    40

  • MARK MCPHERSON

    FORMER OFFCR; THHS PRES/CEO THR 8/23

    Total calculated
    $296,939
    From this org
    $0
    From related orgs
    $272,991
    Other
    $23,948
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,979 related
    Bonus
    $0
    Other
    $0 + $16,012 related
    Deferred
    $0 + $3,915 related
    Nontaxable benefits
    $0 + $20,033 related
    Filer's total
    $0 + $296,939 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 3
SAINT JOSEPH PACE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAINT JOSEPH PACE'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAINT JOSEPH PACE'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
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: BENJAMIN CARTER - $417,375 DANIEL DRAKE - $63,250 MARK MCPHERSON - $5,826 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: MARCUS BOWENS - $47,715 DANIEL DRAKE - $126.175 MANDI MURRAY - $64,524 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: MARCUS BOWENS - $0 ANNE LEWIS - $1,200 MANDI MURRAY - $4,116 KAREN NICHOLS - $3,993

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

No itemized grants to organizations 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
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349310817

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

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