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Nonprofiteer
← LIFE ST JOSEPH OF THE PINES INC

Form 990 for tax year 2023

Filed by LIFE ST JOSEPH OF THE PINES INC.

Totals

Total revenue
$24,742,084
Total expenses
$21,245,475
Contributions and grants received
$1,210
Grants paid
$0
Program service revenue
$24,187,715
Investment income
$553,159
Other revenue
$0
Total assets, end of year
$22,386,814
Total liabilities, end of year
$5,580,612
Net assets or fund balances, end of year
$16,806,202
Program services expenses (Part IX)
$20,129,074
Management and general expenses
$1,116,401
Fundraising expenses
$0
Program service expenses (Part III)
$20,129,074

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; CHAIR; 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

  • KAIA COLLINS-FRYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LA-LISA HEWITT-ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTONIO JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE KING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TASHA SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LILLIAN SPEARMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE LEWIS

    SECRETARY; 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

  • KIMBERLY SAXTON

    TREASURER 8/23-2/24;VP,FIN THR 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

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OFFICER

    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

  • JOYCE ALEXANDER-HINES

    EXECUTIVE DIRECTOR

    Total calculated
    $149,161
    From this org
    $0
    From related orgs
    $143,261
    Other
    $5,900
    Hours/week
    40

  • KIMBERLY BELL

    NURSE PRACTITIONER

    Total calculated
    $126,234
    From this org
    $0
    From related orgs
    $119,989
    Other
    $6,245
    Hours/week
    40

  • STEPHANIE ALLEN

    THERAPY MANAGER

    Total calculated
    $127,446
    From this org
    $0
    From related orgs
    $111,896
    Other
    $15,550
    Hours/week
    40

  • MALINDA KENNISON

    PHYSICAL THERAPIST

    Total calculated
    $122,017
    From this org
    $0
    From related orgs
    $107,519
    Other
    $14,498
    Hours/week
    40

  • ERICA SIMONSEN

    DIRECTOR OF CLINICAL OPEARATIONS

    Total calculated
    $114,932
    From this org
    $0
    From related orgs
    $100,072
    Other
    $14,860
    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

  • CHRISTOPHER RICHETTI

    FORMER OFFICER

    Total calculated
    $145,536
    From this org
    $0
    From related orgs
    $137,560
    Other
    $7,976
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $137,560 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,976 related
    Filer's total
    $0 + $145,536 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

  • 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, LINE 3
LIFE ST. JOSEPH OF THE PINES IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. LIFE ST. JOSEPH OF THE PINES' CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE COMPENSATION OF LIFE ST. JOSEPH OF THE PINES' 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, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: CHRISTOPHER RICHETTI - $128,986 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. 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 PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: 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: DANIEL DRAKE - $126,175 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: ANNE LEWIS - $1,200 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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349310814

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