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Nonprofiteer
← TRINITY REGIONAL HEALTH SYSTEM

Form 990 for tax year 2024

Filed by TRINITY REGIONAL HEALTH SYSTEM.

Totals

Total revenue
$1,432,541
Total expenses
$91,054
Contributions and grants received
$91,230
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$91,054
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GREGORIO AGUILAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • COSTAS CONSTANTINOU MD

    BOARD MEMBER

    Total calculated
    $670,920
    From this org
    $0
    From related orgs
    $637,815
    Other
    $33,105
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,986 related
    Bonus
    $0 + $140,000 related
    Other
    $0 + $3,829 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $15,855 related
    Filer's total
    $0 + $670,920 related

  • NATHAN DURICK MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DEBBIE FREIBURG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMY MAXEINER TO 924

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISA MCCRAW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHAWN MORROW

    BOARD MEMBER/MARKET PRESIDENT

    Total calculated
    $564,929
    From this org
    $0
    From related orgs
    $473,990
    Other
    $90,939
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,681 related
    Bonus
    $0
    Other
    $0 + $22,309 related
    Deferred
    $0 + $62,899 related
    Nontaxable benefits
    $0 + $28,040 related
    Filer's total
    $0 + $564,929 related

  • HEIDI PARKHURST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANIEL STEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANA WILKINSON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARIE ZIEGLER

    BOARD MEMBER

    Total calculated
    $14,500
    From this org
    $0
    From related orgs
    $14,500
    Other
    $0
    Hours/week
    1 + 1 related

  • DAVID DELLITT FR 324

    MARKET CFO

    Total calculated
    $353,888
    From this org
    $0
    From related orgs
    $329,520
    Other
    $24,368
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,356 related
    Bonus
    $0 + $24,433 related
    Other
    $0 + $21,731 related
    Deferred
    $0 + $13,948 related
    Nontaxable benefits
    $0 + $10,420 related
    Filer's total
    $0 + $353,888 related

  • KATHERINE MARCHIK TO 124

    SR VP FINANCE/CFO

    Total calculated
    $916,964
    From this org
    $0
    From related orgs
    $895,574
    Other
    $21,390
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $48,191 related
    Bonus
    $0 + $127,478 related
    Other
    $0 + $719,905 related
    Deferred
    $0 + $5,023 related
    Nontaxable benefits
    $0 + $16,367 related
    Filer's total
    $0 + $916,964 related

  • JANE DENTEN

    MARKET CHIEF NURSING OFFICER

    Total calculated
    $442,964
    From this org
    $0
    From related orgs
    $399,532
    Other
    $43,432
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,069 related
    Bonus
    $0 + $89,056 related
    Other
    $0 + $11,407 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $26,182 related
    Filer's total
    $0 + $442,964 related

  • DENNIS DUKE

    PRESIDENT RYC

    Total calculated
    $388,433
    From this org
    $0
    From related orgs
    $336,374
    Other
    $52,059
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,959 related
    Bonus
    $0 + $84,411 related
    Other
    $0 + $7,004 related
    Deferred
    $0 + $16,041 related
    Nontaxable benefits
    $0 + $36,018 related
    Filer's total
    $0 + $388,433 related

  • TOYOSI OLUTADE MD

    MARKET CHIEF MEDICAL OFFICER

    Total calculated
    $892,809
    From this org
    $0
    From related orgs
    $848,073
    Other
    $44,736
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $686,493 related
    Bonus
    $0 + $153,954 related
    Other
    $0 + $7,626 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $27,486 related
    Filer's total
    $0 + $892,809 related

  • KATHERINE PEARSON

    SR VP/CHIEF STRATEGY OFFICER

    Total calculated
    $549,372
    From this org
    $0
    From related orgs
    $462,877
    Other
    $86,495
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,924 related
    Bonus
    $0 + $114,751 related
    Other
    $0 + $6,202 related
    Deferred
    $0 + $65,598 related
    Nontaxable benefits
    $0 + $20,897 related
    Filer's total
    $0 + $549,372 related

  • MARY MACUMBER-SCHMIDT

    PRESIDENT THF-QC

    Total calculated
    $285,278
    From this org
    $0
    From related orgs
    $272,007
    Other
    $13,271
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,337 related
    Bonus
    $0 + $67,014 related
    Other
    $0 + $4,656 related
    Deferred
    $0 + $11,218 related
    Nontaxable benefits
    $0 + $2,053 related
    Filer's total
    $0 + $285,278 related

  • BARBARA WEBER

    MARKET CHIEF OPERATING OFFICER

    Total calculated
    $623,221
    From this org
    $0
    From related orgs
    $569,639
    Other
    $53,582
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,497 related
    Bonus
    $0 + $164,029 related
    Other
    $0 + $10,113 related
    Deferred
    $0 + $52,155 related
    Nontaxable benefits
    $0 + $1,427 related
    Filer's total
    $0 + $623,221 related

  • ROBERT ERICKSON TO 823

    FORMER PRESIDENT/CEO

    Total calculated
    $549,625
    From this org
    $0
    From related orgs
    $538,601
    Other
    $11,024
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $538,601 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,024 related
    Filer's total
    $0 + $549,625 related

  • MATTHEW BEHRENS TO 919

    REG VP/CLINIC OPS

    Total calculated
    $329,702
    From this org
    $0
    From related orgs
    $316,644
    Other
    $13,058
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,218 related
    Bonus
    $0 + $77,898 related
    Other
    $0 + $528 related
    Deferred
    $0 + $12,491 related
    Nontaxable benefits
    $0 + $567 related
    Filer's total
    $0 + $329,702 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 $ 538,432 & KATHERINE MARCHIK $ 327,801. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: SHAWN MORROW $ 45,649, KATHERINE PEARSON $ 48,348, & BARBARA WEBER $ 39,650. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: KATHERINE MARCHIK $ 391,612. 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

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
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202543179349312174

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