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Nonprofiteer
← TRINITY HEALTH-MICHIGAN

Form 990 for tax year 2024

Filed by TRINITY HEALTH-MICHIGAN.

Totals

Total revenue
$3,554,925,366
Total expenses
$3,291,284,021
Contributions and grants received
$43,632,210
Grants paid
$3,911,034
Program service revenue
$3,336,906,290
Investment income
$91,853,022
Other revenue
$82,533,844
Total assets, end of year
$5,655,695,551
Total liabilities, end of year
$1,557,913,310
Net assets or fund balances, end of year
$4,097,782,241
Program services expenses (Part IX)
$2,976,914,085
Management and general expenses
$311,380,229
Fundraising expenses
$2,989,707
Program service expenses (Part III)
$2,976,914,085

Program services were 90.4% 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.

  • 1a · Federated campaigns

    $70,040

  • 1d · Related organizations

    $4,144,516

  • 1e · Government grants (contributions)

    $20,777,994

  • 1f · All other contributions, gifts and grants

    $18,639,660

  • 1g · Noncash contributions included above

    $184,913

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $3,107,694,684 · related or exempt $3,107,694,684

  • 2b · Program service revenue: PHARMACY REVENUE

    total $205,305,646 · related or exempt $154,216,020 · unrelated business $51,089,626

  • 2c · Program service revenue: LABORATORY REVENUE

    total $23,905,960 · related or exempt $15,309,813 · unrelated business $8,596,147

  • 3 · Investment income

    total $70,830,805 · excluded $70,830,805

  • 6a · Gross rents

    real property $7,503,143

  • 6b · Less rental expenses

    real property $7,138,446

  • 6c · Rental income or loss

    real property $364,697

  • 6d · Net rental income or loss

    total $364,697 · excluded $364,697

  • 7a · Gross sales of assets other than inventory

    securities $20,492,867 · other assets $529,350

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $20,492,867 · other assets $529,350

  • 7d · Net gain or loss

    total $21,022,217 · excluded $21,022,217

  • 10a · Gross sales of inventory

    $4,069,002

  • 10b · Cost of goods sold

    $2,469,669

  • 10c · Net income from sales of inventory

    total $1,599,333 · excluded $1,599,333

  • 11a · Other revenue: CAFETERIA REVENUE

    total $13,671,569 · excluded $13,671,569

  • 11b · Other revenue: PROVIDER INCENTIVE

    total $2,622,384 · related or exempt $2,622,384

  • 11c · Other revenue: MANAGEMENT SERVICES REVENUE

    total $485,053 · related or exempt $485,053

  • 11d · All other revenue

    total $63,790,808 · related or exempt $63,790,808

  • 11e · Other revenue, total

    $80,569,814

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,514,539 · program services $3,514,539

  • 2 · Grants to domestic individuals

    total $396,495 · program services $396,495

  • 5 · Compensation of officers, directors and key employees

    total $11,805,201 · management and general $11,805,201

  • 6 · Compensation of disqualified persons

    total $2,433,842 · program services $104,610 · management and general $2,329,232

  • 7 · Other salaries and wages

    total $1,104,662,399 · program services $1,053,245,462 · management and general $49,245,903 · fundraising $2,171,034

  • 8 · Pension plan contributions

    total $60,069,118 · program services $56,924,235 · management and general $3,027,546 · fundraising $117,337

  • 9 · Other employee benefits

    total $96,981,025 · program services $91,878,650 · management and general $4,912,983 · fundraising $189,392

  • 10 · Payroll taxes

    total $80,721,163 · program services $75,955,179 · management and general $4,615,302 · fundraising $150,682

  • 11a · Fees: management

    total $199 · program services $199

  • 11b · Fees: legal

    total $1,684,250 · management and general $1,684,250

  • 11c · Fees: accounting

    total $9,652 · management and general $9,652

  • 11d · Fees: lobbying

    total $138,869 · program services $138,869

  • 11f · Fees: investment management

    total $6,046,348 · management and general $6,046,348

  • 11g · Fees: other

    total $178,555,232 · program services $161,634,615 · management and general $16,783,983 · fundraising $136,634

  • 12 · Advertising and promotion

    total $12,053,700 · program services $664,558 · management and general $11,343,189 · fundraising $45,953

  • 13 · Office expenses

    total $24,278,241 · program services $18,815,687 · management and general $5,439,885 · fundraising $22,669

  • 14 · Information technology

    total $100,345,452 · program services $79,547,337 · management and general $20,782,239 · fundraising $15,876

  • 16 · Occupancy

    total $62,158,250 · program services $58,399,107 · management and general $3,759,143

  • 17 · Travel

    total $6,042,220 · program services $5,169,107 · management and general $867,383 · fundraising $5,730

  • 19 · Conferences, conventions and meetings

    total $3,499,558 · program services $2,876,032 · management and general $618,811 · fundraising $4,715

  • 20 · Interest

    total $25,935,418 · program services $25,935,418

  • 22 · Depreciation, depletion and amortization

    total $120,071,509 · program services $75,385,503 · management and general $44,658,380 · fundraising $27,626

  • 23 · Insurance

    total $21,806,785 · program services $21,785,864 · management and general $20,921

  • 24a · Other expenses: MEDICAL SUPPLIES EXP

    total $766,784,168 · program services $766,784,168

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $348,924,454 · program services $235,065,244 · management and general $113,859,210

  • 24c · Other expenses: HOSPITAL PROVIDER TAX

    total $135,063,465 · program services $135,063,465

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $50,983,167 · program services $50,983,167

  • 24e · All other expenses

    total $66,319,302 · program services $56,646,575 · management and general $9,570,668 · fundraising $102,059

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,307,098 · end of year $3,789,165

  • 3 · Pledges and grants receivable

    beginning of year $10,072,540 · end of year $14,124,539

  • 4 · Accounts receivable

    beginning of year $444,237,014 · end of year $462,549,967

  • 8 · Inventories for sale or use

    beginning of year $50,487,198 · end of year $51,879,743

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,113,596 · end of year $45,356,939

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

    $3,055,850,106

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

    $1,915,177,540

  • 10c · Land, buildings and equipment, net

    beginning of year $1,062,908,858 · end of year $1,140,672,566

  • 11 · Investments: publicly traded securities

    beginning of year $1,851,967,811 · end of year $2,063,583,302

  • 12 · Investments: other securities

    beginning of year $774,086,301 · end of year $866,367,697

  • 14 · Intangible assets

    beginning of year $31,524,823 · end of year $31,527,039

  • 15 · Other assets

    beginning of year $884,942,726 · end of year $975,844,594

  • 17 · Accounts payable and accrued expenses

    beginning of year $254,142,597 · end of year $235,705,265

  • 19 · Deferred revenue

    beginning of year $3,666,258 · end of year $2,462,253

  • 23 · Secured mortgages and notes payable

    beginning of year $76,204 · end of year $253,519

  • 25 · Other liabilities

    beginning of year $1,234,371,559 · end of year $1,319,492,273

  • 27 · Net assets without donor restrictions

    beginning of year $3,585,422,333 · end of year $4,005,375,240

  • 28 · Net assets with donor restrictions

    beginning of year $73,969,014 · end of year $92,407,001

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • TRINITY HEALTH-MICHIGAN (TH-MI), A HEALTH CARE AND HOSPITAL SYSTEM, HAS BEEN A LEADER IN PATIENT CARE FOR MORE THAN 100 YEARS, COMMITTED TO THE QUALITY CARE OF PATIENTS AND THEIR FAMILIES. TH-MI OPERATES FIVE HOSPITALS ACROSS MICHIGAN, CONTAINING 1,801 LICENSED BEDS, AS WELL AS OUTPATIENT HEALTH CENTERS, URGENT CARE FACILITIES, PHYSICIAN OFFICES AND SPECIALTY CENTERS, AND COMMUNITY OUTREACH SITES. DURING FISCAL YEAR 2025, TH-MI HOSPITALS' EMPLOYEES, PHYSICIANS AND VOLUNTEERS PROVIDED OVER 456,000 DAYS OF CARE, AND PROVIDED HEALTH CARE SERVICES FOR OVER 2.7 MILLION OUTPATIENT VISITS, AND OVER 326,000 EMERGENCY ROOM VISITS.TH-MI ALSO OPERATES MERCY PRIMARY CARE CENTER IN DETROIT, PROVIDING MEDICAL SERVICES TO UNINSURED AND UNDERINSURED ADULTS, AS WELL AS SPECIAL PERSONAL ASSISTANCE SERVICES TO THE HOMELESS, INCLUDING SHOWERS AND CLEAN CLOTHING, AND ASSISTANCE IN ACCESSING EXISTING COMMUNITY PROGRAMS FOR HOUSING AND SUBSTANCE ABUSE TREATMENT.IN FISCAL 2025, TRINITY HEALTH - MICHIGAN (TH-MI) HOSPITALS PROVIDED OVER $88 MILLION IN UNCOMPENSATED BENEFITS TO THE COMMUNITY. TH-MI IS ACTIVELY ENGAGED IN THE COMMUNITY THROUGH BUSINESS, CIVIC AND SERVICE ORGANIZATIONS, AND THROUGH ITS FINANCIAL SUPPORT OF OTHER NOT-FOR-PROFIT ORGANIZATIONS AND SOCIAL SERVICES AGENCIES.PLEASE SEE SCHEDULE H AND VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES, RECOGNITIONS AND AWARDS: WWW.TRINITYHEALTHMICHIGAN.ORG

    Expenses $2,976,914,085 · Grants $3,911,034 · Revenue $3,344,118,762

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DONNA DOLEMAN DICKERSON

    DIRECTOR & CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • WAYMAN BRITT

    DIR; CHR AS OF 1/25; V CHR THR 12/24

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JEAN NAGELKERK PHD

    DIRECTOR; VICE CHAIR AS OF 1/25

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • SHANNON STRIEBICH

    DIR; PRESIDENT & CEO,MICHIGAN MARKET

    Total calculated
    $1,528,569
    From this org
    $0
    From related orgs
    $1,467,006
    Other
    $61,563
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $776,871 related
    Bonus
    $0 + $473,355 related
    Other
    $0 + $216,780 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $41,138 related
    Filer's total
    $0 + $1,528,569 related

  • SARA DOLAN

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ERIC FERGUSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • EDMUND HODGE

    DIRECTOR; TRINITY HEALTH EVP, CHRO

    Total calculated
    $1,847,032
    From this org
    $0
    From related orgs
    $1,788,117
    Other
    $58,915
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $872,729 related
    Bonus
    $0 + $657,900 related
    Other
    $0 + $257,488 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $38,490 related
    Filer's total
    $0 + $1,847,032 related

  • JOSE INFANTE

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • SPENCER MAIDLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • SUZANNE MELLON PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • WILLIAM MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • LINDA WERTHMAN RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MICHAEL WILLIAMS

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MICHAEL GUSHO

    TREASURER; CFO, MICHIGAN REGION

    Total calculated
    $1,079,883
    From this org
    $0
    From related orgs
    $1,027,237
    Other
    $52,646
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,393 related
    Bonus
    $0 + $220,404 related
    Other
    $0 + $128,440 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,221 related
    Filer's total
    $0 + $1,079,883 related

  • MANDI MURRAY

    SECRETARY;VP MANAGING CNSL, MICH REG

    Total calculated
    $632,831
    From this org
    $0
    From related orgs
    $579,582
    Other
    $53,249
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,922 related
    Bonus
    $0 + $140,933 related
    Other
    $0 + $14,727 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,824 related
    Filer's total
    $0 + $632,831 related

  • MATTHEW GRIFFIN MD

    PRES & CMO TRINITY HEALTH LIVONIA

    Total calculated
    $697,536
    From this org
    $0
    From related orgs
    $637,955
    Other
    $59,581
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $486,854 related
    Bonus
    $0 + $133,880 related
    Other
    $0 + $17,221 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $39,156 related
    Filer's total
    $0 + $697,536 related

  • ALONZO LEWIS

    PRESIDENT TRINITY HEALTH ANN ARBOR

    Total calculated
    $1,381,131
    From this org
    $0
    From related orgs
    $1,140,828
    Other
    $240,303
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,841 related
    Bonus
    $0 + $385,921 related
    Other
    $0 + $151,066 related
    Deferred
    $0 + $204,441 related
    Nontaxable benefits
    $0 + $35,862 related
    Filer's total
    $0 + $1,381,131 related

  • JOHN O'MALLEY

    PRESIDENT TRINITY HEALTH LIVINGSTON

    Total calculated
    $550,275
    From this org
    $0
    From related orgs
    $516,609
    Other
    $33,666
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $334,181 related
    Bonus
    $0 + $112,271 related
    Other
    $0 + $70,157 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $13,241 related
    Filer's total
    $0 + $550,275 related

  • MATTHEW BIERSACK MD

    PRESIDENT TRINITY HLTH GRAND RAPIDS

    Total calculated
    $924,821
    From this org
    $0
    From related orgs
    $777,971
    Other
    $146,850
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,426 related
    Bonus
    $0 + $189,275 related
    Other
    $0 + $40,270 related
    Deferred
    $0 + $113,431 related
    Nontaxable benefits
    $0 + $33,419 related
    Filer's total
    $0 + $924,821 related

  • FABIAN FREGOLI MD

    CMO & PRES TRINITY HEALTH OAKLAND

    Total calculated
    $674,748
    From this org
    $0
    From related orgs
    $618,866
    Other
    $55,882
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $475,019 related
    Bonus
    $0 + $134,000 related
    Other
    $0 + $9,847 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $35,457 related
    Filer's total
    $0 + $674,748 related

  • TOMASINE MARX

    VP FINANCE WEST MARKET

    Total calculated
    $637,856
    From this org
    $0
    From related orgs
    $589,853
    Other
    $48,003
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,273 related
    Bonus
    $0 + $116,598 related
    Other
    $0 + $19,982 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $27,578 related
    Filer's total
    $0 + $637,856 related

  • MELISSA KAROLAK

    VP FINANCE TH LIVONIA & OAKLAND

    Total calculated
    $441,864
    From this org
    $0
    From related orgs
    $409,225
    Other
    $32,639
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $316,791 related
    Bonus
    $0 + $91,120 related
    Other
    $0 + $1,314 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $15,964 related
    Filer's total
    $0 + $441,864 related

  • DANIEL GREEN

    VP FINANCE, WEST MICHIGAN

    Total calculated
    $621,171
    From this org
    $0
    From related orgs
    $565,491
    Other
    $55,680
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,696 related
    Bonus
    $0 + $132,875 related
    Other
    $0 + $11,920 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $35,255 related
    Filer's total
    $0 + $621,171 related

  • MICHAEL SAMYN

    VP FINANCE TH OAKLAND THROUGH 7/24

    Total calculated
    $665,755
    From this org
    $0
    From related orgs
    $426,370
    Other
    $239,385
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $197,493 related
    Bonus
    $0 + $88,165 related
    Other
    $0 + $140,712 related
    Deferred
    $0 + $217,351 related
    Nontaxable benefits
    $0 + $22,034 related
    Filer's total
    $0 + $665,755 related

  • ADEEB HARB

    SENIOR VP OPERATIONS TH LIVONIA

    Total calculated
    $391,737
    From this org
    $356,314
    From related orgs
    $0
    Other
    $35,423
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $278,623
    Bonus
    $77,434
    Other
    $257
    Deferred
    $7,306
    Nontaxable benefits
    $28,117
    Filer's total
    $391,737

  • FRANK SAWYER

    SR VP OPERATIONS TRIN HEALTH OAKLAND

    Total calculated
    $423,415
    From this org
    $373,300
    From related orgs
    $0
    Other
    $50,115
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $291,117
    Bonus
    $81,877
    Other
    $306
    Deferred
    $16,675
    Nontaxable benefits
    $33,440
    Filer's total
    $423,415

  • ROSALIE TOCCO-BRADLEY MD

    CHIEF CLINICAL OFFICER, MI REGION

    Total calculated
    $1,044,862
    From this org
    $0
    From related orgs
    $995,023
    Other
    $49,839
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,629 related
    Bonus
    $0 + $217,511 related
    Other
    $0 + $134,883 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $29,414 related
    Filer's total
    $0 + $1,044,862 related

  • DAVID VANDENBERG MD

    CMO TRINITY HEALTH ANN ARBOR & LIV

    Total calculated
    $659,552
    From this org
    $0
    From related orgs
    $613,448
    Other
    $46,104
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $468,965 related
    Bonus
    $0 + $126,845 related
    Other
    $0 + $17,638 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $25,679 related
    Filer's total
    $0 + $659,552 related

  • BRANDON FRANCIS MD

    CMO TRINITY HEALTH GRAND RAPIDS

    Total calculated
    $566,143
    From this org
    $0
    From related orgs
    $517,750
    Other
    $48,393
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $401,607 related
    Bonus
    $0 + $109,880 related
    Other
    $0 + $6,263 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $31,718 related
    Filer's total
    $0 + $566,143 related

  • LACEY SAPKIEWICZ

    SR VP OPERATIONS TH ANN ARBOR & LIV

    Total calculated
    $322,582
    From this org
    $289,094
    From related orgs
    $0
    Other
    $33,488
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $246,640
    Bonus
    $42,211
    Other
    $243
    Deferred
    $15,908
    Nontaxable benefits
    $17,580
    Filer's total
    $322,582

  • KARSTEN FLIEGNER MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $1,180,452
    From this org
    $573,353
    From related orgs
    $527,126
    Other
    $79,973
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $569,728 + $523,924 related
    Bonus
    $0
    Other
    $3,625 + $3,202 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $16,098 + $43,450 related
    Filer's total
    $589,451 + $591,001 related

  • MARC SILVER MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $1,157,461
    From this org
    $549,241
    From related orgs
    $526,364
    Other
    $81,856
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $547,048 + $523,923 related
    Bonus
    $0
    Other
    $2,193 + $2,441 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $14,929 + $46,502 related
    Filer's total
    $564,170 + $593,291 related

  • CHARLES SCHWARTZ MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $1,041,710
    From this org
    $524,180
    From related orgs
    $448,133
    Other
    $69,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $521,666 + $447,000 related
    Bonus
    $0
    Other
    $2,514 + $1,133 related
    Deferred
    $0 + $16,193 related
    Nontaxable benefits
    $14,882 + $38,322 related
    Filer's total
    $539,062 + $502,648 related

  • TYLER BEUTE MD

    ANESTHESIOLOGIST (GRAND RAPIDS)

    Total calculated
    $611,155
    From this org
    $559,430
    From related orgs
    $0
    Other
    $51,725
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $558,982
    Bonus
    $0
    Other
    $448
    Deferred
    $16,675
    Nontaxable benefits
    $35,050
    Filer's total
    $611,155

  • KELLY SMITH

    CHIEF STRATEGY OFFICER MI AND OH

    Total calculated
    $830,425
    From this org
    $0
    From related orgs
    $806,114
    Other
    $24,311
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,175 related
    Bonus
    $0 + $177,976 related
    Other
    $0 + $91,963 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $3,886 related
    Filer's total
    $0 + $830,425 related

  • DAVID SPIVEY

    FORMER KEY EMPLOYEE

    Total calculated
    $1,044,731
    From this org
    $0
    From related orgs
    $656,763
    Other
    $387,968
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $99,885 related
    Bonus
    $0
    Other
    $0 + $556,878 related
    Deferred
    $0 + $372,703 related
    Nontaxable benefits
    $0 + $15,265 related
    Filer's total
    $0 + $1,044,731 related

  • KURT MACDONALD

    FORMER KEY EMPLOYEE

    Total calculated
    $121,981
    From this org
    $121,981
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $121,981
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $121,981

  • KARLA ZARB

    FORMER KE; VP SURG SVCS TH ANN ARBOR

    Total calculated
    $368,495
    From this org
    $0
    From related orgs
    $324,131
    Other
    $44,364
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $251,797 related
    Bonus
    $0 + $69,089 related
    Other
    $0 + $3,245 related
    Deferred
    $0 + $20,180 related
    Nontaxable benefits
    $0 + $24,184 related
    Filer's total
    $0 + $368,495 related

  • ROBERT CASALOU

    FMR OFFICER;PRES & CEO MI AND SE REG

    Total calculated
    $2,207,040
    From this org
    $0
    From related orgs
    $2,157,996
    Other
    $49,044
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,148,680 related
    Bonus
    $0 + $668,200 related
    Other
    $0 + $341,116 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $28,619 related
    Filer's total
    $0 + $2,207,040 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
TRINITY HEALTH - MICHIGAN (TH-MI) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TH-MI'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 TH-MI'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, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KURT MACDONALD - $121,981 MICHAEL SAMYN - $129,059 DAVID SPIVEY - $534,765 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 12/31/24: MICHAEL SAMYN - $199,914 (PAID IN 2025) DAVID SPIVEY - $368,445 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024 AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MATTHEW BIERSACK, MD - $32,406 ROBERT CASALOU - $289,445 MICHAEL GUSHO - $106,209 EDMUND HODGE - $233,800 ALONZO LEWIS - $131,969 MANDI MURRAY - $0 JOHN O'MALLEY - $52,060 SHANNON STRIEBICH - $199,194 ROSALIE TOCCO-BRADLEY, MD - $100,956 THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MATTHEW BIERSACK, MD - $96,756 ALONZO LEWIS - $184,016 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 ($345,000 FOR 2024) THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BRANDON FRANCIS, MD - $4,558 FABIAN FREGOLI, MD - $6,031 DANIEL GREEN - $5,909 MATTHEW GRIFFIN, MD - $7,644 MELISSA KAROLAK - $0 TOMASINE MARX - $5,442 MICHAEL SAMYN - $1,653 DAVID VANDENBERG, MD - $6,519

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.

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611339349302291

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