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Nonprofiteer
← HOLY CROSS HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by HOLY CROSS HEALTH FOUNDATION INC.

Totals

Total revenue
$1,641,502
Total expenses
$2,109,240
Contributions and grants received
$1,248,099
Grants paid
$825,422
Program services expenses (Part IX)
$993,548
Management and general expenses
$166,428
Fundraising expenses
$949,264
Program service expenses (Part III)
$993,548

Program services were 47.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NORVELL COOTS MD

    DIRECTOR; HCH PRESIDENT AND CEO

    Total calculated
    $972,997
    From this org
    $0
    From related orgs
    $929,927
    Other
    $43,070
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,168 related
    Bonus
    $0 + $199,500 related
    Other
    $0 + $157,259 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $29,345 related
    Filer's total
    $0 + $972,997 related

  • ELIZABETH SIMPSON

    ASST. SECY; HCH VP MANAGING COUNSEL

    Total calculated
    $434,931
    From this org
    $0
    From related orgs
    $387,261
    Other
    $47,670
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,490 related
    Bonus
    $0 + $75,528 related
    Other
    $0 + $12,243 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $29,370 related
    Filer's total
    $0 + $434,931 related

  • ANNE GILLIS

    TREASURER 1/23 - 6/23; HCH CFO

    Total calculated
    $430,463
    From this org
    $0
    From related orgs
    $380,718
    Other
    $49,745
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,613 related
    Bonus
    $0 + $62,550 related
    Other
    $0 + $9,555 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $26,870 related
    Filer's total
    $0 + $430,463 related

  • ALISA SMALLWOOD

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $328,682
    From this org
    $0
    From related orgs
    $309,554
    Other
    $19,128
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $256,471 related
    Bonus
    $0 + $51,000 related
    Other
    $0 + $2,083 related
    Deferred
    $0 + $13,799 related
    Nontaxable benefits
    $0 + $5,329 related
    Filer's total
    $0 + $328,682 related

  • WENDY FITZSIMMONS

    DIRECTOR OF FOUNDATION OPERATION

    Total calculated
    $148,194
    From this org
    $0
    From related orgs
    $126,870
    Other
    $21,324
    Hours/week
    40

  • ERIC MILLER

    MAJOR GIFTS OFFICER

    Total calculated
    $118,578
    From this org
    $0
    From related orgs
    $112,583
    Other
    $5,995
    Hours/week
    40

  • ALLEN DELEON

    DIR;V CHAIR THR 12/22;CHAIR AT 1/23

    Total calculated
    $0
    Hours/week
    1

  • ELLEN GLOVER

    DIRECTOR; CHAIR THROUGH 1/23

    Total calculated
    $0
    Hours/week
    1

  • CORRINE PARVER

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KC COLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF DONOHOE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMIR GARCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SURESH GUPTA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SIGRID HAINES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HOLLOWAY

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

  • DEANNE MCKENZIE-DAVIS MD

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

  • MOUSSA MOAADEL

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    1

  • VANDANA NARANG

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1

  • MARY SEIDEL

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

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
HOLY CROSS HEALTH FOUNDATION (THE FOUNDATION) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. THE FOUNDATION'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 THE FOUNDATION'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 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: NORVELL COOTS - $131,001 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 ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ANNE GILLIS - $2,346 ELIZABETH SIMPSON - $2,370 ALISA SMALLWOOD - $0

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349303061

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