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← TRINITY MEDICAL CENTER

Form 990 for tax year 2024

Filed by TRINITY MEDICAL CENTER.

Totals

Total revenue
$477,877,757
Total expenses
$473,534,024
Contributions and grants received
$15,924,820
Grants paid
$29,727,434
Program service revenue
$446,354,066
Investment income
$13,031,655
Other revenue
$2,567,216
Total assets, end of year
$482,130,656
Total liabilities, end of year
$264,363,000
Net assets or fund balances, end of year
$217,767,656
Program services expenses (Part IX)
$461,210,462
Management and general expenses
$12,323,562
Fundraising expenses
$0
Program service expenses (Part III)
$461,210,462

Program services were 97.4% 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

  • NATHAN DURICK MD

    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

  • 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
    $473,990
    From related orgs
    $0
    Other
    $90,939
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

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

  • 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
    $329,520
    From related orgs
    $0
    Other
    $24,368
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

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

  • KATHERINE MARCHIK TO 124

    SR VP FINANCE/CFO

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

    Schedule J breakdown matched by us

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

  • JANE DENTEN

    MARKET CHIEF NURSING OFFICER

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

    Schedule J breakdown matched by us

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

  • DENNIS DUKE

    PRESIDENT RYC

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

    Schedule J breakdown matched by us

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

  • SHAWN KEEVEN MD

    REGIONAL VP MEDICAL DIRECTOR

    Total calculated
    $623,292
    From this org
    $0
    From related orgs
    $576,614
    Other
    $46,678
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $534,491 related
    Bonus
    $0 + $41,163 related
    Other
    $0 + $960 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $29,428 related
    Filer's total
    $0 + $623,292 related

  • KEVIN KURTH MD

    MEDICAL DIRECTOR-ER/TRAUMA

    Total calculated
    $529,664
    From this org
    $483,086
    From related orgs
    $0
    Other
    $46,578
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $452,036
    Bonus
    $24,704
    Other
    $6,346
    Deferred
    $17,025 + $225 related
    Nontaxable benefits
    $29,328
    Filer's total
    $529,439 + $225 related

  • TOYOSI OLUTADE MD

    MARKET CHIEF MEDICAL OFFICER

    Total calculated
    $892,809
    From this org
    $784,663
    From related orgs
    $63,410
    Other
    $44,736
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $623,083 + $63,410 related
    Bonus
    $153,954
    Other
    $7,626
    Deferred
    $15,828 + $1,422 related
    Nontaxable benefits
    $25,167 + $2,319 related
    Filer's total
    $825,658 + $67,151 related

  • KATHERINE PEARSON

    SR VP/CHIEF STRATEGY OFFICER

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

    Schedule J breakdown matched by us

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

  • BARBARA WEBER

    MARKET CHIEF OPERATING OFFICER

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

    Schedule J breakdown matched by us

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

  • MATTHEW HANSON MD

    EMERGENCY PHYSICIAN

    Total calculated
    $650,134
    From this org
    $611,017
    From related orgs
    $0
    Other
    $39,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $600,445
    Bonus
    $9,612
    Other
    $960
    Deferred
    $17,250
    Nontaxable benefits
    $21,867
    Filer's total
    $650,134

  • WILLIAM ROGERS III MD

    EMERGENCY PHYSICIAN

    Total calculated
    $709,098
    From this org
    $663,376
    From related orgs
    $0
    Other
    $45,722
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $641,077
    Bonus
    $16,056
    Other
    $6,243
    Deferred
    $17,250
    Nontaxable benefits
    $28,472
    Filer's total
    $709,098

  • THOMAS RAMSTACK DO

    EMERGENCY PHYSICIAN

    Total calculated
    $620,240
    From this org
    $576,132
    From related orgs
    $0
    Other
    $44,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $559,059
    Bonus
    $14,606
    Other
    $2,467
    Deferred
    $17,250
    Nontaxable benefits
    $26,858
    Filer's total
    $620,240

  • ELIZABETH SCHUPP MD

    PULMOLOGIST

    Total calculated
    $693,347
    From this org
    $674,778
    From related orgs
    $0
    Other
    $18,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $668,432
    Bonus
    $0
    Other
    $6,346
    Deferred
    $17,250
    Nontaxable benefits
    $1,319
    Filer's total
    $693,347

  • RHONDA SOWARDS MD

    EMERGENCY PHYSICIAN

    Total calculated
    $750,598
    From this org
    $706,170
    From related orgs
    $0
    Other
    $44,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $690,699
    Bonus
    $14,511
    Other
    $960
    Deferred
    $17,250
    Nontaxable benefits
    $27,178
    Filer's total
    $750,598

  • ROBERT ERICKSON TO 823

    FORMER PRESIDENT/CEO

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

    Schedule J breakdown matched by us

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

  • 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, 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, 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

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
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202503179349312500

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