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Nonprofiteer
← TRINITY HEALTH CORPORATION

Form 990 for tax year 2024

Filed by TRINITY HEALTH CORPORATION.

Totals

Total revenue
$3,292,589,454
Total expenses
$3,117,958,087
Contributions and grants received
$4,038,976
Grants paid
$9,320,949
Program service revenue
$2,662,569,515
Investment income
$593,477,949
Other revenue
$32,503,014
Total assets, end of year
$17,277,831,225
Total liabilities, end of year
$10,816,184,760
Net assets or fund balances, end of year
$6,461,646,465
Program services expenses (Part IX)
$3,045,318,162
Management and general expenses
$72,639,925
Fundraising expenses
$0
Program service expenses (Part III)
$3,045,318,162

Program services were 97.7% 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.

  • 1d · Related organizations

    $1,000,000

  • 1e · Government grants (contributions)

    $2,621,259

  • 1f · All other contributions, gifts and grants

    $417,717

  • 2a · Program service revenue: SUBSIDIARY FEES

    total $2,469,233,214 · related or exempt $2,469,233,214

  • 2b · Program service revenue: SPECIALTY PHARMACY

    total $193,336,301 · related or exempt $171,281,720 · unrelated business $22,054,581

  • 3 · Investment income

    total $531,814,168 · unrelated business $4,634,751 · excluded $527,179,417

  • 7a · Gross sales of assets other than inventory

    securities $61,352,099 · other assets $311,682

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $61,352,099 · other assets $311,682

  • 7d · Net gain or loss

    total $61,663,781 · excluded $61,663,781

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $31,433,001 · related or exempt $31,433,001

  • 11b · Other revenue: INCOME UNDER SECTION 512(B)(17)

    total $1,070,013 · unrelated business $1,070,013

  • 11e · Other revenue, total

    $32,503,014

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,168,021 · program services $9,168,021

  • 2 · Grants to domestic individuals

    total $152,928 · program services $152,928

  • 5 · Compensation of officers, directors and key employees

    total $23,084,237 · management and general $23,084,237

  • 6 · Compensation of disqualified persons

    total $2,071,368 · management and general $2,071,368

  • 7 · Other salaries and wages

    total $866,718,147 · program services $866,718,147

  • 8 · Pension plan contributions

    total $128,055,453 · program services $124,443,605 · management and general $3,611,848

  • 9 · Other employee benefits

    total $175,727,917 · program services $170,771,450 · management and general $4,956,467

  • 10 · Payroll taxes

    total $61,849,438 · program services $60,104,953 · management and general $1,744,485

  • 11a · Fees: management

    total $4,397,988 · management and general $4,397,988

  • 11b · Fees: legal

    total $2,923,274 · management and general $2,923,274

  • 11c · Fees: accounting

    total $6,873,778 · management and general $6,873,778

  • 11d · Fees: lobbying

    total $200,000 · program services $200,000

  • 11f · Fees: investment management

    total $11,948,424 · management and general $11,948,424

  • 11g · Fees: other

    total $213,391,801 · program services $213,391,801

  • 12 · Advertising and promotion

    total $1,707,611 · program services $1,707,611

  • 13 · Office expenses

    total $71,495,818 · program services $71,495,818

  • 14 · Information technology

    total $390,369,036 · program services $390,369,036

  • 16 · Occupancy

    total $1,316,472 · program services $1,316,472

  • 17 · Travel

    total $22,042,458 · program services $22,042,458

  • 19 · Conferences, conventions and meetings

    total $3,479,150 · program services $3,479,150

  • 20 · Interest

    total $255,938,412 · program services $255,938,412

  • 22 · Depreciation, depletion and amortization

    total $187,068,518 · program services $187,068,518

  • 23 · Insurance

    total $203,564,757 · program services $203,564,757

  • 24a · Other expenses: PHARMACY COGS

    total $183,528,283 · program services $183,528,283

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $178,413,625 · program services $178,413,625

  • 24c · Other expenses: INTERCO. PURCHASED SVCS

    total $76,991,190 · program services $76,991,190

  • 24d · Other expenses: UBI TAXES

    total $1,900,000 · management and general $1,900,000

  • 24e · All other expenses

    total $33,579,983 · program services $24,451,927 · management and general $9,128,056

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $27,308,904 · end of year $25,812,869

  • 4 · Accounts receivable

    beginning of year $78,786,696 · end of year $78,751,640

  • 7 · Other notes and loans receivable

    beginning of year $5,922,053,653 · end of year $6,597,278,165

  • 8 · Inventories for sale or use

    beginning of year $43,266,332 · end of year $41,068,220

  • 9 · Prepaid expenses and deferred charges

    beginning of year $287,149,920 · end of year $358,070,944

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

    $1,704,564,255

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

    $781,151,547

  • 10c · Land, buildings and equipment, net

    beginning of year $853,238,025 · end of year $923,412,708

  • 11 · Investments: publicly traded securities

    beginning of year $5,735,520,984 · end of year $6,140,417,388

  • 12 · Investments: other securities

    beginning of year $2,279,927,521 · end of year $2,220,283,247

  • 15 · Other assets

    beginning of year $942,614,750 · end of year $892,736,044

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,313,627,104 · end of year $1,112,728,662

  • 19 · Deferred revenue

    beginning of year $100,903 · end of year $273,177

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,788,130,000 · end of year $4,661,400,000

  • 24 · Unsecured notes and loans payable

    beginning of year $99,086,230 · end of year $99,312,461

  • 25 · Other liabilities

    beginning of year $4,338,906,253 · end of year $4,942,470,460

  • 27 · Net assets without donor restrictions

    beginning of year $5,629,887,283 · end of year $6,461,585,855

  • 28 · Net assets with donor restrictions

    beginning of year $129,012 · end of year $60,610

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

  • TRINITY HEALTH CORPORATION'S PURPOSE IS TO GOVERN, MANAGE, AND PROVIDE ADMINISTRATIVE SERVICES TO ITS SUBSIDIARIES, WHICH INCLUDE HOSPITAL ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) THAT PROVIDE NEEDED HEALTH CARE SERVICES TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. THE SERVICES PROVIDED BY TRINITY HEALTH CORPORATION ALLOW FOR ECONOMIES OF SCALE THAT IN TURN PERMIT THE SUBSIDIARIES TO PROVIDE HEALTH CARE SERVICES TO PATIENTS AT A REASONABLE COST. TRINITY HEALTH CORPORATION AND ITS SUBSIDIARIES ARE COLLECTIVELY KNOWN AS TRINITY HEALTH.TRINITY HEALTH IS ONE OF THE LARGEST CATHOLIC HEALTH CARE DELIVERY SYSTEMS IN THE COUNTRY. TRINITY HEALTH'S COMMUNITY HEALTH & WELL-BEING (CHWB) STRATEGY PROMOTES OPTIMAL HEALTH FOR PEOPLE EXPERIENCING POVERTY AND OTHER VULNERABILITIES IN THE COMMUNITIES WE SERVE - EMPHASIZING THE NECESSITY TO INTEGRATE CLINICAL AND SOCIAL CARE. TRINITY HEALTH CHWB TEAMS LEAD THE DEVELOPMENT AND IMPLEMENTATION OF TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) AND IMPLEMENTATION STRATEGIES WITH INTENTIONAL FOCUS ON ENGAGING COMMUNITIES AND RESIDENTS EXPERIENCING POVERTY AND OTHER VULNERABILITIES. TO FURTHER OUR COMMITMENT TO ACHIEVING HEALTH EQUITY AND THE COMMON GOOD, THE CHNA AND IMPLEMENTATION STRATEGIES FOSTER COLLECTIVE ACTION TO EQUITABLY ALLOCATE RESOURCES FROM THE HOSPITAL AND OTHER SOURCES TO ADDRESS THESE NEEDS IN COMMUNITIES MOST IMPACTED. TRINITY HEALTH AND ITS MEMBER HOSPITALS ARE COMMITTED TO THE DELIVERY OF PEOPLE-CENTERED CARE AND SERVING AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN THE COMMUNITIES WE SERVE. AS A NOT-FOR-PROFIT HEALTH SYSTEM, TRINITY HEALTH REINVESTS ITS PROFITS BACK INTO THE COMMUNITIES AND IS COMMITTED TO ADDRESSING THE UNIQUE NEEDS OF EACH COMMUNITY. IN FISCAL YEAR 2025 (FY25), TRINITY HEALTH CONTRIBUTED NEARLY $1.4 BILLION IN IRS-DEFINED COMMUNITY BENEFIT SPENDING TO AID THOSE WHO ARE EXPERIENCING POVERTY AND OTHER VULNERABILITIES, AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH WE SERVE. TRINITY HEALTH FURTHERED ITS COMMITMENT THROUGH AN ADDITIONAL $1.5 BILLION IN PROGRAMS AND INITIATIVES THAT IMPACT OUR COMMUNITIES - YIELDING A TOTAL COMMUNITY IMPACT OF $2.9 BILLION IN FY25.TRINITY HEALTH'S COMMUNITY INVESTING PROGRAM FINISHED FY25 WITH MORE THAN $68 MILLION COMMITTED TO BUILDING VITAL COMMUNITY RESOURCES. THESE FUNDS, IN COLLABORATION WITH 30 PARTNERS, WERE PAIRED WITH OTHER RESOURCES TO GENERATE MORE THAN $1.1 BILLION IN INVESTMENTS THAT SERVED COMMUNITIES WITHIN TRINITY HEALTH'S SERVICE AREAS. BETWEEN 2018 AND APRIL 2025, THESE INVESTMENTS HAVE BEEN INSTRUMENTAL IN CREATING MUCH-NEEDED COMMUNITY RESOURCES FOR THE PEOPLE THAT WE SERVE, NOTABLY:- SUPPORTED THE CREATION OF 15,700 UNITS OF AFFORDABLE HOUSING OVER THE LAST EIGHT YEARS (INCLUDING APPROXIMATELY 380 SUPPORTIVE HOUSING BEDS).- CREATED OR RETAINED AT LEAST 1,300 CHILDCARE SLOTS; 7,600 K-HIGH SCHOOL EDUCATION SLOTS; AND 2,400 EARLY CHILDHOOD EDUCATION SLOTS.- DEVELOPED AT LEAST 9.3 MILLION SQUARE FEET OF GENERAL REAL ESTATE OVER THE LAST EIGHT YEARS.- SINCE 2014, 920 STUDENTS HAVE RECEIVED $2.65 MILLION IN SCHOLARSHIPS THROUGH THE FRESNO STATE AND BOISE STATE SCHOLARSHIPS FUNDS.- APPROXIMATELY 12,900 FULL- AND PART-TIME POSITIONS HAVE BEEN EITHER CREATED OR MAINTAINED THROUGH PARTNER LENDING. IN FY25, OVER ONE MILLION PATIENTS SYSTEM-WIDE WERE SCREENED FOR HEALTH-RELATED SOCIAL NEEDS AT THEIR DOCTOR'S OFFICE. OF THOSE SCREENED, 27.4% IDENTIFIED AT LEAST ONE NEED AND MOST OFTEN IDENTIFIED FOOD ACCESS, FINANCIAL INSECURITY AND SOCIAL ISOLATION. AN ADDITIONAL 137,000 PATIENTS WERE SCREENED FOR SOCIAL NEEDS DURING AN IN-PATIENT HOSPITAL STAY WHERE TOP NEEDS INCLUDED FOOD ACCESS, TRANSPORTATION AND HOUSING.TRINITY HEALTH'S ELECTRONIC HEALTH RECORD (EPIC) INCLUDES A STANDARD SCREENING TOOL FOR PATIENT SOCIAL NEEDS, AND AN INTEGRATED COMMUNITY RESOURCE DIRECTORY THROUGH FINDHELP TO CONNECT PATIENTS TO FREE AND REDUCED COST SUPPORT PROGRAMS. THE COMMUNITY RESOURCE DIRECTORY YIELDED OVER 118,000 SEARCHES, AN INCREASE OF 34% OVER THE PRIOR YEAR. TOP SEARCHES INCLUDED HOUSING, FOOD ACCESS AND HEALTH CARE.BY COMBINING THEIR LIVED EXPERIENCE AND CONNECTIONS TO THE COMMUNITY WITH EFFECTIVE TRAINING AND INCLUSION IN THE CARE TEAM, COMMUNITY HEALTH WORKERS (CHW) PROVIDE PATIENT-CENTERED AND CULTURALLY RESPONSIVE INTERVENTIONS. CHW'S HAVE MANY COMPETENCIES, INCLUDING PATIENT OUTREACH AND ENGAGEMENT, CONDUCTING ASSESSMENTS, RESOURCE CONNECTION, HEALTH AND SOCIAL SERVICES SYSTEM NAVIGATION, GOAL-SETTING AND PROBLEM-SOLVING THROUGH ONGOING EDUCATION, ADVOCACY AND SUPPORT. IN FY25, TRINITY HEALTH'S 162 CHW'S SUCCESSFULLY ADDRESSED OVER 16,300 SOCIAL NEEDS. ONE SOCIAL NEED (SUCH AS ADDRESSING HOUSING OR FOOD NEEDS) CAN OFTEN TAKE MONTHS, OR EVEN A YEAR TO RESOLVE. WITH FUNDING THROUGH THE CENTERS FOR DISEASE CONTROL AND PREVENTION, TRINITY HEALTH WORKED WITH 23 PARTNERS AND 47 CERTIFIED LIFESTYLE COACHES NATIONWIDE TO DELIVER THE NATIONAL DIABETES PREVENTION PROGRAM, AN EVIDENCE-BASED, 12-MONTH LIFESTYLE CHANGE PROGRAM. THE GOAL OF THE PROGRAM IS TO LOSE A PERCENTAGE OF BASELINE WEIGHT, ATTEND SESSIONS REGULARLY, AND ENGAGE IN 150 MINUTES OF PHYSICAL ACTIVITY A WEEK. GROUP SESSIONS ARE FACILITATED BY A CDC CERTIFIED LIFESTYLE COACH AND OFFERED IN-PERSON, REMOTELY, OR VIRTUALLY AT A SELF-PACED RATE. ALL PARTICIPANTS ARE REGULARLY SCREENED FOR HEALTH-RELATED SOCIAL NEEDS AND ARE REFERRED TO A CHW TO ADDRESS IDENTIFIED NEEDS. IN FY25, TRINITY HEALTH CONDUCTED FOCUSED OUTREACH WITH NEARLY 165,000 ELIGIBLE PARTICIPANTS AND ENROLLED 1,074 PARTICIPANTS INTO THE LIFESTYLE CHANGE PROGRAM.FOR MORE INFORMATION ABOUT TRINITY HEALTH, VISIT WWW.TRINITY-HEALTH.ORG.

    Expenses $3,045,318,162 · Grants $9,320,949 · Revenue $2,671,947,935

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

Listed in Part VII

  • Michael Slubowski

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $7,298,977
    From this org
    $7,249,746
    From related orgs
    $0
    Other
    $49,231
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $2,849,518
    Bonus
    $3,410,631
    Other
    $989,597
    Deferred
    $20,425
    Nontaxable benefits
    $28,806
    Filer's total
    $7,298,977

  • Benjamin Carter

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $3,488,982
    From this org
    $3,436,400
    From related orgs
    $0
    Other
    $52,582
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,629,468
    Bonus
    $1,299,675
    Other
    $507,257
    Deferred
    $20,425
    Nontaxable benefits
    $32,157
    Filer's total
    $3,488,982

  • Daniel Isacksen Jr

    TREASURER; EVP, CFO

    Total calculated
    $2,827,147
    From this org
    $2,378,767
    From related orgs
    $0
    Other
    $448,380
    Hours/week
    18 + 37 related

    Schedule J breakdown matched by us

    Base
    $1,240,002
    Bonus
    $948,151
    Other
    $190,614
    Deferred
    $418,436
    Nontaxable benefits
    $29,944
    Filer's total
    $2,827,147

  • Daniel Roth MD

    EVP, CHIEF CLINICAL OFFICER

    Total calculated
    $2,494,986
    From this org
    $2,439,599
    From related orgs
    $0
    Other
    $55,387
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,237,983
    Bonus
    $909,450
    Other
    $292,166
    Deferred
    $20,425
    Nontaxable benefits
    $34,962
    Filer's total
    $2,494,986

  • Robert Ritz

    PRESIDENT & CEO, MERCYONE IOWA

    Total calculated
    $2,471,013
    From this org
    $2,416,873
    From related orgs
    $0
    Other
    $54,140
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,322,575
    Bonus
    $725,980
    Other
    $368,318
    Deferred
    $20,425
    Nontaxable benefits
    $33,715
    Filer's total
    $2,471,013

  • Reginald Eadie MD

    SVP,PHYSICIAN ENTERPRISE DEVELOPMENT

    Total calculated
    $2,324,854
    From this org
    $1,973,951
    From related orgs
    $0
    Other
    $350,903
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,055,442
    Bonus
    $618,813
    Other
    $299,696
    Deferred
    $315,267
    Nontaxable benefits
    $35,636
    Filer's total
    $2,324,854

  • Robert Casalou

    PRESIDENT & CEO, MI AND SE REGIONS

    Total calculated
    $2,207,040
    From this org
    $2,157,996
    From related orgs
    $0
    Other
    $49,044
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,148,680
    Bonus
    $668,200
    Other
    $341,116
    Deferred
    $20,425
    Nontaxable benefits
    $28,619
    Filer's total
    $2,207,040

  • Shawn Vincent

    PRESIDENT & CEO, IL/IN REGION

    Total calculated
    $2,054,392
    From this org
    $1,735,365
    From related orgs
    $0
    Other
    $319,027
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $983,393
    Bonus
    $486,407
    Other
    $265,565
    Deferred
    $283,469
    Nontaxable benefits
    $35,558
    Filer's total
    $2,054,392

  • Linda Ross

    SECRETARY; EVP, CHIEF LEGAL OFFICER

    Total calculated
    $2,013,680
    From this org
    $1,964,988
    From related orgs
    $0
    Other
    $48,692
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $948,701
    Bonus
    $696,601
    Other
    $319,686
    Deferred
    $20,425
    Nontaxable benefits
    $28,267
    Filer's total
    $2,013,680

  • Kurt Andersen MD

    PRESIDENT, CENTRAL IOWA DIVISION

    Total calculated
    $1,931,294
    From this org
    $1,685,852
    From related orgs
    $0
    Other
    $245,442
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $901,892
    Bonus
    $760,907
    Other
    $23,053
    Deferred
    $205,951
    Nontaxable benefits
    $39,491
    Filer's total
    $1,931,294

  • Edmund Hodge

    EVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,847,032
    From this org
    $1,788,117
    From related orgs
    $0
    Other
    $58,915
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

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

  • Ray Anderson PhD

    EVP, CHIEF STRATEGY OFFICER

    Total calculated
    $1,612,310
    From this org
    $1,326,967
    From related orgs
    $0
    Other
    $285,343
    Hours/week
    36 + 19 related

    Schedule J breakdown matched by us

    Base
    $815,058
    Bonus
    $450,700
    Other
    $61,209
    Deferred
    $243,638
    Nontaxable benefits
    $41,705
    Filer's total
    $1,612,310

  • Louis Fierens II

    FORMER KEY EMPLOYEE

    Total calculated
    $1,035,820
    From this org
    $1,016,962
    From related orgs
    $0
    Other
    $18,858
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,016,962
    Deferred
    $0
    Nontaxable benefits
    $18,858
    Filer's total
    $1,035,820

  • Joshua Moore

    ASST SEC;SVP, DEPUTY GENERAL COUNSEL

    Total calculated
    $886,910
    From this org
    $716,724
    From related orgs
    $0
    Other
    $170,186
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $487,034
    Bonus
    $214,463
    Other
    $15,227
    Deferred
    $137,971
    Nontaxable benefits
    $32,215
    Filer's total
    $886,910

  • Kimberly McCarthy

    ASST TREAS & VP FIN REP/CAO THR 6/25

    Total calculated
    $612,983
    From this org
    $559,196
    From related orgs
    $0
    Other
    $53,787
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $419,993
    Bonus
    $128,913
    Other
    $10,290
    Deferred
    $20,425
    Nontaxable benefits
    $33,362
    Filer's total
    $612,983

  • Antoinette Pratt

    FORMER OFFICER

    Total calculated
    $598,868
    From this org
    $575,019
    From related orgs
    $0
    Other
    $23,849
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $575,019
    Deferred
    $0
    Nontaxable benefits
    $23,849
    Filer's total
    $598,868

  • John Capasso

    FORMER KEY EMPLOYEE

    Total calculated
    $436,680
    From this org
    $426,381
    From related orgs
    $0
    Other
    $10,299
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $426,381
    Deferred
    $0
    Nontaxable benefits
    $10,299
    Filer's total
    $436,680

  • Barrett Hatches PhD

    DIRECTOR; CHAIR

    Total calculated
    $115,000
    From this org
    $115,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • David Southwell

    DIRECTOR & VICE CHAIR THROUGH 12/24

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Rita Brogley

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Kevin Barnett Drph

    DIRECTOR THROUGH 12/24

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Carrie Rich

    DIRECTOR

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Michael Crowley CPA

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Alice Lin Fabiano

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Courtney Lang JD

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Paul Taheri MD

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Deborah Hayes RN Msn

    DIRECTOR

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Donna Doleman Dickerson

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Linda Falquette Rsm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Mary Fanning Rsm PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Joan Marie Steadman Csc

    DIRECTOR; VICE CHAIR AS OF 1/25

    Total calculated
    $0
    Hours/week
    8 + 1 related

  • Richard Vath MD

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Veronique Wiedower Csc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1A
THE FOLLOWING INDIVIDUAL RECEIVED TAX GROSS-UP PAYMENTS DURING CALENDAR 2024: RAY ANDERSON, PHD - $11,100. THIS AMOUNT WAS INCLUDED IN TAXABLE INCOME AND IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II.
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: JOHN CAPASSO - $410,928 LOUIS FIERENS II - $772,512 ANTOINETTE PRATT - $419,303 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 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: BENJAMIN CARTER - $439,031 ROBERT CASALOU - $289,445 REGINALD EADIE, MD - $274,318 LOUIS FIERENS II - $220,710 EDMUND HODGE - $233,800 DANIEL ISACKSEN, JR. - $168,654 ANTOINETTE PRATT - $146,822 ROBERT RITZ - $324,571 LINDA ROSS - $245,175 DANIEL ROTH, MD - $265,941 MICHAEL SLUBOWSKI - $883,295 SHAWN VINCENT - $242,281 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 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KURT ANDERSEN, MD - $185,526 RAY ANDERSON, PHD - $223,213 REGINALD EADIE, MD - $294,842 DANIEL ISACKSEN, JR. - $398,011 JOSHUA MOORE - $117,546 SHAWN VINCENT - $263,044 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: KIMBERLY MCCARTHY - $4,673 JOSHUA MOORE - $2,877 PART II, COLUMN B(II): EXECUTIVE MANAGEMENT EMPLOYED BY TRINITY HEALTH ARE COMPENSATED UNDER A MULTI-TIERED, GOAL-BASED PROGRAM WHICH INCLUDES BASE PAY AND A VARIABLE PORTION. EACH OF THE ELIGIBLE MEMBERS OF EXECUTIVE MANAGEMENT IS ASSIGNED PERFORMANCE GOALS ALIGNED WITH ORGANIZATIONAL STRATEGIC GOALS. EACH GOAL HAS MINIMUM THRESHOLD CRITERIA, TARGET CRITERIA AND A MAXIMUM.

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.

  • TRINITY HEALTH COMMUNITY DIVISION LLC

    ADMINISTRATIVE SERVICES · DE · income $0 · assets $0

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH PHARMACY SERVICES LLC

    SPECIALTY PHARMACY · DE · income $194,916,516 · assets $46,707,545

    Directly controlled by TRINITY HEALTH CORPORATION

Related partnerships

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

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HEALTHRISE BUSINESS INTELLIGENCE LLC

    RELATED · REVENUE CYCLE MANAGEMENT · DE

    Directly controlled by TRINITY HEALTH CORPORATION

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LANGHORNE MOB PARTNERS LP

    MEDICAL OFFICE BUILDING RENTAL · PA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • MERCYONE - KRHC HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • NUCO HEALTH LLC

    RELATED · REVENUE CYCLE MANAGEMENT · DE · 51% owned · share of income $6,090,948 · share of assets $75,930,213

    Directly controlled by TRINITY HEALTH CORPORATION

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    RELATED · URGENT CARE CENTERS · DE · 55.7% owned · share of income -$3,996,700 · share of assets $21,194,684

    Directly controlled by TRINITY HEALTH CORPORATION

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    HEALTH CARE SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    HEALTH CARE SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • TEN MILE SURGERY CENTER LLC

    OUTPATIENT SURGERY · ID

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    RELATED · URGENT CARE CENTERS · DE · 51% owned · share of income -$5,236,618 · share of assets $5,269,995

    Directly controlled by TRINITY HEALTH CORPORATION

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • BH VENTURE MGMT LLC

    C · ASSET MANAGEMENT COMPANY · PA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · HOSPITAL SERVICES · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · 100% owned · share of income -$6,571,202 · share of assets $865,312,631 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · 100% owned · share of income $1,932,137 · share of assets $3,187,272 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · 100% owned · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349300440

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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