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Nonprofiteer
← OUR LADY OF MERCY LIFE CENTER

Form 990 for tax year 2023

Filed by OUR LADY OF MERCY LIFE CENTER.

Totals

Total revenue
$20,721,838
Total expenses
$20,023,287
Contributions and grants received
$2,275
Grants paid
$0
Program services expenses (Part IX)
$18,680,763
Management and general expenses
$1,342,524
Fundraising expenses
$0
Program service expenses (Part III)
$18,680,763

Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN HANKS MD

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $1,598,942
    From this org
    $0
    From related orgs
    $1,328,086
    Other
    $270,856
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,092 related
    Bonus
    $0 + $455,500 related
    Other
    $0 + $86,494 related
    Deferred
    $0 + $220,151 related
    Nontaxable benefits
    $0 + $50,705 related
    Filer's total
    $0 + $1,598,942 related

  • ROBERT MCCORMICK

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • KATHLEEN JIMINO

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • JOHN MARSHALL

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GUHA BALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GARY DAKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • MARY ANN LOGIUDICE RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • DANIEL ISACKSEN

    DIRECTOR; TRINITY HEALTH CFO

    Total calculated
    $2,164,209
    From this org
    $0
    From related orgs
    $1,790,506
    Other
    $373,703
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,076,984 related
    Bonus
    $0 + $630,000 related
    Other
    $0 + $83,522 related
    Deferred
    $0 + $334,525 related
    Nontaxable benefits
    $0 + $39,178 related
    Filer's total
    $0 + $2,164,209 related

  • LEE MCELROY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • MICHAEL MEATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GINA MYERS PHD

    DIRECTOR; CONSULTANT

    Total calculated
    $747
    From this org
    $0
    From related orgs
    $747
    Other
    $0
    Hours/week
    0.1 + 5.9 related

  • MERRIETTE POLLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • KERRI SWEET ZAVAGLIA ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • WILLIAM WILDRIDGE III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • ROBERT SWIDLER ESQ

    SEC & VP/GENERAL COUNSEL THR 6/23

    Total calculated
    $134,961
    From this org
    $0
    From related orgs
    $134,204
    Other
    $757
    Hours/week
    0.1 + 29.9 related

  • THOMAS ROBERT

    VP & CFO, NEW YORK REGION

    Total calculated
    $838,371
    From this org
    $0
    From related orgs
    $767,874
    Other
    $70,497
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,216 related
    Bonus
    $0 + $147,500 related
    Other
    $0 + $74,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $45,747 related
    Filer's total
    $0 + $838,371 related

  • MICHELLE MAZZACCO

    EVP, CONTINUING CARE

    Total calculated
    $442,521
    From this org
    $0
    From related orgs
    $408,336
    Other
    $34,185
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,623 related
    Bonus
    $0 + $64,000 related
    Other
    $0 + $30,713 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $9,435 related
    Filer's total
    $0 + $442,521 related

  • KRISTIN SIGNOR

    VP FINANCE OPERATIONS, CONT CARE

    Total calculated
    $330,721
    From this org
    $0
    From related orgs
    $284,939
    Other
    $45,782
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,410 related
    Bonus
    $0 + $47,283 related
    Other
    $0 + $10,246 related
    Deferred
    $0 + $17,644 related
    Nontaxable benefits
    $0 + $28,138 related
    Filer's total
    $0 + $330,721 related

  • ERIC FARRELL

    INT SEC AT 7/23; ASSOC CNSL, NY REG

    Total calculated
    $289,310
    From this org
    $0
    From related orgs
    $242,179
    Other
    $47,131
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,094 related
    Bonus
    $0 + $24,160 related
    Other
    $0 + $925 related
    Deferred
    $0 + $15,162 related
    Nontaxable benefits
    $0 + $31,969 related
    Filer's total
    $0 + $289,310 related

  • SANDRA SULLIVAN-SMITH

    VP REG OPERATIONS CONT CARE AT 12/23

    Total calculated
    $245,441
    From this org
    $96,689
    From related orgs
    $109,331
    Other
    $39,421
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $96,142 + $100,891 related
    Bonus
    $0
    Other
    $547 + $8,440 related
    Deferred
    $7,527 + $8,512 related
    Nontaxable benefits
    $11,680 + $11,702 related
    Filer's total
    $115,896 + $129,545 related

  • JOAN TING

    NURSE MANAGER

    Total calculated
    $158,582
    From this org
    $137,768
    From related orgs
    $0
    Other
    $20,814
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $133,299
    Bonus
    $1,500
    Other
    $2,969
    Deferred
    $10,369
    Nontaxable benefits
    $10,445
    Filer's total
    $158,582

  • NORA LOCKE

    NURSE MANAGER

    Total calculated
    $160,372
    From this org
    $131,778
    From related orgs
    $0
    Other
    $28,594
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,920
    Bonus
    $1,500
    Other
    $358
    Deferred
    $6,176
    Nontaxable benefits
    $22,418
    Filer's total
    $160,372

  • EILEEN PRICE

    DIRECTOR, NURSING

    Total calculated
    $147,356
    From this org
    $125,672
    From related orgs
    $0
    Other
    $21,684
    Hours/week
    50

  • ANDREW JENNINGS

    NURSE SUPERVISOR, LTC

    Total calculated
    $131,750
    From this org
    $113,695
    From related orgs
    $0
    Other
    $18,055
    Hours/week
    50

  • LISA RUBY

    NURSING, LTC, SUB ACUTE

    Total calculated
    $136,104
    From this org
    $110,480
    From related orgs
    $0
    Other
    $25,624
    Hours/week
    50

  • KIM BAKER

    FMR OFFICER; SPHP SVP HOSPITAL OPS

    Total calculated
    $826,865
    From this org
    $0
    From related orgs
    $686,833
    Other
    $140,032
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,560 related
    Bonus
    $0 + $130,000 related
    Other
    $0 + $57,273 related
    Deferred
    $0 + $98,050 related
    Nontaxable benefits
    $0 + $41,982 related
    Filer's total
    $0 + $826,865 related

  • JAMES REED MD

    FORMER OFFICER

    Total calculated
    $222,855
    From this org
    $0
    From related orgs
    $203,743
    Other
    $19,112
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $14,343 related
    Bonus
    $0
    Other
    $0 + $189,400 related
    Deferred
    $0 + $431 related
    Nontaxable benefits
    $0 + $18,681 related
    Filer's total
    $0 + $222,855 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

  • 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
OUR LADY OF MERCY LIFE CENTER IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. OUR LADY OF MERCY LIFE CENTER'S EXECUTIVE VICE PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF OUR LADY OF MERCY LIFE CENTER'S EXECUTIVE VICE PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - 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 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIM BAKER - $44,169 STEVEN HANKS, M.D. - $57,570 DANIEL ISACKSEN - $63,208 JAMES REED, M.D. - $187,775 THOMAS ROBERT - $57,471 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 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KIM BAKER - $83,200 STEVEN HANKS, M.D. - $205,301 DANIEL ISACKSEN - $324,625 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAYCAP FOR QUALIFIED PLANS ($330,000 FOR 2023). MICHELLE MAZZACCO THERE WERE NO PAYOUTS FOR 2023 FOR THIS PARTICIPANT.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349302729

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

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