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Nonprofiteer
← TRILLIUM PLACE

Form 990 for tax year 2022

Filed by TRILLIUM PLACE.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$16,386,392
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,386,392
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Balance sheet

Part X, book values.

  • 13 · Investments: program-related

    beginning of year $21,778,413 · end of year $16,386,392

  • 28 · Net assets with donor restrictions

    beginning of year $21,778,413 · end of year $16,386,392

Mission and programs · 2022

Mission

DEVELOP, MANAGE, AND OPERATE A COMPREHENSIVE COMMUNITY AND HOSPITAL BASED SYSTEM OF BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES WHICH INTEGRATES INPATIENT AND OUTPATIENT SERVICES AND UTILIZES ACTIVE POPULATION-FOCUSED HEALTH MANAGEMENT STRATEGIES, AND WHENEVER FEASIBLE, INTEGRATES PRIMARY CARE AND BEHAVIORAL HEALTH SERVICES TO IMPROVE THE OVERALL HEALTH OF INDIVIDUALS IN THE PARTIES' GEOGRAPHIC SERVICE AREA.

Activities or mission (Part I)

DEVELOP, MANAGE AND OPERATE A SYSTEM FOR BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES.

  • AFFILIATE SUPPORT SERVICESUNITYPOINT HEALTH-UNITYPLACE IS ORGANIZED TO SUPPORT THE MISSIONS OF SEVERAL RELATED CHARITABLE, TAX-EXEMPT ORGANIZATIONS INCLUDING HUMAN SERVICE CENTER AND TAZWOOD MENTAL HEALTH CENTER, INC. THE SUPPORT SERVICES PROVIDED TO THESE ORGANIZATIONS ARE TO CONSTRUCT, OWN, LEASE, MANAGE, OPERATE, PROVIDE AND MAINTAIN ANY FACILITIES, PROGRAMS, SERVICES (MANAGEMENT OR OTHERWISE) AND RELATED ACTIVITIES, IN FURTHERANCE OF HEALTH CARE OR HEALTH EDUCATION. FACILITIES INCLUDE SELF-CARE FACILITIES, CLINICS, EDUCATIONAL FACILITIES, AND OTHER ESTABLISHMENTS CREATED TO CARRY THROUGH HEALTH-CARE AND EDUCATIONAL PROGRAMS. THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN AND CONDUCT CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC ACTIVITIES IN ACCORDANCE WITH PREVIOUSLY STATED PURPOSES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TERRY CARMICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JACK GILLIGAN PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MONICA HENDRICKSON

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARTHA HERM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PETER JOHNSEN PHD

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN KNAPP

    BOARD MEMBER (TO 03/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MATTHEW MCMILLIN MD

    BOARD MEMBER

    Total calculated
    $453,053
    From this org
    $0
    From related orgs
    $407,143
    Other
    $45,910
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,799 related
    Bonus
    $0
    Other
    $0 + $1,344 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $30,660 related
    Filer's total
    $0 + $453,053 related

  • RICK SWAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERRY WATERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BOBBY ZIMMERMAN

    BOARD MEMBER (FR 03/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANN CAMPEN

    UNITYPLACE CFO

    Total calculated
    $159,033
    From this org
    $0
    From related orgs
    $141,603
    Other
    $17,430
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,781 related
    Bonus
    $0 + $16,564 related
    Other
    $0 + $258 related
    Deferred
    $0 + $7,311 related
    Nontaxable benefits
    $0 + $10,119 related
    Filer's total
    $0 + $159,033 related

  • KEITH KNEPP MD

    PRESIDENT & CEO

    Total calculated
    $883,163
    From this org
    $0
    From related orgs
    $739,283
    Other
    $143,880
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,435 related
    Bonus
    $0 + $167,497 related
    Other
    $0 + $17,351 related
    Deferred
    $0 + $116,984 related
    Nontaxable benefits
    $0 + $26,896 related
    Filer's total
    $0 + $883,163 related

  • JOHN PETERS

    SECRETARY/TREASURER/CFO

    Total calculated
    $482,395
    From this org
    $0
    From related orgs
    $445,945
    Other
    $36,450
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,914 related
    Bonus
    $0 + $81,201 related
    Other
    $0 + $11,830 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $21,200 related
    Filer's total
    $0 + $482,395 related

  • MARY THOMPSON

    PRESIDENT & CEO (FR 01/22)

    Total calculated
    $273,239
    From this org
    $0
    From related orgs
    $245,432
    Other
    $27,807
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,744 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $3,688 related
    Deferred
    $0 + $10,807 related
    Nontaxable benefits
    $0 + $17,000 related
    Filer's total
    $0 + $273,239 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

  • 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 4B
NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: KEITH KNEPP, MD $101,734.

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.

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
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313189349307571

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