Skip to content
Nonprofiteer
← HOLY CROSS HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by HOLY CROSS HEALTH FOUNDATION INC.

Totals

Total revenue
$3,874,065
Total expenses
$2,814,542
Contributions and grants received
$3,339,770
Grants paid
$1,062,316
Program services expenses (Part IX)
$1,229,217
Management and general expenses
$174,527
Fundraising expenses
$1,410,798
Program service expenses (Part III)
$1,229,217

Program services were 43.7% 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 PRES & CEO THR 1/24

    Total calculated
    $790,694
    From this org
    $0
    From related orgs
    $755,733
    Other
    $34,961
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,343 related
    Bonus
    $0
    Other
    $0 + $169,390 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $20,111 related
    Filer's total
    $0 + $790,694 related

  • ELIZABETH SIMPSON

    ASST. SECY; HCH VP MANAGING COUNSEL

    Total calculated
    $708,549
    From this org
    $0
    From related orgs
    $397,047
    Other
    $311,502
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,050 related
    Bonus
    $0 + $77,794 related
    Other
    $0 + $56,203 related
    Deferred
    $0 + $285,930 related
    Nontaxable benefits
    $0 + $25,572 related
    Filer's total
    $0 + $708,549 related

  • ANNE GILLIS

    FORMER OFFICER; HCH CFO THROUGH 8/23

    Total calculated
    $558,082
    From this org
    $0
    From related orgs
    $326,192
    Other
    $231,890
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,560 related
    Bonus
    $0
    Other
    $0 + $133,632 related
    Deferred
    $0 + $213,114 related
    Nontaxable benefits
    $0 + $18,776 related
    Filer's total
    $0 + $558,082 related

  • JULIE KEESE

    DIR, TREA AS OF 4/24; HCH VP AND CFO

    Total calculated
    $342,697
    From this org
    $0
    From related orgs
    $299,938
    Other
    $42,759
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,640 related
    Bonus
    $0 + $48,560 related
    Other
    $0 + $738 related
    Deferred
    $0 + $18,478 related
    Nontaxable benefits
    $0 + $24,281 related
    Filer's total
    $0 + $342,697 related

  • ALISA SMALLWOOD

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $336,987
    From this org
    $0
    From related orgs
    $318,746
    Other
    $18,241
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $263,662 related
    Bonus
    $0 + $52,275 related
    Other
    $0 + $2,809 related
    Deferred
    $0 + $14,217 related
    Nontaxable benefits
    $0 + $4,024 related
    Filer's total
    $0 + $336,987 related

  • DOUG STRONG

    DIR, HCH INTERIM PRES/CEO AS OF 1/24

    Total calculated
    $284,484
    From this org
    $0
    From related orgs
    $274,446
    Other
    $10,038
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,218 related
    Bonus
    $0
    Other
    $0 + $13,228 related
    Deferred
    $0 + $3,918 related
    Nontaxable benefits
    $0 + $6,120 related
    Filer's total
    $0 + $284,484 related

  • WENDY FITZSIMMONS

    DIRECTOR OF FOUNDATION OPERATION

    Total calculated
    $162,408
    From this org
    $0
    From related orgs
    $139,480
    Other
    $22,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $125,386 related
    Bonus
    $0 + $13,747 related
    Other
    $0 + $347 related
    Deferred
    $0 + $8,583 related
    Nontaxable benefits
    $0 + $14,345 related
    Filer's total
    $0 + $162,408 related

  • JACYNTA BREWTON

    MAJOR GIFTS OFFICER

    Total calculated
    $154,045
    From this org
    $0
    From related orgs
    $124,127
    Other
    $29,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $124,030 related
    Bonus
    $0
    Other
    $0 + $97 related
    Deferred
    $0 + $5,873 related
    Nontaxable benefits
    $0 + $24,045 related
    Filer's total
    $0 + $154,045 related

  • ERIC MILLER

    MAJOR GIFTS OFFICER

    Total calculated
    $139,943
    From this org
    $0
    From related orgs
    $132,972
    Other
    $6,971
    Hours/week
    40

  • ALLEN DELEON

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SAMIR GARCIA

    DIRECTOR; VICE CHAIR AS OF 4/24

    Total calculated
    $0
    Hours/week
    1

  • SURESH GUPTA MD

    DIRECTOR; SECRETARY AS OF 4/24

    Total calculated
    $0
    Hours/week
    1

  • CORRINE PARVER

    DIRECTOR, SECRETARY THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE CAMPBELL

    DIRECTOR AS OF 4/24

    Total calculated
    $0
    Hours/week
    1

  • KC COLE

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • JEFF DONOHOE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GAIL EWING

    DIRECTOR AS OF 4/24

    Total calculated
    $0
    Hours/week
    1

  • ELLEN GLOVER

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • SIGRID HAINES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HOLLOWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEANNE MCKENZIE-DAVIS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY SEIDEL

    DIRECTOR

    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

  • 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 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, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ANNE GILLIS - $123,904 ELIZABETH SIMPSON - $42,938 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: ANNE GILLIS - $198,246 (PAID IN 2024) ELIZABETH SIMPSON - $276,030 (PAID IN 2024) 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 PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: NORVELL COOTS - $137,655 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 ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ANNE GILLIS - $2,174 ELIZABETH SIMPSON - $2,242 ALISA SMALLWOOD - $0 DOUG STRONG - $5,249

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349303271

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

The source document this was parsed from is served over the API, which is where bulk and document access live.