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Nonprofiteer
← TRINITY HEALTH PACE

Form 990 for tax year 2022

Filed by TRINITY HEALTH PACE.

Totals

Total revenue
$22,659,539
Total expenses
$20,936,728
Contributions and grants received
$51,959
Grants paid
$3,200
Program service revenue
$22,245,940
Investment income
$294,839
Other revenue
$66,801
Total assets, end of year
$13,091,146
Total liabilities, end of year
$18,960,250
Net assets or fund balances, end of year
-$5,869,104
Program services expenses (Part IX)
$14,518,998
Management and general expenses
$6,417,730
Fundraising expenses
$0
Program service expenses (Part III)
$14,518,998

Program services were 69.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BENJAMIN CARTER

    DIR AT 8/22; TRINITY HLTH EVP & COO

    Total calculated
    $2,857,735
    From this org
    $0
    From related orgs
    $2,758,940
    Other
    $98,795
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,408,317 related
    Bonus
    $0 + $910,000 related
    Other
    $0 + $440,623 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $80,495 related
    Filer's total
    $0 + $2,857,735 related

  • JOHN CAPASSO

    DIR & TRINITY EVP CONT CARE THR 8/22

    Total calculated
    $2,250,598
    From this org
    $0
    From related orgs
    $1,172,736
    Other
    $1,077,862
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,221 related
    Bonus
    $0 + $366,306 related
    Other
    $0 + $411,209 related
    Deferred
    $0 + $1,035,175 related
    Nontaxable benefits
    $0 + $42,687 related
    Filer's total
    $0 + $2,250,598 related

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $793,898
    From this org
    $0
    From related orgs
    $634,220
    Other
    $159,678
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,046 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $76,431 related
    Deferred
    $0 + $126,205 related
    Nontaxable benefits
    $0 + $33,473 related
    Filer's total
    $0 + $793,898 related

  • MARK MCPHERSON

    FORMER OFFICER; THHS PRESIDENT & CEO

    Total calculated
    $713,120
    From this org
    $0
    From related orgs
    $560,132
    Other
    $152,988
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,867 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $16,522 related
    Deferred
    $0 + $112,931 related
    Nontaxable benefits
    $0 + $40,057 related
    Filer's total
    $0 + $713,120 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $537,939
    From this org
    $0
    From related orgs
    $443,402
    Other
    $94,537
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,047 related
    Bonus
    $0 + $81,113 related
    Other
    $0 + $10,242 related
    Deferred
    $0 + $58,072 related
    Nontaxable benefits
    $0 + $36,465 related
    Filer's total
    $0 + $537,939 related

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $492,633
    From this org
    $0
    From related orgs
    $452,162
    Other
    $40,471
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,098 related
    Bonus
    $0 + $72,600 related
    Other
    $0 + $16,464 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $26,746 related
    Filer's total
    $0 + $492,633 related

  • JOHANNA YURKOW

    REGIONAL VP OF OPERATIONS

    Total calculated
    $414,486
    From this org
    $268,273
    From related orgs
    $0
    Other
    $146,213
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $130,814
    Bonus
    $49,991
    Other
    $87,468
    Deferred
    $137,743
    Nontaxable benefits
    $8,470
    Filer's total
    $414,486

  • CHRISTOPHER RICHETTI

    VP, HEALTH PLAN MGMT & CONTRACTING

    Total calculated
    $403,094
    From this org
    $252,962
    From related orgs
    $0
    Other
    $150,132
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

    Base
    $117,500
    Bonus
    $48,747
    Other
    $86,715
    Deferred
    $131,553
    Nontaxable benefits
    $18,579
    Filer's total
    $403,094

  • MARCUS BOWENS

    TREAS; CFO CC;INT PRES/CEO TCCS 1/23

    Total calculated
    $391,375
    From this org
    $0
    From related orgs
    $362,651
    Other
    $28,724
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,498 related
    Bonus
    $0 + $39,155 related
    Other
    $0 + $998 related
    Deferred
    $0 + $14,418 related
    Nontaxable benefits
    $0 + $14,306 related
    Filer's total
    $0 + $391,375 related

  • ANNE LEWIS

    CHIEF OPERATING OFFICER

    Total calculated
    $388,639
    From this org
    $0
    From related orgs
    $339,834
    Other
    $48,805
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,580 related
    Bonus
    $0 + $54,848 related
    Other
    $0 + $25,406 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $35,080 related
    Filer's total
    $0 + $388,639 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $347,834
    From this org
    $0
    From related orgs
    $293,180
    Other
    $54,654
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,513 related
    Bonus
    $0 + $50,738 related
    Other
    $0 + $5,929 related
    Deferred
    $0 + $17,892 related
    Nontaxable benefits
    $0 + $36,762 related
    Filer's total
    $0 + $347,834 related

  • KIMBERLY SAXTON

    VICE PRESIDENT, FINANCE

    Total calculated
    $330,991
    From this org
    $0
    From related orgs
    $276,250
    Other
    $54,741
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,473 related
    Bonus
    $0 + $47,298 related
    Other
    $0 + $3,479 related
    Deferred
    $0 + $17,083 related
    Nontaxable benefits
    $0 + $37,658 related
    Filer's total
    $0 + $330,991 related

  • MARYBETH HLAVAC

    VICE PRESIDENT, SALES AND ENROLLMENT

    Total calculated
    $256,662
    From this org
    $236,143
    From related orgs
    $0
    Other
    $20,519
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $190,414
    Bonus
    $44,597
    Other
    $1,132
    Deferred
    $10,675
    Nontaxable benefits
    $9,844
    Filer's total
    $256,662

  • WILLIAM COBLE

    REGIONAL VP OF OPERATIONS

    Total calculated
    $255,000
    From this org
    $233,749
    From related orgs
    $0
    Other
    $21,251
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $189,733
    Bonus
    $43,621
    Other
    $395
    Deferred
    $10,047
    Nontaxable benefits
    $11,204
    Filer's total
    $255,000

  • ANTONIO DIAS

    REGIONAL VP OF OPERATIONS

    Total calculated
    $249,820
    From this org
    $228,213
    From related orgs
    $0
    Other
    $21,607
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $185,127
    Bonus
    $42,702
    Other
    $384
    Deferred
    $10,414
    Nontaxable benefits
    $11,193
    Filer's total
    $249,820

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANNA MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BEVERLY JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARJORIE TAPIA RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 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, LINE 3
TRINITY HEALTH PACE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH PACE'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 TRINITY HEALTH PACE'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 2022. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $211,334 CHRISTOPHER RICHETTI - $80,616 JOHANNA YURKOW - $82,672 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/22: JOHN CAPASSO - $1,021,450 ($610,522 PAID IN 2023 AND $410,928 TO BE PAID IN 2024) CHRISTOPHER RICHETTI - $128,986 (PAID IN 2023) JOHANNA YURKOW - $132,275 (PAID IN 2023) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOHN CAPASSO - $169,076 BENJAMIN CARTER - $392,875 DANIEL DRAKE - $43,458 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DANIEL DRAKE - $112,480 MARK MCPHERSON - $99,206 MANDI MURRAY - $35,197 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 ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 ANNE LEWIS - $361 MANDI MURRAY - $2,765 KAREN NICHOLS - $4,483 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING INDIVIDUAL IS A PARTICIPANT IN A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). THE PARTICIPANT'S VESTED BENEFITS WERE PAID OUT IN 2022. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DANIEL DRAKE - $15,113

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
13 May 2024
IRS schema version
2022v5.0
Source object
202421349349307987

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