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Nonprofiteer
← MOUNT ST JOSEPH

Form 990 for tax year 2024

Filed by MOUNT ST JOSEPH.

Totals

Total revenue
-$3,499
Total expenses
$149,690
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
-$3,499
Other revenue
$0
Total assets, end of year
$6,667,644
Total liabilities, end of year
$3,828,624
Net assets or fund balances, end of year
$2,839,020
Program services expenses (Part IX)
$149,550
Management and general expenses
$140
Fundraising expenses
$0
Program service expenses (Part III)
$149,550

Program services were 99.9% 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.

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

    securities $3,499

  • 7c · Gain or loss

    securities -$3,499

  • 7d · Net gain or loss

    total -$3,499 · excluded -$3,499

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $140 · management and general $140

  • 11g · Fees: other

    total $7,500 · program services $7,500

  • 13 · Office expenses

    total $2,070 · program services $2,070

  • 20 · Interest

    total $139,980 · program services $139,980

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $197,135 · end of year $137,580

  • 15 · Other assets

    beginning of year $6,720,078 · end of year $6,530,064

  • 17 · Accounts payable and accrued expenses

    beginning of year $381,281 · end of year $354,303

  • 25 · Other liabilities

    beginning of year $3,543,723 · end of year $3,474,321

  • 27 · Net assets without donor restrictions

    beginning of year $2,992,209 · end of year $2,839,020

Mission and programs · 2024

Mission

WE, MERCY COMMUNITY HEALTH AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING PRESENCE WITHIN OUR COMMUNITIES. MOUNT ST. JOSEPH IS A MEMBER OF MERCY COMMUNITY HEALTH AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE NURSING AND RESIDENTIAL CARE TO THE ELDERLY

  • MOUNT ST. JOSEPH SOLD ITS OPERATIONS IN 2021. ITS PURPOSE WAS TO OPERATE A LONG-TERM CARE RESIDENCE AND REHABILITATION CENTER OFFERING THE FOLLOWING SERVICES: PASTORAL CARE, REHABILITATION SERVICES, LONG-TERM CARE, SKILLED NURSING, DEMENTIA AND ALZHEIMER'S CARE, HOSPICE CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY.

    Expenses $149,550

As filed on the 2024 return.

Listed in Part VII

  • RAY ANDERSON PHD

    DIRECTOR AT 1/25; TRINITY EVP, CSO

    Total calculated
    $1,612,310
    From this org
    $0
    From related orgs
    $1,326,967
    Other
    $285,343
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,058 related
    Bonus
    $0 + $450,700 related
    Other
    $0 + $61,209 related
    Deferred
    $0 + $243,638 related
    Nontaxable benefits
    $0 + $41,705 related
    Filer's total
    $0 + $1,612,310 related

  • CORINNE FRANCIS

    DIR 1/25;TRIN EVP,CHIEF MISSION OFCR

    Total calculated
    $1,177,761
    From this org
    $0
    From related orgs
    $965,679
    Other
    $212,082
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,371 related
    Bonus
    $0 + $322,500 related
    Other
    $0 + $19,808 related
    Deferred
    $0 + $190,403 related
    Nontaxable benefits
    $0 + $21,679 related
    Filer's total
    $0 + $1,177,761 related

  • DANIEL ISACKSEN JR

    DIR AS OF 1/25; TRINITY EVP, CFO

    Total calculated
    $2,827,147
    From this org
    $0
    From related orgs
    $2,378,767
    Other
    $448,380
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,240,002 related
    Bonus
    $0 + $948,151 related
    Other
    $0 + $190,614 related
    Deferred
    $0 + $418,436 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $2,827,147 related

  • JOSHUA MOORE

    DIR 1/25;TRIN SVP,DEPUTY GEN COUNSEL

    Total calculated
    $886,910
    From this org
    $0
    From related orgs
    $716,724
    Other
    $170,186
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,034 related
    Bonus
    $0 + $214,463 related
    Other
    $0 + $15,227 related
    Deferred
    $0 + $137,971 related
    Nontaxable benefits
    $0 + $32,215 related
    Filer's total
    $0 + $886,910 related

  • DANIEL ROTH MD

    DIR 1/25; TRINITY CHIEF CLIN OFFICER

    Total calculated
    $2,494,986
    From this org
    $0
    From related orgs
    $2,439,599
    Other
    $55,387
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,237,983 related
    Bonus
    $0 + $909,450 related
    Other
    $0 + $292,166 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $34,962 related
    Filer's total
    $0 + $2,494,986 related

  • MARK WALKER

    DIRECTOR & CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ANN KANE CSJ

    DIRECTOR & SECRETARY THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JACLYN HARRIS

    DIR/PRES/CEO TRIN SNR COMM THR 7/24

    Total calculated
    $513,661
    From this org
    $0
    From related orgs
    $497,348
    Other
    $16,313
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,268 related
    Bonus
    $0 + $139,473 related
    Other
    $0 + $75,607 related
    Deferred
    $0 + $13,656 related
    Nontaxable benefits
    $0 + $2,657 related
    Filer's total
    $0 + $513,661 related

  • GAGANDEEP SINGH MD

    DIR THR 12/24; ST FRANCIS PHYSICIAN

    Total calculated
    $735,607
    From this org
    $0
    From related orgs
    $677,143
    Other
    $58,464
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,674 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $469 related
    Deferred
    $0 + $16,675 related
    Nontaxable benefits
    $0 + $41,789 related
    Filer's total
    $0 + $735,607 related

  • CHRISTOPHER CLARKE

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PATRICIA MCKEON RSM

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BENJAMIN CARTER

    DIR & CHAIR AS OF 1/25; TRINITY COO

    Total calculated
    $3,488,982
    From this org
    $0
    From related orgs
    $3,436,400
    Other
    $52,582
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,629,468 related
    Bonus
    $0 + $1,299,675 related
    Other
    $0 + $507,257 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,157 related
    Filer's total
    $0 + $3,488,982 related

  • DANIEL DRAKE

    DIR/PRES/CEO CONT CARE 8/24;CEO PACE

    Total calculated
    $1,010,454
    From this org
    $0
    From related orgs
    $960,989
    Other
    $49,465
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,706 related
    Bonus
    $0 + $242,697 related
    Other
    $0 + $123,586 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $29,040 related
    Filer's total
    $0 + $1,010,454 related

  • MARCUS BOWENS

    TREASURER; CFO CONTINUING CARE

    Total calculated
    $726,523
    From this org
    $0
    From related orgs
    $615,131
    Other
    $111,392
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,753 related
    Bonus
    $0 + $148,841 related
    Other
    $0 + $7,537 related
    Deferred
    $0 + $94,585 related
    Nontaxable benefits
    $0 + $16,807 related
    Filer's total
    $0 + $726,523 related

  • CHRISTINE SEPPALA

    SEC AS OF 1/25; TRINITY ASSOC COUNSL

    Total calculated
    $281,634
    From this org
    $0
    From related orgs
    $235,711
    Other
    $45,923
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,474 related
    Bonus
    $0 + $27,772 related
    Other
    $0 + $465 related
    Deferred
    $0 + $15,944 related
    Nontaxable benefits
    $0 + $29,979 related
    Filer's total
    $0 + $281,634 related

  • JANICE HAMILTON-CRAWFORD

    FORMER OFFICER

    Total calculated
    $141,092
    From this org
    $0
    From related orgs
    $141,092
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $141,092 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $141,092 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 3
MOUNT ST. JOSEPH IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MOUNT ST. JOSEPH'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 MOUNT ST. JOSEPH'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, LINE 4B
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 DANIEL DRAKE - $99,954 JANICE HAMILTON-CRAWFORD - $141,092 JACLYN HARRIS - $38,281 DANIEL ISACKSEN, JR. - $168,654 DANIEL ROTH, MD - $265,941 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: RAY ANDERSON, PHD - $223,213 MARCUS BOWENS - $77,910 CORINNE FRANCIS - $169,978 DANIEL ISACKSEN, JR. - $398,011 JOSHUA MOORE - $117,546 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). MARCUS BOWENS JOSHUA MOORE - $2,877

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
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202611329349301606

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