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Nonprofiteer
← TRINITY HEALTH CORPORATION

Form 990 for tax year 2022

Filed by TRINITY HEALTH CORPORATION.

Totals

Total revenue
$2,630,217,464
Total expenses
$2,531,429,401
Contributions and grants received
$3,019,406
Grants paid
$9,782,952
Program service revenue
$2,191,983,601
Investment income
$349,391,201
Other revenue
$85,823,256
Total assets, end of year
$11,546,399,108
Total liabilities, end of year
$10,386,763,667
Net assets or fund balances, end of year
$1,159,635,441
Program services expenses (Part IX)
$2,483,048,919
Management and general expenses
$48,380,482
Fundraising expenses
$0
Program service expenses (Part III)
$2,483,048,919

Program services were 98.1% 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.

  • 1d · Related organizations

    $1,000,000

  • 1e · Government grants (contributions)

    $1,840,749

  • 1f · All other contributions, gifts and grants

    $178,657

  • 2a · Program service revenue: SUBSIDIARY FEES

    total $2,113,381,637 · related or exempt $2,113,381,637

  • 2b · Program service revenue: SPECIALTY PHARMACY

    total $78,601,964 · related or exempt $74,321,119 · unrelated business $4,280,845

  • 3 · Investment income

    total $303,302,331 · unrelated business -$2,982,940 · excluded $306,285,271

  • 4 · Income from investment of tax-exempt bond proceeds

    total $80,534 · excluded $80,534

  • 7a · Gross sales of assets other than inventory

    securities $46,000,590 · other assets $7,746

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $46,000,590 · other assets $7,746

  • 7d · Net gain or loss

    total $46,008,336 · excluded $46,008,336

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $85,481,994 · related or exempt $85,481,994

  • 11b · Other revenue: INCOME UNDER SECTION 512(B)(17)

    total $341,262 · unrelated business $341,262

  • 11e · Other revenue, total

    $85,823,256

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,617,693 · program services $9,617,693

  • 2 · Grants to domestic individuals

    total $165,259 · program services $165,259

  • 5 · Compensation of officers, directors and key employees

    total $19,730,605 · management and general $19,730,605

  • 6 · Compensation of disqualified persons

    total $290,020 · management and general $290,020

  • 7 · Other salaries and wages

    total $684,541,875 · program services $684,541,875

  • 8 · Pension plan contributions

    total $141,453,816 · program services $137,434,309 · management and general $4,019,507

  • 9 · Other employee benefits

    total $120,425,237 · program services $117,003,272 · management and general $3,421,965

  • 10 · Payroll taxes

    total $48,299,349 · program services $46,926,890 · management and general $1,372,459

  • 11a · Fees: management

    total $4,478,861 · management and general $4,478,861

  • 11b · Fees: legal

    total $4,560,212 · management and general $4,560,212

  • 11c · Fees: accounting

    total $6,859,257 · management and general $6,859,257

  • 11d · Fees: lobbying

    total $200,000 · management and general $200,000

  • 11g · Fees: other

    total $197,364,164 · program services $197,364,164

  • 12 · Advertising and promotion

    total $2,168,048 · program services $2,168,048

  • 13 · Office expenses

    total $59,757,599 · program services $59,757,599

  • 14 · Information technology

    total $350,777,305 · program services $350,777,305

  • 16 · Occupancy

    total $3,669,183 · program services $3,669,183

  • 17 · Travel

    total $21,983,674 · program services $21,983,674

  • 19 · Conferences, conventions and meetings

    total $2,516,790 · program services $2,516,790

  • 20 · Interest

    total $251,305,206 · program services $251,305,206

  • 22 · Depreciation, depletion and amortization

    total $171,422,748 · program services $171,422,748

  • 23 · Insurance

    total $184,434,290 · program services $184,434,290

  • 24a · Other expenses: EQUIPMENT MAINTENANCE

    total $142,193,547 · program services $142,193,547

  • 24b · Other expenses: PHARMACY COGS

    total $75,265,788 · program services $75,265,788

  • 24c · Other expenses: SUBSCRIPTIONS & DUES

    total $9,552,980 · program services $9,552,980

  • 24d · Other expenses: EXCISE & OTHER TAXES

    total $3,447,596 · management and general $3,447,596

  • 24e · All other expenses

    total $14,948,299 · program services $14,948,299

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $171,652,238 · end of year $304,903,013

  • 4 · Accounts receivable

    beginning of year $75,148,972 · end of year $74,690,934

  • 7 · Other notes and loans receivable

    beginning of year $5,200,817,350 · end of year $5,836,423,102

  • 8 · Inventories for sale or use

    beginning of year $67,548,615 · end of year $38,670,549

  • 9 · Prepaid expenses and deferred charges

    beginning of year $177,447,589 · end of year $325,414,490

  • 10a · Land, buildings and equipment: cost or other basis

    $1,780,434,877

  • 10b · Land, buildings and equipment: accumulated depreciation

    $874,711,881

  • 10c · Land, buildings and equipment, net

    beginning of year $889,422,373 · end of year $905,722,996

  • 11 · Investments: publicly traded securities

    beginning of year $2,712,095,818 · end of year $2,079,482,925

  • 12 · Investments: other securities

    beginning of year $1,417,873,653 · end of year $1,277,897,175

  • 15 · Other assets

    beginning of year $678,089,188 · end of year $703,193,924

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,158,913,591 · end of year $1,075,915,216

  • 19 · Deferred revenue

    beginning of year $425,997 · end of year $561,105

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,923,551,178 · end of year $5,264,312,054

  • 24 · Unsecured notes and loans payable

    beginning of year $99,692,506 · end of year $99,537,884

  • 25 · Other liabilities

    beginning of year $4,146,018,500 · end of year $3,946,437,408

  • 27 · Net assets without donor restrictions

    beginning of year $1,061,374,379 · end of year $1,159,520,986

  • 28 · Net assets with donor restrictions

    beginning of year $119,645 · end of year $114,455

Mission and programs · 2022

Mission

WE, TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

  • TRINITY HEALTH CORPORATION'S PURPOSE IS TO GOVERN, MANAGE, AND PROVIDE ADMINISTRATIVE SERVICES TO ITS SUBSIDIARIES, WHICH INCLUDE HOSPITAL ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) THAT PROVIDE NEEDED HEALTH CARE SERVICES TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. THE SERVICES PROVIDED BY TRINITY HEALTH CORPORATION ALLOW FOR ECONOMIES OF SCALE THAT IN TURN PERMIT THE SUBSIDIARIES TO PROVIDE HEALTH CARE SERVICES TO PATIENTS AT A REASONABLE COST. TRINITY HEALTH CORPORATION AND ITS SUBSIDIARIES ARE COLLECTIVELY KNOWN AS TRINITY HEALTH.TRINITY HEALTH IS ONE OF THE LARGEST CATHOLIC HEALTH CARE DELIVERY SYSTEMS IN THE COUNTRY. TRINITY HEALTH'S COMMUNITY HEALTH AND WELL-BEING (CHWB) STRATEGY PROMOTES OPTIMAL HEALTH FOR PEOPLE EXPERIENCING POVERTY AND OTHER VULNERABILITIES IN THE COMMUNITIES WE SERVE - EMPHASIZING THE NECESSITY TO INTEGRATE SOCIAL AND CLINICAL CARE. WE DO THIS BY: 1. ADDRESSING PATIENT SOCIAL NEEDS, 2. INVESTING IN OUR COMMUNITIES, AND 3. STRENGTHENING THE IMPACT OF OUR COMMUNITY BENEFIT. TRINITY HEALTH CHWB TEAMS LEAD THE DEVELOPMENT AND IMPLEMENTATION OF TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION STRATEGIES AND FOCUS INTENTIONALLY ON ENGAGING COMMUNITIES AND RESIDENTS EXPERIENCING POVERTY AND OTHER VULNERABILITIES. WE BELIEVE THAT COMMUNITY MEMBERS AND COMMUNITIES THAT ARE THE MOST IMPACTED BY RACISM AND OTHER FORMS OF DISCRIMINATION EXPERIENCE THE GREATEST DISPARITIES AND INEQUITIES IN HEALTH OUTCOMES AND SHOULD BE INCLUSIVELY ENGAGED IN ALL COMMUNITY HEALTH ASSESSMENT AND IMPROVEMENT EFFORTS. THROUGHOUT OUR WORK, WE DISMANTLE OPPRESSIVE SYSTEMS, AND BUILD COMMUNITY CAPACITY AND PARTNERSHIPS.TRINITY HEALTH AND ITS MEMBER HOSPITALS ARE COMMITTED TO THE DELIVERY OF PEOPLE-CENTERED CARE AND SERVING AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN THE COMMUNITIES THEY SERVE. AS A NOT-FOR-PROFIT HEALTH SYSTEM, TRINITY HEALTH REINVESTS ITS PROFITS BACK INTO THE COMMUNITIES AND IS COMMITTED TO ADDRESSING THE UNIQUE NEEDS OF EACH COMMUNITY. IN FISCAL YEAR 2023 (FY23), TRINITY HEALTH CONTRIBUTED $1.47 BILLION IN COMMUNITY BENEFIT SPENDING TO AID THOSE WHO ARE VULNERABLE AND LIVING IN POVERTY, AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH WE SERVE. IN ADDITION TO ANNUAL COMMUNITY BENEFIT SPENDING, TRINITY HEALTH IMPLEMENTS A SOCIALLY RESPONSIBLE INVESTING PROGRAM. AS OF THE END OF FY23, $62.7 MILLION (INCLUDING $7.0 MILLION IN NEW LENDING) WAS ALLOCATED IN THE FOLLOWING AREAS:- HOUSING: BUILDING AFFORDABLE HOUSING; IMPROVING ACCESS TO SENIOR HOUSING; AND COMBATTING HOMELESSNESS ($35.5 MILLION)- EDUCATION: SUPPORTING STUDENTS ENTERING THE HEALTH PROFESSIONS ($10.1 MILLION)- FACILITIES: BUILDING COMMUNITY FACILITIES FOR NONPROFITS, SOCIAL SERVICE PROVIDERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS ($9.7 MILLION)- ECONOMIC DEVELOPMENT: ENCOURAGING SMALL BUSINESS DEVELOPMENT, CREATING LOCAL JOBS AND SUPPORTING ACCESS TO HEALTHY FOODS; QUALITY CHILDCARE; AND OTHER COMMUNITY SERVICES ($7.4 MILLION)ACROSS THE SYSTEM, NEARLY 700,000 OF PATIENTS SEEN IN PRIMARY CARE SETTINGS WERE SCREENED FOR SOCIAL NEEDS. FOR ABOUT 30% OF THOSE PATIENTS, AT LEAST ONE SOCIAL NEED WAS IDENTIFIED. TOGETHERCARE - TRINITY HEALTH'S ELECTRONIC HEALTH RECORD, POWERED BY EPIC - HAS MADE IT POSSIBLE FOR TRINITY HEALTH TO STANDARDIZE SCREENING FOR SOCIAL NEEDS AND CONNECT PATIENTS TO COMMUNITY RESOURCES THROUGH THE COMMUNITY RESOURCE DIRECTORY (COMMUNITYRESOURCES.TRINITY-HEALTH.ORG). COMMUNITY HEALTH WORKERS (CHW'S) SERVE AS LIAISONS BETWEEN HEALTH AND SOCIAL SERVICES. TRINITY HEALTH CHW'S PARTNERED WITH POPULATION HEALTH NURSES AND SOCIAL WORK CARE MANAGERS TO SERVE MEDICARE PATIENTS AT RISK FOR PREVENTABLE HOSPITALIZATIONS, RESULTING IN A DECREASE IN PREVENTABLE HOSPITALIZATIONS FOR THE MEDICARE POPULATION OVERALL, AND ALSO FOR LOW-INCOME PATIENTS DUALLY ENROLLED IN MEDICARE AND MEDICAID. CHW'S ADVANCE SOCIAL AND CLINICAL CARE INTEGRATION BY ASSESSING AND ADDRESSING A PATIENT'S SOCIAL NEEDS, HOME ENVIRONMENT AND OTHER SOCIAL RISK FACTORS, AND ULTIMATELY CONNECTING THE PATIENT (AND THEIR FAMILY) TO SERVICES WITHIN THE COMMUNITY. TRINITY HEALTH PROVIDES A 40+ HOUR FOUNDATIONAL CHW AND CHRONIC DISEASE-SPECIFIC TRAINING TO TRINITY HEALTH-EMPLOYED CHW'S AND ALSO TO COMMUNITY PARTNERS THAT EMPLOY CHW'S. IN 2017, TRINITY HEALTH RECEIVED A SIX-YEAR, $8.5 MILLION GRANT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO INCREASE THE NUMBER OF NATIONAL DIABETES PREVENTION PROGRAM (DPP) DELIVERY SITES, INCREASE PROGRAM ENROLLMENT, MAINTAIN PARTICIPATION RATES, AND INCREASE BENEFIT COVERAGE. IN ADDITION, THE GRANT WAS USED TO STANDARDIZE CLINICAL SCREENING AND DETECTION OF DIABETES. DURING THE GRANT PERIOD, TRINITY HEALTH BUILT THE NATIONAL DPP INTO ITS ELECTRONIC HEALTH RECORD SYSTEM TO MAKE IDENTIFYING PATIENTS AND ENROLLING THEM IN THE PROGRAM EASIER. SINCE SEPTEMBER 2017, OVER 6,000 PARTICIPANTS HAVE ENROLLED IN A TRINITY HEALTH NATIONAL DPP AND HAVE COLLECTIVELY LOST A TOTAL OF OVER 51,000 POUNDS.LASTLY, TRINITY HEALTH'S FY23 SHAREHOLDER ADVOCACY PRIORITIES FOCUSED ON IMPROVING CORPORATE POLICIES AND PRACTICES THAT IMPACT COMMUNITIES, WITH THE AIM OF REDUCING STRUCTURAL RACISM AND HEALTH INEQUITIES. TRINITY HEALTH, IN COLLABORATION WITH ITS PARTNERS THE INTERFAITH CENTER ON CORPORATE RESPONSIBILITY AND THE INVESTOR ENVIRONMENTAL HEALTH NETWORK, FILED SHAREHOLDER PROPOSALS AT 20 COMPANIES. FOR MORE INFORMATION ABOUT TRINITY HEALTH, VISIT WWW.TRINITY-HEALTH.ORG.

    Expenses $2,483,048,919 · Grants $9,782,952 · Revenue $2,273,184,750

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

Listed in Part VII

  • Michael Slubowski

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $5,340,424
    From this org
    $5,208,972
    From related orgs
    $0
    Other
    $131,452
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $2,229,123
    Bonus
    $2,185,000
    Other
    $794,849
    Deferred
    $18,300
    Nontaxable benefits
    $113,152
    Filer's total
    $5,340,424

  • Benjamin Carter

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $2,857,735
    From this org
    $2,758,940
    From related orgs
    $0
    Other
    $98,795
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

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

  • Marcus Shipley

    SVP, INNOV/CHIEF INFO OFFCR THR 8/22

    Total calculated
    $2,601,933
    From this org
    $1,526,876
    From related orgs
    $0
    Other
    $1,075,057
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $581,923
    Bonus
    $400,928
    Other
    $544,025
    Deferred
    $1,049,749
    Nontaxable benefits
    $25,308
    Filer's total
    $2,601,933

  • John Capasso

    EVP, CONTINUING CARE THROUGH 8/22

    Total calculated
    $2,250,598
    From this org
    $1,172,736
    From related orgs
    $0
    Other
    $1,077,862
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

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

  • Reginald Eadie MD

    CEO THONE THR 10/22; TH SVP PHYS DEV

    Total calculated
    $2,214,892
    From this org
    $1,892,331
    From related orgs
    $0
    Other
    $322,561
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,031,523
    Bonus
    $468,000
    Other
    $392,808
    Deferred
    $277,625
    Nontaxable benefits
    $44,936
    Filer's total
    $2,214,892

  • Daniel Roth MD

    EVP, CHIEF CLINICAL OFFICER

    Total calculated
    $2,121,605
    From this org
    $1,777,403
    From related orgs
    $0
    Other
    $344,202
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $970,812
    Bonus
    $570,000
    Other
    $236,591
    Deferred
    $301,600
    Nontaxable benefits
    $42,602
    Filer's total
    $2,121,605

  • Robert Casalou

    PRESIDENT & CEO, MI AND SE REGIONS

    Total calculated
    $1,964,145
    From this org
    $1,884,642
    From related orgs
    $0
    Other
    $79,503
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $1,085,853
    Bonus
    $488,250
    Other
    $310,539
    Deferred
    $18,300
    Nontaxable benefits
    $61,203
    Filer's total
    $1,964,145

  • Daniel Isacksen Jr

    TREASURER; EVP, CFO

    Total calculated
    $1,950,338
    From this org
    $1,621,848
    From related orgs
    $0
    Other
    $328,490
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $966,837
    Bonus
    $570,000
    Other
    $85,011
    Deferred
    $292,650
    Nontaxable benefits
    $35,840
    Filer's total
    $1,950,338

  • Shawn Vincent

    PRESIDENT & CEO, IL/IN REGION

    Total calculated
    $1,856,449
    From this org
    $1,555,803
    From related orgs
    $0
    Other
    $300,646
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $931,306
    Bonus
    $420,750
    Other
    $203,747
    Deferred
    $255,890
    Nontaxable benefits
    $44,756
    Filer's total
    $1,856,449

  • Linda Ross

    SECRETARY; EVP, CHIEF LEGAL OFFICER

    Total calculated
    $1,655,893
    From this org
    $1,562,613
    From related orgs
    $0
    Other
    $93,280
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $809,865
    Bonus
    $486,000
    Other
    $266,748
    Deferred
    $13,725
    Nontaxable benefits
    $79,555
    Filer's total
    $1,655,893

  • Edmund Hodge

    EVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,547,936
    From this org
    $1,488,331
    From related orgs
    $0
    Other
    $59,605
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $779,457
    Bonus
    $471,000
    Other
    $237,874
    Deferred
    $13,725
    Nontaxable benefits
    $45,880
    Filer's total
    $1,547,936

  • Louis Fierens II

    EVP, ADMINISTRATIVE SERVICES

    Total calculated
    $1,488,758
    From this org
    $1,418,193
    From related orgs
    $0
    Other
    $70,565
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $747,135
    Bonus
    $450,000
    Other
    $221,058
    Deferred
    $22,875
    Nontaxable benefits
    $47,690
    Filer's total
    $1,488,758

  • James Woodward

    PRESIDENT & CEO, MID-ATLANTIC REGION

    Total calculated
    $1,448,800
    From this org
    $1,374,727
    From related orgs
    $0
    Other
    $74,073
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $819,358
    Bonus
    $337,500
    Other
    $217,869
    Deferred
    $13,725
    Nontaxable benefits
    $60,348
    Filer's total
    $1,448,800

  • Antoinette Pratt

    ASSISTANT TREAS; SVP FIN REPORTING

    Total calculated
    $782,268
    From this org
    $719,857
    From related orgs
    $0
    Other
    $62,411
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $408,419
    Bonus
    $187,972
    Other
    $123,466
    Deferred
    $22,875
    Nontaxable benefits
    $39,536
    Filer's total
    $782,268

  • Joshua Moore

    ASSISTANT SEC; VP MANAGING COUNSEL

    Total calculated
    $451,625
    From this org
    $402,567
    From related orgs
    $0
    Other
    $49,058
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $317,830
    Bonus
    $80,535
    Other
    $4,202
    Deferred
    $18,300
    Nontaxable benefits
    $30,758
    Filer's total
    $451,625

  • Cynthia Clemence

    FORMER OFFICER

    Total calculated
    $290,020
    From this org
    $290,020
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $290,020
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $290,020

  • David Southwell

    DIRECTOR; CHAIR THROUGH 12/22

    Total calculated
    $131,250
    From this org
    $131,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Barrett Hatches PhD

    DIRECTOR; CHAIR AS OF 1/23

    Total calculated
    $103,750
    From this org
    $103,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • George Philip JD

    DIRECTOR

    Total calculated
    $93,750
    From this org
    $93,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Roberta Waite EdD

    DIRECTOR THROUGH 12/22

    Total calculated
    $93,750
    From this org
    $93,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Larry Warren

    DIRECTOR; VICE CHAIR

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 1 related

  • Rita Brogley

    DIRECTOR

    Total calculated
    $88,750
    From this org
    $88,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Kevin Barnett Drph

    DIRECTOR

    Total calculated
    $68,750
    From this org
    $68,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Joseph Betancourt MD

    DIRECTOR THROUGH 12/22

    Total calculated
    $68,750
    From this org
    $68,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Courtney Lang JD

    DIRECTOR

    Total calculated
    $68,750
    From this org
    $68,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Carrie Rich

    DIRECTOR

    Total calculated
    $68,750
    From this org
    $68,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 1 related

  • Cynthia Barginere Dnprnfache

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Linda Falquette Rsm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Mary Fanning Rsm PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Joan Marie Steadman Csc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Paul Taheri MD

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Veronique Wiedower Csc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1A
COMPANION TRAVEL EXPENSES WERE PAID FOR THE FOLLOWING BOARD MEMBER DURING CALENDAR 2022: LINDA FALQUETTE, RSM - $3,538
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 MARCUS SHIPLEY - $304,985 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 PAID IN 2024) MARCUS SHIPLEY - $1,045,174 ($890,968 PAID IN 2023 AND $154,206 PAID IN 2024) 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 ROBERT CASALOU - $272,563 CYNTHIA CLEMENCE - $290,020 REGINALD EADIE, MD - $248,958 LOUIS FIERENS II - $197,439 EDMUND HODGE - $216,944 DANIEL ISACKSEN, JR. - $66,120 ANTOINETTE PRATT - $105,115 LINDA ROSS - $216,698 DANIEL ROTH, MD - $216,804 MARCUS SHIPLEY - $224,035 MICHAEL SLUBOWSKI - $714,875 SHAWN VINCENT - $184,262 JAMES WOODWARD - $188,029 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 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: REGINALD EADIE, MD - $263,900 DANIEL ISACKSEN, JR. - $283,500 DANIEL ROTH, MD - $287,875 SHAWN VINCENT - $242,165 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 PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUT FOR 2022 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOSHUA MOORE - $2,599 PART II, COLUMN B(II): EXECUTIVE MANAGEMENT EMPLOYED BY TRINITY HEALTH ARE COMPENSATED UNDER A MULTI-TIERED, GOAL-BASED PROGRAM WHICH INCLUDES BASE PAY AND A VARIABLE PORTION. THE VARIABLE PORTION IS REFERRED TO AS "AT RISK COMPENSATION". EACH OF THE ELIGIBLE MEMBERS OF EXECUTIVE MANAGEMENT IS ASSIGNED PERFORMANCE GOALS ALIGNED WITH ORGANIZATIONAL STRATEGIC GOALS. EACH GOAL HAS MINIMUM THRESHOLD CRITERIA, TARGET CRITERIA AND A MAXIMUM.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • TRINITY HEALTH PHARMACY SERVICES LLC

    SPECIALTY PHARMACY · DE · income $78,954,155 · assets $13,230,369

    Directly controlled by TRINITY HEALTH CORPORATION

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LARSON CENTER LLP

    PROPERTY MANAGEMENT · IL · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    RELATED · URGENT CARE CENTERS · DE · 55.7% owned · share of income -$849,725 · share of assets $13,130,316

    Directly controlled by TRINITY HEALTH CORPORATION

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    RELATED · URGENT CARE CENTERS · DE · 51% owned · share of income -$2,009,892 · share of assets $10,599,137

    Directly controlled by TRINITY HEALTH CORPORATION

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · 100% owned · share of assets $731,169,689 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · 100% owned · share of income -$118,122 · share of assets $2,493,957 · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · 100% owned · controlled entity

    Directly controlled by TRINITY HEALTH CORPORATION

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349304379

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

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