Skip to content
Nonprofiteer
← TRINITY HEALTH SYSTEM

Form 990 for tax year 2023

Filed by TRINITY HEALTH SYSTEM.

Totals

Total revenue
$275,182,091
Total expenses
$284,696,924
Contributions and grants received
$1,912,791
Grants paid
$105,750
Program service revenue
$264,788,473
Investment income
$6,350,110
Other revenue
$2,130,717
Total assets, end of year
$371,738,176
Total liabilities, end of year
$110,667,882
Net assets or fund balances, end of year
$261,070,294
Program services expenses (Part IX)
$257,611,604
Management and general expenses
$27,085,320
Fundraising expenses
$0
Program service expenses (Part III)
$257,611,604

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOUG LAWSON

    PRESIDENT, SOUTH REGION

    Total calculated
    $3,615,147
    From this org
    $0
    From related orgs
    $3,396,538
    Other
    $218,609
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,254,480 related
    Bonus
    $0 + $1,981,456 related
    Other
    $0 + $160,602 related
    Deferred
    $0 + $196,283 related
    Nontaxable benefits
    $0 + $22,326 related
    Filer's total
    $0 + $3,615,147 related

  • VICTOR MAEVSKY MD

    PHYSICIAN

    Total calculated
    $1,223,449
    From this org
    $1,185,884
    From related orgs
    $0
    Other
    $37,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,150,278
    Bonus
    $35,606
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,565
    Filer's total
    $1,223,449

  • SATHISH MAGGE MD

    PHYSICIAN

    Total calculated
    $1,104,109
    From this org
    $1,074,808
    From related orgs
    $0
    Other
    $29,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,007,580
    Bonus
    $67,228
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,301
    Filer's total
    $1,104,109

  • NASROLLAH JAHDI MD

    PHYSICIAN

    Total calculated
    $1,057,558
    From this org
    $1,054,955
    From related orgs
    $0
    Other
    $2,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,054,955
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,603
    Filer's total
    $1,057,558

  • RAFAEL SCHMULEVICH MD

    PHYSICIAN

    Total calculated
    $1,036,573
    From this org
    $1,003,281
    From related orgs
    $0
    Other
    $33,292
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,003,281
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,292
    Filer's total
    $1,036,573

  • GREGORY SUERO ABREU MD

    PHYSICIAN

    Total calculated
    $984,127
    From this org
    $970,618
    From related orgs
    $0
    Other
    $13,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $970,618
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,509
    Filer's total
    $984,127

  • CHARN NANDRA MD

    BOARD MEMBER/CARDIOLOGIST

    Total calculated
    $869,680
    From this org
    $838,302
    From related orgs
    $0
    Other
    $31,378
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $838,302
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $31,378
    Filer's total
    $869,680

  • MATT GRIMSHAW

    PRESIDENT & CEO

    Total calculated
    $755,468
    From this org
    $674,210
    From related orgs
    $25,814
    Other
    $55,444
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $476,575
    Bonus
    $197,635
    Other
    $0 + $25,814 related
    Deferred
    $0 + $19,290 related
    Nontaxable benefits
    $36,154
    Filer's total
    $710,364 + $45,104 related

  • RICK GRECO DO

    PRESIDENT, MEDICAL GROUP ENTERPRISE

    Total calculated
    $418,894
    From this org
    $389,593
    From related orgs
    $0
    Other
    $29,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,793
    Bonus
    $800
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,301
    Filer's total
    $418,894

  • SAM LICATA MD

    BOARD MEMBER/PRESIDENT, MEDICAL STAFF

    Total calculated
    $401,219
    From this org
    $363,553
    From related orgs
    $0
    Other
    $37,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,553
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,666
    Filer's total
    $401,219

  • DAVE WERKIN

    CFO

    Total calculated
    $306,405
    From this org
    $277,649
    From related orgs
    $0
    Other
    $28,756
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,033
    Bonus
    $11,616
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,756
    Filer's total
    $306,405

  • BRENT MALLEK

    VP OF HR (PARTIAL YEAR)

    Total calculated
    $280,792
    From this org
    $278,486
    From related orgs
    $0
    Other
    $2,306
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $278,486
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,306
    Filer's total
    $280,792

  • PAUL WHEELER

    VP OF OPERATIONS / COO

    Total calculated
    $220,815
    From this org
    $191,700
    From related orgs
    $0
    Other
    $29,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,900
    Bonus
    $800
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,115
    Filer's total
    $220,815

  • JAMES MIRASOLA

    VP, MEDICAL GROUP ENTERPRISE

    Total calculated
    $196,827
    From this org
    $163,992
    From related orgs
    $0
    Other
    $32,835
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $163,192
    Bonus
    $800
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,835
    Filer's total
    $196,827

  • MICHAEL BIASI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DAN DAILY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ERIC EXLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DOUGLAS SCHAEFER

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DAVID SKIVIAT SR

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DENNIS WOLTERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • AARON PROVENZANO DO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • KARLA GREGORY-MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JONATHAN BEDWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • CLAUDIA BRONSING SR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • THERESA GAGLIARDI

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JEFFREY GRECO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JOSEPH LUCKINO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • RITA DUTTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 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

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 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)

SCHEDULE J, PART I, LINE 4A
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY.
SCHEDULE J, PART I, LINE 4B
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2023, THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON, 146,007. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: MATTHEW GRIMSHAW, $25,814.
SCHEDULE J, PART II PAYMENT FROM UNRELATED ORGANIZATION
AARON PROVENZANO RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR MEDICAL ONCOLOGY CANCER SERVICES RENDERED TO TRINITY HEALTH SYSTEM. THE NAME OF UNRELATED ORGANIZATION: UNIVERSITY OF PITTSBURGH MEDICAL CENTER. THE AMOUNT OF COMPENSATION CAN NOT BE DETERMINED.
PART II
TRINITY HEALTH SYSTEM GROUP FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

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.

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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349302035

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.