Skip to content
Nonprofiteer
← TRINITY HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by TRINITY HEALTH FOUNDATION.

Totals

Total revenue
$2,996,363
Total expenses
$2,417,839
Contributions and grants received
$2,399,265
Grants paid
$1,739,568
Program service revenue
$0
Investment income
$626,558
Other revenue
-$29,460
Total assets, end of year
$13,331,127
Total liabilities, end of year
$248,622
Net assets or fund balances, end of year
$13,082,505
Program services expenses (Part IX)
$1,739,568
Management and general expenses
$237,033
Fundraising expenses
$441,238
Program service expenses (Part III)
$1,739,568

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DELIA DREFURST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LYNSEY ENGELS

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ERICKSON

    BOARD MEMBER/PRESIDENT/CEO

    Total calculated
    $810,812
    From this org
    $0
    From related orgs
    $680,681
    Other
    $130,131
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,076 related
    Bonus
    $0 + $153,613 related
    Other
    $0 + $16,992 related
    Deferred
    $0 + $98,448 related
    Nontaxable benefits
    $0 + $31,683 related
    Filer's total
    $0 + $810,812 related

  • CHAD EVERITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD FRANKEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELINDA HASS MD

    BOARD MEMBER

    Total calculated
    $553,476
    From this org
    $0
    From related orgs
    $535,874
    Other
    $17,602
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $531,671 related
    Bonus
    $0
    Other
    $0 + $4,203 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $2,352 related
    Filer's total
    $0 + $553,476 related

  • JODI HAXMEIER TO 922

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE HERRELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HEIDI HUISKAMP-COLLINS TO 322

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW LEHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH LENTZ-KAPUA MD

    BOARD MEMBER

    Total calculated
    $500,419
    From this org
    $0
    From related orgs
    $452,228
    Other
    $48,191
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,914 related
    Bonus
    $0
    Other
    $0 + $2,314 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $32,941 related
    Filer's total
    $0 + $500,419 related

  • LISA MCCRAW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA MCGEHEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEN PALMER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RACHEL PERKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY PULLEY

    BOARD MEMBER

    Total calculated
    $202,630
    From this org
    $0
    From related orgs
    $173,276
    Other
    $29,354
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,803 related
    Bonus
    $0 + $18,081 related
    Other
    $0 + $6,392 related
    Deferred
    $0 + $8,902 related
    Nontaxable benefits
    $0 + $20,452 related
    Filer's total
    $0 + $202,630 related

  • SANJANA PURI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF REITER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER ROUSE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LYNNE SCHELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN STOFFEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRAIG TILLMAN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SYDNEY VERDI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WENNEKAMP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY MACUMBER-SCHMIDT

    BOARD MEMBER/PRESIDENT THF-QC

    Total calculated
    $252,462
    From this org
    $0
    From related orgs
    $238,932
    Other
    $13,530
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,113 related
    Bonus
    $0 + $45,181 related
    Other
    $0 + $3,638 related
    Deferred
    $0 + $11,825 related
    Nontaxable benefits
    $0 + $1,705 related
    Filer's total
    $0 + $252,462 related

  • KATHERINE MARCHIK

    SR VP FINANCE/CFO

    Total calculated
    $543,661
    From this org
    $0
    From related orgs
    $447,615
    Other
    $96,046
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,893 related
    Bonus
    $0 + $86,084 related
    Other
    $0 + $4,638 related
    Deferred
    $0 + $66,238 related
    Nontaxable benefits
    $0 + $29,808 related
    Filer's total
    $0 + $543,661 related

  • KATHERINE PEARSON

    SR VP/CHIEF STRATEGY OFFICER

    Total calculated
    $479,090
    From this org
    $0
    From related orgs
    $406,582
    Other
    $72,508
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,686 related
    Bonus
    $0 + $77,490 related
    Other
    $0 + $5,406 related
    Deferred
    $0 + $54,591 related
    Nontaxable benefits
    $0 + $17,917 related
    Filer's total
    $0 + $479,090 related

  • JOY LEDBETTER

    VP HUMAN RESOURCES

    Total calculated
    $492,186
    From this org
    $0
    From related orgs
    $454,663
    Other
    $37,523
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,776 related
    Bonus
    $0 + $90,925 related
    Other
    $0 + $57,962 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $22,273 related
    Filer's total
    $0 + $492,186 related

  • RICHARD SEIDLER TO 0519

    FORMER BD MEMBER/PRESIDENT/CEO

    Total calculated
    $367,341
    From this org
    $0
    From related orgs
    $367,341
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $367,341 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $367,341 related

  • JOHN SHEEHAN TO 919

    FORMER BD MEMBER/INTERIM PRES/CEO

    Total calculated
    $1,290,619
    From this org
    $0
    From related orgs
    $1,266,433
    Other
    $24,186
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,574 related
    Bonus
    $0 + $237,174 related
    Other
    $0 + $568,685 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $8,936 related
    Filer's total
    $0 + $1,290,619 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, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: JOHN SHEEHAN $ 359,175. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: ROBERT ERICKSON $ 83,198 , KATHERINE MARCHIK $ 50,988 , & KATHERINE PEARSON $ 39,341. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: RICHARD SEIDLER $367,341 & JOHN SHEEHAN $ 192,653. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.

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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202333189349307808

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.