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Nonprofiteer
← TRINITY HOSPITAL TWIN CITY

Form 990 for tax year 2024

Filed by TRINITY HOSPITAL TWIN CITY.

Totals

Total revenue
$26,077,809
Total expenses
$26,760,697
Contributions and grants received
$549,741
Grants paid
$0
Program service revenue
$21,202,937
Investment income
$3,859,681
Other revenue
$465,450
Total assets, end of year
$14,530,133
Total liabilities, end of year
$12,463,795
Net assets or fund balances, end of year
$2,066,338
Program services expenses (Part IX)
$22,618,899
Management and general expenses
$4,141,798
Fundraising expenses
$0
Program service expenses (Part III)
$22,618,899

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOUG LAWSON

    BOARD MEMBER/REGIONAL SVP (THRU 02/25)

    Total calculated
    $3,876,407
    From this org
    $0
    From related orgs
    $3,774,957
    Other
    $101,450
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,454,915 related
    Bonus
    $0 + $1,885,572 related
    Other
    $0 + $434,470 related
    Deferred
    $0 + $78,342 related
    Nontaxable benefits
    $0 + $23,108 related
    Filer's total
    $0 + $3,876,407 related

  • MATT BROWN

    BOARD MEMBER/INTERIM PRESIDENT OF COMMONSPIRITS S

    Total calculated
    $2,001,720
    From this org
    $0
    From related orgs
    $1,825,312
    Other
    $176,408
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $852,685 related
    Bonus
    $0 + $969,173 related
    Other
    $0 + $3,454 related
    Deferred
    $0 + $138,435 related
    Nontaxable benefits
    $0 + $37,973 related
    Filer's total
    $0 + $2,001,720 related

  • MATT GRIMSHAW

    PRESIDENT & CEO THS/BOARD MEMBER (THRU 12/24)

    Total calculated
    $954,065
    From this org
    $0
    From related orgs
    $873,241
    Other
    $80,824
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,627 related
    Bonus
    $0 + $366,103 related
    Other
    $0 + $26,511 related
    Deferred
    $0 + $44,235 related
    Nontaxable benefits
    $0 + $36,589 related
    Filer's total
    $0 + $954,065 related

  • CHARN NANDRA MD

    BOARD MEMBER/CARDIOLOGIST (THRU 12/24)

    Total calculated
    $733,651
    From this org
    $0
    From related orgs
    $702,273
    Other
    $31,378
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $696,861 related
    Bonus
    $0
    Other
    $0 + $5,412 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,378 related
    Filer's total
    $0 + $733,651 related

  • SAM LICATA MD

    BOARD MEMBER/PAST PRESIDENT OF MEDICAL STAFF

    Total calculated
    $424,688
    From this org
    $0
    From related orgs
    $385,780
    Other
    $38,908
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,003 related
    Bonus
    $0
    Other
    $0 + $10,777 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $38,908 related
    Filer's total
    $0 + $424,688 related

  • TIM MCKNIGHT MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $345,155
    From this org
    $306,844
    From related orgs
    $0
    Other
    $38,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,113
    Bonus
    $64,731
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $38,311
    Filer's total
    $345,155

  • BENJAMIN TURNER MD

    PHYSICIAN

    Total calculated
    $335,902
    From this org
    $300,018
    From related orgs
    $0
    Other
    $35,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,018
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,884
    Filer's total
    $335,902

  • DAVE WERKIN

    TREASURER/CFO

    Total calculated
    $297,840
    From this org
    $0
    From related orgs
    $269,084
    Other
    $28,756
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,084 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,756 related
    Filer's total
    $0 + $297,840 related

  • DWAYNE RICHARDSON

    PRESIDENT, TRINITY HOSPITAL TWIN CITY & REGIONAL D

    Total calculated
    $297,120
    From this org
    $0
    From related orgs
    $258,475
    Other
    $38,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $258,475 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $38,645 related
    Filer's total
    $0 + $297,120 related

  • ANDREW NEWBURN MD

    PHYSICIAN

    Total calculated
    $283,682
    From this org
    $246,842
    From related orgs
    $0
    Other
    $36,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,842
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,840
    Filer's total
    $283,682

  • KATELYN OBERMILLER

    NP

    Total calculated
    $255,898
    From this org
    $219,348
    From related orgs
    $0
    Other
    $36,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,000
    Bonus
    $89,348
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,550
    Filer's total
    $255,898

  • STUART BROWN MD

    PHYSICIAN

    Total calculated
    $224,341
    From this org
    $187,347
    From related orgs
    $0
    Other
    $36,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,514
    Bonus
    $15,833
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,994
    Filer's total
    $224,341

  • ERIC DURBIN

    PHARMACY MANAGER

    Total calculated
    $222,412
    From this org
    $185,247
    From related orgs
    $0
    Other
    $37,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,424
    Bonus
    $7,823
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,165
    Filer's total
    $222,412

  • DOUGLAS SCHAEFER

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • DAVID SKIVIAT SR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DENNIS WOLTERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • AARON PROVENZANO DO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KARLA GREGORY-MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • CLAUDIA BRONSING SR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • THERESA GAGLIARDI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOSEPH LUCKINO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • RITA DUTTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • SHAWN BLAKE

    BOARD MEMBER (THRU 01/25)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JASON ELLIOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MICHELLE GORMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • SHAWN HERVEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JEFF NEIDIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • BRENAN PERGI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JOHN COLUMBUS MD

    BOARD MEMBER/PRESIDENT OF MEDICAL STAFF

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • JIM MAY

    BOARD MEMBER/INTERIM CEO FOR TRINITY HEALTH SYSTEM

    Total calculated
    $0
    Hours/week
    2 + 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

  • 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
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART 1, 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.
PART 1, LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024, THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: T. DOUGLAS LAWSON, $172,166. 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, AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 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 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: DOUGLAS LAWSON, $238,262; MATTHEW GRIMSHAW, $26,001.
PART II:
TRINITY HOSPITAL TWIN CITY 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 PEOPLE 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 2024

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
13 May 2026
IRS schema version
2024v5.5
Source object
202611339349305811

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