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Nonprofiteer
← TRINITY HEALTH SYSTEM

Form 990 for tax year 2023

Filed by TRINITY HEALTH SYSTEM.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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 + 45 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

  • CHARN NANDRA MD

    BOARD MEMBER/CARDIOLOGIST

    Total calculated
    $869,680
    From this org
    $0
    From related orgs
    $838,302
    Other
    $31,378
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

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

  • MATT GRIMSHAW

    PRESIDENT & CEO

    Total calculated
    $755,468
    From this org
    $0
    From related orgs
    $700,024
    Other
    $55,444
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,575 related
    Bonus
    $0 + $197,635 related
    Other
    $0 + $25,814 related
    Deferred
    $0 + $19,290 related
    Nontaxable benefits
    $0 + $36,154 related
    Filer's total
    $0 + $755,468 related

  • RICK GRECO

    PRESIDENT MGE

    Total calculated
    $418,894
    From this org
    $0
    From related orgs
    $389,593
    Other
    $29,301
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

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

  • SAM LICATA MD

    BOARD MEMBER/PRESIDENT, MEDICAL STAFF

    Total calculated
    $401,219
    From this org
    $0
    From related orgs
    $363,553
    Other
    $37,666
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

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

  • DAVE WERKIN

    CFO

    Total calculated
    $306,405
    From this org
    $0
    From related orgs
    $277,649
    Other
    $28,756
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

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

  • BRENT MALLEK

    FORMER KEY EMPLOYEE

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

    Schedule J breakdown matched by us

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

  • PAUL WHEELER

    VP OF OPERATIONS / COO

    Total calculated
    $220,815
    From this org
    $0
    From related orgs
    $191,700
    Other
    $29,115
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

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

  • JAMES MIRASOLA

    FORMER HIGHEST COMPENSATED EMPLOYEE

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

    Schedule J breakdown matched by us

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

  • JENNIFER DAVIS

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $192,164
    From this org
    $0
    From related orgs
    $155,442
    Other
    $36,722
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,662 related
    Bonus
    $0 + $800 related
    Other
    $0 + $13,980 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,722 related
    Filer's total
    $0 + $192,164 related

  • DENNIS KELLEY

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $149,662
    From this org
    $0
    From related orgs
    $135,559
    Other
    $14,103
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,257 related
    Bonus
    $0 + $800 related
    Other
    $0 + $11,502 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,103 related
    Filer's total
    $0 + $149,662 related

  • JIM MIDDLETON

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $23,989
    From this org
    $0
    From related orgs
    $22,209
    Other
    $1,780
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $22,209 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,780 related
    Filer's total
    $0 + $23,989 related

  • MICHAEL BIASI

    BOARD MEMBER

    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

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • KARLA GREGORY-MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DAN DAILY

    VICE CHAIR

    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 (PARTIAL YEAR)

    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 — 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 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY TRINITY HEALTH SYSTEM GROUP, A RELATED ORGANIZATION. TRINITY HEALTH SYSTEM GROUP, USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
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.
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: 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 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.
PART II:
TRINITY HEALTH SYSTEM 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349303153

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

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