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Nonprofiteer
← HEARTWOOD LODGE TRINITY HEALTH

Form 990 for tax year 2022

Filed by HEARTWOOD LODGE TRINITY HEALTH.

Totals

Total revenue
$9,015,765
Total expenses
$9,454,436
Contributions and grants received
$108,915
Grants paid
$0
Program service revenue
$7,878,450
Investment income
-$4,029
Other revenue
$1,032,429
Total assets, end of year
$7,346,846
Total liabilities, end of year
$6,316,218
Net assets or fund balances, end of year
$1,030,628
Program services expenses (Part IX)
$9,387,437
Management and general expenses
$66,999
Fundraising expenses
$0
Program service expenses (Part III)
$9,387,437

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BENJAMIN CARTER

    DIR AT 10/22; TRINITY HLTH EVP COO

    Total calculated
    $2,857,735
    From this org
    $0
    From related orgs
    $2,758,940
    Other
    $98,795
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,408,317 related
    Bonus
    $0 + $910,000 related
    Other
    $0 + $440,623 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $80,495 related
    Filer's total
    $0 + $2,857,735 related

  • JANICE HAMILTON-CRAWFORD

    DIRECTOR, PRES & CEO 10/22 TO 1/23

    Total calculated
    $652,873
    From this org
    $0
    From related orgs
    $535,194
    Other
    $117,679
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,322 related
    Bonus
    $0 + $103,333 related
    Other
    $0 + $65,539 related
    Deferred
    $0 + $93,481 related
    Nontaxable benefits
    $0 + $24,198 related
    Filer's total
    $0 + $652,873 related

  • SHELLEYE YAKLIN

    PRES/CEO THR 9/22; PRES TH GH HOSP

    Total calculated
    $555,425
    From this org
    $0
    From related orgs
    $523,328
    Other
    $32,097
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,678 related
    Bonus
    $0 + $195,000 related
    Other
    $0 + $66,650 related
    Deferred
    $0 + $6,537 related
    Nontaxable benefits
    $0 + $25,560 related
    Filer's total
    $0 + $555,425 related

  • MANDI MURRAY

    SEC AT 10/22; TRIN VP MANAGING CNSL

    Total calculated
    $537,939
    From this org
    $0
    From related orgs
    $443,402
    Other
    $94,537
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,047 related
    Bonus
    $0 + $81,113 related
    Other
    $0 + $10,242 related
    Deferred
    $0 + $58,072 related
    Nontaxable benefits
    $0 + $36,465 related
    Filer's total
    $0 + $537,939 related

  • MARCUS BOWENS

    DIR;TREAS;CFO CC; INT PRES/CEO 1/23

    Total calculated
    $391,375
    From this org
    $0
    From related orgs
    $362,651
    Other
    $28,724
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,498 related
    Bonus
    $0 + $39,155 related
    Other
    $0 + $998 related
    Deferred
    $0 + $14,418 related
    Nontaxable benefits
    $0 + $14,306 related
    Filer's total
    $0 + $391,375 related

  • JOY GAASCH

    DIRECTOR & CHAIR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • ARTHUR HENKEL

    DIRECTOR & CHAIR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANNA MARIE TAG RSM

    DIRECTOR & VICE CHAIR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • TIMOTHY PARKER

    DIRECTOR & VICE CHAIR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • THOMAS GODFREY

    DIRECTOR & TREASURER THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • JUDITH HOOYENGA

    DIRECTOR & SECRETARY THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • TIM BARRON MD

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • JEFF BESWICK

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • HARRY DYCK JR

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • JOANNE HANDY

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • TAMI HARVEY

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • ERIC HAYWARD

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 0.7 related

  • BEVERLY JONES

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • CLAIRE SHERIDAN

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.3 + 1.3 related

  • MARJORIE TAPIA RSM

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • RON RYBAR PD BY MGMT CO

    INTERIM CFO HEARTWOOD LODGE THR 9/22

    Total calculated
    $0
    Hours/week
    8 + 32 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
HEARTWOOD LODGE TRINITY HEALTH (HEARTWOOD LODGE) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. HEARTWOOD LODGE'S CEO IS PAID DIRECTLY BY TRINITY HEALTH CORPORATION, A RELATED ORGANIZATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF HEARTWOOD LODGE'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
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: BENJAMIN CARTER - $392,875 JANICE HAMILTON-CRAWFORD - $47,000 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: JANICE HAMILTON-CRAWFORD - $79,756 MANDI MURRAY - $35,197 THE FOLLOWING ARE PARTICIPANTS 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 PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 MANDI MURRAY - $2,765

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441349349301994

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