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Nonprofiteer
← TRINITY HEALTH SYSTEM

Form 990 for tax year 2022

Filed by TRINITY HEALTH SYSTEM.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
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

  • LARRY SCHUMACHER

    BOARD MEMBER/DIV SVP

    Total calculated
    $2,782,336
    From this org
    $0
    From related orgs
    $2,744,155
    Other
    $38,181
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,172,822 related
    Bonus
    $0 + $1,129,494 related
    Other
    $0 + $441,839 related
    Deferred
    $0 + $17,444 related
    Nontaxable benefits
    $0 + $20,737 related
    Filer's total
    $0 + $2,782,336 related

  • CHARN NANDRA MD

    BOARD MEMBER/CARDIOLOGIST

    Total calculated
    $986,553
    From this org
    $0
    From related orgs
    $961,678
    Other
    $24,875
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $950,019 related
    Bonus
    $0
    Other
    $0 + $11,659 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,875 related
    Filer's total
    $0 + $986,553 related

  • MATT GRIMSHAW

    PRESIDENT & CEO

    Total calculated
    $790,966
    From this org
    $0
    From related orgs
    $746,327
    Other
    $44,639
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,489 related
    Bonus
    $0 + $267,194 related
    Other
    $0 + $22,644 related
    Deferred
    $0 + $17,929 related
    Nontaxable benefits
    $0 + $26,710 related
    Filer's total
    $0 + $790,966 related

  • RICK GRECO

    PRESIDENT MGE

    Total calculated
    $455,054
    From this org
    $0
    From related orgs
    $431,559
    Other
    $23,495
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,746 related
    Bonus
    $0 + $47,813 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,495 related
    Filer's total
    $0 + $455,054 related

  • SAM LICATA

    BOARD MEMBER/PRESIDENT, MEDICAL STAFF

    Total calculated
    $377,162
    From this org
    $0
    From related orgs
    $350,002
    Other
    $27,160
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,002 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $27,160 related
    Filer's total
    $0 + $377,162 related

  • DAVE WERKIN

    CFO

    Total calculated
    $325,435
    From this org
    $0
    From related orgs
    $303,182
    Other
    $22,253
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,682 related
    Bonus
    $0 + $45,500 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,253 related
    Filer's total
    $0 + $325,435 related

  • BRENT MALLEK

    VP OF HR (PARTIAL YEAR)

    Total calculated
    $276,989
    From this org
    $0
    From related orgs
    $254,829
    Other
    $22,160
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,116 related
    Bonus
    $0 + $17,713 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,160 related
    Filer's total
    $0 + $276,989 related

  • JIM MIDDLETON

    CHIEF NURSING OFFICER

    Total calculated
    $275,791
    From this org
    $0
    From related orgs
    $261,872
    Other
    $13,919
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,634 related
    Bonus
    $0 + $38,368 related
    Other
    $0 + $8,870 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,919 related
    Filer's total
    $0 + $275,791 related

  • PAUL WHEELER

    VP OF OPERATIONS / COO

    Total calculated
    $226,644
    From this org
    $0
    From related orgs
    $206,713
    Other
    $19,931
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,843 related
    Bonus
    $0 + $22,870 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,931 related
    Filer's total
    $0 + $226,644 related

  • MATTHEW COLFLESH MD

    BOARD MEMBER/CHIEF MEDICAL OFFICER (PARTIAL YEAR)

    Total calculated
    $213,522
    From this org
    $0
    From related orgs
    $202,671
    Other
    $10,851
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,671 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,851 related
    Filer's total
    $0 + $213,522 related

  • JAMES MIRASOLA

    INTERIM VP MSO

    Total calculated
    $202,647
    From this org
    $0
    From related orgs
    $176,401
    Other
    $26,246
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,019 related
    Bonus
    $0 + $19,382 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,246 related
    Filer's total
    $0 + $202,647 related

  • JENNIFER DAVIS

    DIRECTOR OF PHARMACY

    Total calculated
    $184,775
    From this org
    $0
    From related orgs
    $159,234
    Other
    $25,541
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,038 related
    Bonus
    $0 + $11,196 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,541 related
    Filer's total
    $0 + $184,775 related

  • TOM KIGER

    DIRECTOR INFORMATION SYSTEMS

    Total calculated
    $164,730
    From this org
    $0
    From related orgs
    $137,147
    Other
    $27,583
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,503 related
    Bonus
    $0 + $9,644 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $27,583 related
    Filer's total
    $0 + $164,730 related

  • BARBARA BANFIELD

    CV NURSE PRACTITIONER/CONSULTANT

    Total calculated
    $155,669
    From this org
    $0
    From related orgs
    $140,667
    Other
    $15,002
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,267 related
    Bonus
    $0 + $400 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,002 related
    Filer's total
    $0 + $155,669 related

  • DENNIS KELLEY

    DIRECTOR OF RADIOLOGY

    Total calculated
    $151,321
    From this org
    $0
    From related orgs
    $138,368
    Other
    $12,953
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,840 related
    Bonus
    $0 + $9,528 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,953 related
    Filer's total
    $0 + $151,321 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

  • SHEILA HENDRICKS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • JAMES PADDEN

    VICE CHAIR

    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

  • MARK MORELLI

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • DAN DAILY

    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

    BOARD MEMBER

    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

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 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY THS GROUP, A RELATED ORGANIZATION. THS GROUP USED THE FOLLOWING 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 2022 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 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: LAWRENCE SCHUMACHER, $247,481. 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 2022 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 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: LAWRENCE SCHUMACHER, $177,414, MATTHEW GRIMSHAW, $22,644.
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 2022.

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
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349304922

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