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Nonprofiteer
← TRINITY HEALTH PACE

Form 990 for tax year 2023

Filed by TRINITY HEALTH PACE.

Totals

Total revenue
$24,220,991
Total expenses
$24,876,880
Contributions and grants received
$41,139
Grants paid
$0
Program service revenue
$24,010,934
Investment income
$94,495
Other revenue
$74,423
Total assets, end of year
$30,557,248
Total liabilities, end of year
$32,751,184
Net assets or fund balances, end of year
-$2,193,936
Program services expenses (Part IX)
$17,208,624
Management and general expenses
$7,668,256
Fundraising expenses
$0
Program service expenses (Part III)
$17,208,624

Program services were 69.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $22,519

  • 1f · All other contributions, gifts and grants

    $18,620

  • 2a · Program service revenue: I/C REVENUE

    total $21,002,435 · related or exempt $21,002,435

  • 2b · Program service revenue: MANAGEMENT REVENUE

    total $2,221,785 · related or exempt $2,221,785

  • 2c · Program service revenue: ADULT DAY CARE

    total $490,534 · related or exempt $490,534

  • 2d · Program service revenue: I/C ADJUDICATION FEES

    total $184,155 · related or exempt $184,155

  • 2e · Program service revenue: I/C CODING FEES

    total $112,025 · related or exempt $112,025

  • 3 · Investment income

    total $19,274 · excluded $19,274

  • 7a · Gross sales of assets other than inventory

    securities $75,221

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $75,221

  • 7d · Net gain or loss

    total $75,221 · excluded $75,221

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $74,423 · related or exempt $74,423

  • 11e · Other revenue, total

    $74,423

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,481,618 · management and general $2,481,618

  • 7 · Other salaries and wages

    total $9,031,949 · program services $7,778,353 · management and general $1,253,596

  • 8 · Pension plan contributions

    total $2,435,374 · program services $1,736,942 · management and general $698,432

  • 9 · Other employee benefits

    total $7,944,352 · program services $5,591,077 · management and general $2,353,275

  • 10 · Payroll taxes

    total $529,074 · program services $365,061 · management and general $164,013

  • 11b · Fees: legal

    total $16,380 · management and general $16,380

  • 11f · Fees: investment management

    total $1,073 · management and general $1,073

  • 11g · Fees: other

    total $191,430 · program services $151,265 · management and general $40,165

  • 12 · Advertising and promotion

    total $29,291 · program services $20,211 · management and general $9,080

  • 13 · Office expenses

    total $71,291 · program services $49,191 · management and general $22,100

  • 14 · Information technology

    total $753,948 · program services $520,224 · management and general $233,724

  • 16 · Occupancy

    total $28,841 · program services $19,900 · management and general $8,941

  • 17 · Travel

    total $154,222 · program services $106,413 · management and general $47,809

  • 19 · Conferences, conventions and meetings

    total $13,497 · program services $9,313 · management and general $4,184

  • 22 · Depreciation, depletion and amortization

    total $68,732 · program services $47,425 · management and general $21,307

  • 23 · Insurance

    total $170,807 · program services $117,857 · management and general $52,950

  • 24a · Other expenses: I/C PURCHASED SERVICES

    total $786,099 · program services $542,408 · management and general $243,691

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $117,554 · program services $117,554

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $15,702 · program services $10,834 · management and general $4,868

  • 24d · Other expenses: SUBSCRIPTIONS AND DUES

    total $3,178 · program services $2,193 · management and general $985

  • 24e · All other expenses

    total $32,468 · program services $22,403 · management and general $10,065

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $43,225 · end of year $61,952

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,545 · end of year $71,922

  • 10a · Land, buildings and equipment: cost or other basis

    $7,065,846

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,456,725

  • 10c · Land, buildings and equipment, net

    beginning of year $7,609,961 · end of year $5,609,121

  • 11 · Investments: publicly traded securities

    beginning of year $183,959 · end of year $4,586,096

  • 12 · Investments: other securities

    beginning of year $548 · end of year $1,869,831

  • 15 · Other assets

    beginning of year $5,186,908 · end of year $18,358,326

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,082,847 · end of year $2,083,186

  • 25 · Other liabilities

    beginning of year $15,877,403 · end of year $30,667,998

  • 27 · Net assets without donor restrictions

    beginning of year -$5,870,358 · end of year -$2,203,290

  • 28 · Net assets with donor restrictions

    beginning of year $1,254 · end of year $9,354

Mission and programs · 2023

Mission

WE, TRINITY HEALTH PACE AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.TRINITY HEALTH PACE IS A MEMBER OF TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SERVICES FOR THE ELDERLY

  • TRINITY HEALTH PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS LOCATED IN LIVONIA, MICHIGAN AND A MEMBER OF TRINITY HEALTH, ONE OF THE LARGEST MULTI-INSTITUTIONAL CATHOLIC HEALTH CARE DELIVERY SYSTEMS IN THE NATION.TRINITY HEALTH PACE PROGRAMS ARE NATIONALLY RECOGNIZED FOR PROVIDING COMPREHENSIVE MEDICAL, HEALTH, RECREATIONAL, AND SOCIAL SERVICES THAT ARE DESIGNED SPECIFICALLY FOR EACH PERSON IN AN EFFORT TO PROMOTE INDEPENDENCE AT HOME. PACE HAS A 30-YEAR TRACK RECORD OF SUCCESSFULLY HELPING ELDERLY INDIVIDUALS REMAIN AT HOME WHILE RECEIVING MEDICAL AND SOCIAL SERVICES TO ASSIST THEM TO LIVE INDEPENDENTLY. WE OFFER COMPASSIONATE CARE AND ENABLE SENIORS TO LIVE WITH DIGNITY IN THE COMFORT OF THEIR OWN HOME WHILE RECEIVING ESSENTIAL HEALTH CARE SERVICES.PACE IS A MANAGED-CARE PROGRAM THAT USES AN INTERDISCIPLINARY TEAM APPROACH TO PROVIDE PATIENTS WITH MEDICAL, SOCIAL, NUTRITIONAL AND REHABILITATIVE SERVICES. THE PACE PROGRAM MAKES IT POSSIBLE FOR THOSE WHO ARE FRAIL AND WHO MEET NURSING HOME ELIGIBILITY CRITERIA TO LIVE WITH DIGNITY AND PRIDE IN THEIR OWN HOMES WHILE RECEIVING ALL THE CARE THEY NEED, INCLUDING:-PRIMARY MEDICAL AND SPECIALTY CARE-PRESCRIPTION MEDICATIONS-BASIC DENTAL CARE-ALL ADHC SERVICES-HOSPITALIZATIONOUR PROGRAMS SERVE ELDERLY PEOPLE WITH MULTIPLE MEDICAL PROBLEMS WHO:-ARE 55 YEARS OLD AND OVER-NEED SPECIAL CARE AND ASSISTANCE-WOULD LIKE TO REMAIN IN THEIR HOME-ARE MEDICAID AND/OR MEDICARE ELIGIBLE OR PRIVATE PAY-LIVE IN THE PROGRAM SERVICE AREAPLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHPACE.ORG

    Expenses $17,208,624 · Revenue $24,085,357

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $931,718
    From this org
    $0
    From related orgs
    $758,781
    Other
    $172,937
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,796 related
    Bonus
    $0 + $175,000 related
    Other
    $0 + $82,985 related
    Deferred
    $0 + $141,025 related
    Nontaxable benefits
    $0 + $31,912 related
    Filer's total
    $0 + $931,718 related

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANNA MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BENJAMIN CARTER

    DIRECTOR; TRINITY HEALTH EVP & COO

    Total calculated
    $2,999,690
    From this org
    $0
    From related orgs
    $2,918,972
    Other
    $80,718
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,480,023 related
    Bonus
    $0 + $958,750 related
    Other
    $0 + $480,199 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $60,918 related
    Filer's total
    $0 + $2,999,690 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BEVERLY JONES

    DIRECTOR THROUGH 8/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARJORIE TAPIA RSM

    DIRECTOR THROUGH 7/23

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARCUS BOWENS

    TREAS; CFO CC; TH PACE VP, FIN 2/24

    Total calculated
    $650,040
    From this org
    $0
    From related orgs
    $566,208
    Other
    $83,832
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,938 related
    Bonus
    $0 + $112,500 related
    Other
    $0 + $4,770 related
    Deferred
    $0 + $67,285 related
    Nontaxable benefits
    $0 + $16,547 related
    Filer's total
    $0 + $650,040 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,378 related
    Bonus
    $0 + $100,231 related
    Other
    $0 + $16,445 related
    Deferred
    $0 + $89,274 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $636,095 related

  • KIMBERLY SAXTON

    VICE PRESIDENT, FINANCE THROUGH 2/24

    Total calculated
    $349,979
    From this org
    $0
    From related orgs
    $292,992
    Other
    $56,987
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,217 related
    Bonus
    $0 + $50,168 related
    Other
    $0 + $4,607 related
    Deferred
    $0 + $18,147 related
    Nontaxable benefits
    $0 + $38,840 related
    Filer's total
    $0 + $349,979 related

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $502,238
    From this org
    $0
    From related orgs
    $465,829
    Other
    $36,409
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,516 related
    Bonus
    $0 + $74,778 related
    Other
    $0 + $17,535 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $21,559 related
    Filer's total
    $0 + $502,238 related

  • ANNE LEWIS

    CHIEF OPERATING OFFICER

    Total calculated
    $384,983
    From this org
    $0
    From related orgs
    $335,331
    Other
    $49,652
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,650 related
    Bonus
    $0 + $56,493 related
    Other
    $0 + $7,188 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $34,802 related
    Filer's total
    $0 + $384,983 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $240,422
    From this org
    $0
    From related orgs
    $199,318
    Other
    $41,104
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,003 related
    Bonus
    $0
    Other
    $0 + $6,315 related
    Deferred
    $0 + $15,075 related
    Nontaxable benefits
    $0 + $26,029 related
    Filer's total
    $0 + $240,422 related

  • WILLIAM COBLE

    REGIONAL VP OF OPERATIONS

    Total calculated
    $271,511
    From this org
    $249,536
    From related orgs
    $0
    Other
    $21,975
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $198,950
    Bonus
    $50,166
    Other
    $420
    Deferred
    $10,717
    Nontaxable benefits
    $11,258
    Filer's total
    $271,511

  • SUZANNE JANUSZESKI

    REGIONAL VP OF OPERATIONS

    Total calculated
    $246,295
    From this org
    $231,213
    From related orgs
    $0
    Other
    $15,082
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $182,828
    Bonus
    $46,356
    Other
    $2,029
    Deferred
    $13,751
    Nontaxable benefits
    $1,331
    Filer's total
    $246,295

  • MARYBETH HLAVAC

    VICE PRESIDENT, SALES AND ENROLLMENT

    Total calculated
    $265,697
    From this org
    $244,764
    From related orgs
    $0
    Other
    $20,933
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $194,482
    Bonus
    $49,117
    Other
    $1,165
    Deferred
    $11,062
    Nontaxable benefits
    $9,871
    Filer's total
    $265,697

  • DONNA WILHELM

    VP OF ADVOCACY, CONTINUING CARE

    Total calculated
    $239,451
    From this org
    $196,382
    From related orgs
    $0
    Other
    $43,069
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $161,800
    Bonus
    $34,243
    Other
    $339
    Deferred
    $15,483
    Nontaxable benefits
    $27,586
    Filer's total
    $239,451

  • ANTONIO DIAS

    REGIONAL VP OF OPERATIONS

    Total calculated
    $266,622
    From this org
    $243,326
    From related orgs
    $0
    Other
    $23,296
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $193,236
    Bonus
    $49,326
    Other
    $764
    Deferred
    $11,119
    Nontaxable benefits
    $12,177
    Filer's total
    $266,622

  • MARK MCPHERSON

    FORMER OFFCR; THHS PRES/CEO THR 8/23

    Total calculated
    $296,939
    From this org
    $0
    From related orgs
    $272,991
    Other
    $23,948
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,979 related
    Bonus
    $0
    Other
    $0 + $16,012 related
    Deferred
    $0 + $3,915 related
    Nontaxable benefits
    $0 + $20,033 related
    Filer's total
    $0 + $296,939 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
TRINITY HEALTH PACE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH PACE'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF TRINITY HEALTH PACE'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 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BENJAMIN CARTER - $417,375 DANIEL DRAKE - $63,250 MARK MCPHERSON - $5,826 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 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MARCUS BOWENS - $47,715 DANIEL DRAKE - $126,175 MANDI MURRAY - $64,524 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 ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 ANNE LEWIS - $1,200 MANDI MURRAY - $4,116 KAREN NICHOLS - $3,993

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349310426

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