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Nonprofiteer
← TRINITY HEALTH-MICHIGAN

Form 990 for tax year 2023

Filed by TRINITY HEALTH-MICHIGAN.

Totals

Total revenue
$3,277,491,965
Total expenses
$3,070,059,620
Contributions and grants received
$27,209,167
Grants paid
$4,011,991
Program service revenue
$3,086,292,092
Investment income
$95,787,095
Other revenue
$68,203,611
Total assets, end of year
$5,151,647,965
Total liabilities, end of year
$1,492,256,618
Net assets or fund balances, end of year
$3,659,391,347
Program services expenses (Part IX)
$2,787,065,356
Management and general expenses
$280,748,380
Fundraising expenses
$2,245,884
Program service expenses (Part III)
$2,787,065,356

Program services were 90.8% 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.

  • 1a · Federated campaigns

    $65,038

  • 1d · Related organizations

    $5,158,347

  • 1e · Government grants (contributions)

    $9,629,389

  • 1f · All other contributions, gifts and grants

    $12,356,393

  • 1g · Noncash contributions included above

    $184,112

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $2,882,251,362 · related or exempt $2,882,251,362

  • 2b · Program service revenue: PHARMACY REVENUE

    total $178,527,314 · related or exempt $133,665,806 · unrelated business $44,861,508

  • 2c · Program service revenue: LABORATORY REVENUE

    total $25,513,416 · related or exempt $17,311,843 · unrelated business $8,201,573

  • 3 · Investment income

    total $61,569,083 · excluded $61,569,083

  • 6a · Gross rents

    real property $8,327,643

  • 6b · Less rental expenses

    real property $7,100,610

  • 6c · Rental income or loss

    real property $1,227,033

  • 6d · Net rental income or loss

    total $1,227,033 · excluded $1,227,033

  • 7a · Gross sales of assets other than inventory

    securities $34,713,867 · other assets $1,207,077

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

    securities $0 · other assets $1,702,932

  • 7c · Gain or loss

    securities $34,713,867 · other assets -$495,855

  • 7d · Net gain or loss

    total $34,218,012 · excluded $34,218,012

  • 10a · Gross sales of inventory

    $3,615,884

  • 10b · Cost of goods sold

    $2,322,103

  • 10c · Net income from sales of inventory

    total $1,293,781 · excluded $1,293,781

  • 11a · Other revenue: CAFETERIA REVENUE

    total $13,075,111 · excluded $13,075,111

  • 11b · Other revenue: PROVIDER INCENTIVE

    total $2,965,987 · related or exempt $2,965,987

  • 11c · Other revenue: MANAGEMENT SERVICES REVENUE

    total $665,490 · related or exempt $665,490

  • 11d · All other revenue

    total $48,976,209 · related or exempt $48,976,209

  • 11e · Other revenue, total

    $65,682,797

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,707,207 · program services $3,707,207

  • 2 · Grants to domestic individuals

    total $304,784 · program services $304,784

  • 5 · Compensation of officers, directors and key employees

    total $11,956,349 · management and general $11,956,349

  • 6 · Compensation of disqualified persons

    total $765,971 · program services $81,978 · management and general $683,993

  • 7 · Other salaries and wages

    total $1,080,639,971 · program services $1,020,918,956 · management and general $57,992,657 · fundraising $1,728,358

  • 8 · Pension plan contributions

    total $56,530,317 · program services $53,151,407 · management and general $3,288,928 · fundraising $89,982

  • 9 · Other employee benefits

    total $91,662,799 · program services $86,264,785 · management and general $5,251,966 · fundraising $146,048

  • 10 · Payroll taxes

    total $76,849,188 · program services $72,515,414 · management and general $4,204,785 · fundraising $128,989

  • 11a · Fees: management

    total $279 · program services $279

  • 11b · Fees: legal

    total $1,107,407 · management and general $1,107,407

  • 11c · Fees: accounting

    total $24,599 · management and general $24,599

  • 11d · Fees: lobbying

    total $160,154 · management and general $160,154

  • 11f · Fees: investment management

    total $5,437,013 · management and general $5,437,013

  • 11g · Fees: other

    total $161,484,442 · program services $146,318,016 · management and general $15,129,645 · fundraising $36,781

  • 12 · Advertising and promotion

    total $11,566,416 · program services $148,428 · management and general $11,396,214 · fundraising $21,774

  • 13 · Office expenses

    total $22,323,238 · program services $17,000,820 · management and general $5,313,891 · fundraising $8,527

  • 14 · Information technology

    total $90,736,598 · program services $71,969,222 · management and general $18,745,712 · fundraising $21,664

  • 16 · Occupancy

    total $57,803,733 · program services $56,148,998 · management and general $1,654,735

  • 17 · Travel

    total $3,487,107 · program services $3,219,642 · management and general $262,248 · fundraising $5,217

  • 19 · Conferences, conventions and meetings

    total $2,812,954 · program services $2,230,321 · management and general $578,877 · fundraising $3,756

  • 20 · Interest

    total $28,198,553 · program services $28,198,553

  • 22 · Depreciation, depletion and amortization

    total $117,263,573 · program services $73,020,429 · management and general $44,204,411 · fundraising $38,733

  • 23 · Insurance

    total $25,424,402 · program services $25,424,402

  • 24a · Other expenses: MEDICAL SUPPLIES EXP

    total $697,860,869 · program services $697,860,869

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

    total $290,354,160 · program services $204,392,343 · management and general $85,961,817

  • 24c · Other expenses: HOSPITAL PROVIDER TAX

    total $123,782,345 · program services $123,782,345

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $51,301,864 · program services $51,301,864

  • 24e · All other expenses

    total $56,513,328 · program services $49,104,294 · management and general $7,392,979 · fundraising $16,055

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,500,517 · end of year $2,307,098

  • 3 · Pledges and grants receivable

    beginning of year $13,922,232 · end of year $10,072,540

  • 4 · Accounts receivable

    beginning of year $332,124,434 · end of year $444,237,014

  • 8 · Inventories for sale or use

    beginning of year $48,785,348 · end of year $50,487,198

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,615,320 · end of year $39,113,596

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

    $2,898,491,245

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

    $1,835,582,387

  • 10c · Land, buildings and equipment, net

    beginning of year $1,040,897,769 · end of year $1,062,908,858

  • 11 · Investments: publicly traded securities

    beginning of year $1,392,385,349 · end of year $1,851,967,811

  • 12 · Investments: other securities

    beginning of year $1,050,105,629 · end of year $774,086,301

  • 14 · Intangible assets

    beginning of year $30,582,726 · end of year $31,524,823

  • 15 · Other assets

    beginning of year $958,960,682 · end of year $884,942,726

  • 17 · Accounts payable and accrued expenses

    beginning of year $210,723,833 · end of year $254,142,597

  • 19 · Deferred revenue

    beginning of year $3,248,240 · end of year $3,666,258

  • 23 · Secured mortgages and notes payable

    beginning of year $2,008,560 · end of year $76,204

  • 25 · Other liabilities

    beginning of year $1,340,200,158 · end of year $1,234,371,559

  • 27 · Net assets without donor restrictions

    beginning of year $3,278,845,959 · end of year $3,585,422,333

  • 28 · Net assets with donor restrictions

    beginning of year $69,853,256 · end of year $73,969,014

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • TRINITY HEALTH-MICHIGAN (TH-MI), A HEALTH CARE AND HOSPITAL SYSTEM, HAS BEEN A LEADER IN PATIENT CARE FOR MORE THAN 100 YEARS, COMMITTED TO THE QUALITY CARE OF PATIENTS AND THEIR FAMILIES. TH-MI OPERATES FIVE HOSPITALS ACROSS MICHIGAN, CONTAINING 1,800 LICENSED BEDS, AS WELL AS OUTPATIENT HEALTH CENTERS, URGENT CARE FACILITIES, PHYSICIAN OFFICES AND SPECIALTY CENTERS, AND COMMUNITY OUTREACH SITES. DURING FISCAL YEAR 2024, TH-MI HOSPITALS' EMPLOYEES, PHYSICIANS AND VOLUNTEERS PROVIDED OVER 446,000 DAYS OF CARE, AND PROVIDED HEALTH CARE SERVICES FOR OVER 2.6 MILLION OUTPATIENT VISITS, AND ALMOST 312,000 EMERGENCY ROOM VISITS.TH-MI ALSO OPERATES MERCY PRIMARY CARE CENTER IN DETROIT, PROVIDING MEDICAL SERVICES TO UNINSURED AND UNDERINSURED ADULTS, AS WELL AS SPECIAL PERSONAL ASSISTANCE SERVICES TO THE HOMELESS, INCLUDING SHOWERS AND CLEAN CLOTHING, AND ASSISTANCE IN ACCESSING EXISTING COMMUNITY PROGRAMS FOR HOUSING AND SUBSTANCE ABUSE TREATMENT.IN FISCAL 2024, TRINITY HEALTH - MICHIGAN (TH-MI) HOSPITALS PROVIDED OVER $102 MILLION IN UNCOMPENSATED BENEFITS TO THE COMMUNITY. TH-MI IS ACTIVELY ENGAGED IN THE COMMUNITY THROUGH BUSINESS, CIVIC AND SERVICE ORGANIZATIONS, AND THROUGH ITS FINANCIAL SUPPORT OF OTHER NOT-FOR-PROFIT ORGANIZATIONS AND SOCIAL SERVICES AGENCIES.PLEASE SEE SCHEDULE H AND VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION ABOUT OUR SERVICES, RECOGNITIONS AND AWARDS: WWW.TRINITYHEALTHMICHIGAN.ORG

    Expenses $2,787,065,356 · Grants $4,011,991 · Revenue $3,085,836,697

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

Listed in Part VII

  • Robert Casalou

    DIRECTOR; PRESIDENT & CEO, MI REGION

    Total calculated
    $2,006,565
    From this org
    $0
    From related orgs
    $1,944,215
    Other
    $62,350
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,120,036 related
    Bonus
    $0 + $502,898 related
    Other
    $0 + $321,281 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $42,550 related
    Filer's total
    $0 + $2,006,565 related

  • Donna Doleman Dickerson

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Wayman Britt

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Eric Ferguson MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Jan Garfinkle

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Edmund Hodge

    DIRECTOR; TRINITY HEALTH EVP, CHRO

    Total calculated
    $1,596,482
    From this org
    $0
    From related orgs
    $1,538,281
    Other
    $58,201
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $805,894 related
    Bonus
    $0 + $486,000 related
    Other
    $0 + $246,387 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $43,351 related
    Filer's total
    $0 + $1,596,482 related

  • Jose Infante

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Mary Francis Lewandowski Cssf

    DIRECTOR THROUGH 9/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Spencer Maidlow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Suzanne Mellon PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • William Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Jean Nagelkerk PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Dale Nesbary PhD

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Linda Werthman Rsm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Michael Gusho

    TREASURER; CFO, MICHIGAN REGION

    Total calculated
    $1,002,197
    From this org
    $0
    From related orgs
    $936,965
    Other
    $65,232
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,389 related
    Bonus
    $0 + $166,250 related
    Other
    $0 + $120,326 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $40,482 related
    Filer's total
    $0 + $1,002,197 related

  • Mandi Murray

    SECRETARY;VP MANAGING CNSL, MICH REG

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    40 + 10 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

  • Shannon Striebich

    PRES TRINITY HEALTH MICHIGAN MARKET

    Total calculated
    $1,271,359
    From this org
    $0
    From related orgs
    $1,210,811
    Other
    $60,548
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $681,053 related
    Bonus
    $0 + $353,250 related
    Other
    $0 + $176,508 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $35,798 related
    Filer's total
    $0 + $1,271,359 related

  • Alonzo Lewis

    PRESIDENT TRINITY HEALTH ANN ARBOR

    Total calculated
    $1,025,468
    From this org
    $0
    From related orgs
    $836,525
    Other
    $188,943
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,483 related
    Bonus
    $0 + $234,636 related
    Other
    $0 + $87,406 related
    Deferred
    $0 + $150,352 related
    Nontaxable benefits
    $0 + $38,591 related
    Filer's total
    $0 + $1,025,468 related

  • John O'Malley

    PRESIDENT TRINITY HEALTH LIVINGSTON

    Total calculated
    $507,133
    From this org
    $0
    From related orgs
    $473,211
    Other
    $33,922
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $324,649 related
    Bonus
    $0 + $81,343 related
    Other
    $0 + $67,219 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $19,072 related
    Filer's total
    $0 + $507,133 related

  • Matthew Griffin MD

    CMO & PRES TRINITY HEALTH LIVONIA

    Total calculated
    $642,032
    From this org
    $0
    From related orgs
    $584,476
    Other
    $57,556
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $473,622 related
    Bonus
    $0 + $97,000 related
    Other
    $0 + $13,854 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $42,706 related
    Filer's total
    $0 + $642,032 related

  • Matthew Biersack MD

    PRESIDENT TRINITY HLTH GRAND RAPIDS

    Total calculated
    $782,268
    From this org
    $0
    From related orgs
    $645,986
    Other
    $136,282
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,347 related
    Bonus
    $0 + $129,062 related
    Other
    $0 + $7,577 related
    Deferred
    $0 + $102,723 related
    Nontaxable benefits
    $0 + $33,559 related
    Filer's total
    $0 + $782,268 related

  • Fabian Fregoli MD

    CMO & PRES TRINITY HEALTH OAKLAND

    Total calculated
    $585,035
    From this org
    $0
    From related orgs
    $528,906
    Other
    $56,129
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $431,088 related
    Bonus
    $0 + $88,154 related
    Other
    $0 + $9,664 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $36,329 related
    Filer's total
    $0 + $585,035 related

  • Tomasine Marx

    VP FINANCE WEST MARKET

    Total calculated
    $568,642
    From this org
    $0
    From related orgs
    $519,847
    Other
    $48,795
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,434 related
    Bonus
    $0 + $84,891 related
    Other
    $0 + $16,522 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $33,945 related
    Filer's total
    $0 + $568,642 related

  • Melissa Karolak

    VP FINANCE TRINITY HEALTH LIVONIA

    Total calculated
    $324,119
    From this org
    $0
    From related orgs
    $277,080
    Other
    $47,039
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $221,364 related
    Bonus
    $0 + $54,987 related
    Other
    $0 + $729 related
    Deferred
    $0 + $17,055 related
    Nontaxable benefits
    $0 + $29,984 related
    Filer's total
    $0 + $324,119 related

  • Daniel Green

    VP FINANCE, WEST MICHIGAN

    Total calculated
    $585,890
    From this org
    $0
    From related orgs
    $521,269
    Other
    $64,621
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,916 related
    Bonus
    $0 + $101,500 related
    Other
    $0 + $7,853 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,871 related
    Filer's total
    $0 + $585,890 related

  • Michael Samyn

    VP FINANCE TRINITY HEALTH OAKLAND

    Total calculated
    $440,963
    From this org
    $0
    From related orgs
    $384,341
    Other
    $56,622
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $312,052 related
    Bonus
    $0 + $63,878 related
    Other
    $0 + $8,411 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $31,872 related
    Filer's total
    $0 + $440,963 related

  • Adeeb Harb

    SENIOR VP OPERATIONS TH LIVONIA

    Total calculated
    $368,655
    From this org
    $330,149
    From related orgs
    $0
    Other
    $38,506
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,524
    Bonus
    $56,376
    Other
    $249
    Deferred
    $11,586
    Nontaxable benefits
    $26,920
    Filer's total
    $368,655

  • Frank Sawyer

    SENIOR VP OPERATIONS TH OAKLAND

    Total calculated
    $392,526
    From this org
    $344,880
    From related orgs
    $0
    Other
    $47,646
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $284,970
    Bonus
    $59,613
    Other
    $297
    Deferred
    $14,850
    Nontaxable benefits
    $32,796
    Filer's total
    $392,526

  • Rosalie Tocco-Bradley MD

    CHIEF CLINICAL OFFICER, MI REGION

    Total calculated
    $980,273
    From this org
    $0
    From related orgs
    $915,166
    Other
    $65,107
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $626,635 related
    Bonus
    $0 + $158,363 related
    Other
    $0 + $130,168 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $45,307 related
    Filer's total
    $0 + $980,273 related

  • David Vandenberg MD

    CMO TRINITY HEALTH ANN ARBOR & LIV

    Total calculated
    $608,262
    From this org
    $0
    From related orgs
    $557,189
    Other
    $51,073
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $449,405 related
    Bonus
    $0 + $91,680 related
    Other
    $0 + $16,104 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $31,273 related
    Filer's total
    $0 + $608,262 related

  • Brandon Francis MD

    CMO TRINITY HEALTH GRAND RAPIDS

    Total calculated
    $520,827
    From this org
    $0
    From related orgs
    $474,577
    Other
    $46,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $393,257 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $1,320 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $31,400 related
    Filer's total
    $0 + $520,827 related

  • Lawrence Rapp MD

    NEUROSURGEON (TH OAKLAND)

    Total calculated
    $1,532,792
    From this org
    $1,514,953
    From related orgs
    $0
    Other
    $17,839
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,506,561
    Bonus
    $0
    Other
    $8,392
    Deferred
    $0
    Nontaxable benefits
    $17,839
    Filer's total
    $1,532,792

  • Marc Silver MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $1,161,116
    From this org
    $1,116,812
    From related orgs
    $0
    Other
    $44,304
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,114,466
    Bonus
    $0
    Other
    $2,346
    Deferred
    $14,850
    Nontaxable benefits
    $29,454
    Filer's total
    $1,161,116

  • Karsten Fliegner MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $1,142,427
    From this org
    $1,098,123
    From related orgs
    $0
    Other
    $44,304
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,091,391
    Bonus
    $0
    Other
    $6,732
    Deferred
    $14,850
    Nontaxable benefits
    $29,454
    Filer's total
    $1,142,427

  • Charles Schwartz MD

    CARDIOTHORACIC SURGEON (TH OAKLAND)

    Total calculated
    $960,036
    From this org
    $911,303
    From related orgs
    $0
    Other
    $48,733
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $906,786
    Bonus
    $0
    Other
    $4,517
    Deferred
    $19,800
    Nontaxable benefits
    $28,933
    Filer's total
    $960,036

  • Todd Francis MD

    NEUROSURGEON (TH OAKLAND)

    Total calculated
    $835,551
    From this org
    $814,136
    From related orgs
    $0
    Other
    $21,415
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $812,389
    Bonus
    $0
    Other
    $1,747
    Deferred
    $0
    Nontaxable benefits
    $21,415
    Filer's total
    $835,551

  • David Spivey

    FORMER KE; PRES SAINT AGNES THR 1/24

    Total calculated
    $965,098
    From this org
    $0
    From related orgs
    $916,565
    Other
    $48,533
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,276 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $142,289 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $23,783 related
    Filer's total
    $0 + $965,098 related

  • Kurt MacDonald

    FORMER KEY EMPLOYEE

    Total calculated
    $407,519
    From this org
    $254,911
    From related orgs
    $0
    Other
    $152,608
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $116,756
    Bonus
    $0
    Other
    $138,155
    Deferred
    $129,300
    Nontaxable benefits
    $23,308
    Filer's total
    $407,519

  • Karla Zarb

    FORMER KE; VP SURG SVCS TH ANN ARBOR

    Total calculated
    $336,079
    From this org
    $0
    From related orgs
    $297,550
    Other
    $38,529
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $244,055 related
    Bonus
    $0 + $50,547 related
    Other
    $0 + $2,948 related
    Deferred
    $0 + $13,544 related
    Nontaxable benefits
    $0 + $24,985 related
    Filer's total
    $0 + $336,079 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 - MICHIGAN (TH-MI) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TH-MI'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 TH-MI'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, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KURT MACDONALD - $128,704 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/23: KURT MACDONALD - $121,981 (PAID IN 2024) 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: GARY ALLORE - $78,553 ROBERT CASALOU - $281,015 MICHAEL GUSHO - $99,937 EDMUND HODGE - $224,175 ALONZO LEWIS - $70,793 JOHN O'MALLEY - $50,543 DAVID SPIVEY - $137,761 SHANNON STRIEBICH - $159,823 ROSALIE TOCCO-BRADLEY, MD - $98,400 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: MATTHEW BIERSACK, MD - $82,923 ALONZO LEWIS - $135,502 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: BRANDON FRANCIS, MD - $0 FABIAN FREGOLI, MD - $6,344 DANIEL GREEN - $2,377 MATTHEW GRIFFIN, MD - $6,445 TOMASINE MARX - $5,829 MANDI MURRAY - $4,116 MICHAEL SAMYN - $2,122 DAVID VANDENBERG, MD - $6,260

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OAKLAND HEALTH ALLIANCE LLC

    ACCOUNTABLE CARE ORGANIZATION · MI · income $0 · assets $466,740

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • SOUTHEAST MICHIGAN CLINICAL NETWORK LLC

    ACCOUNTABLE CARE ORGANIZATION · MI · income $418,508 · assets $10,438,005

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • WARDE MEDICAL LABORATORY LLC

    LABORATORY · MI · income $2,776,320 · assets $1,337,818

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • GRAND RIVER ENDOSCOPY CENTER LLC

    HEALTH CARE SERVICES · MI · income $1,235,755 · assets $2,605,784

    Directly controlled by TRINITY HEALTH-MICHIGAN

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVENT REHABILITATION LLC

    RELATED · REHABILITATION THERAPY SERVICES · MI · 50% owned · share of income $1,585,520 · share of assets $4,442,036 · general or managing partner

    Directly controlled by TRINITY HEALTH-MICHIGAN DBA ST MARY'S HEALTH CARE

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    RELATED · PROVIDE GASTROINTESTINAL SERVICES · MI · 51% owned · share of income $2,377,749 · share of assets $952,114

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HEALTHRISE BUSINESS INTELLIGENCE LLC

    REVENUE CYCLE MANAGEMENT · DE

  • HURON GASTRO ENDOSCOPY CENTER LLC

    RELATED · MEDICAL SERVICES · MI · 51% owned · share of income -$967,896 · share of assets $1,582,062

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LANGHORNE MOB PARTNERS LP

    MEDICAL OFFICE BUILDING RENTAL · PA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • MERCYONE - KRHC HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • NUCO HEALTH LLC

    REVENUE CYCLE MANAGEMENT · DE

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • SIXTY FOURTH STREET LLC

    RELATED · PROVIDE OUTPATIENT SURGICAL CARE · MI · 56.54% owned · share of income $1,244,294 · share of assets $2,498,049

    Directly controlled by TRINITY HEALTH-MICHIGAN DBA ST MARY'S HEALTH CARE

  • SJLS LLC

    HEALTH CARE SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    HEALTH CARE SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • TAYLOR STATION SURGICAL CENTER

    OUTPATIENT SURGERY · OH

  • TEN MILE SURGERY CENTER LLC

    OUTPATIENT SURGERY · ID

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RELATED · RADIOLOGY/ IMAGING · MI · 51% owned · share of income $1,878,347

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · 100% owned · share of income $441,435 · share of assets $27,497,992 · controlled entity

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · 99% owned · share of income -$199,392 · share of assets $18,880 · controlled entity

    Directly controlled by TRINITY HEALTH-MICHIGAN

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349307595

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

The source document this was parsed from is served over the API, which is where bulk and document access live.