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Nonprofiteer
← TRINITY HEALTH LIFE PENNSYLVANIA INC

Form 990 for tax year 2023

Filed by TRINITY HEALTH LIFE PENNSYLVANIA INC.

Totals

Total revenue
$38,667,354
Total expenses
$35,445,302
Contributions and grants received
$81,335
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)
$33,120,569
Management and general expenses
$2,324,733
Fundraising expenses
$0
Program service expenses (Part III)
$33,120,569

Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; VICE CHAIR; PRES & CEO

    Total calculated
    $931,718
    From this org
    $0
    From related orgs
    $758,781
    Other
    $172,937
    Hours/week
    1 + 54 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

  • NEVILLE STRUMPF

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN BARRON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLENN BRYAN

    DIRECTOR THROUGH 9/23

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE BROOKS CARTHON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TARYN GUY

    DIR; REG DIR DIV EQTY INCL THMA

    Total calculated
    $215,580
    From this org
    $0
    From related orgs
    $179,472
    Other
    $36,108
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,527 related
    Bonus
    $0 + $16,940 related
    Other
    $0 + $1,005 related
    Deferred
    $0 + $6,370 related
    Nontaxable benefits
    $0 + $29,738 related
    Filer's total
    $0 + $215,580 related

  • URSEL HAYDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE MARANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORA WHITE-GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARCUS BOWENS

    TREAS AT 3/22; CFO CONTINUING CARE

    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

  • KIMBERLY SAXTON

    TREASURER & VP, FINANCE THROUGH 2/24

    Total calculated
    $349,979
    From this org
    $0
    From related orgs
    $292,992
    Other
    $56,987
    Hours/week
    1 + 49 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

  • ANNE LEWIS

    SECRETARY; CHIEF OPERATING OFFICER

    Total calculated
    $384,983
    From this org
    $0
    From related orgs
    $335,331
    Other
    $49,652
    Hours/week
    1 + 49 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

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $502,238
    From this org
    $0
    From related orgs
    $465,829
    Other
    $36,409
    Hours/week
    1 + 49 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

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OFFICER

    Total calculated
    $240,422
    From this org
    $0
    From related orgs
    $199,318
    Other
    $41,104
    Hours/week
    1 + 49 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

  • KIM MAY

    MEDICAL DIRECTOR

    Total calculated
    $306,371
    From this org
    $282,481
    From related orgs
    $0
    Other
    $23,890
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $252,292
    Bonus
    $29,126
    Other
    $1,063
    Deferred
    $12,786
    Nontaxable benefits
    $11,104
    Filer's total
    $306,371

  • EDWARD KRATOWICZ

    CENTER DIRECTOR

    Total calculated
    $140,030
    From this org
    $124,499
    From related orgs
    $0
    Other
    $15,531
    Hours/week
    40

  • LOUISA MICELI

    LEAD NURSE PRACTITIONER

    Total calculated
    $163,577
    From this org
    $136,651
    From related orgs
    $0
    Other
    $26,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,923
    Bonus
    $0
    Other
    $728
    Deferred
    $6,380
    Nontaxable benefits
    $20,546
    Filer's total
    $163,577

  • LISA JOHNSON

    EXECUTIVE DIRECTOR

    Total calculated
    $167,063
    From this org
    $146,581
    From related orgs
    $0
    Other
    $20,482
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $140,876
    Bonus
    $5,588
    Other
    $117
    Deferred
    $5,302
    Nontaxable benefits
    $15,180
    Filer's total
    $167,063

  • MELLISA RUSSELL

    REG DIR OF QUALITY IMP/COMPLIANCE

    Total calculated
    $156,890
    From this org
    $135,400
    From related orgs
    $0
    Other
    $21,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,237
    Bonus
    $0
    Other
    $163
    Deferred
    $8,410
    Nontaxable benefits
    $13,080
    Filer's total
    $156,890

  • JOHN CAPASSO

    FORMER OFFICER

    Total calculated
    $904,210
    From this org
    $0
    From related orgs
    $888,904
    Other
    $15,306
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $888,904 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,306 related
    Filer's total
    $0 + $904,210 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 LIFE PENNSYLVANIA IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH LIFE PENNSYLVANIA'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 LIFE PENNSYLVANIA'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: JOHN CAPASSO - $610,522 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. 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: JOHN CAPASSO - $255,194 DANIEL DRAKE - $63,250 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MARCUS BOWENS - $47,715 DANIEL DRAKE - $126,175 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 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
202531349349310953

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