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HEARTWOOD LODGE TRINITY HEALTH

EIN 38-2602971 LIVONIA, MI

Revenue 2024
$11,014,885
Expenses 2024
$12,138,601

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
PO BOX 530009

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

WE, TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE IN OUR COMMUNITIES. HEARTWOOD LODGE IS A MEMBER OF THE TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE LONG TERM CARE SERVICES

  • HEARTWOOD LODGE TRINITY HEALTH (HEARTWOOD LODGE), FKA NORTH OTTAWA CARE CENTER, IS LOCATED IN SPRING LAKE, MI. THE FACILITY IS A RESIDENT-CENTERED FACILITY. OUR 84-BED SKILLED NURSING AND REHABILITATIVE FACILITY OFFERS BOTH PRIVATE AND SEMI-PRIVATE ROOMS. HEARTWOOD LODGE IS A FACILITY WHICH SEEKS TO CREATE A HOME-LIKE ATMOSPHERE WHERE RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THEIR CARE AND SURROUNDINGS AT ALL LEVELS OF INDEPENDENCE AND FUNCTION.FOR ADDITIONAL INFORMATION ABOUT OUR FACILITIES AND SERVICES, PLEASE VISIT OUR WEBSITE AT:HTTPS://WWW.TRINITYHEALTHSENIORCOMMUNITIES.ORG/MICHIGAN/HEARTWOOD-LODGE

    Expenses $11,472,933 · Revenue $10,752,464

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • BENJAMIN CARTER

    DIR; CHAIR AT 1/25; TRIN EVP & COO

    Total calculated
    $3,488,982
    From this org
    $0
    From related orgs
    $3,436,400
    Other
    $52,582
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,629,468 related
    Bonus
    $0 + $1,299,675 related
    Other
    $0 + $507,257 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,157 related
    Filer's total
    $0 + $3,488,982 related

  • DANIEL ISACKSEN

    DIRECTOR AT 1/25; TRINITY EVP, CFO

    Total calculated
    $2,827,147
    From this org
    $0
    From related orgs
    $2,378,767
    Other
    $448,380
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,240,002 related
    Bonus
    $0 + $948,151 related
    Other
    $0 + $190,614 related
    Deferred
    $0 + $418,436 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $2,827,147 related

  • DANIEL ROTH MD

    DIR AT 1/25; TRIN CHIEF CLIN OFFCR

    Total calculated
    $2,494,986
    From this org
    $0
    From related orgs
    $2,439,599
    Other
    $55,387
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,237,983 related
    Bonus
    $0 + $909,450 related
    Other
    $0 + $292,166 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $34,962 related
    Filer's total
    $0 + $2,494,986 related

  • RAY ANDERSON

    DIR AT 1/25; TRIN CHF STRATEGY OFFCR

    Total calculated
    $1,612,310
    From this org
    $0
    From related orgs
    $1,326,967
    Other
    $285,343
    Hours/week
    0.1 + 4.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,058 related
    Bonus
    $0 + $450,700 related
    Other
    $0 + $61,209 related
    Deferred
    $0 + $243,638 related
    Nontaxable benefits
    $0 + $41,705 related
    Filer's total
    $0 + $1,612,310 related

  • CORINNE FRANCIS

    DIRECTOR AT 1/25; TRINITY EVP, CIMO

    Total calculated
    $1,177,761
    From this org
    $0
    From related orgs
    $965,679
    Other
    $212,082
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,371 related
    Bonus
    $0 + $322,500 related
    Other
    $0 + $19,808 related
    Deferred
    $0 + $190,403 related
    Nontaxable benefits
    $0 + $21,679 related
    Filer's total
    $0 + $1,177,761 related

  • DANIEL DRAKE

    DIRECTOR, PRESIDENT & CEO AS OF 7/24

    Total calculated
    $1,010,454
    From this org
    $0
    From related orgs
    $960,989
    Other
    $49,465
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,706 related
    Bonus
    $0 + $242,697 related
    Other
    $0 + $123,586 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $29,040 related
    Filer's total
    $0 + $1,010,454 related

  • JOSHUA MOORE

    DIR AT 1/25;SEC 7/24-12/24;TRIN SVP

    Total calculated
    $886,910
    From this org
    $0
    From related orgs
    $716,724
    Other
    $170,186
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,034 related
    Bonus
    $0 + $214,463 related
    Other
    $0 + $15,227 related
    Deferred
    $0 + $137,971 related
    Nontaxable benefits
    $0 + $32,215 related
    Filer's total
    $0 + $886,910 related

  • MARCUS BOWENS

    TREASURER; CFO, CONTINUING CARE

    Total calculated
    $726,523
    From this org
    $0
    From related orgs
    $615,131
    Other
    $111,392
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,753 related
    Bonus
    $0 + $148,841 related
    Other
    $0 + $7,537 related
    Deferred
    $0 + $94,585 related
    Nontaxable benefits
    $0 + $16,807 related
    Filer's total
    $0 + $726,523 related

  • SHELLEYE YAKLIN

    FORMER OFFICER

    Total calculated
    $725,761
    From this org
    $0
    From related orgs
    $417,640
    Other
    $308,121
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,242 related
    Bonus
    $0 + $105,928 related
    Other
    $0 + $40,470 related
    Deferred
    $0 + $277,035 related
    Nontaxable benefits
    $0 + $31,086 related
    Filer's total
    $0 + $725,761 related

  • MANDI MURRAY

    FORMER OFFCR; TRIN VP MANAGING CNSL

    Total calculated
    $632,831
    From this org
    $0
    From related orgs
    $579,582
    Other
    $53,249
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,922 related
    Bonus
    $0 + $140,933 related
    Other
    $0 + $14,727 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,824 related
    Filer's total
    $0 + $632,831 related

  • JACLYN HARRIS

    DIRECTOR, PRESIDENT & CEO THR 7/24

    Total calculated
    $513,661
    From this org
    $0
    From related orgs
    $497,348
    Other
    $16,313
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,268 related
    Bonus
    $0 + $139,473 related
    Other
    $0 + $75,607 related
    Deferred
    $0 + $13,656 related
    Nontaxable benefits
    $0 + $2,657 related
    Filer's total
    $0 + $513,661 related

  • DAVID DEFRAIN

    VICE PRESIDENT OF FINANCE

    Total calculated
    $391,337
    From this org
    $0
    From related orgs
    $345,014
    Other
    $46,323
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,350 related
    Bonus
    $0 + $73,531 related
    Other
    $0 + $1,133 related
    Deferred
    $0 + $15,793 related
    Nontaxable benefits
    $0 + $30,530 related
    Filer's total
    $0 + $391,337 related

  • CHRISTINE SEPPALA

    SEC AT 1/25;TRIN ASSOCIATE COUNSEL

    Total calculated
    $281,634
    From this org
    $0
    From related orgs
    $235,711
    Other
    $45,923
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,474 related
    Bonus
    $0 + $27,772 related
    Other
    $0 + $465 related
    Deferred
    $0 + $15,944 related
    Nontaxable benefits
    $0 + $29,979 related
    Filer's total
    $0 + $281,634 related

  • JANICE HAMILTON-CRAWFORD

    FORMER OFFICER

    Total calculated
    $141,092
    From this org
    $0
    From related orgs
    $141,092
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $141,092 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $141,092 related

  • CHARLENE MCGUFFEY

    DIRECTOR OF NURSING

    Total calculated
    $119,334
    From this org
    $103,531
    From related orgs
    $0
    Other
    $15,803
    Hours/week
    40

  • ARTHUR HENKEL

    DIRECTOR & CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANNA MARIE TAG RSM

    DIRECTOR & VICE CHAIR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • JOANNE HANDY

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR THROUGH 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $11,014,885
    Expenses
    $12,138,601
    Contributions
    $265,975
    Grants paid
    $0
  • 2023
    Revenue
    $10,003,105
    Expenses
    $10,471,016
    Contributions
    $250
    Grants paid
    $0
  • 2022
    Revenue
    $9,015,765
    Expenses
    $9,454,436
    Contributions
    $108,915
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $7,055,498
    Expenses
    $8,193,076
    Assets (EOY)
    $6,485,453

  • 2020 · 990

    Revenue
    $8,538,765
    Expenses
    $8,522,364
    Assets (EOY)
    $7,034,650

  • 2019 · 990

    Revenue
    $8,468,821
    Expenses
    $9,392,702
    Assets (EOY)
    $9,043,622

  • 2018 · 990

    Revenue
    $8,476,568
    Expenses
    $8,828,270
    Assets (EOY)
    $8,991,935

  • 2017 · 990

    Revenue
    $8,232,998
    Expenses
    $9,025,559
    Assets (EOY)
    $9,497,263

  • 2016 · 990

    Revenue
    $8,482,616
    Expenses
    $8,804,393
    Assets (EOY)
    $10,184,682

  • 2015 · 990

    Revenue
    $7,982,667
    Expenses
    $8,657,776
    Assets (EOY)
    $9,222,393

  • 2014 · 990

    Revenue
    $8,215,826
    Expenses
    $8,682,746
    Assets (EOY)
    $10,425,011

  • 2013 · 990

    Revenue
    $8,203,840
    Expenses
    $8,333,604
    Assets (EOY)
    $10,251,430

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $8,411,721
    Assets (EOY)
    $10,723,268

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Declared as related by

The most recent declarers. The API serves every row.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

The first 25 as filed. The return lists the rest.

Related corporations and trusts on its 2024 return

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.