- Revenue 2023
- $197,999,326
- Expenses 2023
- $194,773,799
Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E110
- Classification
- 7000
- Street
- 2160 S 1ST AVE
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).
Group exemption
A subordinate covered by the group exemption of UNITED STATES CATHOLIC CONFERENCE (EIN 53-0196617). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Officers and directors · 2023
As listed in Part VII of the 2023 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
FORMER OFFICER;TRINITY HLTH EVP COO
- Total calculated
- $2,999,690
- From this org
- $0
- From related orgs
- $2,918,972
- Other
- $80,718
- Hours/week
- 0 + 55 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
-
DANIEL ISACKSEN
TREASURER; TRINITY HEALTH EVP CFO
- Total calculated
- $2,158,967
- From this org
- $0
- From related orgs
- $1,790,506
- Other
- $368,461
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $1,076,984 related
- Bonus
- $0 + $630,000 related
- Other
- $0 + $83,522 related
- Deferred
- $0 + $334,525 related
- Nontaxable benefits
- $0 + $33,936 related
- Filer's total
- $0 + $2,158,967 related
-
SHAWN VINCENT
DIRECTOR; PRES & CEO IL/IN REGION
- Total calculated
- $1,859,656
- From this org
- $0
- From related orgs
- $1,556,222
- Other
- $303,434
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $958,837 related
- Bonus
- $0 + $433,373 related
- Other
- $0 + $164,012 related
- Deferred
- $0 + $263,437 related
- Nontaxable benefits
- $0 + $39,997 related
- Filer's total
- $0 + $1,859,656 related
-
TAMMY LUNDSTROM MD
DIRECTOR; TRINITY HEALTH SVP, CMO
- Total calculated
- $1,509,959
- From this org
- $0
- From related orgs
- $1,267,663
- Other
- $242,296
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $774,480 related
- Bonus
- $0 + $347,625 related
- Other
- $0 + $145,558 related
- Deferred
- $0 + $214,928 related
- Nontaxable benefits
- $0 + $27,368 related
- Filer's total
- $0 + $1,509,959 related
-
RICHARD FREEMAN MD
REG CHIEF CLINICAL OFFICER THR 6/24
- Total calculated
- $1,173,499
- From this org
- $0
- From related orgs
- $1,003,457
- Other
- $170,042
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $722,611 related
- Bonus
- $0 + $181,989 related
- Other
- $0 + $98,857 related
- Deferred
- $0 + $130,868 related
- Nontaxable benefits
- $0 + $39,174 related
- Filer's total
- $0 + $1,173,499 related
-
MELISSA LUKASICK
ASST TREASURER; REGIONAL CFO IL/IN
- Total calculated
- $823,220
- From this org
- $0
- From related orgs
- $684,999
- Other
- $138,221
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $532,364 related
- Bonus
- $0 + $145,000 related
- Other
- $0 + $7,635 related
- Deferred
- $0 + $112,383 related
- Nontaxable benefits
- $0 + $25,838 related
- Filer's total
- $0 + $823,220 related
-
CHRISTOPHER GONZALEZ MD
DIRECTOR; LUMC UROLOGIST
- Total calculated
- $759,678
- From this org
- $0
- From related orgs
- $742,950
- Other
- $16,728
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $739,390 related
- Bonus
- $0
- Other
- $0 + $3,560 related
- Deferred
- $0 + $14,850 related
- Nontaxable benefits
- $0 + $1,878 related
- Filer's total
- $0 + $759,678 related
-
JILL RAPPIS
SECRETARY; VP MANAGING COUNSEL
- Total calculated
- $616,474
- From this org
- $0
- From related orgs
- $570,873
- Other
- $45,601
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $392,724 related
- Bonus
- $0 + $98,133 related
- Other
- $0 + $80,016 related
- Deferred
- $0 + $24,750 related
- Nontaxable benefits
- $0 + $20,851 related
- Filer's total
- $0 + $616,474 related
-
EVA WOJCIK MD
DIRECTOR; LUMC PATHOLOGIST
- Total calculated
- $494,304
- From this org
- $0
- From related orgs
- $449,712
- Other
- $44,592
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $443,616 related
- Bonus
- $0
- Other
- $0 + $6,096 related
- Deferred
- $0 + $24,750 related
- Nontaxable benefits
- $0 + $19,842 related
- Filer's total
- $0 + $494,304 related
-
JEFFREY MATHIS
ASST SECRETARY AT 1/24;ASSOC COUNSEL
- Total calculated
- $303,080
- From this org
- $0
- From related orgs
- $265,983
- Other
- $37,097
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $240,734 related
- Bonus
- $0 + $24,698 related
- Other
- $0 + $551 related
- Deferred
- $0 + $8,215 related
- Nontaxable benefits
- $0 + $28,882 related
- Filer's total
- $0 + $303,080 related
-
AARON MICHELFELDER MD
DIR; LUMC PRIMARY CARE PHYSICIAN
- Total calculated
- $239,232
- From this org
- $0
- From related orgs
- $213,449
- Other
- $25,783
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $212,994 related
- Bonus
- $0
- Other
- $0 + $455 related
- Deferred
- $0 + $16,200 related
- Nontaxable benefits
- $0 + $9,583 related
- Filer's total
- $0 + $239,232 related
-
MARIA PEKAR
ASST. SECRETARY; ASSOCIATE COUNSEL
- Total calculated
- $222,187
- From this org
- $0
- From related orgs
- $183,768
- Other
- $38,419
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $165,689 related
- Bonus
- $0 + $17,100 related
- Other
- $0 + $979 related
- Deferred
- $0 + $14,547 related
- Nontaxable benefits
- $0 + $23,872 related
- Filer's total
- $0 + $222,187 related
-
ANMARIE MACKEY
EXECUTIVE DIRECTOR, OPERATIONS
- Total calculated
- $207,192
- From this org
- $0
- From related orgs
- $169,193
- Other
- $37,999
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $152,061 related
- Bonus
- $0 + $16,370 related
- Other
- $0 + $762 related
- Deferred
- $0 + $8,131 related
- Nontaxable benefits
- $0 + $29,868 related
- Filer's total
- $0 + $207,192 related
-
MOHAMMED ABBA
PHARMACIST
- Total calculated
- $195,499
- From this org
- $0
- From related orgs
- $160,121
- Other
- $35,378
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $159,407 related
- Bonus
- $0 + $625 related
- Other
- $0 + $89 related
- Deferred
- $0 + $7,496 related
- Nontaxable benefits
- $0 + $27,882 related
- Filer's total
- $0 + $195,499 related
-
KIMBERLY BROWN
DIRECTOR OF FINANCE
- Total calculated
- $190,998
- From this org
- $0
- From related orgs
- $166,347
- Other
- $24,651
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $150,605 related
- Bonus
- $0 + $15,450 related
- Other
- $0 + $292 related
- Deferred
- $0 + $9,393 related
- Nontaxable benefits
- $0 + $15,258 related
- Filer's total
- $0 + $190,998 related
-
MARY OLSON
REGIONAL DIRECTOR POST ACUTE CARE
- Total calculated
- $183,401
- From this org
- $0
- From related orgs
- $162,562
- Other
- $20,839
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $146,258 related
- Bonus
- $0 + $15,115 related
- Other
- $0 + $1,189 related
- Deferred
- $0 + $7,517 related
- Nontaxable benefits
- $0 + $13,322 related
- Filer's total
- $0 + $183,401 related
-
MICHAEL RYAN
PHARMACIST
- Total calculated
- $156,154
- From this org
- $0
- From related orgs
- $140,578
- Other
- $15,576
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $140,478 related
- Bonus
- $0
- Other
- $0 + $100 related
- Deferred
- $0 + $6,411 related
- Nontaxable benefits
- $0 + $9,165 related
- Filer's total
- $0 + $156,154 related
-
SAM MARZO MD
DIRECTOR; LUMC OTOLARYNGOLOGIST
- Total calculated
- $107,117
- From this org
- $0
- From related orgs
- $99,647
- Other
- $7,470
- Hours/week
- 1 + 49 related
-
ANTONIO ORTIZ
DIRECTOR; CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DERONDAL BEVLY
DIRECTOR; VICE CHAIR AS OF 1/24
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARION FULCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JIM HAIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ARTHUR ZAYAS MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LOUIS PIERCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
SMITA SHAH
DIRECTOR AS OF 1/24
- Total calculated
- $0
- Hours/week
- 1 + 2 related
The first 25 listed. 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 — 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
-
2023
- Revenue
- $197,999,326
- Expenses
- $194,773,799
- Contributions
- $1,956,035
- Grants paid
- $0
-
2022
- Revenue
- $186,010,771
- Expenses
- $193,153,538
- Contributions
- $0
- 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.
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 2023 return
-
ADVANTAGE HEALTHSAINT MARY'S MEDICAL GROUP
501(C)(3) · HEALTH CARE SERVICES · MI · controlled entity
-
ALLEGANY FRANCISCAN MINISTRIES INC
501(C)(3) · GRANT MAKING · FL · controlled entity
-
ASYLUM HILL FAMILY MEDICINE CENTER INC
501(C)(3) · HEALTH CARE SERVICES · CT · controlled entity
-
501(C)(3) · HEALTH CARE AND HOSPITAL SERVICES · IA · controlled entity
-
BAUM HARMON MERCY HOSPITAL AND CLINICS FOUNDATION
501(C)(3) · FOUNDATION · IA · controlled entity
-
501(C)(2) · TITLE HOLDING COMPANY · NY · controlled entity
-
501(C)(3) · HOMELESS SHELTER · PA · controlled entity
-
501(C)(3) · SENIOR LIVING COMMUNITY · NY · controlled entity
-
501(C)(3) · HEALTH CARE SERVICES · MA · controlled entity
-
CAPITAL REGION GERIATRIC CENTER INC
501(C)(3) · LONG TERM CARE · NY · controlled entity
-
CATHERINE MCAULEY HEALTH SERVICES CORP
501(C)(3) · HEALTH CARE SERVICES · MI · controlled entity
-
CATHOLIC HEALTH INITIATIVES - IOWA CORP
501(C)(3) · HEALTH CARE AND HOSPITAL SERVICES · IA · controlled entity
-
CATHOLIC HEALTH MINISTRIES
501(C)(3) · GOVERNANCE AND MANAGEMENT OF TRINITY HEALTH SYSTEM · VT
-
501(C)(3) · HEALTH CARE AND HOSPITAL SERVICES · IA · controlled entity
-
501(C)(3) · FOUNDATION · IA · controlled entity
-
501(C)(3) · HEALTH CARE AND HOSPITAL SERVICES · IA · controlled entity
-
501(C)(3) · HEALTH CARE AND HOSPITAL SERVICES · OH · controlled entity
-
DUBUQUE MERCY HEALTH FOUNDATION
501(C)(3) · FOUNDATION · IA · controlled entity
-
DYERSVILLE HEALTH FOUNDATION INC
501(C)(3) · FOUNDATION · IA · controlled entity
-
EDDY LICENSED HOME CARE AGENCY
501(C)(3) · HOME HEALTH SERVICES · NY · controlled entity
-
501(C)(3) · PACE PROGRAM · NY · controlled entity
-
EMPIRE HOME INFUSION SERVICE INC
501(C)(3) · HOME HEALTH SERVICES · NY · controlled entity
-
501(C)(3) · LONG TERM CARE · MA · controlled entity
-
FRANCISCAN ELDERCARE CORPORATION
501(C)(3) · LONG TERM CARE (INACTIVE) · DE · controlled entity
-
GENESIS HEALTH SERVICES FOUNDATION
501(C)(3) · FOUNDATION · IA · controlled entity
The first 25 as filed. The return lists every one.
Declared as related by
-
MERCY MEDICAL CENTER - SIOUX CITY FOUNDATION
On its 2025 return as a controlled entity
-
TRINITY CONTINUING CARE SERVICES - MASSACHUSETTS
On its 2025 return as a controlled entity
-
MOUNT CARMEL HEALTH PLAN OF IDAHO INC
On its 2024 return as a controlled entity
-
ST MARYS SACRED HEART HOSPITAL INC
On its 2024 return as a controlled entity
-
MERCY HOSPITAL OF FRANCISCAN SISTERS INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
TRINITY HEALTH PLAN OF MICHIGAN INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
TRINITY HEALTH MID-ATLANTIC MEDICAL GROUP F-K-A LANGHORNE PHYSICIAN SE
On its 2024 return as a controlled entity
-
LOYOLA UNIVERSITY MEDICAL CENTER
On its 2024 return as a controlled entity
-
MERCY CATHOLIC MEDICAL CENTER OF SOUTHEASTERN PA
On its 2024 return as a controlled entity
-
MERCY HEALTH SERVICES IOWA CORP
On its 2024 return as a controlled entity
-
NORTHEAST IOWA REAL ESTATE INVESTMENTS LTD
On its 2024 return as a controlled entity
-
SETON HEALTH AT SCHUYLER RIDGE RESIDENTIAL HEALTHCARE
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
MOUNT SINAI REHABILITATION HOSPITAL INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
MERCY MANAGEMENT OF SOUTHEASTERN PENNSYLVANIA
On its 2024 return as a controlled entity
-
MERCY SPECIALIST PHYSICIANS INC
On its 2024 return as a controlled entity
-
HOME AIDE SERVICE OF EASTERN NEW YORK
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
The most recent declarers. The API serves every row.
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
Not present in the most recent drop.
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.