Trinity Health & Affiliates FY2021 filing

Tax-deductible

Minot, ND501(c)(3)Since 2001HospitalsEIN 33-1007002Revenue $399.3M in FY2021

On file with the IRStrinityhealth.orgPo Box 5020, 58702-5020 · Minot, NDTax-exempt since Sep 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Trinity Health is committed to preserving and improving the quality of Health of the people we serve. Our mission is to excel at meeting the needs of the whole person through the provision of quality Health care and Health related services.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $32.0M a year · 8% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$505.7M
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 11 voting members
Looks good: 8 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$399.3M
+8% vs prior year
Spent
$324.2M
To programs
78%
Net assets
$314.6M
By yearFY2020–FY2025
Revenue
$399.3M
FY2021▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$370.3M
FY2021$399.3M
FY2022$387.0M
FY2023$368.4M
FY2024$362.7M
FY2025$385.8M
Expenses
$324.2M
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$304.8M
FY2021$324.2M
FY2022$343.4M
FY2023$341.0M
FY2024$375.7M
FY2025$392.3M
Net assets
$314.6M
FY2021▲ +27%
Tap a bar for its year
Net assets by fiscal year
FY2020$248.3M
FY2021$314.6M
FY2022$330.1M
FY2023$332.6M
FY2024$312.8M
FY2025$291.4M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $253.9M Management & general 21% · $69.1M Fundraising 0% · $1.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President & CFO
$0Pt VII · Sec A
President - Facilities Management
$0Pt VII · Sec A
Vice President - Physician Operations
$0Pt VII · Sec A
Vice President - Mission Integration
$0Pt VII · Sec A
Vice President - Ncf Administator
$0Pt VII · Sec A
See Trinity Health & Affiliates executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Provides comprehensive healthcare and related services to meet individual needs.

Questions for Trinity Health & Affiliates

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Provided by the organization

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2 programs · $253.9M · in their own filed words · FY2020
01

Trinity health & affiliates provides hospital services to central and northwest north dakota and northeastern montana. Trinity hospitals is the largest hospital provider in northwest north dakota, with an acute care facility that is verified by the american college of surgeons as a level 2 trauma center.

$235.3Mprogram expense
02

Trinity homes is a 230-BED hospital-based skilled nursing facility participating in the medicare and medicaid programs. Trinity homes includes an alzheimer's special care unit and 13 retirement apartments.

$18.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 17 grants · $1.6M · 2019–2024
Unitemized GrantFY2024$172,243
Unitemized GrantFY2024$42,000
Minot Baseball LLCFY2024$7,995
Unitemized GrantFY2023$118,992
Unitemized GrantFY2023$60,200
Unitemized GrantFY2022$162,247
Unitemized GrantFY2022$85,071
Unitemized GrantFY2021$104,787
Unitemized GrantFY2021$65,935
Unitemized GrantFY2020$134,461
Unitemized GrantFY2020$75,997
Unitemized GrantFY2019$142,204
Unitemized GrantFY2019$101,975

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$399.3M
Ln 12
Fees for servicesLn 2g$370.9M
Gifts and grantsLn 1h$25.8M
Investment incomeLn 3$4.2M
Money outPt IX
$324.2M
Ln 25
Programscol B$253.9M
Managementcol C$69.1M
Fundraisingcol D$1.2M
Owns and owesPt X
$314.6M
net assets · Ln 32
Cash and savingsLn 1–2$88.4M
Total assetsLn 16$820.4M
LiabilitiesLn 26$505.7M
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25.8M
Government grantsLn 1e$24.7M
Noncash giftsLn 1g$141K
Fundraising eventsLn 1c$62K
Fees for servicesLn 2g$370.9M
Investment incomeLn 3$4.2M
Gains on assetsLn 7$536K
Total revenueLn 12$399.3M
Assets in detailPt X, end of year
CashLn 1$29.0M
SavingsLn 2$59.4M
Cash and savings togetherLn 1–2$88.4M
InvestmentsLn 11–13$284.7M
Land, buildings, equipmentLn 10c$371.4M
Other assetsLn 15$12.4M
Total assetsLn 16$820.4M
LiabilitiesLn 26$505.7M
Net assetsLn 32$314.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 680
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$132.2M$88.4M
InvestmentsLn 11–13$343.0M$284.7M
Land, buildings, equipmentLn 10c$225.0M$371.4M
Total assetsLn 16$772.3M$820.4M
LiabilitiesLn 26$523.9M$505.7M
Net assetsLn 32$248.3M$314.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100K$100K
Grants to domestic individualsLn 2$210K$210K
Other salaries and wagesLn 7$120.4M$97.7M$22.5M$266K
Pension plan contributionsLn 8$3.8M$2.8M$947K$11K
Other employee benefitsLn 9$11.3M$8.0M$3.2M$34K
Payroll taxesLn 10$8.0M$6.3M$1.6M$17K
Legal feesLn 11b$774K$774K
Accounting feesLn 11c$366K$5K$361K
Other fees for servicesLn 11g$53.2M$31.5M$21.7M$2K
Advertising and promotionLn 12$2.6M$2.4M$139K$70K
Office expensesLn 13$3.4M$2.1M$1.2M$43K
Information technologyLn 14$4.6M$833K$3.7M$39K
OccupancyLn 16$13.2M$5.4M$7.7M
TravelLn 17$166K$166K$197
Conferences, conventions and meetingsLn 19$224K$123K$99K$2K
InterestLn 20−$189K−$197K$7K
Depreciation, depletion and amortizationLn 22$9.3M$6.6M$2.7M$7K
InsuranceLn 23$1.5M$1.1M$425K
Other expenses (24a–d)Ln 24$88.0M$86.2M$1.7M$59K
All other expensesLn 24e$3.3M$2.4M$198K$641K
Total functional expensesLn 25$324.2M$253.9M$69.1M$1.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $385.8M$392.3M−$6.5M$291.4M 990 PDF
FY2024 $362.7M$375.7M−$12.9M$312.8M 990 PDF
FY2023 $368.4M$341.0M$27.5M$332.6M 990 PDF
FY2022 $387.0M$343.4M$43.6M$330.1M 990 PDF
FY2021 Viewing $399.3M$324.2M$75.1M$314.6M 990 PDF
FY2020 $370.3M$304.8M$65.5M$248.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $399,267,245 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,321,081$25,799,813
I-9 Program service revenuePrior year $365,452,492$370,868,583
I-10 Investment incomePrior year $4,127,093$4,164,414
I-11 Other revenuePrior year −$1,650,221−$1,565,565
I-12 Total revenuePrior year $370,250,445$399,267,245
I-13 Grants and similar amounts paidPrior year $344,180$310,458
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $134,879,205$143,465,631
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $169,537,442$180,384,692
I-18 Total expensesPrior year $304,760,827$324,160,781
I-19 Revenue less expensesPrior year $65,489,618$75,106,464
Part VI · Governance 8 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $399,267,245 across 12 lines filed
Lines not itemized here account for $486,330 of total revenue; see the IRS return.
VIII-1c Fundraising events$62,490
VIII-1e Government grants$24,680,445
VIII-1f All other contributions, gifts and grants$1,056,878
VIII-1g Noncash contributions (included above)$141,193
VIII-1h Total contributions, gifts and grants$25,799,813
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $368,015,114 · Unrelated business $2,367,139$370,382,253
VIII-3 Investment incomeExcluded from tax $3,628,691$3,628,691
VIII-6 Net rental income or lossExcluded from tax −$2,252,712−$2,252,712
VIII-7 Net gain or loss on sales of assetsExcluded from tax $535,723$535,723
VIII-8 Net income from fundraising eventsExcluded from tax −$24,325−$24,325
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $711,472$711,472
VIII-12 Total revenueRelated to mission $368,015,114 · Unrelated business $2,853,469 · Excluded from tax $2,598,849$399,267,245
Part IX · Statement of functional expenses $324,160,781 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $100,000$100,000
IX-2 Grants to domestic individualsPrograms $210,458$210,458
IX-7 Other salaries and wagesPrograms $97,674,464 · Management $22,472,936 · Fundraising $266,406$120,413,806
IX-8 Pension plan contributionsPrograms $2,827,012 · Management $946,737 · Fundraising $10,834$3,784,583
IX-9 Other employee benefitsPrograms $8,026,189 · Management $3,218,788 · Fundraising $34,286$11,279,263
IX-10 Payroll taxesPrograms $6,328,790 · Management $1,642,286 · Fundraising $16,903$7,987,979
IX-11b Legal feesManagement $773,684$773,684
IX-11c Accounting feesPrograms $4,836 · Management $361,316$366,152
IX-11g Other fees for servicesPrograms $31,490,749 · Management $21,659,624 · Fundraising $2,400$53,152,773
IX-12 Advertising and promotionPrograms $2,392,533 · Management $138,817 · Fundraising $69,691$2,601,041
IX-13 Office expensesPrograms $2,126,374 · Management $1,235,594 · Fundraising $43,110$3,405,078
IX-14 Information technologyPrograms $832,596 · Management $3,728,263 · Fundraising $38,613$4,599,472
IX-16 OccupancyPrograms $5,439,109 · Management $7,737,646$13,176,755
IX-17 TravelPrograms $165,859 · Management $197$166,056
IX-19 Conferences, conventions and meetingsPrograms $122,676 · Management $99,388 · Fundraising $2,014$224,078
IX-20 InterestPrograms −$196,534 · Management $7,212−$189,322
IX-22 Depreciation, depletion and amortizationPrograms $6,637,650 · Management $2,670,849 · Fundraising $7,054$9,315,553
IX-23 InsurancePrograms $1,087,950 · Management $425,269$1,513,219
IX-24 Other expenses (24a–d)Programs $86,195,339 · Management $1,744,702 · Fundraising $58,733$87,998,774
IX-24e All other expensesPrograms $2,442,863 · Management $198,005 · Fundraising $640,511$3,281,379
IX-25 Total functional expensesPrograms $253,908,913 · Management $69,061,313 · Fundraising $1,190,555$324,160,781
Part X · Balance sheet $820,361,355 assets, 20 lines filed
Asset lines not itemized here account for $6,029,896; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $48,851,456$28,979,348
X-2 Savings and temporary cash investmentsStart of year $83,376,731$59,434,325
X-3 Pledges and grants receivableStart of year $172,240$190,090
X-4 Accounts receivableStart of year $42,000,346$41,755,533
X-8 Inventories for sale or useStart of year $7,874,120$10,057,923
X-9 Prepaid expenses and deferred chargesStart of year $6,543,025$5,407,325
X-10c Land, buildings and equipment, netStart of year $224,977,943$371,443,967
X-11 Publicly traded securitiesStart of year $342,918,151$284,615,474
X-13 Program-related investmentsStart of year $50,000$50,000
X-15 Other assetsStart of year $9,486,854$12,397,474
X-16 Total assetsStart of year $772,285,376$820,361,355
X-17 Accounts payable and accrued expensesStart of year $54,893,485$62,832,393
X-18 Grants payableStart of year $10,140$13,140
X-19 Deferred revenueStart of year $24,213,889$2,318,866
X-25 Other liabilitiesStart of year $19,422,185$21,043,774
X-26 Total liabilitiesStart of year $523,942,903$505,716,098
X-27 Net assets without donor restrictionsStart of year $240,150,493$305,921,672
X-28 Net assets with donor restrictionsStart of year $8,191,980$8,723,585
X-32 Total net assets or fund balancesStart of year $248,342,473$314,645,257
X-33 Total liabilities and net assetsStart of year $772,285,376$820,361,355
Part XI · Reconciliation of net assets $314,645,257 net assets at year end
XI-1 Total revenue$399,267,245
XI-2 Total expenses$324,160,781
XI-3 Revenue less expenses$75,106,464
XI-4 Net assets at start of year$248,342,473
XI-5 Net unrealized gains (losses) on investments$7,482,332
XI-9 Other changes in net assets−$16,286,012
XI-10 Net assets at end of year$314,645,257

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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