Trinity Health Systems INC

Tax-deductible

Fort Dodge, IA501(c)(3)HospitalsEIN 42-1222877Revenue $3.9M in FY2024

On file with the IRSunitypoint.org/fortdodge802 Kenyon Road, 50501-5740 · Fort Dodge, IATax-exempt since Jun 1984Publicly supported charity — 170(b)(1)(A)(vi)

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To improve the Health of the citizens of our communities and regions.

501(c)(3) charity; gifts are tax-deductible.
23¢ of each $1 spent went to programs.
Run by 5 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $447K a year · 14% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
23%
of spending
Concern: 23% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 66% of spending
Top officer’s pay higher than 99% of similar orgs
Concern: pay to officers and key staff is 66% of spending; over 30%.
Pt VII · Sec A
Named funders
1
named funder · $1.0M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.9M
+15% vs prior year
Spent
$4.0M
To programs
23%
Net assets
$30.4M
By yearFY2020–FY2024
Revenue
$3.9M
FY2024▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$2.7M
FY2022$3.5M
FY2023$3.4M
FY2024$3.9M
Expenses
$4.0M
FY2024▲ +18%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$3.8M
FY2022$3.4M
FY2023$3.4M
FY2024$4.0M
Net assets
$30.4M
FY2024-0.3%
Tap a bar for its year
Net assets by fiscal year
FY2020$29.8M
FY2021$30.4M
FY2022$30.5M
FY2023$30.5M
FY2024$30.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1984.

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

Where the money goes

23 cents of each dollar spent went to programs.

Program services 23% · $929K Management & general 77% · $3.1M

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; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
& President/CEO (sc & Fd)
$886,332Pt VII · Sec A
CEO - Pocahontas Community Hospital
$341,004Pt VII · Sec A
CEO - Buena Vista Reg. Med. Ctr
$331,080Pt VII · Sec A
VP Finance
$283,879Pt VII · Sec A
CEO - Humboldt County Memorial Hosp.
$262,496Pt VII · Sec A
CEO - Loring Hospital
$261,674Pt VII · Sec A
Cno - Stewart Mem. Comm. Hosp.
$257,212Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Leah Glasgo - Board Member’s $886K as & President/CEO (sc & Fd) is at the 99th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Leah Glasgo Board Member—$1,067,658——
Leah Glasgo - Board Member$886,332———
Troy Martens——$316,901$727,613
Leah Glasgo——$630,774$532,112
James Roetman$341,004$340,558$285,811$311,657
Steven Colerick$331,080$309,399$295,215$324,256
Sarah Marsh$283,879$218,564$224,334$219,919
Michelle Sleiter$262,496$241,487$229,422$232,126

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

Provides administrative, management, and facility support services to affiliated healthcare providers, foundations, and mental health centers to improve regional community health.

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2023
01

Affiliate support servicestrinity health systems, inc. Is organized to support the missions of several related charitable, tax-exempt organizations including trinity regional medical center, trinity health foundation, trimark physicians group, and north central iowa mental health center, inc. Dba berryhill center for mental health.

$1.3Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1.0M

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.9M
Ln 12
Other incomeLn 4–11$2.9M
Gifts and grantsLn 1h$1.0M
Money outPt IX
$4.0M
Ln 25
Programscol B$929K
Managementcol C$3.1M
Owns and owesPt X
$30.4M
net assets · Ln 32
Total assetsLn 16$32.1M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
19
listed · VII A
PaidVII A7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Other incomeLn 4–11$2.9M
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
Total assetsLn 16$32.1M
LiabilitiesLn 26$1.7M
Net assetsLn 32$30.4M
OperationsPt I, VI
EmployeesI 513
VolunteersI 65
Fiscal year endsHeaderDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.9M$4.0M−$104K$30.4M 990 PDF
FY2023 $3.4M$3.4M−$14K$30.5M 990 PDF
FY2022 $3.5M$3.4M$113K$30.5M 990 PDF
FY2021 $2.7M$3.8M−$1.1M$30.4M 990 PDF
FY2020 $2.2M$3.4M−$1.2M$29.8M 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

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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