Trinity Health Life Pennsylvania Inc

Nonprofit profile at a glance

EIN
475244984
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Livonia, MI, USA
Phone
7343431000
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$33,347,304
Expenses
$31,905,356
Assets
$36,191,005
Liabilities
$7,550,746

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • DANIEL DRAKE (DIR; PRESIDENT & CEO CONT CARE)

Highest reported compensation

  • DANIEL DRAKE (DIR; PRESIDENT & CEO CONT CARE): $1,010,454 total reported compensation
  • MARCUS BOWENS (TREASURER; CFO CONTINUING CARE): $726,523 total reported compensation
  • KAREN NICHOLS MD (CHIEF MEDICAL OFFICER): $535,471 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We, trinity health pace and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.trinity health life Pennsylvania is a member of trinity health pace and trinity health.

What it reported doing in 2024

Trinity health life Pennsylvania, dba mercy life - west philadelphia, has an affiliation with the university of Pennsylvania school of nursing, and is a member of trinity health pace, a corporation within trinity health.trinity health life Pennsylvania is nationally recognized and provides comprehensive medical, health, recreational and social services that are designed specifically for each person in an effort to promote independence at home. Pace has a 30-year track record of successfully helping seniors remain at home while receiving medical and social services to assist them to live independently.the program serves seniors in west philadelphia and three areas in Delaware county with a range of health conditions that impact their daily life such as chronic illness, memory loss, difficulty providing personal care such as bathing and dressing, and more.trinity health life Pennsylvania is a pathway designed facility and achieved niche (nurses improving care for healthsystem elders) designation in 2017.please visit our website for additional information: www.trinityhealthpace.org/Pennsylvania/mercy-life-west-philadelphia

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 71
  • Accountability: 56
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.2%; rating input score 89
  • Program expense ratio: 94.4%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 40%; rating input score 40; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.3%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 1.13; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.21; rating input score 57; 57th percentile among comparable filings
  • Officer compensation ratio: 4.5%; rating input score 55; 55th percentile among comparable filings

Growth

  • Program expense growth: 1.6% per year; rating input score 100; 17th percentile among comparable filings
  • Revenue growth: 2.2% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: 6.4% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 89.2% of revenue deployed · 94.4% of spending went to programs
  • Governance: 2 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $30.1M in reported program spending
  • Leadership: top reported pay $1M · 21 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $9.9M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 308 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Accountability: Independent voting board scored 40/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Sustainability: Operating margin scored 51/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Review — Sustainability: Officer compensation ratio scored 55/100.
  • Review — Sustainability: Liabilities to assets ratio scored 57/100.