Trinity Health Services Inc
Nonprofit profile at a glance
- EIN
- 061732908
- IRS 990 coverage
- 2010–2015
- Forms available
- Form 990 2015
- Location
- West Allis, WI, USA
- Phone
- 4146074100
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Ambulatory Health Center, Community Clinic
- Affiliation
- Christianity
Reported finances
- Revenue
- $16,678,191
- Expenses
- $15,916,586
- Assets
- $16,844,167
- Liabilities
- $1,314,820
Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- ALAN RUNDE (PRESIDENT/CEO)
- THOMAS HENSCHEL (EXECUTIVE DIRECTOR/NHA)
Highest reported compensation
- ALAN RUNDE (PRESIDENT/CEO): $195,924 total reported compensation
- ROBERT FISHER (COO THROUGH 8/11/15): $189,427 total reported compensation
- DONALD BUSAKOWSKI (CFO THROUGH 10/31/15): $169,937 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide independent living facilities and intermediate and life-long care to residents. This is comprised of trinity village snf - an 87 bed skilled nursing facility, trinity village il - a 208 bed independent living facility, and trinity al - an 80 unit facility licensed as a residential community apartment complex providing residential care.
What it reported doing in 2015
Trinity al and other services - an 80 unit facility licensed as a residential community apartment complex providing residential care.
Operating model
- Revenue model
- Earned-program. 94% 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 79
- Accountability: 76
- Sustainability: 63
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 94.8%; rating input score 95
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 66.7%; rating input score 67; 12th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 4.6%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 1.06; rating input score 47; 47th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 84; 84th percentile among comparable filings
- Officer compensation ratio: 0.1%; rating input score 93; 93rd percentile among comparable filings
Growth
- Program expense growth: 12.9% per year; rating input score 100; 81st percentile among comparable filings
- Revenue growth: 13.5% per year; rating input score 100; 85th percentile among comparable filings
- Asset growth: 3.3% per year; rating input score 100; 42nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 94.8% of spending went to programs
- Governance: 4 of 6 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $15.1M in reported program spending
- Leadership: top reported pay $196K · 9 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $1.5M reported
- Consistency: 26 of 26 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 6 filing years from 2010 to 2015
- Contacts: How to reach this organization
- Related organizations: 8 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Accountability: Governance controls: Form 990 shared with the board not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.