Trinity Health System Group
Nonprofit profile at a glance
- EIN
- 300752920
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Phoenix, AZ, USA
- Phone
- 7402837000
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $303,889,130
- Expenses
- $297,982,631
- Assets
- $380,561,648
- Liabilities
- $106,019,646
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
34 people listed
Executive titles in this filing
- DOUG LAWSON (PRESIDENT, SOUTH REGION (THRU 2/25))
- MATT BROWN (INTERIM PRESIDENT SOUTH REGION)
- MATT GRIMSHAW (PRESIDENT & CEO (THRU 12/24))
- SAM LICATA MD (BOARD MEMBER/PAST PRESIDENT, MEDICAL STAFF)
- RICK GRECO DO (PRESIDENT, MEDICAL GROUP ENTERPRISE)
- DWAYNE RICHARDSON (PRESIDENT TWIN CITY)
Highest reported compensation
- DOUG LAWSON (PRESIDENT, SOUTH REGION (THRU 2/25)): $3,876,407 total reported compensation
- MATT BROWN (INTERIM PRESIDENT SOUTH REGION): $2,001,720 total reported compensation
- SATHISH MAGGE MD (PHYSICIAN): $1,056,226 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
As an affiliate of commonspirit health, we make the healing presence of god known in our world by improving the health of the people we serve, especially those who are vulnerable, while we advance social justice for all.
What it reported doing in 2024
Outpatient services: through june 2025, tmc had 250,469 outpatient visits and 3,457 outpatient surgeries.in line with trinity health system's values of service, reverence and stewardship, the tony teramana cancer center can meet the needs of cancer patients through a patient-centered approach with compassion, dignity and respect. This service is due largely to the generosity of the tony teramana family, whose $1 million gift made this center a world-class cancer treatment facility.trinity health system's cancer treatment capabilities grew substantially with the construction of the tony teramana cancer center in 2000. Since then, thousands of residents of the tri-state area have received cancer treatment at the facility.we adhere to a rigorous set of standards in order to provide the best care possible. We are accredited by the american college of surgeons, commission on cancer and the american college of radiology. Our oncology program takes a multidisciplinary approach, through proactive treatment planning which includes collaboration between surgeons, pathologists, radiologists, oncologists and others who specialize in taking care of cancer patients.since opening, the cancer center became the premier cancer treatment facility in the Ohio valley. As evidence of its quality cancer care, we were featured in the july 2006 issue of us news & world report's best hospitals edition. In 2007, trinity officials realized that the facility had become overcrowded and needed to be expanded. By 2010, an $8.8 million-expansion doubled our square footage; renovated 95% of existing space; and allowed us to obtain a new linear accelerator, a dedicated wide bore ct simulator, and a new pet/ct scanner.this expansion also helped to provide additional space for chemotherapy infusion. An open floor plan provides patients the most comfortable environment, with natural light and plenty of space for family members to accompany them. This beautiful space houses 25 private (petitioned/curtained) spaces.our facility takes a patient-centered approach to care. Services also include: nutritional services, lab services, pastoral care services, the american cancer society resource center; volunteer program; look good feel better program; oncology patient advocacy, cancer support groups and various cancer screenings.cardiopulmonary rehabilitation (rehab) is a physician prescribed comprehensive exercise and education program. The goals are to: improve patient healthreduce symptomsreduce patient risk of future heart problemsimprove respiratory statusa patient's rehab team will design an individually tailored program that is safe for them. Before patients start, the team will assess a patient's overall health. A health care provider will do an exam and may ask patients questions about their health and medical history. Patients may also have some tests to check their heart.the cardiopulmonary rehab program will include the following: exercise: regular exercise helps strengthen a patient's heart and improve their overall health. Exercise equipment may include (according to their ability) a treadmill, recumbent bike, recumbent stepper or an arm ergometer. Patient teams will monitor their heart while exercising. They will start slowly, and increase their physical activity over time. Patient rehab teams may also suggest they do other activities, such as walking or yard work, on days not at the program.healthy eating: a patient's team will encourage them to make healthy food choices. They can help plan a diet to help manage health problems, such as diabetes, obesity, high blood pressure, or high cholesterol.education: patient rehab team will teach other ways to stay healthy, such as quitting smoking. If they have a health condition, such as diabetes or high blood pressure, rehab teams will teach how to manage it. A patient's family will be included in education as appropriate.support: patient rehab team will help support them in making these lifestyle changes. They can
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 97% 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 some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 65
- Accountability: 68
- Sustainability: 45
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.4%; rating input score 89
- Program expense ratio: 90.7%; rating input score 91
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th 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: Limited
Accountability
- Independent voting board: 68.4%; rating input score 68; 20th percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- 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: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.9%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 1.28; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.28; rating input score 58; 58th percentile among comparable filings
- Officer compensation ratio: 3.2%; rating input score 34; 34th percentile among comparable filings
Growth
- Program expense growth: 4% per year; rating input score 100; 30th percentile among comparable filings
- Revenue growth: 2.9% per year; rating input score 100; 21st percentile among comparable filings
- Asset growth: 5.1% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: 89.4% of revenue deployed · 90.7% of spending went to programs
- Governance: 13 of 19 board members independent · 6 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $270.3M in reported program spending
- Leadership: top reported pay $3.9M · 34 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $24.5M reported
- Consistency: 33 of 33 current checks pass
- Schedules: 9 filed schedules · includes major donors and executive pay
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 16 filed money-flow records
- Related organizations: 329 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.
- Review — Accountability: Governance controls: 3 of 9 not reported.
- Moderate — Sustainability: Operating margin scored 42/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Moderate — Sustainability: Officer compensation ratio scored 34/100.
- Review — Sustainability: Liabilities to assets ratio scored 58/100.