TRINITY HEALTH OF THE MID-ATLANTIC REGION (EIN 232212638) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

JAMES WOODWARD

Phone

6105676000

Tax Period

2022-07-01 to 2023-06-30

TRINITY HEALTH OF THE MID-ATLANTIC REGION, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $83.6M in total revenue in fiscal year 2022. Net assets of $639.2M represent 92 months of operating reserves.

Mission

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $78,674,202

Investment Income $4,347,920

Other Revenue $611,827

TOTAL REVENUE $83,633,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,250,890

Fundraising Expenses $0

Program Expenses $79,959,566

Other Expenses $53,152,515

TOTAL EXPENSES $84,403,405

Year-over-Year Comparison

	2022	2021	Change
Revenue	$83,633,949	$78,545,404	+0.1%
Expenses	$84,403,405	$84,107,871	+0.0%
Net Income	$-769,456	$-5,562,467	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,846,821

Total Directors

$2,591,363

Key Employees

$955,171

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WOODWARD	DIRECTOR; PRESIDENT & CEO	27.00	Officer Director	$0	$74,073	$1,448,800
JULIE WASHINGTON	DIR; TRINITY SVP CHIEF MKTG & COMM	1.00	Director	$0	$220,833	$1,142,563
SHARON CARNEY MD	SVP & CHIEF MEDICAL OFFICER	50.00	Key Emp	$0	$129,746	$955,171
BRIAN MCDONOUGH MD	VP, CHIEF HEALTH INFO OFF. THR 12/22	40.00	Highest	$0	$66,510	$558,486
CATHERINE MIKUS	SECRETARY; GENERAL COUNSEL	42.00	Officer	$0	$58,053	$543,173
ANTHONY FANELLI	INTERIM CFO THR 12/22;VP REG FINANCE	42.00	Officer	$0	$43,837	$444,852
KEITH ROBINSON	VP, MANAGED CARE	40.00	Highest	$0	$51,557	$419,936
KIMBERLY CUMMINGS	TREASURER AND INTERIM CFO AS OF 1/23	42.00	Officer	$0	$48,949	$409,996
JACK DAVIS	CHIEF HUMAN RESOURCE OFFICER	40.00	Highest	$0	$37,706	$383,310
MARTIN PIERETTI	REGIONAL MEDICAL DIRECTOR	40.00	Highest	$0	$47,540	$368,142
DANIEL BAIR	EXECUTIVE DIRECTOR - ACO	40.00	Highest	$0	$29,267	$363,756
MARYANNE SPALLUCCI	FORMER OFFICER	0.00		$0	$2,281	$108,846
REBECCA KERCHNER	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
VINCE GORDON	DIRECTOR; VICE CHAIR AS OF 7/22	1.00	Officer Director	$0	$0	$0
TALYANA BROMBERG	DIRECTOR	1.00	Director	$0	$0	$0
MARK BRUCKER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA BUCKLEY RSM	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE CALOPE	DIRECTOR AS OF 1/23	1.00	Director	$0	$0	$0
MARTINA DEIGNAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH DESANTIS	DIRECTOR THROUGH 12/22	1.00	Director	$0	$0	$0
KATHRYN DOUGHERTY OSF	DIRECTOR THROUGH 12/22	1.00	Director	$0	$0	$0
HIRAL FONTANILLA MD	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE GRACE	DIRECTOR	1.00	Director	$0	$0	$0
SHAILA KAPUR	DIRECTOR	1.00	Director	$0	$0	$0
JULIA KEEGAN OSF	DIRECTOR AS OF 1/23	1.00	Director	$0	$0	$0
JAMES MONIHAN MD	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$83,633,949	$84,403,405	$666,594,144	$-769,456
2022	$78,545,404	$84,107,871	$672,799,727	$-5,562,467
2021	$95,052,578	$80,859,734	$176,808,635	$14,192,844
2020	$90,398,758	$79,646,751	$276,257,526	$10,752,007
2019	$86,133,858	$90,495,840	$319,400,727	$-4,361,982
2018	$82,144,728	$76,037,243	$395,656,941	$6,107,485

TRINITY HEALTH OF THE MID-ATLANTIC REGION