TRINITY HEALTH PACE (EIN 473073124) - 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

2015

Legal Domicile

Principal Officer

DANIEL DRAKE

Phone

7343431000

Tax Period

2023-07-01 to 2024-06-30

TRINITY HEALTH PACE, founded in 2015, is a mid-sized nonprofit that reported $24.2M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH CARE SERVICES FOR THE ELDERLY

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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 (2023)

Revenue Breakdown

Contributions & Grants $41,139

Program Service Revenue $24,010,934

Investment Income $94,495

Other Revenue $74,423

TOTAL REVENUE $24,220,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,422,367

Fundraising Expenses $0

Program Expenses $17,208,624

Other Expenses $2,454,513

TOTAL EXPENSES $24,876,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,220,991	$22,659,539	+0.1%
Expenses	$24,876,880	$20,936,728	+0.2%
Net Income	$-655,889	$1,722,811	-1.4%

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

1160

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

$2,567,832

Total Directors

$3,931,408

Key Employees

$1,127,643

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DRAKE	DIRECTOR; PRESIDENT & CEO	50.00	Officer Director	$0	$172,937	$931,718
ARTHUR HENKEL	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
ANNA MARIE TAG RSM	DIRECTOR; VICE CHAIR	1.00	Officer Director	$0	$0	$0
BENJAMIN CARTER	DIRECTOR; TRINITY HEALTH EVP & COO	1.00	Director	$0	$80,718	$2,999,690
JOANNE HANDY	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY JONES	DIRECTOR THROUGH 8/23	1.00	Director	$0	$0	$0
WILLIAM MINNIX	DIRECTOR	1.00	Director	$0	$0	$0
LEJON POOLE	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE TAPIA RSM	DIRECTOR THROUGH 7/23	1.00	Director	$0	$0	$0
ANTONIA VILLARRUEL	DIRECTOR	1.00	Director	$0	$0	$0
DEWAYNE WELLS	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS BOWENS	TREAS; CFO CC; TH PACE VP, FIN 2/24	1.00	Officer	$0	$83,832	$650,040
MANDI MURRAY	SECRETARY; TRIN VP MANAGING COUNSEL	1.00	Officer	$0	$125,041	$636,095
KIMBERLY SAXTON	VICE PRESIDENT, FINANCE THROUGH 2/24	45.00	Officer	$0	$56,987	$349,979
KAREN NICHOLS	CHIEF MEDICAL OFFICER	45.00	Key Emp	$0	$36,409	$502,238
ANNE LEWIS	CHIEF OPERATING OFFICER	45.00	Key Emp	$0	$49,652	$384,983
CARRIE HAYS MCELROY	CHIEF CLINICAL OPERATIONS	45.00	Key Emp	$0	$41,104	$240,422
WILLIAM COBLE	REGIONAL VP OF OPERATIONS	45.00	Highest	$249,536	$21,975	$271,511
SUZANNE JANUSZESKI	REGIONAL VP OF OPERATIONS	45.00	Highest	$231,213	$15,082	$246,295
MARYBETH HLAVAC	VICE PRESIDENT, SALES AND ENROLLMENT	45.00	Highest	$244,764	$20,933	$265,697
DONNA WILHELM	VP OF ADVOCACY, CONTINUING CARE	45.00	Highest	$196,382	$43,069	$239,451
ANTONIO DIAS	REGIONAL VP OF OPERATIONS	45.00	Highest	$243,326	$23,296	$266,622
MARK MCPHERSON	FORMER OFFCR; THHS PRES/CEO THR 8/23	0.00		$0	$23,948	$296,939

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	$24,220,991	$24,876,880	$30,557,248	$-655,889
2023	$22,659,539	$20,936,728	$13,091,146	$1,722,811
2022	$20,812,969	$20,873,056	$2,509,770	$-60,087
2021	$25,816,165	$25,429,502	$18,629,371	$386,663
2020	$9,154,828	$9,058,628	$3,960,041	$96,200
2019	$9,778,772	$9,421,143	$4,921,041	$357,629
2018	$5,598,444	$5,241,866	$5,243,474	$356,578

TRINITY HEALTH PACE