Nonprofit · EIN 26-2976184
LIFE ST MARY
Tax-exempt · LIVONIA, MI 48152
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,797,850 | $26,488,450 | $2,309,400 | $11,843,907 | $5,355,077 | $6,488,830 |
| June 30, 2024 | 990 | $27,701,817 | $23,532,460 | $4,169,357 | $21,829,180 | $5,620,714 | $16,208,466 |
| June 30, 2023 | 990 | $27,028,333 | $20,876,371 | $6,151,962 | $19,009,667 | $6,970,558 | $12,039,109 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,325
- Program service revenue
- $28,563,374
- Investment income
- $223,433
- Net gain from sales of assets
- $47,190
- Other revenue
- $718
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $196,314
- Other salaries and wages
- $6,075,639
- Salaries, compensation and benefits (total)
- $8,138,163
- Professional fundraising fees
- $0
- Accounting fees
- $48,875
- Occupancy
- $539,329
- Travel
- $204,641
- Depreciation
- $355,726
- Program services (functional)
- $24,875,503
- Management and general (functional)
- $1,612,947
Balance sheet and other
- Total assets, start of year
- $21,829,180
- Total assets, end of year
- $11,843,907
- Total liabilities, end of year
- $5,355,077
- Net assets, end of year
- $6,488,830
- Land, buildings and equipment
- $582,007
- Publicly traded securities
- $5,187,002
- Net assets without donor restrictions
- $6,421,937
- Net assets with donor restrictions
- $66,893
- Gross receipts
- $28,797,850
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2008
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIRECTOR THR 12/24; TRIN EVP & COO Trustee or director | 0.1 | $0 | $3,436,400 | $52,582 |
| JAMES WOODWARD | FRMR OFFCR; THMA PRES & CEO THR 1/25 Former | 0 | $0 | $1,434,602 | $57,915 |
| DANIEL DRAKE | DIR; PRESIDENT & CEO CONT CARE Trustee or director, Officer | 1 | $0 | $960,989 | $49,465 |
| MARCUS BOWENS | TREASURER; CFO CONTINUING CARE Officer | 1 | $0 | $615,131 | $111,392 |
| MANDI MURRAY | SEC THR 12/24; TRIN VP MANAGING CNSL Officer | 1 | $0 | $579,582 | $53,249 |
| CATHERINE MIKUS | FORMER OFFCR; THMA VP MANAGING CNSL Former | 0 | $0 | $548,027 | $50,624 |
| KAREN NICHOLS MD | CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $501,537 | $33,934 |
| ANNE LEWIS | DIR/CHAIR/LSM PRES AT 1/25; PACE COO Trustee or director, Officer | 1 | $0 | $371,413 | $52,388 |
| KIMBERLY SAXTON | FORMER OFFICER Former | 0 | $0 | $308,742 | $79,224 |
| ANTONIA SOJAN MD | MEDICAL DIRECTOR Highest-paid employee | 50 | $0 | $258,590 | $34,176 |
| CHRISTINE SEPPALA | SEC AT 1/25; TRIN ASSOCIATE COUNSEL Officer | 1 | $0 | $235,711 | $45,923 |
| DANIEL MOORE | DIR AT 1/25; LSM EXECUTIVE DIRECTOR Trustee or director | 45 | $0 | $168,504 | $27,810 |
| KATIE MICHEL | DIR; QLTY, RISK MANAGEMENT & COMP Highest-paid employee | 40 | $0 | $123,731 | $27,350 |
| CHRISTINE SHERK | NURSE PRACTITIONER Highest-paid employee | 40 | $0 | $126,450 | $11,820 |
| CAROLYN CZOP | NURSE MANAGER Highest-paid employee | 40 | $0 | $121,899 | $13,656 |
10 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTINE PHAIR | REGISTERED NURSE Highest-paid employee | 40 | $0 | $114,039 | $7,756 |
| ARTHUR HENKEL | DIRECTOR & CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANNA MARIE TAG RSM | DIRECTOR & VICE CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
| BLANCA MARTIR | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
| NOREEN RANDT | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIRECTOR; TRINITY HEALTH EVP & COO Trustee or director | 0.1 | $0 | $2,918,972 | $80,718 |
| JAMES WOODWARD | FORMER OFFICER; THMA PRESIDENT & CEO Former | 0 | $0 | $1,413,188 | $65,861 |
| DANIEL DRAKE | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $758,781 | $172,937 |
| CATHERINE MIKUS | FORMER OFFCR; THMA VP MANAGING CNSL Former | 0 | $0 | $599,805 | $58,688 |
| MARCUS BOWENS | TREASURER; CFO CONTINUING CARE Officer | 1 | $0 | $566,208 | $83,832 |
| MANDI MURRAY | SECRETARY; TRIN VP MANAGING COUNSEL Officer | 1 | $0 | $511,054 | $125,041 |
| KAREN NICHOLS | CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $465,829 | $36,409 |
| LARRY BRILLIANT MD | FORMER OFFICER Former | 0 | $0 | $490,136 | $1,732 |
| ANNE LEWIS | CHIEF OPERATING OFFICER Key employee | 1 | $0 | $335,331 | $49,652 |
| KIMBERLY SAXTON | VICE PRESIDENT, FINANCE THROUGH 2/24 Officer | 1 | $0 | $292,992 | $56,987 |
| ANTONIA SOJAN MD | MEDICAL DIRECTOR Highest-paid employee | 50 | $0 | $278,985 | $30,616 |
| MARK MCPHERSON | FORMER OFFCR; THHS PRES/CEO THR 8/23 Former | 0 | $0 | $272,991 | $23,948 |
| CARRIE HAYS MCELROY | CHIEF CLINICAL OPERATIONS Key employee | 1 | $0 | $199,318 | $41,104 |
| DANIEL MOORE | EXECUTIVE DIRECTOR Highest-paid employee | 45 | $0 | $140,735 | $23,928 |
| JENNIFER LIU MD | PHYSICIAN Highest-paid employee | 50 | $0 | $150,877 | $3,470 |
| MARY ANN SHEEHAN | EXECUTIVE DIRECTOR Highest-paid employee | 45 | $0 | $128,982 | $13,363 |
| JULIE WHITTEMORE | NURSE PRACTITIONER Highest-paid employee | 40 | $0 | $124,911 | $6,471 |
| ARTHUR HENKEL | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANNA MARIE TAG RSM | DIRECTOR; VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BEVERLY JONES | DIRECTOR THROUGH 8/23 Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARJORIE TAPIA RSM | DIRECTOR THROUGH 7/23 Trustee or director | 0.1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIR AT 8/22; TRINITY HLTH EVP & COO Trustee or director | 0.1 | $0 | $2,758,940 | $98,795 |
| JOHN CAPASSO | DIR & TRINITY EVP CONT CARE THR 8/22 Trustee or director | 1 | $0 | $1,172,736 | $1,077,862 |
| JAMES WOODWARD | FORMER OFFICER; THMA PRESIDENT & CEO Former | 0 | $0 | $1,374,727 | $74,073 |
| LARRY BRILLIANT MD | FORMER OFFICER; SMMC PRES THR 7/22 Former | 0 | $0 | $808,108 | $326,765 |
| DANIEL DRAKE | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $634,220 | $159,678 |
| MARK MCPHERSON | FORMER OFFICER; THHS PRESIDENT & CEO Former | 0 | $0 | $560,132 | $152,988 |
| CATHERINE MIKUS | FORMER OFFCR; THMA VP MANAGING CNSL Former | 0 | $0 | $485,120 | $58,053 |
| MANDI MURRAY | SECRETARY; TRIN VP MANAGING COUNSEL Officer | 1 | $0 | $443,402 | $94,537 |
| KAREN NICHOLS | CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $452,162 | $40,471 |
| MARCUS BOWENS | TREAS; CFO CC;INT PRES/CEO TCCS 1/23 Officer | 1 | $0 | $362,651 | $28,724 |
| ANNE LEWIS | CHIEF OPERATING OFFICER Key employee | 1 | $0 | $339,834 | $48,805 |
| CARRIE HAYS MCELROY | CHIEF CLINICAL OPERATIONS Key employee | 1 | $0 | $293,180 | $54,654 |
| KIMBERLY SAXTON | VICE PRESIDENT, FINANCE Officer | 1 | $0 | $276,250 | $54,741 |
| ANTONIA SOJAN | MEDICAL DIRECTOR Highest-paid employee | 50 | $0 | $262,901 | $31,298 |
| JENNIFER LIU | PHYSICIAN Highest-paid employee | 50 | $0 | $228,311 | $12,239 |
| MARY ANN SHEEHAN | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $0 | $194,330 | $24,846 |
| SHERRY SHIRE-MISNIK | NURSE PRACTITIONER Highest-paid employee | 50 | $0 | $139,523 | $26,186 |
| DANIEL MOORE | CENTER DIRECTOR Highest-paid employee | 45 | $0 | $133,828 | $17,197 |
| MARYANNE SPALLUCCI | FORMER OFFICER Former | 0 | $0 | $106,565 | $2,281 |
| ARTHUR HENKEL | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANN MARIE TAG RSM | DIRECTOR; VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BEVERLY JONES | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARJORIE TAPIA RSM | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20555 VICTOR PARKWAY, LIVONIA, MI 48152-7031
- In care of
- % EMILY AMERMAN
- Principal officer (990 for 2024)
- DANIEL DRAKE, 20555 VICTOR PARKWAY, LIVONIA, MI 48152
- Signed the 990
- MARCUS BOWENS, CFO CONTINUING CARE
- Phone
- (267) 991-7600
- Website
- WWW.TRINITYHEALTHPACE.ORG
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.LIFE ST. MARY IS A MEMBER OF TRINITY HEALTH PACE AND TRINITY HEALTH.
Program accomplishments
- LIFE ST. MARY IS THE NEWEST HEALTH CARE CHOICE FOR OLDER PEOPLE LIVING IN BUCKS AND PARTS OF MONTGOMERY COUNTY, PA. LIFE ST. MARY IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). THIS UNIQUE MODEL OF CARE HELPS PEOPLE LIVE SAFELY AT HOME WITH ASSISTANCE FROM A TEAM OF COMPASSIONATE HEALTH CARE EXPERTS. LIFE ST. MARY OFFERS A TOTAL SOLUTION FOR OLDER ADULTS WHO EXPERIENCE HEALTH PROBLEMS THAT LIMIT THEIR DAILY ACTIVITIES AND FOR THEIR FAMILY CAREGIVERS. BY PROVIDING COMPLETE MEDICAL, HEALTH, AND SOCIAL SERVICES IN A CENTRALIZED LOCATION, AS WELL AS IN PARTICIPANTS' HOMES, LIFE ENABLES OLDER ADULTS TO LIVE INDEPENDENTLY.PLEASE VISIT THE WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHPACE.ORG/PENNSYLVANIA/LIFE-ST-MARYExpenses $24,875,503 · revenue $28,564,092
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2976184
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $11,843,907
- Income (IRS master file)
- $28,797,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,797,850 | $26,488,450 | $11,843,907 | IRS |
| 990 | June 2024 | $27,701,817 | $23,532,460 | $21,829,180 | IRS |
| 990 | June 2023 | $27,028,333 | $20,876,371 | $19,009,667 | XML |
| 990 | June 2022 | $26,506,095 | $19,769,566 | $13,458,301 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-2976184).
Questions about LIFE ST MARY
- What is the EIN of LIFE ST MARY?
- The employer identification number (EIN) of LIFE ST MARY is 26-2976184.
- Is LIFE ST MARY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LIFE ST MARY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFE ST MARY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFE ST MARY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFE ST MARY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIFE ST MARY?
- The 990 for the year ended June 30, 2025 names DANIEL DRAKE.
- Who are the officers and directors of LIFE ST MARY?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does LIFE ST MARY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,797,850, expenses of $26,488,450 and total assets of $11,843,907 at year end.
Other nonprofits in LIVONIA
- TRINITY HEALTH CORPORATION EIN 35-1443425 · last filed 990 for 2025
- TRINITY HOME HEALTH SERVICES EIN 38-2621935 · last filed 990 for 2025
- MERCY LIFE EIN 23-2840137 · last filed 990 for 2025
- TRINITY CONTINUING CARE SERVICES EIN 38-2559656 · last filed 990 for 2025
- MERCY HOME HEALTH EIN 23-1352099 · last filed 990 for 2025
- MARIAN VILLAGE CORPORATION EIN 38-2958375 · last filed 990 for 2025
- MERCY LIFE OF ALABAMA EIN 27-3163002 · last filed 990 for 2025
- MERCY GENERAL HEALTH PARTNERS AMICARE HOMECARE EIN 38-3321856 · last filed 990 for 2025