Nonprofit · EIN 31-1329423
TRINITY HEALTH FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,507,488 | $18,927,725 | -$16,420,237 | $31,733,182 | $12,530 | $31,720,652 |
| June 30, 2024 | 990 | $2,104,870 | $2,028,929 | $75,941 | $47,107,261 | $133,177 | $46,974,084 |
| June 30, 2023 | 990 | $1,212,614 | $2,409,015 | -$1,196,401 | $44,416,269 | $27,966 | $44,388,303 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $759,102
- Program service revenue
- $0
- Investment income
- $1,748,119
- Net gain from sales of assets
- $1,369,581
- Net income from fundraising events
- $267
- Other revenue
- $267
Expenses
- Grants and similar amounts paid
- $18,648,376
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $3,082
- Program services (functional)
- $18,927,725
Balance sheet and other
- Total assets, start of year
- $47,107,261
- Total assets, end of year
- $31,733,182
- Total liabilities, end of year
- $12,530
- Net assets, end of year
- $31,720,652
- Publicly traded securities
- $3,497,169
- Net assets without donor restrictions
- $27,796,315
- Net assets with donor restrictions
- $3,924,337
- Gross receipts
- $2,520,306
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- OH
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 |
|---|---|---|---|---|---|
| MATT GRIMSHAW | PRESIDENT & CEO-(THRU 12/2024) Trustee or director, Officer | 5 | $0 | $873,241 | $80,824 |
| DAVE WERKIN | CFO Officer | 5 | $0 | $375,003 | $38,908 |
| SAM LICATA MD | BOARD MEMBER Trustee or director | 2 | $0 | $269,084 | $28,756 |
| GARY ARMENTROUT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN BLAKE | BOARD PRESIDENT (THRU 01/25) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RITA CARAPELLOTTI | BOARD MEMBER (THRU 01/25) Trustee or director | 2 | $0 | $0 | $0 |
| MARK TERAMANA | BOARD MEMBER (THRU 1/25) Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL TAYLOR | BOARD MEMBER (THRU 05/25) Trustee or director | 2 | $0 | $0 | $0 |
| VICENZA DIGRISTINA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JUDI HLADEK | BOARD MEMBER (THRU 02/25) Trustee or director | 2 | $0 | $0 | $0 |
| MELANIE WILHARM | BOARD MEMBER (THRU 03/25) Trustee or director | 2 | $0 | $0 | $0 |
| MARK MORELLI | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JIM PADDEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM MAY | INTERIM MARKET PRESIDENT TRINITY HEALTH SYSTEM(BEG Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATT GRIMSHAW | PRESIDENT & CEO Trustee or director, Officer | 5 | $0 | $700,024 | $55,444 |
| SAM LICATA MD | BOARD MEMBER Trustee or director | 2 | $0 | $363,553 | $37,666 |
| DAVE WERKIN | CFO Officer | 5 | $0 | $277,649 | $28,756 |
| GARY ARMENTROUT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN BLAKE | BOARD PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RITA CARAPELLOTTI | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JERRY SIMPSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARK TERAMANA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| VICENZA DIGRISTINA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JUDI HLADEK | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MELANIE WILHARM | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATT GRIMSHAW | PRESIDENT & CEO Trustee or director, Officer | 5 | $0 | $746,327 | $44,639 |
| SAM LICATA MD | BOARD MEMBER Trustee or director | 2 | $0 | $350,002 | $27,160 |
| DAVE WERKIN | CFO Officer | 5 | $0 | $303,182 | $22,253 |
| GARY ARMENTROUT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SHAWN BLAKE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RITA CARAPELLOTTI | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JERRY SIMPSON | BOARD PRESIDENT/CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARK TERAMANA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % TIM GRIMES
- Principal officer (990 for 2024)
- DWAYNE RICHARDSON, 380 SUMMIT AVENUE, STEUBENVILLE, OH 43952
- Signed the 990
- DAVE WERKIN, CFO
- Phone
- (740) 283-7842
- Return prepared by
- COMMONSPIRIT HEALTH
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.
Program accomplishments
- TRINITY HEALTH FOUNDATION SOLICITS DONATIONS AND PROVIDES THEMAXIMUM RETURN ON INVESTMENTS IN ORDER TO SUPPORT TRINITY HEALTHSYSTEM IN ITS CONTINUING MISSION TO PROVIDE THE COMMUNITY WITHHIGHEST LEVEL OF PATIENT CARE.Expenses $18,927,725 · grants $18,648,376
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
- 31-1329423
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,733,182
- Income (IRS master file)
- $2,520,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,507,488 | $18,927,725 | $31,733,182 | IRS |
| 990 | June 2024 | $2,104,870 | $2,028,929 | $47,107,261 | IRS |
| 990 | June 2023 | $1,212,614 | $2,409,015 | $44,416,269 | XML |
| 990 | June 2022 | $2,884,409 | $620,290 | $45,217,151 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 31-1329423).
Questions about TRINITY HEALTH FOUNDATION
- What is the EIN of TRINITY HEALTH FOUNDATION?
- The employer identification number (EIN) of TRINITY HEALTH FOUNDATION is 31-1329423.
- Is TRINITY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to TRINITY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRINITY HEALTH FOUNDATION 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 TRINITY HEALTH FOUNDATION 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 TRINITY HEALTH FOUNDATION 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 TRINITY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names DWAYNE RICHARDSON.
- Who are the officers and directors of TRINITY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does TRINITY HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,507,488, expenses of $18,927,725 and total assets of $31,733,182 at year end.
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