Nonprofit · EIN 36-3321751
TRINITY HEALTH FOUNDATION
Tax-exempt · ROCK ISLAND, IL 61201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,492,913 | $1,921,903 | $9,571,010 | $25,598,042 | $504,583 | $25,093,459 |
| December 31, 2023 | 990 | $2,751,544 | $1,925,271 | $826,273 | $15,115,324 | $294,024 | $14,821,300 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,703,558
- of which government grants
- $8,000,000
- Program service revenue
- $0
- Investment income
- $795,161
- Net gain from sales of assets
- $362,637
- Net income from fundraising events
- -$24,146
- Net income from gaming
- $6,765
- Other revenue
- -$5,806
Expenses
- Grants and similar amounts paid
- $1,124,077
- Compensation of officers, directors and key employees
- $277,204
- Other salaries and wages
- $289,783
- Salaries, compensation and benefits (total)
- $618,758
- Professional fundraising fees
- $0
- Occupancy
- $614
- Travel
- $6,978
- Program services (functional)
- $1,124,077
- Management and general (functional)
- $243,593
- Fundraising (functional)
- $554,233
Balance sheet and other
- Total assets, start of year
- $15,115,324
- Total assets, end of year
- $25,598,042
- Total liabilities, end of year
- $504,583
- Net assets, end of year
- $25,093,459
- Publicly traded securities
- $14,790,918
- Net assets without donor restrictions
- $2,539,025
- Net assets with donor restrictions
- $22,554,434
- Gross receipts
- $13,061,625
- Employees
- 0
- Volunteers
- 335
- Year formed
- 1984
- State of legal domicile
- IL
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHERINE MARCHIK TO 124 | SR VP FINANCE/CFO Officer | 1 | $0 | $895,574 | $21,390 |
| MELINDA HASS MD | BOARD MEMBER Trustee or director | 1 | $0 | $626,319 | $19,662 |
| SHAWN MORROW | BOARD MEMBER/PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $473,990 | $90,939 |
| ROBERT ERICKSON TO 823 | FORMER PRESIDENT/CEO Former | 0 | $0 | $538,601 | $11,024 |
| KATHERINE PEARSON | SR VP/CHIEF STRATEGY OFFICER Officer | 1 | $0 | $462,877 | $86,495 |
| SARAH LENTZ-KAPUA MD | BOARD MEMBER Trustee or director | 1 | $0 | $426,863 | $55,420 |
| DAVID DELLITT FR 324 | MARKET CFO Officer | 1 | $0 | $329,520 | $24,368 |
| MARY MACUMBER-SCHMIDT | BOARD MEMBER/PRESIDENT THF-QC Officer | 40 | $0 | $272,007 | $13,271 |
| COLE DEBLAEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DELIA DREFURST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LYNSEY ENGELS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHAD EVERITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TODD FRANKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE HERRELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW LEHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA MCCRAW | BOARD MEMBER - TRHS CHAIR DESIGNEE Trustee or director | 1 | $0 |
| LINDA MCGEHEE | BOARD MEMBER Trustee or director | 1 | $0 |
| JEAN MORAN | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN PALMER | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
| RACHEL PERKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| SANJANA PURI | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER ROUSE | BOARD MEMBER Trustee or director | 1 | $0 |
| LYNNE SCHELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| CRAIG TILLMAN MD | BOARD MEMBER Trustee or director | 1 | $0 |
| SYDNEY VERDI-SAMUELSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL WENNEKAMP | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT ERICKSON TO 823 | BOARD MEMBER/PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $1,395,743 | $46,747 |
| MELINDA HASS MD | BOARD MEMBER Trustee or director | 1 | $0 | $589,905 | $18,912 |
| KATHERINE MARCHIK | SR VP FINANCE/CFO Officer | 1 | $0 | $429,153 | $101,132 |
| JOHN SHEEHAN TO 919 | FORMER BD MEMBER/INTERIM PRES/CEO Former | 0 | $0 | $489,785 | $4,437 |
| SARAH LENTZ-KAPUA MD | BOARD MEMBER Trustee or director | 1 | $0 | $430,597 | $51,999 |
| KATHERINE PEARSON | SR VP/CHIEF STRATEGY OFFICER Officer | 1 | $0 | $391,725 | $82,606 |
| RICHARD SEIDLER TO 0519 | FORMER BD MEMBER/PRESIDENT/CEO Former | 0 | $0 | $369,890 | $0 |
| MARY MACUMBER-SCHMIDT | PRESIDENT THF-QC Officer | 40 | $0 | $234,030 | $10,543 |
| KATHY PULLEY | BOARD MEMBER Trustee or director | 1 | $0 | $187,324 | $31,700 |
| SHAWN MORROW FR 1023 | BOARD MEMBER/PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $137,609 | $17,955 |
| DELIA DREFURST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LYNSEY ENGELS | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHAD EVERITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TODD FRANKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE HERRELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW LEHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LISA MCCRAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MCGEHEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BEN PALMER | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RACHEL PERKINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SANJANA PURI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF REITER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER ROUSE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNNE SCHELLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY ANN STOFFEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG TILLMAN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SYDNEY VERDI-SAMUELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL WENNEKAMP | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2701 17TH ST, ROCK ISLAND, IL 61201-5351
- Principal officer (990 for 2024)
- SHAWN MORROW, 2701 17TH ST, ROCK ISLAND, IL 61201
- Signed the 990
- DAVID DELLITT, MARKET CFO
- Phone
- (309) 779-2200
Mission
TRINITY HEALTH FOUNDATION SECURES CHARITABLE GIFTS AND VOLUNTEER RESOURCES TO SUPPORT TRINITY'S MISSION "TO PROVIDE QUALITY PATIENT CARE AND IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE."
Program accomplishments
- GRANTS, ALLOCATIONS AND PROGRAM SUPPORTTRINITY HEALTH FOUNDATION'S PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF TRINITY MEDICAL CENTER IN ROCK ISLAND, ILLINOIS, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO ITS PATIENTS, STUDENTS, STAFF, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA IT SERVES. IT SUPPORTS THE MISSIONS OF TRINITY REGIONAL HEALTH SYSTEM AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.THE GRANTS, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:A) CONTRIBUTIONS TO TRINITY REGIONAL HEALTH SYSTEM, TRINITY MEDICAL CENTER, UNITYPOINT@HOME-TRINITY, UNITYPOINT CLINICS-TRINITY, FOR CAPITAL AND EQUIPMENT PURCHASES, PATIENT ASSISTANCE, CONTINUING EDUCATION FOR EMPLOYEES, COMMUNITY HEALTH EDUCATION, MEDICAL PROGRAMS, RESEARCH AND GENERAL OPERATING EXPENSES;B) SCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS PURSING NURSING AND OTHER MEDICAL EDUCATION;C) SCHOLARSHIPS AWARDED TO AREA INDIVIDUALS AND CHILDREN OF EMPLOYEES FOR EDUCATION AND LEADERSHIP;D) GRANTS AWARDED TO UNITYPOINT HEALTH-TRINITY EMPLOYEES IN CRISIS;E) GRANTS FOR LOCAL HEALTH PROGRAMS BASED IN COMMUNITY & SPIRITUAL ORGANIZATIONS;F) MISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH TRINITY MEDICAL CENTER.Expenses $1,124,077 · grants $1,124,077
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3321751
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $25,598,042
- Income (IRS master file)
- $13,061,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,492,913 | $1,921,903 | $25,598,042 | XML |
| 990 | December 2023 | $2,751,544 | $1,925,271 | $15,115,324 | XML |
| 990 | December 2022 | $2,996,363 | $2,417,839 | $13,331,127 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 36-3321751).
Questions about TRINITY HEALTH FOUNDATION
- What is the EIN of TRINITY HEALTH FOUNDATION?
- The employer identification number (EIN) of TRINITY HEALTH FOUNDATION is 36-3321751.
- Is TRINITY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to TRINITY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- 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 December 31, 2025) is due May 15, 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 December 2024.
- Who is the principal officer of TRINITY HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names SHAWN MORROW.
- Who are the officers and directors of TRINITY HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does TRINITY HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,492,913, expenses of $1,921,903 and total assets of $25,598,042 at year end.
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