Nonprofit · EIN 38-2602971
HEARTWOOD LODGE TRINITY HEALTH
Tax-exempt · LIVONIA, MI 48153
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,014,885 | $12,138,601 | -$1,123,716 | $7,729,521 | $8,290,520 | -$560,999 |
| June 30, 2024 | 990 | $10,003,105 | $10,471,016 | -$467,911 | $8,511,358 | $7,948,641 | $562,717 |
| June 30, 2023 | 990 | $9,015,765 | $9,454,436 | -$438,671 | $7,346,846 | $6,316,218 | $1,030,628 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $265,975
- Program service revenue
- $10,735,593
- Investment income
- -$5,120
- Net gain from sales of assets
- -$5,120
- Other revenue
- $18,437
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $5,154,874
- Salaries, compensation and benefits (total)
- $6,321,964
- Professional fundraising fees
- $0
- Legal fees
- $900
- Occupancy
- $312,208
- Travel
- $10,478
- Depreciation
- $456,313
- Program services (functional)
- $11,472,933
- Management and general (functional)
- $665,668
Balance sheet and other
- Total assets, start of year
- $8,511,358
- Total assets, end of year
- $7,729,521
- Total liabilities, end of year
- $8,290,520
- Net assets, end of year
- -$560,999
- Land, buildings and equipment
- $6,217,260
- Net assets without donor restrictions
- -$773,746
- Net assets with donor restrictions
- $212,747
- Gross receipts
- $11,020,005
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1985
- State of legal domicile
- MI
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 | DIR; CHAIR AT 1/25; TRIN EVP & COO Trustee or director, Officer | 1 | $0 | $3,436,400 | $52,582 |
| DANIEL ISACKSEN | DIRECTOR AT 1/25; TRINITY EVP, CFO Trustee or director | 1 | $0 | $2,378,767 | $448,380 |
| DANIEL ROTH MD | DIR AT 1/25; TRIN CHIEF CLIN OFFCR Trustee or director | 1 | $0 | $2,439,599 | $55,387 |
| RAY ANDERSON | DIR AT 1/25; TRIN CHF STRATEGY OFFCR Trustee or director | 0.1 | $0 | $1,326,967 | $285,343 |
| CORINNE FRANCIS | DIRECTOR AT 1/25; TRINITY EVP, CIMO Trustee or director | 0.1 | $0 | $965,679 | $212,082 |
| DANIEL DRAKE | DIRECTOR, PRESIDENT & CEO AS OF 7/24 Trustee or director, Officer | 1 | $0 | $960,989 | $49,465 |
| JOSHUA MOORE | DIR AT 1/25;SEC 7/24-12/24;TRIN SVP Trustee or director, Officer | 0.1 | $0 | $716,724 | $170,186 |
| MARCUS BOWENS | TREASURER; CFO, CONTINUING CARE Officer | 1 | $0 | $615,131 | $111,392 |
| SHELLEYE YAKLIN | FORMER OFFICER Former | 0 | $0 | $417,640 | $308,121 |
| MANDI MURRAY | FORMER OFFCR; TRIN VP MANAGING CNSL Former | 0 | $0 | $579,582 | $53,249 |
| JACLYN HARRIS | DIRECTOR, PRESIDENT & CEO THR 7/24 Trustee or director, Officer | 1 | $0 | $497,348 | $16,313 |
| DAVID DEFRAIN | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $345,014 | $46,323 |
| CHRISTINE SEPPALA | SEC AT 1/25;TRIN ASSOCIATE COUNSEL Officer | 1 | $0 | $235,711 | $45,923 |
| JANICE HAMILTON-CRAWFORD | FORMER OFFICER Former | 0 | $0 | $141,092 | $0 |
| CHARLENE MCGUFFEY | DIRECTOR OF NURSING Highest-paid employee | 40 | $103,531 | $0 | $15,803 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR HENKEL | DIRECTOR & CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 |
| ANNA MARIE TAG RSM | DIRECTOR & VICE CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 |
| JOANNE HANDY | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| WILLIAM MINNIX | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| LEJON POOLE | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| DEWAYNE WELLS | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIRECTOR; TRINITY HEALTH EVP & COO Trustee or director | 1 | $0 | $2,918,972 | $80,718 |
| MARCUS BOWENS | DIR & INT PRES THR 7/23;TREAS;CFO CC Trustee or director, Officer | 1 | $0 | $566,208 | $83,832 |
| MANDI MURRAY | SECRETARY; TRIN VP MANAGING COUNSEL Officer | 1 | $0 | $511,054 | $125,041 |
| SHELLEYE YAKLIN | FORMER OFFICER Former | 0 | $0 | $381,323 | $55,106 |
| JANICE HAMILTON-CRAWFORD | FORMER OFFICER Former | 0 | $0 | $401,067 | $10,383 |
| DAVID DEFRAIN | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $276,123 | $46,593 |
| JACLYN HARRIS | DIRECTOR; PRESIDENT & CEO AS OF 7/23 Trustee or director, Officer | 1 | $0 | $292,077 | $16,197 |
| 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: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIR AT 10/22; TRINITY HLTH EVP COO Trustee or director | 1 | $0 | $2,758,940 | $98,795 |
| JANICE HAMILTON-CRAWFORD | DIRECTOR, PRES & CEO 10/22 TO 1/23 Trustee or director, Officer | 1 | $0 | $535,194 | $117,679 |
| SHELLEYE YAKLIN | PRES/CEO THR 9/22; PRES TH GH HOSP Officer | 8 | $0 | $523,328 | $32,097 |
| MANDI MURRAY | SEC AT 10/22; TRIN VP MANAGING CNSL Officer | 1 | $0 | $443,402 | $94,537 |
| MARCUS BOWENS | DIR;TREAS;CFO CC; INT PRES/CEO 1/23 Trustee or director, Officer | 1 | $0 | $362,651 | $28,724 |
| JOY GAASCH | DIRECTOR & CHAIR THROUGH 9/22 Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ARTHUR HENKEL | DIRECTOR & CHAIR AS OF 10/22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANNA MARIE TAG RSM | DIRECTOR & VICE CHAIR AS OF 10/22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| TIMOTHY PARKER | DIRECTOR & VICE CHAIR THROUGH 9/22 Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| THOMAS GODFREY | DIRECTOR & TREASURER THROUGH 9/22 Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| JUDITH HOOYENGA | DIRECTOR & SECRETARY THROUGH 9/22 Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| TIM BARRON MD | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| JEFF BESWICK | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| HARRY DYCK JR | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| TAMI HARVEY | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| ERIC HAYWARD | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| BEVERLY JONES | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| CLAIRE SHERIDAN | DIRECTOR THROUGH 9/22 Trustee or director | 0.3 | $0 | $0 | $0 |
| MARJORIE TAPIA RSM | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| RON RYBAR PD BY MGMT CO | INTERIM CFO HEARTWOOD LODGE THR 9/22 Officer | 8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530009, LIVONIA, MI 48153-0009
- Principal officer (990 for 2024)
- DANIEL DRAKE, 20555 VICTOR PARKWAY, LIVONIA, MI 48152
- Signed the 990
- MARCUS BOWENS, TREASURER & CFO CONT CARE
- Phone
- (734) 343-6600
Mission
WE, TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE IN OUR COMMUNITIES. HEARTWOOD LODGE IS A MEMBER OF THE TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH.
Program accomplishments
- HEARTWOOD LODGE TRINITY HEALTH (HEARTWOOD LODGE), FKA NORTH OTTAWA CARE CENTER, IS LOCATED IN SPRING LAKE, MI. THE FACILITY IS A RESIDENT-CENTERED FACILITY. OUR 84-BED SKILLED NURSING AND REHABILITATIVE FACILITY OFFERS BOTH PRIVATE AND SEMI-PRIVATE ROOMS. HEARTWOOD LODGE IS A FACILITY WHICH SEEKS TO CREATE A HOME-LIKE ATMOSPHERE WHERE RESIDENTS ARE ENCOURAGED TO PARTICIPATE IN THEIR CARE AND SURROUNDINGS AT ALL LEVELS OF INDEPENDENCE AND FUNCTION.FOR ADDITIONAL INFORMATION ABOUT OUR FACILITIES AND SERVICES, PLEASE VISIT OUR WEBSITE AT:HTTPS://WWW.TRINITYHEALTHSENIORCOMMUNITIES.ORG/MICHIGAN/HEARTWOOD-LODGEExpenses $11,472,933 · revenue $10,752,464
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
- 38-2602971
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,729,521
- Income (IRS master file)
- $11,020,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,014,885 | $12,138,601 | $7,729,521 | IRS |
| 990 | June 2024 | $10,003,105 | $10,471,016 | $8,511,358 | IRS |
| 990 | June 2023 | $9,015,765 | $9,454,436 | $7,346,846 | XML |
| 990 | June 2022 | $7,055,498 | $8,193,076 | $6,485,453 | 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 38-2602971).
Questions about HEARTWOOD LODGE TRINITY HEALTH
- What is the EIN of HEARTWOOD LODGE TRINITY HEALTH?
- The employer identification number (EIN) of HEARTWOOD LODGE TRINITY HEALTH is 38-2602971.
- Is HEARTWOOD LODGE TRINITY HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HEARTWOOD LODGE TRINITY HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTWOOD LODGE TRINITY HEALTH 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 HEARTWOOD LODGE TRINITY HEALTH 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 HEARTWOOD LODGE TRINITY HEALTH 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 HEARTWOOD LODGE TRINITY HEALTH?
- The 990 for the year ended June 30, 2025 names DANIEL DRAKE.
- Who are the officers and directors of HEARTWOOD LODGE TRINITY HEALTH?
- The 990 for the year ended June 30, 2025 lists 22 people; 1 received compensation from the organization.
- How much revenue does HEARTWOOD LODGE TRINITY HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,014,885, expenses of $12,138,601 and total assets of $7,729,521 at year end.
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