Nonprofit · EIN 23-2212638
TRINITY HEALTH OF THE MID-ATLANTIC REGION
Tax-exempt · NEWTOWN SQ, PA 19073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $94,274,972 | $92,410,796 | $1,864,176 | $268,112,580 | $32,066,810 | $236,045,770 |
| June 30, 2024 | 990 | $89,419,590 | $92,302,660 | -$2,883,070 | $669,414,609 | $45,805,119 | $623,609,490 |
| June 30, 2023 | 990 | $83,633,949 | $84,403,405 | -$769,456 | $666,594,144 | $27,367,394 | $639,226,750 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $89,883,015
- Investment income
- $4,066,295
- Net rental income
- $39,979
- Net gain from sales of assets
- $1,187,530
- Other revenue
- $325,662
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $3,473,992
- Other salaries and wages
- $23,761,114
- Salaries, compensation and benefits (total)
- $36,498,729
- Professional fundraising fees
- $0
- Accounting fees
- $4,876
- Occupancy
- $974,042
- Travel
- $24,973
- Depreciation
- $6,128,672
- Program services (functional)
- $88,355,252
- Management and general (functional)
- $4,055,544
Balance sheet and other
- Total assets, start of year
- $669,414,609
- Total assets, end of year
- $268,112,580
- Total liabilities, end of year
- $32,066,810
- Net assets, end of year
- $236,045,770
- Land, buildings and equipment
- $2,145
- Publicly traded securities
- $177,329,044
- Net assets without donor restrictions
- $236,045,770
- Gross receipts
- $94,274,972
- Employees
- 0
- Volunteers
- 17
- Year formed
- 1982
- 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 |
|---|---|---|---|---|---|
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 1 | $0 | $1,514,784 | $302,605 |
| JAMES WOODWARD | DIRECTOR, PRESIDENT & CEO THR 1/25 Trustee or director, Officer | 26 | $0 | $1,434,602 | $57,915 |
| SHARON CARNEY MD | SVP & CHIEF MEDICAL OFFICER Key employee | 25 | $0 | $915,162 | $24,401 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 39 | $0 | $548,027 | $50,624 |
| ROBERT JAUSS | VP, STRAT PLANNING & BUS DEVELOPMENT Highest-paid employee | 40 | $0 | $439,669 | $102,475 |
| KEITH ROBINSON | VP, MANAGED CARE Highest-paid employee | 40 | $0 | $408,845 | $52,388 |
| KIMBERLY CUMMINGS | TREASURER AND CFO THRU 6/25 Officer | 40 | $0 | $397,789 | $45,472 |
| MARTIN PIERETTI DO | REGIONAL MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $329,571 | $48,587 |
| PAUL JUNOD | CHIEF HUMAN RESOURCE OFFICER Highest-paid employee | 40 | $0 | $323,446 | $51,017 |
| DANIEL BAIR | EXECUTIVE DIRECTOR - ACO THRU 3/25 Highest-paid employee | 40 | $0 | $338,566 | $31,871 |
| ANTHONY FANELLI | FORMER OFFICER Former | 0 | $0 | $275,397 | $8,433 |
| ANDRE BOYD | DIRECTOR, PRESIDENT & CEO AS OF 1/25 Trustee or director, Officer | 24 | $0 | $0 | $0 |
| VINCENT GORDON | DIR;CHAIR THR 12/24;V CHAIR AT 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AJAY GUPTA | DIRECTOR; CHAIR AS OF 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR; VICE CHAIR THROUGH 12/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TALYANA BROMBERG | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| MARK BRUCKER | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE CALOPE | DIRECTOR Trustee or director | 1 | $0 |
| MARTINA DEIGNAN | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 1 | $0 |
| MARIANNE GRACE | DIRECTOR Trustee or director | 1 | $0 |
| JULIA KEEGAN OSF | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| REBECCA KERCHNER | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| SANDRA KWEDER MD | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| CARMEN LARSEN | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| ROBIN MADDEN MD | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 1 | $0 |
| ELSBETH MULVANEY CSC | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| LARRY WARREN | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| JACQUELINE WATSON DO | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 1 | $0 | $1,252,664 | $264,929 |
| JAMES WOODWARD | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 24 | $0 | $1,413,188 | $65,861 |
| SHARON CARNEY MD | SVP & CHIEF MEDICAL OFFICER Key employee | 25 | $0 | $850,740 | $130,138 |
| ANTHONY FANELLI | FORMER OFFICER Former | 0 | $0 | $402,328 | $269,440 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 40 | $0 | $599,805 | $58,688 |
| ROBERT JAUSS | VP, STRATEGIC PLANNING & BUS DEV Highest-paid employee | 40 | $0 | $388,215 | $95,888 |
| BRIAN MCDONOUGH MD | FORMER HIGHEST COMPENSATED Former | 0 | $0 | $458,522 | $19,406 |
| KIMBERLY CUMMINGS | TREASURER AND CFO Officer | 40 | $0 | $413,621 | $50,851 |
| KEITH ROBINSON | VP, MANAGED CARE Highest-paid employee | 40 | $0 | $377,741 | $57,778 |
| MARTIN PIERETTI | REGIONAL MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $331,354 | $49,574 |
| CHRISTINE FALCONE | VP QUALITY, SAFETY, & CARE Highest-paid employee | 40 | $0 | $317,184 | $41,672 |
| DANIEL BAIR | EXECUTIVE DIRECTOR - ACO Highest-paid employee | 40 | $0 | $285,154 | $27,968 |
| REBECCA KERCHNER | DIRECTOR; CHAIR THROUGH 12/23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCE GORDON | DIR; V CHAIR THR 12/23;CHAIR AT 1/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR; VICE CHAIR AS OF 1/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TALYANA BROMBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK BRUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CALOPE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTINA DEIGNAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARIANNE GRACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIA KEEGAN OSF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES WOODWARD | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 27 | $0 | $1,374,727 | $74,073 |
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 1 | $0 | $921,730 | $220,833 |
| SHARON CARNEY MD | SVP & CHIEF MEDICAL OFFICER Key employee | 50 | $0 | $825,425 | $129,746 |
| BRIAN MCDONOUGH MD | VP, CHIEF HEALTH INFO OFF. THR 12/22 Highest-paid employee | 40 | $0 | $491,976 | $66,510 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 42 | $0 | $485,120 | $58,053 |
| ANTHONY FANELLI | INTERIM CFO THR 12/22;VP REG FINANCE Officer | 42 | $0 | $401,015 | $43,837 |
| KEITH ROBINSON | VP, MANAGED CARE Highest-paid employee | 40 | $0 | $368,379 | $51,557 |
| KIMBERLY CUMMINGS | TREASURER AND INTERIM CFO AS OF 1/23 Officer | 42 | $0 | $361,047 | $48,949 |
| JACK DAVIS | CHIEF HUMAN RESOURCE OFFICER Highest-paid employee | 40 | $0 | $345,604 | $37,706 |
| MARTIN PIERETTI | REGIONAL MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $320,602 | $47,540 |
| DANIEL BAIR | EXECUTIVE DIRECTOR - ACO Highest-paid employee | 40 | $0 | $334,489 | $29,267 |
| MARYANNE SPALLUCCI | FORMER OFFICER Former | 0 | $0 | $106,565 | $2,281 |
| REBECCA KERCHNER | DIRECTOR; CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCE GORDON | DIRECTOR; VICE CHAIR AS OF 7/22 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TALYANA BROMBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK BRUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CALOPE | DIRECTOR AS OF 1/23 Trustee or director | 1 | $0 | $0 | $0 |
| MARTINA DEIGNAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH DESANTIS | DIRECTOR THROUGH 12/22 Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN DOUGHERTY OSF | DIRECTOR THROUGH 12/22 Trustee or director | 1 | $0 | $0 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARIANNE GRACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIA KEEGAN OSF | DIRECTOR AS OF 1/23 Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3805 WEST CHESTER PIKE STE 100, NEWTOWN SQ, PA 19073-2329
- In care of
- % MHS
- Principal officer (990 for 2024)
- ANDRE BOYD, 3805 WEST CHESTER PIKE SUITE 100, NEWTOWN SQUARE, PA 19073
- Signed the 990
- JULIE KEESE, REG VP OF FINANCE & CFO
- Phone
- (610) 567-6000
- Website
- WWW.TRINITYHEALTHMA.ORG
Mission
WE, TRINITY HEALTH OF THE MID-ATLANTIC REGION AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.TRINITY HEALTH OF THE MID-ATLANTIC IS A MEMBER OF TRINITY HEALTH.
Program accomplishments
- TRINITY HEALTH OF THE MID-ATLANTIC REGION PROVIDES OVERSIGHT AND SUPPORT FOR ITS AFFILIATED NOT-FOR-PROFIT ENTITIES SERVING A NUMBER OF DIVERSE COMMUNITIES THROUGHOUT DELAWARE, MARYLAND AND PENNSYLVANIA. BY PROVIDING LONG-RANGE STRATEGIC PLANNING, FINANCIAL, LEGAL, AND OTHER EXPERTISE, THE SYSTEM HELPS ITS CONSTITUENT ENTITIES ACHIEVE THEIR OBJECTIVE OF PROVIDING STATE-OF-THE-ART HEALTH CARE SERVICES TO MANY SEGMENTS OF THE COMMUNITY INCLUDING THOSE WHO ARE TRADITIONALLY UNDERSERVED SUCH AS THE POOR AND ELDERLY. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHMA.ORGExpenses $88,355,252 · grants $15,000 · revenue $90,168,698
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
- 23-2212638
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $268,112,580
- Income (IRS master file)
- $94,274,972
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $94,274,972 | $92,410,796 | $268,112,580 | IRS |
| 990 | June 2024 | $89,419,590 | $92,302,660 | $669,414,609 | IRS |
| 990 | June 2023 | $83,633,949 | $84,403,405 | $666,594,144 | XML |
| 990 | June 2022 | $78,545,404 | $84,107,871 | $672,799,727 | IRS |
| 990 | 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 23-2212638).
Questions about TRINITY HEALTH OF THE MID-ATLANTIC REGION
- What is the EIN of TRINITY HEALTH OF THE MID-ATLANTIC REGION?
- The employer identification number (EIN) of TRINITY HEALTH OF THE MID-ATLANTIC REGION is 23-2212638.
- Is TRINITY HEALTH OF THE MID-ATLANTIC REGION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does TRINITY HEALTH OF THE MID-ATLANTIC REGION 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 OF THE MID-ATLANTIC REGION 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 OF THE MID-ATLANTIC REGION 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 OF THE MID-ATLANTIC REGION?
- The 990 for the year ended June 30, 2025 names ANDRE BOYD.
- Who are the officers and directors of TRINITY HEALTH OF THE MID-ATLANTIC REGION?
- The 990 for the year ended June 30, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does TRINITY HEALTH OF THE MID-ATLANTIC REGION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $94,274,972, expenses of $92,410,796 and total assets of $268,112,580 at year end.
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