AUMdb

Heartwood Lodge Trinity Health

EIN 382602971 · 501(c)(3) · Public charity · Livonia, MI · recognized 1986

Assets
$8.5M
Revenue
$10.0M
Expenses
$10.5M
Investment income
$-5.2K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Blue Cross Blue Shield Of Michigan Insurance services $600,301
State Of Michigan License and taxes $541,646
Interim Healthcare Inc Agency nursing $457,349
Ivyrehab Generation Care Healthcare $230,820
Qci Healthcare Agency nursing $208,109

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Benjamin Carter Director; trinity health evp & coo $2,918,972 $80,718
Marcus Bowens Dir & int pres thr 7/23;treas;cfo cc $566,208 $83,832
Mandi Murray Secretary; trin vp managing counsel $511,054 $125,041
Janice Hamilton Crawford Former officer $401,067 $10,383
Shelleye Yaklin Former officer $381,323 $55,106
Jaclyn Harris Director; president & ceo as of 7/23 $292,077 $16,197
David Defrain Vice president of finance $276,123 $46,593
Arthur Henkel Director; chair $0 $0
Anna Marie Tag Rsm Director; vice chair $0 $0
Joanne Handy Director $0 $0
Beverly Jones Director through 8/23 $0 $0
William Minnix Director $0 $0
Lejon Poole Director $0 $0
Marjorie Tapia Rsm Director through 7/23 $0 $0
Antonia Villarruel Director $0 $0
Dewayne Wells Director $0 $0