Heartwood Lodge Trinity Health
Also known as Heartwood Lodge
Heartwood Lodge Trinity Health reported $11.0 million in revenue and $12.1 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $94.52 went to program services, $5.48 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 97.5% of the total. The highest compensation it reported for one person was $3,488,982 (DIR; CHAIR AT 1/25; TRIN EVP & COO). 1 person received more than $100,000 in reportable compensation. Revenue rose 30% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $12MFor context, the median across 2,433 covered unclassified charities: $88.27 programs, $11.68 management, $0.05 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $11M- Contributions & grants (non-government)$2.41 $266K
- Program service revenue$97.42 $11M
- Other revenue$0.17 $18,437
Investment income was negative: −$5,120. The bar shows the positive sources only.
The 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 94.5% | 86.7% |
| Management & general Part IX 25(C) ÷ 25(A) | 5.5% | 11.5% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.0% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.01 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 2.4% | 29.9% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 3.8% |
| Program service revenue share Part VIII 2g ÷ 12 | 97.5% | 58.9% |
| Highest reported compensation Part VII-A, columns D–F | $3,488,982 | $301,601 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 28.74% | 1.38% |
| People paid over $100,000 Part VII, line 2 | 1 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | -0.6 | 6.8 |
| Independent voting board members Part VI 1a–1b | 0 of 7 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseHeartwood 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…
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| DIR; CHAIR AT 1/25; TRIN EVP & COO Director/trustee, officer, 1.00 hrs/week | $0 | $3,436,400 | $52,582 | $3,488,982 |
| DIRECTOR AT 1/25; TRINITY EVP, CFO Director/trustee, 1.00 hrs/week | $0 | $2,378,767 | $448,380 | $2,827,147 |
| DIR AT 1/25; TRIN CHIEF CLIN OFFCR Director/trustee, 1.00 hrs/week | $0 | $2,439,599 | $55,387 | $2,494,986 |
| DIR AT 1/25; TRIN CHF STRATEGY OFFCR Director/trustee, 0.10 hrs/week | $0 | $1,326,967 | $285,343 | $1,612,310 |
| DIRECTOR AT 1/25; TRINITY EVP, CIMO Director/trustee, 0.10 hrs/week | $0 | $965,679 | $212,082 | $1,177,761 |
| DIRECTOR, PRESIDENT & CEO AS OF 7/24 Director/trustee, officer, 1.00 hrs/week | $0 | $960,989 | $49,465 | $1,010,454 |
| DIR AT 1/25;SEC 7/24-12/24;TRIN SVP Director/trustee, officer, 0.10 hrs/week | $0 | $716,724 | $170,186 | $886,910 |
| TREASURER; CFO, CONTINUING CARE Officer, 1.00 hrs/week | $0 | $615,131 | $111,392 | $726,523 |
1 people received more than $100,000 in reportable compensation from Heartwood Lodge Trinity Health (Part VII, line 2).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b7 · 0 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aNo
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4Yes
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 50
- Volunteers Part I, line 613
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| CLM ENTERPRISES INCINTERIM Temporary medical staffing services | $255,377 |
| UNIDINE CORPORATION Dietary services | $157,738 |
| OMNICARE OF BALLSTON SPA Pharmacy services | $142,206 |
Individuals listed as contractors are left out. 3 contractors were paid more than $100,000 in all.
Correct a figure or respond
Every number above is copied from Heartwood Lodge Trinity Health's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Heartwood Lodge Trinity Health, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Heartwood Lodge Trinity Health spent in FY2025, $94.52 went to programs. The full breakdown, from its IRS Form 990:
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Questions people ask
How much of Heartwood Lodge Trinity Health's spending goes to programs?
In the fiscal year ending June 30, 2025, Heartwood Lodge Trinity Health reported that 94.5% of its $12.1 million in expenses went to program services, 5.5% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does Heartwood Lodge Trinity Health pay its top executive?
The largest total compensation Heartwood Lodge Trinity Health reported for one person in the fiscal year ending June 30, 2025 was $3,488,982, for the role of DIR; CHAIR AT 1/25; TRIN EVP & COO (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Heartwood Lodge Trinity Health get its money?
Of $11.0 million in revenue in the fiscal year ending June 30, 2025, 2.4% came from contributions and grants and 97.5% from program service revenue (Form 990, Part VIII).
Is Heartwood Lodge Trinity Health a registered charity?
The IRS lists EIN 38-2602971 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202601319349304920 · read the filing · XML
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202501329349304585 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202441349349301994 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202341329349302939 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202231329349306908 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202101379349301910 · read the filing
All filings for EIN 38-2602971: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.