THE THIRD AND OAK CORPORATION DBA TREYTON OAK TOWERS (EIN 310986103) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

ANNE LOWREY COX

Phone

5023576629

Tax Period

2024-07-01 to 2025-06-30

THE THIRD AND OAK CORPORATION DBA TREYTON OAK TOWERS, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $16.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $15.3M left a modest 8% surplus.

Mission

TO PROVIDE THE HIGHEST QUALITY OF INDIVIDUALIZED SERVICE WITH DIGNITY AND RESPECT WHILE HONORING OUR FAITH-BASED TRADITION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $138,486

Program Service Revenue $16,347,058

Investment Income $207,214

Other Revenue $0

TOTAL REVENUE $16,692,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,349,994

Fundraising Expenses $0

Program Expenses $12,895,780

Other Expenses $5,937,657

TOTAL EXPENSES $15,287,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,692,758	$14,978,413	+0.1%
Expenses	$15,287,651	$15,309,716	0.0%
Net Income	$1,405,107	$-331,303	-5.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

334

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$290,378

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY EVITTS	MEMBER	0.25	Director	$0	$0	$0
SUSAN BARNETT	VICE-PRESIDENT	0.25	Officer Director	$0	$0	$0
PHILIP PARTENHEIMER	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
DEATRA RAGLAND	MEMBER	0.25	Director	$0	$0	$0
SCOTT BRINKMAN	PRESIDENT	1.50	Officer Director	$0	$0	$0
RICHARD HOUZE	MEMBER	0.25	Director	$0	$0	$0
PAUL LAPE	MEMBER	0.25	Director	$0	$0	$0
A THOMAS HARDY	MEMBER	0.25	Director	$0	$0	$0
PATRICIA SIMONIS	MEMBER	0.25	Director	$0	$0	$0
JAMES GARY	MEMBER	0.25	Director	$0	$0	$0
STEVE ROBISON	CHIEF EXECUTIVE OFFICER (THRU 8.9.24)	40.00	Officer	$132,321	$5,954	$138,275
ANNE LOWREY COX	CHIEF FINANCIAL OFFICER	40.00	Officer	$92,499	$7,074	$99,573
KRISTI ELIZABETH NOAH	CHIEF EXECUTIVE OFFICER (FROM 8.26.24)	40.00	Officer	$48,110	$4,420	$52,530
KIM WOOTEN	REGISTERED NURSE	40.00	Highest	$137,391	$6,097	$143,488
MIKE STRAUSER	LICENSED PRACTICAL NURSE	40.00	Highest	$139,023	$13,677	$152,700
ALMA RATLIFF	REGISTERED NURSE	40.00	Highest	$126,305	$7,041	$133,346
TOBI WHITE	LICENSED PRACTICAL NURSE	40.00	Highest	$102,282	$2,264	$104,546
KIASHA REESE	REGISTERED NURSE	40.00	Highest	$100,072	$30	$100,102

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$16,692,758	$15,287,651	$11,775,153	$1,405,107
2024	$14,978,413	$15,309,716	$9,116,819	$-331,303
2023	$16,376,793	$14,785,712	$9,064,196	$1,591,081
2022	$13,211,944	$14,097,353	$8,004,096	$-885,409
2021	$12,505,862	$12,281,953	$16,883,187	$223,909
2020	$14,743,697	$12,895,965	$17,829,738	$1,847,732
2019	$13,764,430	$13,048,996	$17,174,717	$715,434

THE THIRD AND OAK CORPORATION DBA TREYTON OAK TOWERS