TRINITY WOODS INC (EIN 730648458) - 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

1956

Legal Domicile

Principal Officer

GARRETT LEE

Phone

9187432565

Tax Period

2024-01-01 to 2024-12-31

TRINITY WOODS INC, founded in 1956, is a mid-sized nonprofit in the Human Services sector that reported $25.5M in total revenue in fiscal year 2024.

Mission

SET NEW STANDARD FOR LIFE PLAN COMMUNITY LIVING AND SERVE OTHERS IN THE SPIRIT OF CHRIST.

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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 $928,378

Program Service Revenue $23,788,112

Investment Income $143,598

Other Revenue $676,073

TOTAL REVENUE $25,536,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,172,407

Fundraising Expenses $218,624

Program Expenses $24,409,903

Other Expenses $13,421,521

TOTAL EXPENSES $26,601,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,536,161	$24,345,181	+0.0%
Expenses	$26,601,078	$26,788,599	0.0%
Net Income	$-1,064,917	$-2,443,418	-0.6%

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

308

Volunteers

162

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

$479,467

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT PERUGINO	V.CHAIR-THRU 3/24;CHAIR-AS OF 4/24	1.00	Officer Director	$0	$0	$0
CURTIS CRAIG	CHAIR-THRU 3/24; DIR-AS OF 4/24	1.00	Officer Director	$0	$0	$0
HERB WHITNEY	VICE CHAIRPERSON - AS OF 4/2024	1.00	Officer Director	$0	$0	$0
STANLEY TETER	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER SMITH	TREASURER - AS OF 4/2024	1.00	Officer Director	$0	$0	$0
SHARON EARLEY	TREASURER - THRU 3/2024	1.00	Officer Director	$0	$0	$0
MARY ALICE AHLGREN	DIRECTOR - AS OF 4/2024	1.00	Director	$0	$0	$0
CAREY BAKER	DIRECTOR - AS OF 4/2024	1.00	Director	$0	$0	$0
CAROL BUSH	DIRECTOR - AS OF 4/2024	1.00	Director	$0	$0	$0
SUSAN BUTTERWORTH	DIRECTOR	1.00	Director	$0	$0	$0
DR MEREDITH DAVISON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH EVERETT	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE EWING	DIRECTOR - AS OF 4/2024	1.00	Director	$0	$0	$0
REV CONNIE GIBSON	VOTING EX OFFICIO	1.00	Director	$0	$0	$0
SCOTT KIRTLEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LILIENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
GLENDA LOVE-WILLIAMS	DIRECTOR - THRU 3/2024	1.00	Director	$0	$0	$0
KERRY MALONE STANCAVAGE	DIRECTOR - THRU 3/2024	1.00	Director	$0	$0	$0
DAVE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
ED MONNET JR	DIRECTOR - AS OF 4/2024	1.00	Director	$0	$0	$0
KAY OWENS	DIRECTOR	1.00	Director	$0	$0	$0
GARY PROVINE	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL RAMZEL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RUNNELS	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JIM TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
KENT VAN VALKENBURGH	DIRECTOR	1.00	Director	$0	$0	$0
WENDY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DON WIRUTH	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT LEE	CEO - AS OF 6/2024	40.00	Officer	$169,550	$10,625	$180,175
STEVEN DICKIE	CEO - THRU 5/2024	40.00	Officer	$87,315	$22,968	$110,283
JEROME STEELE	CFO, SENIOR VP OF FINANCE	40.00	Officer	$166,314	$22,695	$189,009
CRYSTAL CREEKMORE	VP OF HUMAN RESOURCES	40.00	Highest	$132,386	$7,943	$140,329
BONNIE POLAK	VP OF PHILANTHROPY	40.00	Highest	$140,055	$8,403	$148,458
DENNIS GRAHAM	COO	40.00	Highest	$171,186	$31,643	$202,829
DEANNA JAMES	LPN ASSISTED LIVING	40.00	Highest	$118,720	$14,359	$133,079
TERESA SAWYER	RN HEALTH CENTER	40.00	Highest	$103,750	$13,548	$117,298

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
2024	$25,536,161	$26,601,078	$91,978,513	$-1,064,917
2023	$24,345,181	$26,788,599	$88,071,705	$-2,443,418
2022	$20,901,598	$24,817,208	$87,478,946	$-3,915,610
2021	$20,834,100	$23,253,226	$88,930,044	$-2,419,126
2020	$20,156,723	$22,708,188	$88,401,695	$-2,551,465
2019	$21,497,587	$21,531,905	$80,304,488	$-34,318
2018	$21,207,728	$21,047,542	$71,919,622	$160,186

TRINITY WOODS INC