Trinity Woods Inc
- Assets
- $88.1m
- Revenue
- $24.3m
- Investments
- $8.2m
- Employees
- 307
- Location
- Tulsa, OK
- Founding
- 09/1963
- Data as of
- 12/2023
- EIN
- 73-0648458
Organization Overview
Trinity Woods Inc is located in Tulsa, OK. The organization was established in 1963. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2023, Trinity Woods Inc employed 307 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trinity Woods Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Trinity Woods Inc generated $24.3m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $26.8m during the year ending 12/2023. While expenses have increased by 3.1% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO SERVE THE TRINITY WOODS FAMILY IN THE SPIRIT OF CHRIST. OUR VISION IS ASPIRING TO SET A NEW STANDARD FOR LIFE PLAN COMMUNITY LIVING BY REDEFINING AGING. WE ARE GUIDED BY FIVE VALUES:INTEGRITY- WE PROMOTE HONESTY AND ACCOUNTABILITY.KINDNESS- WE CREATE A CARING ATMOSPHERE THAT INFLUENCES EVERYONE AROUND US.INCLUSION- WE SERVE TOGETHER AS ONE AND APPRECIATE THE STRENGTHS IN DIVERSITY.COLLABORATION- WE LISTEN TO EACH OTHER TO ENCOURAGE IDEAS AND COOPERATION.INNOVATION- WE FOSTER CREATIVITY TO IMAGINE WHAT IS POSSIBLE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2023 TRINITY WOODS SERVED AN AVERAGE OF 347 PEOPLE PROVIDING A FULL CONTINUUM OF CARE INCLUDING INDEPENDENT RESIDENTIAL LIVING, ASSISTED LIVING, ASSISTED LIVING MEMORY CARE, REHABILITATIVE THERAPY, NURSING CARE AND SKILLED MEMORY CARE. WHAT FOLLOWS BELOW IS A LIST OF SOME OF THE PROGRAM SERVICE ACCOMPLISHMENTS AT TRINITY WOODS IN 2023:OPERATIONS237,400 MEALS SERVED BY THE DINING TEAM.76,770 WORK ORDERS WERE COMPLETED, WITH 90% COMPLETED WITHIN 24 HOURS OF SUBMISSION.66,687 MILES DRIVEN BY TRINITY WOODS SECURITY TEAM, PATROLLING CAMPUS. 24/7/3651,837 TRANSPORTATION TRIPS, FOR A TOTAL OF 66,667 MILES.28 REMODELED VILLAS AND PATIO HOMES AND CRESTWOOD APARTMENTS.HUMAN RESOURCES34% OF EMPLOYEES HAVE WORKED AT TRINITY WOODS FOR MORE THAN FIVE YEARS.20% OF EMPLOYEES HAVE WORKED HERE FOR 10 OR MORE YEARS.6% OF EMPLOYEES HAVE WORKED HERE FOR AT LEAST 15 YEARS.OCCUPANCY88% OVERALL OCCUPANCY86% RESIDENTIAL LIVING95% ASSISTED LIVING92% MEMORY CARE ASSISTED LIVING88% HEALTH CENTERCMS 4 STAR RATING4-STAR OVERALL RATING OUT OF THE 5-STAR FROM THE CENTER FOR MEDICARE AND MEDICAID SERVICES.PHILANTHROPYGOOD SAMARITAN FUND RAISED $293,200 AND PROVIDED FINANCIAL ASSISTANCE TO MEDICAID RECIPIENTS AND PEOPLE WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.EMPLOYEE APPRECIATION FUND RAISED $155,980 WITH 70% PARTICIPATION OF THE ENTIRE CAMPUS INDEPENDENT LIVING, ASSISTED LIVING AND HEALTHCARE COMMUNITY MEMBERS AND FAMILIES.RAISED $623,030 FOR SPECIAL PROJECTS OWENS PARK, NEW GATE ENTRANCE, AND STUDENT INTERNSHIP PROGRAM.WELLNESS213 MUSICAL CONCERTS AND THEATRICAL PERFORMANCES322 LIFELONG LEARNING OPPORTUNITIES302 SPIRITUAL OPPORTUNITIES5,244 SPA TREATMENTS AT THE TRANQUILITY WELLNESS SPA1,868 FITNESS CLASSES AND TRAINING THROUGHOUT CAMPUS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven Dickie CEO | Officer | 40 | $240,348 |
Dennis Graham VP Of Operations | 40 | $144,853 | |
Jerome Steele VP Of Finance | Officer | 40 | $141,621 |
Bill Peterson VP Of Hr | 40 | $124,787 | |
Jacob Will VP Health&wellness | 40 | $115,371 | |
Bonnie Polak VP Philanthropy | 40 | $101,866 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Conrads Roofing Construction | 12/30/23 | $665,430 |
Cds Project Manager Slick 1 Project Managment | 12/30/23 | $1,371,129 |
Creating Results Marketing Advertising | 12/30/23 | $441,225 |
C&c Tile & Carpet Co Remodeling | 12/30/23 | $189,637 |
Boomer Solutions Of Tulsa Pharmacy | 12/30/23 | $163,309 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,253,208 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,253,208 |
| Total Program Service Revenue | $22,024,524 |
| Investment income | $356,552 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $81,780 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $30,535 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $24,345,181 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $445,872 |
| Compensation of current officers, directors, key employees. | $39,866 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $10,304,402 |
| Pension plan accruals and contributions | $270,325 |
| Other employee benefits | $1,063,308 |
| Payroll taxes | $782,674 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $24,233 |
| Fees for services: Accounting | $26,400 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $6,950 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $372,331 |
| Advertising and promotion | $501,748 |
| Office expenses | $1,507,432 |
| Information technology | $202,838 |
| Royalties | $0 |
| Occupancy | $1,384,833 |
| Travel | $38,638 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $28,626 |
| Interest | $1,160,972 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,921,525 |
| Insurance | $832,936 |
| All other expenses | $436,574 |
| Total functional expenses | $26,788,599 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,982,841 |
| Pledges and grants receivable | $670,936 |
| Accounts receivable, net | $745,903 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $89,434 |
| Prepaid expenses and deferred charges | $314,055 |
| Net Land, buildings, and equipment | $75,331,881 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $8,197,077 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $739,578 |
| Total assets | $88,071,705 |
| Accounts payable and accrued expenses | $1,262,721 |
| Grants payable | $0 |
| Deferred revenue | $68,827 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $26,887,876 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $51,597,137 |
| Total liabilities | $79,816,561 |
| Net assets without donor restrictions | $2,420,994 |
| Net assets with donor restrictions | $5,834,150 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $88,071,705 |