Trinity Village INC

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The mission of Trinity Village is to provide a christian home at an affordable cost to retired, disabled and elderly residents of southeast arkansas. We are committed to provide continuing quality healthcare in a secure environment where residents are treated with love and respect and encouraged toward maximum independence. Our mission is accomplished through our residents, their families, caregivers and a dedicated, skilled and well-trained staff striving for optimal teamwork.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7378872) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 22 volunteers and 294 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $184K a year · 2% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
95% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$136K
to officers and key staff · 1% of spending
Pay to officers and key staff is 1% of spending.
Part VII, Section A
0.5 mo
of spending, in cash
0.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $264K
3 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2.8M
42% of total assets
Liabilities are 42% of assets.
Pt X · Ln 26
Independent board members
20
of 20 voting members
20 of 20 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$11.6M
+8% vs prior year
Spent
$12.4M
To programs
95%
Net assets
$3.8M
By yearFY2021–FY2025
Revenue
$11.6M
FY2025▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2021$10.2M
FY2022$10.0M
FY2023$11.6M
FY2024$10.8M
FY2025$11.6M
Expenses
$12.4M
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2021$9.4M
FY2022$10.7M
FY2023$10.9M
FY2024$11.7M
FY2025$12.4M
Net assets
$3.8M
FY2025▼ -16%
Tap a bar for its year
Net assets by fiscal year
FY2021$5.5M
FY2022$4.8M
FY2023$5.4M
FY2024$4.5M
FY2025$3.8M

From the FY2025 Form 990 (year ending May 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $11.7M Management & general 5% · $652K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $136K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$135,652Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Valerie Dunn’s $136K as Executive Director is at the 14th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Valerie Dunn$135,652$137,872———
Donna Stone—$57,537$116,786$106,704$111,608

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Trinity Village INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers affordable Christian housing and quality healthcare for retired, disabled, and elderly residents.

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1 program · $11.7M · in their own filed words · FY2024
01

Long-term care and retirement

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7378872) · Dispute this line
$11.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$264K
See all 3 funders →
Grants paid · 5 grants · $180K · 2020–2024
Unitemized GrantFY2024$44,504
Unitemized GrantFY2023$38,277
Unitemized GrantFY2022$33,863
Unitemized GrantFY2021$33,799
Unitemized GrantFY2020$29,815

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending May 2022 · $1.3M federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$786K
Coronavirus Relief FundDepartment of the Treasury · ALN 21.019 · Direct$487K

The auditor reported 1 finding: a weakness in money controls.

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$11.6M
Ln 12
Fees for servicesLn 2g$11.4M
Gifts and grantsLn 1h$177K
Other incomeLn 4–11$16K
Money outPt IX
$12.4M
Ln 25
Programscol B$11.7M
Managementcol C$652K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$565K
Total assetsLn 16$6.5M
LiabilitiesLn 26$2.8M
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$177K
Fundraising eventsLn 1c$9K
Fees for servicesLn 2g$11.4M
Investment incomeLn 3$19
Other incomeLn 4–11$16K
Gains on assetsLn 7−$5K
Total revenueLn 12$11.6M
Assets in detailPt X, end of year
CashLn 1$198K
SavingsLn 2$368K
Cash and savings togetherLn 1–2$565K
Accounts receivableLn 4$325K
Inventories for sale or useLn 8$30K
Prepaid expenses and deferred chargesLn 9$186K
Land, buildings, equipmentLn 10c$5.4M
Total assetsLn 16$6.5M
LiabilitiesLn 26$2.8M
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 5294
VolunteersI 622
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$418K$565K
Land, buildings, equipmentLn 10c$5.8M$5.4M
Total assetsLn 16$7.2M$6.5M
LiabilitiesLn 26$2.7M$2.8M
Net assetsLn 32$4.5M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$45K$45K
Pay of officers and key staff (Part IX, line 5)Ln 5$139K$139K
Other salaries and wagesLn 7$6.0M$5.8M$202K
Pension plan contributionsLn 8$62K$62K
Other employee benefitsLn 9$218K$153K$65K
Payroll taxesLn 10$521K$430K$92K
Legal feesLn 11b$719$719
Accounting feesLn 11c$66K$66K
Other fees for servicesLn 11g$1.2M$1.2M
Advertising and promotionLn 12$46K$46K
Office expensesLn 13$38K$30K$8K
OccupancyLn 16$1.2M$1.2M
TravelLn 17$4K$4K
Depreciation, depletion and amortizationLn 22$495K$495K
InsuranceLn 23$310K$231K$79K
Other expenses (24a–d)Ln 24$1.5M$1.5M
All other expensesLn 24e$515K$515K
Total functional expensesLn 25$12.4M$11.7M$652K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Feb 11, 2026 $11.6M$12.4M−$743K$3.8M 990 PDF
FY2024Filed with the IRS Mar 14, 2025 $10.8M$11.7M−$921K$4.5M 990 PDF
FY2023Filed with the IRS Jan 31, 2024 $11.6M$10.9M$642K$5.4M 990 PDF
FY2022Filed with the IRS Jan 24, 2023 $10.0M$10.7M−$702K$4.8M 990 PDF
FY2021Filed with the IRS Oct 15, 2021 $10.2M$9.4M$803K$5.5M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $11,608,578 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $21,673$177,160
I-9 Program service revenuePrior year $10,600,041$11,415,078
I-10 Investment incomePrior year −$2,202−$5,154
I-11 Other revenuePrior year $142,930$21,494
I-12 Total revenuePrior year $10,762,442$11,608,578
I-13 Grants and similar amounts paidPrior year $38,403$44,504
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,658,875$6,918,875
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,986,008$5,388,117
I-18 Total expensesPrior year $11,683,286$12,351,496
I-19 Revenue less expensesPrior year −$920,844−$742,918
Part VI · Governance 20 of 20 board members independent, 3 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,608,578 across 9 lines filed
Lines not itemized here account for $31,256 of total revenue; see the IRS return.
VIII-1c Fundraising events$9,427
VIII-1f All other contributions, gifts and grants$167,733
VIII-1h Total contributions, gifts and grants$177,160
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,383,822$11,383,822
VIII-3 Investment incomeExcluded from tax $19$19
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,173−$5,173
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $21,494$21,494
VIII-12 Total revenueRelated to mission $11,436,572 · Unrelated business $0 · Excluded from tax −$5,154$11,608,578
Part IX · Statement of functional expenses $12,351,496 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $44,504$44,504
IX-5 Pay of officers and key staff (Part IX, line 5)Management $139,334$139,334
IX-7 Other salaries and wagesPrograms $5,776,545 · Management $202,478$5,979,023
IX-8 Pension plan contributionsPrograms $61,621$61,621
IX-9 Other employee benefitsPrograms $152,748 · Management $65,065$217,813
IX-10 Payroll taxesPrograms $429,580 · Management $91,504$521,084
IX-11b Legal feesManagement $719$719
IX-11c Accounting feesManagement $66,122$66,122
IX-11g Other fees for servicesPrograms $1,187,702$1,187,702
IX-12 Advertising and promotionPrograms $46,308$46,308
IX-13 Office expensesPrograms $30,276 · Management $7,690$37,966
IX-16 OccupancyPrograms $1,199,503$1,199,503
IX-17 TravelPrograms $4,076$4,076
IX-22 Depreciation, depletion and amortizationPrograms $495,291$495,291
IX-23 InsurancePrograms $231,119 · Management $78,834$309,953
IX-24 Other expenses (24a–d)Programs $1,525,775$1,525,775
IX-24e All other expensesPrograms $514,702$514,702
IX-25 Total functional expensesPrograms $11,699,750 · Management $651,746 · Fundraising $0$12,351,496
Part X · Balance sheet $6,526,758 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $210,738$197,540
X-2 Savings and temporary cash investmentsStart of year $207,541$367,753
X-4 Accounts receivableStart of year $764,384$325,165
X-8 Inventories for sale or useStart of year $27,811$30,394
X-9 Prepaid expenses and deferred chargesStart of year $224,810$186,033
X-10c Land, buildings and equipment, netStart of year $5,769,445$5,419,873
X-16 Total assetsStart of year $7,204,729$6,526,758
X-17 Accounts payable and accrued expensesStart of year $672,694$947,447
X-19 Deferred revenueStart of year $21,916$0
X-23 Secured mortgages and notes payableStart of year $1,775,915$1,738,188
X-25 Other liabilitiesStart of year $229,774$79,611
X-26 Total liabilitiesStart of year $2,700,299$2,765,246
X-27 Net assets without donor restrictionsStart of year $4,504,430$3,761,512
X-32 Total net assets or fund balancesStart of year $4,504,430$3,761,512
X-33 Total liabilities and net assetsStart of year $7,204,729$6,526,758
Part XI · Reconciliation of net assets $3,761,512 net assets at year end
XI-1 Total revenue$11,608,578
XI-2 Total expenses$12,351,496
XI-3 Revenue less expenses−$742,918
XI-4 Net assets at start of year$4,504,430
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,761,512

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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