Trinity Village INC FY2021 filing

Tax-deductible

Pine Bluff, AR501(c)(3)Since 1973Human ServicesEIN 23-7378872Revenue $10.2M in FY2021

On file with the IRStrinityretirement.com6400 Trinity Dr, 71603-7802 · Pine Bluff, ARTax-exempt since Apr 1975Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$112K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$112K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $264K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.6M
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.2M
Spent
$9.4M
To programs
95%
Net assets
$5.5M
By yearFY2021–FY2025
Revenue
$10.2M
FY2021
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
$9.4M
FY2021
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
$5.5M
FY2021
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 FY2021 Form 990 (year ending May 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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% · $9.0M Management & general 5% · $438K

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

21 people listed on the 990; $112K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Di
$111,608Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Ex-Officio D
$0Pt VII · Sec A
Ex-Officio D
$0Pt VII · Sec A
Secretary
$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.

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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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Provided by the organization

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2 programs · $9.0M · in their own filed words · FY2020
01

Long-term care and retirement

$8.9Mprogram expense
02

Charitable assistance

$30Kprogram 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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$10.2M
Ln 12
Fees for servicesLn 2g$7.2M
Gifts and grantsLn 1h$3.0M
Other incomeLn 4–11$6K
Money outPt IX
$9.4M
Ln 25
Programscol B$9.0M
Managementcol C$438K
Owns and owesPt X
$5.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$9.1M
LiabilitiesLn 26$3.6M
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$3.0M
Fees for servicesLn 2g$7.2M
Investment incomeLn 3$1K
Other incomeLn 4–11$6K
Gains on assetsLn 7−$5K
Total revenueLn 12$10.2M
Assets in detailPt X, end of year
CashLn 1$397K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$7.0M
Total assetsLn 16$9.1M
LiabilitiesLn 26$3.6M
Net assetsLn 32$5.5M
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 FY21End FY21
Cash and savingsLn 1–2$1.9M$1.5M
Land, buildings, equipmentLn 10c$7.2M$7.0M
Total assetsLn 16$9.7M$9.1M
LiabilitiesLn 26$4.6M$3.6M
Net assetsLn 32$5.1M$5.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$30K$30K
Pay of current officers, directors and key staffLn 5$118K$118K
Other salaries and wagesLn 7$5.0M$5.0M$98K
Pension plan contributionsLn 8$19K$19K
Other employee benefitsLn 9$228K$191K$37K
Payroll taxesLn 10$459K$395K$63K
Legal feesLn 11b$37K$37K
Accounting feesLn 11c$62K$62K
Other fees for servicesLn 11g$464K$464K
Advertising and promotionLn 12$116K$116K
Office expensesLn 13$25K$17K$8K
OccupancyLn 16$853K$853K
TravelLn 17$5K$5K
Depreciation, depletion and amortizationLn 22$516K$516K
InsuranceLn 23$102K$87K$15K
Other expenses (24a–d)Ln 24$1.1M$1.1M
All other expensesLn 24e$237K$237K
Total functional expensesLn 25$9.4M$9.0M$438K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.6M$12.4M−$743K$3.8M 990 PDF
FY2024 $10.8M$11.7M−$921K$4.5M 990 PDF
FY2023 $11.6M$10.9M$642K$5.4M 990 PDF
FY2022 $10.0M$10.7M−$702K$4.8M 990 PDF
FY2021 Viewing $10.2M$9.4M$803K$5.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $10,203,327 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $567,096$3,039,606
I-9 Program service revenuePrior year $9,430,438$7,158,148
I-10 Investment incomePrior year $752−$3,052
I-11 Other revenuePrior year $112,481$8,625
I-12 Total revenuePrior year $10,110,767$10,203,327
I-13 Grants and similar amounts paidPrior year $34,051$29,815
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $5,814,392$5,871,562
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,135,060$3,498,875
I-18 Total expensesPrior year $9,983,503$9,400,252
I-19 Revenue less expensesPrior year $127,264$803,075
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 $10,203,327 across 8 lines filed
Lines not itemized here account for $20,987 of total revenue; see the IRS return.
VIII-1e Government grants$3,005,360
VIII-1f All other contributions, gifts and grants$34,246
VIII-1h Total contributions, gifts and grants$3,039,606
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,137,161$7,137,161
VIII-3 Investment incomeExcluded from tax $1,475$1,475
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,527−$4,527
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,625$8,625
VIII-12 Total revenueRelated to mission $7,166,773 · Excluded from tax −$3,052$10,203,327
Part IX · Statement of functional expenses $9,400,252 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $29,815$29,815
IX-5 Pay of current officers, directors and key staffManagement $118,092$118,092
IX-7 Other salaries and wagesPrograms $4,950,459 · Management $97,935$5,048,394
IX-8 Pension plan contributionsPrograms $18,534$18,534
IX-9 Other employee benefitsPrograms $190,814 · Management $37,003$227,817
IX-10 Payroll taxesPrograms $395,279 · Management $63,446$458,725
IX-11b Legal feesManagement $36,861$36,861
IX-11c Accounting feesManagement $61,756$61,756
IX-11g Other fees for servicesPrograms $463,678$463,678
IX-12 Advertising and promotionPrograms $116,033$116,033
IX-13 Office expensesPrograms $17,379 · Management $7,573$24,952
IX-16 OccupancyPrograms $852,938$852,938
IX-17 TravelPrograms $4,815$4,815
IX-22 Depreciation, depletion and amortizationPrograms $516,262$516,262
IX-23 InsurancePrograms $86,754 · Management $14,941$101,695
IX-24 Other expenses (24a–d)Programs $1,082,569$1,082,569
IX-24e All other expensesPrograms $237,316$237,316
IX-25 Total functional expensesPrograms $8,962,645 · Management $437,607 · Fundraising $0$9,400,252
Part X · Balance sheet $9,063,956 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $177,905$397,072
X-2 Savings and temporary cash investmentsStart of year $1,760,477$1,068,721
X-4 Accounts receivableStart of year $475,972$536,275
X-8 Inventories for sale or useStart of year $23,931$23,564
X-9 Prepaid expenses and deferred chargesStart of year $85,267$79,671
X-10c Land, buildings and equipment, netStart of year $7,156,019$6,958,653
X-16 Total assetsStart of year $9,679,571$9,063,956
X-17 Accounts payable and accrued expensesStart of year $667,924$755,539
X-19 Deferred revenueStart of year $112,873$1,153
X-25 Other liabilitiesStart of year $698,249$666,009
X-26 Total liabilitiesStart of year $4,592,837$3,578,422
X-27 Net assets without donor restrictionsStart of year $5,086,734$5,485,534
X-32 Total net assets or fund balancesStart of year $5,086,734$5,485,534
X-33 Total liabilities and net assetsStart of year $9,679,571$9,063,956
Part XI · Reconciliation of net assets $5,485,534 net assets at year end
XI-1 Total revenue$10,203,327
XI-2 Total expenses$9,400,252
XI-3 Revenue less expenses$803,075
XI-4 Net assets at start of year$5,086,734
XI-5 Net unrealized gains (losses) on investments−$1
XI-8 Prior period adjustments−$404,274
XI-10 Net assets at end of year$5,485,534

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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