Trinity Counseling INC FY2020 filing

Tax-deductible

Birmingham, AL501(c)(3)Mental HealthEIN 63-1253854Revenue $1.0M in FY2020

On file with the IRStrinitycounselingbham.org1025 Montgomery Hwy, 35216-2845 · Birmingham, ALTax-exempt since Mar 2001Publicly supported charity — 170(b)(1)(A)(vi)

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Provision for Counseling services to over 1800 people without regard to their ability to afford such services

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$266K 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

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $63K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$266K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $101K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$63K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 9 voting members
Looks good: 6 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
Spent
$826K
To programs
94%
Net assets
$562K
By yearFY2020–FY2024
Revenue
$1.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$615K
FY2023$760K
FY2024$845K
Expenses
$826K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$826K
FY2021$910K
FY2022$669K
FY2023$716K
FY2024$811K
Net assets
$562K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$562K
FY2021$677K
FY2022$623K
FY2023$667K
FY2024$701K

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2001.

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

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $775K Management & general 6% · $48K Fundraising 0% · $3K

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

13 people listed on the 990; $266K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$149,430Pt VII · Sec A
Office Manager
$57,266Pt VII · Sec A
Treasurer
$44,475Pt VII · Sec A
Ministry Consultant
$14,362Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Don Richards’s $154K as President is at the 97th percentile of top reported officer pay among 2094 $100K–1M mental health 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 · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
David Murphree———$163,616—
Don Richards$153,695$153,717$151,490$159,012$149,430
Julia Dreher$64,200$62,000$56,880$58,625$44,475
Arden Richards$33,620$33,816$35,795$58,915$14,362
Mary Saxon————$57,266

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers counseling to over 1800 people, regardless of their ability to pay.

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Provided by the organization

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1 program · $775K · in their own filed words · FY2020
01

Counseling services were provided for over 3700 appointments without regard for the patient's ability to pay for such services

$775Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Fees for servicesLn 2g$685K
Gifts and grantsLn 1h$277K
Investment incomeLn 3$39K
Money outPt IX
$826K
Ln 25
Programscol B$775K
Managementcol C$48K
Fundraisingcol D$3K
Owns and owesPt X
$562K
net assets · Ln 32
Cash and savingsLn 1–2$615K
Total assetsLn 16$625K
LiabilitiesLn 26$63K
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$277K
Government grantsLn 1e$0
Noncash giftsLn 1g$26K
Fundraising eventsLn 1c$52K
Fees for servicesLn 2g$685K
Investment incomeLn 3$39K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$314K
SavingsLn 2$301K
Cash and savings togetherLn 1–2$615K
Land, buildings, equipmentLn 10c$10K
Total assetsLn 16$625K
LiabilitiesLn 26$63K
Net assetsLn 32$562K
OperationsPt I, VI
EmployeesI 56
VolunteersI 623
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$378K$615K
Land, buildings, equipmentLn 10c$13K$10K
Total assetsLn 16$391K$625K
LiabilitiesLn 26$3K$63K
Net assetsLn 32$388K$562K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$266K$221K$44K
Other salaries and wagesLn 7$86K$86K
Other employee benefitsLn 9$4K$4K
Payroll taxesLn 10$15K$12K$3K
Office expensesLn 13$13K$13K
RoyaltiesLn 15$0$0
OccupancyLn 16$48K$48K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$387K$384K$0$3K
Total functional expensesLn 25$826K$775K$48K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $845K$811K$34K$701K 990 PDF
FY2023 $760K$716K$44K$667K 990 PDF
FY2022 $615K$669K−$54K$623K 990 PDF
FY2021 $1.0M$910K$114K$677K 990 PDF
FY2020 Viewing $1.0M$826K$175K$562K 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 FY2020 990 (6 parts)
Part I · Summary $1,000,328 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $203,101$276,935
I-9 Program service revenuePrior year $526,302$684,702
I-10 Investment incomePrior year $52,182$38,691
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $781,585$1,000,328
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $299,345$371,842
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $445,430$453,936
I-18 Total expensesPrior year $744,775$825,778
I-19 Revenue less expensesPrior year $36,810$174,550
Part VI · Governance 6 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,000,328 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$51,564
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$225,371
VIII-1g Noncash contributions (included above)$25,869
VIII-1h Total contributions, gifts and grants$276,935
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $684,702 · Unrelated business $0 · Excluded from tax $0$684,702
VIII-3 Investment incomeRelated to mission $38,691 · Unrelated business $0 · Excluded from tax $0$38,691
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $723,393 · Unrelated business $0 · Excluded from tax $0$1,000,328
Part IX · Statement of functional expenses $825,778 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $221,058 · Management $44,475$265,533
IX-7 Other salaries and wagesPrograms $86,346$86,346
IX-9 Other employee benefitsPrograms $4,476$4,476
IX-10 Payroll taxesPrograms $12,085 · Management $3,402$15,487
IX-13 Office expensesPrograms $13,067$13,067
IX-15 RoyaltiesPrograms $0$0
IX-16 OccupancyPrograms $48,471$48,471
IX-22 Depreciation, depletion and amortizationPrograms $3,350$3,350
IX-23 InsurancePrograms $2,462$2,462
IX-24 Other expenses (24a–d)Programs $383,883 · Management $0 · Fundraising $2,703$386,586
IX-25 Total functional expensesPrograms $775,198 · Management $47,877 · Fundraising $2,703$825,778
Part X · Balance sheet $625,398 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $140,756$314,364
X-2 Savings and temporary cash investmentsStart of year $237,032$300,985
X-10c Land, buildings and equipment, netStart of year $13,399$10,049
X-16 Total assetsStart of year $391,187$625,398
X-17 Accounts payable and accrued expensesStart of year $3,243$2,986
X-25 Other liabilities$59,918
X-26 Total liabilitiesStart of year $3,243$62,904
X-27 Net assets without donor restrictionsStart of year $387,944$562,494
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $387,944$562,494
X-33 Total liabilities and net assetsStart of year $391,187$625,398
Part XI · Reconciliation of net assets $562,494 net assets at year end
XI-1 Total revenue$1,000,328
XI-2 Total expenses$825,778
XI-3 Revenue less expenses$174,550
XI-4 Net assets at start of year$387,944
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$562,494

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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