Trinity Continuing Care Services Indiana INC

Tax-deductible

Livonia, MI501(c)(3)Since 1986Human ServicesEIN 93-0907047

We, trinity senior living communities and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.trinity continuing care services - indiana is a member of trinity senior living communities and trinity health.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 71 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
2 of 5
filings with a surplus
Average deficit $1.4M a year · 8% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$16.4M
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.6M
+7% vs prior year
Spent
$18.2M
To programs
91%
Net assets
$11.1M
By yearFY2020–FY2024
Revenue
$17.6M
FY2024▲ +7%
Revenue by fiscal year
FY2020$20.5M
FY2021$17.2M
FY2022$15.4M
FY2023$14.7M
FY2024$16.5M
FY2024$17.6M
Expenses
$18.2M
FY2024▲ +12%
Expenses by fiscal year
FY2020$20.6M
FY2021$18.4M
FY2022$22.1M
FY2023$13.9M
FY2024$16.3M
FY2024$18.2M
Net assets
$11.1M
FY2024▼ -6%
Net assets by fiscal year
FY2020$38.8M
FY2021$37.6M
FY2022$10.8M
FY2023$11.6M
FY2024$11.7M
FY2024$11.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $16.6M Management & general 9% · $1.7M

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

Who runs it and what they're paid

25 people listed on the 990.

Part VII, Section A · reportable compensation
Dir; Chair at 1/25; Trin EVP & COO
$0Pt VII · Sec A
Director at 1/25; Trinity EVP, CFO
$0Pt VII · Sec A
Dir at 1/25; Trin Chief Clin Offcr
$0Pt VII · Sec A
Dir at 1/25; Trin Chf Strategy Offcr
$0Pt VII · Sec A
Dir at 1/25; Trin Chf Mission Offcr
$0Pt VII · Sec A
Director, President & CEO as of 7/24
$0Pt VII · Sec A
Dir at 1/25;sec 7/24-12/24;trin SVP
$0Pt VII · Sec A
Treasurer; CFO, Continuing Care
$0Pt VII · Sec A
See Trinity Continuing Care Services Indiana INC executive salaries →

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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 15aNo

Programs and updates

Provides a complete continuum of senior care in Indiana, including independent living, long-term nursing, short-term rehabilitation, and empowering retirement communities.

Provided by the organization

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1 program service account for $16.6M of program spending, described in the organization's own filed words · FY2024.
01

Trinity Continuing Care Services

Indiana includes the sanctuary at holy cross-south bend and the sanctuary at ST. Paul's-south bend. Both sanctuaries are located in south bend, indiana where the senior living experience is redefined as a place where seniors are honored, respected and empowered to make decisions that affect their LIVES.THE sanctuary at holy cross-south…

$16.6Mprogram expense

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Funders

Who pays for it.

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

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$17.6M
Ln 12
Fees for servicesLn 2g$17.3M
Other incomeLn 4–11$196K
Gifts and grantsLn 1h$31K
Money outPt IX
$18.2M
Ln 25
Programscol B$16.6M
Managementcol C$1.7M
Owns and owesPt X
$11.1M
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$27.5M
LiabilitiesLn 26$16.4M
PeoplePt VI, VII
25
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$31K
Fees for servicesLn 2g$17.3M
Other incomeLn 4–11$196K
Gains on assetsLn 7−$5K
Total revenueLn 12$17.6M
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$24.4M
Total assetsLn 16$27.5M
LiabilitiesLn 26$16.4M
Net assetsLn 32$11.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 671
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 FY24End FY24
Cash and savingsLn 1–2$116K$10K
Land, buildings, equipmentLn 10c$994K$2.8M
Total assetsLn 16$27.2M$27.5M
LiabilitiesLn 26$15.5M$16.4M
Net assetsLn 32$11.7M$11.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$10.4M$9.3M$1.1M
Other employee benefitsLn 9$1.5M$1.4M$159K
Payroll taxesLn 10$759K$680K$79K
Other fees for servicesLn 11g$549K$494K$55K
Advertising and promotionLn 12$119K$106K$12K
Office expensesLn 13$173K$155K$18K
OccupancyLn 16$630K$564K$66K
TravelLn 17$842$754$88
Conferences, conventions and meetingsLn 19$3K$3K$329
InterestLn 20$197K$197K
Depreciation, depletion and amortizationLn 22$182K$163K$19K
InsuranceLn 23$124K$111K$13K
Other expenses (24a–d)Ln 24$3.5M$3.4M$149K
All other expensesLn 24e$26K$24K$3K
Total functional expensesLn 25$18.2M$16.6M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $16.5M$16.3M$146K$11.7M 990 PDF
FY2023 $14.7M$13.9M$831K$11.6M 990 PDF
FY2022 $15.4M$22.1M−$6.8M$10.8M 990 PDF
FY2021 $17.2M$18.4M−$1.2M$37.6M 990 PDF
FY2020 $20.5M$20.6M−$35K$38.8M 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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $17,568,436 across 7 lines filed
Lines not itemized here account for $3,893 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$31,045
VIII-1h Total contributions, gifts and grants$31,045
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,340,938$17,340,938
VIII-6 Net rental income or lossRelated to mission $2,600$2,600
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,218−$5,218
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $195,178$195,178
VIII-12 Total revenueRelated to mission $17,343,538 · Unrelated business $0 · Excluded from tax $193,853$17,568,436
Part IX · Statement of functional expenses $18,234,052 across 14 lines filed
IX-7 Other salaries and wagesPrograms $9,331,107 · Management $1,084,597$10,415,704
IX-9 Other employee benefitsPrograms $1,365,712 · Management $158,743$1,524,455
IX-10 Payroll taxesPrograms $680,272 · Management $79,071$759,343
IX-11g Other fees for servicesPrograms $493,967 · Management $54,838$548,805
IX-12 Advertising and promotionPrograms $106,448 · Management $12,373$118,821
IX-13 Office expensesPrograms $154,658 · Management $17,977$172,635
IX-16 OccupancyPrograms $564,248 · Management $65,585$629,833
IX-17 TravelPrograms $754 · Management $88$842
IX-19 Conferences, conventions and meetingsPrograms $2,834 · Management $329$3,163
IX-20 InterestPrograms $197,479$197,479
IX-22 Depreciation, depletion and amortizationPrograms $162,818 · Management $18,925$181,743
IX-23 InsurancePrograms $111,170 · Management $12,922$124,092
IX-24 Other expenses (24a–d)Programs $3,381,727 · Management $148,987$3,530,714
IX-24e All other expensesPrograms $23,672 · Management $2,751$26,423
IX-25 Total functional expensesPrograms $16,576,866 · Management $1,657,186 · Fundraising $0$18,234,052
Part X · Balance sheet $27,507,903 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $116,373$10,334
X-4 Accounts receivableStart of year $17,233$149,858
X-8 Inventories for sale or useStart of year $81,379$96,207
X-9 Prepaid expenses and deferred chargesStart of year $17,487$21,583
X-10c Land, buildings and equipment, netStart of year $993,857$2,789,599
X-15 Other assetsStart of year $25,967,261$24,440,322
X-16 Total assetsStart of year $27,193,590$27,507,903
X-17 Accounts payable and accrued expensesStart of year $1,408,600$1,101,028
X-25 Other liabilitiesStart of year $14,053,281$15,340,782
X-26 Total liabilitiesStart of year $15,461,881$16,441,810
X-27 Net assets without donor restrictionsStart of year $11,724,583$11,045,302
X-28 Net assets with donor restrictionsStart of year $7,126$20,791
X-32 Total net assets or fund balancesStart of year $11,731,709$11,066,093
X-33 Total liabilities and net assetsStart of year $27,193,590$27,507,903
Part XI · Reconciliation of net assets $11,066,093 net assets at year end
XI-1 Total revenue$17,568,436
XI-2 Total expenses$18,234,052
XI-3 Revenue less expenses−$665,616
XI-4 Net assets at start of year$11,731,709
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,066,093

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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