Trinity Health Senior Communities

Legal name: St Joseph of the Pines Inc

Nonprofit profile at a glance

EIN
560694200
IRS 990 coverage
2010–2024
Official website data refreshed
Aug 2026
Forms available
Form 990 2024
Location
Livonia, MI, US
Phone
20555 Victor Parkway, Livonia, MI 48152
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$37,223,727
Expenses
$36,346,591
Assets
$72,245,504
Liabilities
$69,234,182

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • DAVID DEFRAIN (VICE PRESIDENT OF FINANCE)
  • SCOTT BREWTON (VICE PRESIDENT)

Highest reported compensation

  • MARCUS BOWENS (TREASURER; CFO CONTINUING CARE): $726,523 total reported compensation
  • DAVID DEFRAIN (VICE PRESIDENT OF FINANCE): $391,337 total reported compensation
  • SCOTT BREWTON (VICE PRESIDENT): $275,601 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We, Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.

What it reported doing in 2024

St. Joseph of the pines is located in southern pines, nc. St. Joseph of the pines has a nationally accredited network of programs and services which offers a full continuum of retirement housing, health care and community based services as well as community outreach to those in need. The programs and services include: continuing care retirement at belle meade and pine knoll; assisted living at the coventry; skilled nursing, rehabilitation, and memory support at the health center; affordable housing at providence place communities; and a rural mobile health clinic. St. Joseph of the pines is committed to promoting emotional, physical and spiritual well-being to all those in their care.please visit our website for additional information on our facilities and services at: www.trinityhealthseniorcommunities.orghttps://www.trinityhealthseniorcommunities.org/north-carolina/st-joseph-of-the-pines

Operating model

Revenue model
Earned-program. 95% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 75
  • Accountability: 91
  • Sustainability: 50
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.6%; rating input score 88
  • Program expense ratio: 90.6%; rating input score 91
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 94.6%; rating input score 95; 24th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.4%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 1.99; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.96; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 0.8%; rating input score 87; 87th percentile among comparable filings

Growth

  • Program expense growth: -0.7% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 0.5% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 8th percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site · 2 operating locations identified
  • Where the money goes: 87.6% of revenue deployed · 90.6% of spending went to programs
  • Governance: 12 of 12 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $32.9M in reported program spending
  • Leadership: top reported pay $727K · 20 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.5M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 309 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 44/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 7/100.