Trinity Wellness Foundation

Nonprofit profile at a glance

EIN
812965452
IRS 990 coverage
2016–2025
Forms available
Form 990 2025
Location
Marion, SC, USA
Phone
8434238292
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment

Reported finances

Revenue
$22,186
Expenses
$247,710
Assets
$9,156,660
Liabilities
$4,500

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • VICTORIA BELIN (PRESIDENT)
  • JAMES MCRAE (VICE PRESIDENT)
  • DIANE HALL (CHIEF EXECUTIVE OFFICER)

People named in this filing

  • VICTORIA BELIN (PRESIDENT)
  • JAMES MCRAE (VICE PRESIDENT)
  • ART RAMSEY (SECRETARY/TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The trinity wellness foundation is organized and operated to support the activities of trinity behavioral care. We will partner with trinity behavioral care to help people in our communities, regardless of status or income, to expand prevention efforts and improve access to quality substance abuse disorder treatments and other counseling services. This will be achieved by grant awards and charitable gifts to advance substance abuse treatment and prevention programs, broaden community education, and enhance collaborative participation.

What it reported doing in 2025

Trinity wellness foundation accumulated funds to buy land and build buildings to house trinity behavioral care three offices. This revenue represents the rent being paid by trinity behavioral care for their use of the marion, dillon, and marlboro offices. The depreciation expense began as these buildings were completed.

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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 90
  • Accountability: 82
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.2%; rating input score 99
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1,016.5%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 36.97; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 37.2% per year; rating input score 100; 90th percentile among comparable filings
  • Revenue growth: 18.8% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 24.7% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.2% of spending went to programs
  • Governance: 4 of 4 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $246K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 13 of 13 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 9 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • 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.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.