Trinity Woods

What it reported doing in 2025

In 2025 trinity woods served an average of 359 people providing a full continuum of care including independent residential living, assisted living, assisted living memory care, rehabilitative therapy, nursing care and skilled memory care. What follows below is a list of some of the program service accomplishments at trinity woods in 2025: operations- 208,130 meals served by the dining team. - 97,035 work orders were completed, with 90% completed within 24 hours of submission. - 114,926 miles driven by trinity woods security team, patrolling campus 24/7 equaling 1,522 transportation trips. - 55 remodeled villas and patio homes and crestwood apartments. Human resources- 35% of employees have worked at trinity woods for more than five years. - 16% of employees have worked here for 10 or more years. - 6% of employees have worked here for at least 15 years or more. Occupancy- 90% overall occupancy - 92% residential living - 93% assisted living - 83% memory care assisted living - 85% health center cms 5 star rating - awarded highest rating of 5-star overall rating from the center for medicare and medicaid services. Philanthropy - good samaritan fund raised $137,976 and provided financial assistance to medicaid recipients and people who have outlived their financial resources. - employee appreciation fund raised $137,153 with 72% participation of the entire campus independent living, assisted living and healthcare community members and families. Wellness - 215 musical concerts and theatrical performances- 199 lifelong learning opportunities- 345 spiritual opportunities- 5,849 spa treatments at the tranquility wellness spa- 2,083 fitness classes and training throughout campus

Financial Efficiency

• Mission deployment rate: 88.7%; rating input score 89
• Program expense ratio: 92.2%; rating input score 92
• Fundraising efficiency: $4.77 raised per $1 spent on fundraising; rating input score 13; 13th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
• Pay-setting controls: 4 of 6 controls in place; rating input score 67
  • Compensation committee: Pass
  • Independent consultant: Pass
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 4.4%; rating input score 42; 42nd percentile among comparable filings
• Total-asset coverage ratio: 3.54; rating input score 71; 71st percentile among comparable filings
• Liabilities to assets ratio: 0.86; rating input score 10; 10th percentile among comparable filings
• Officer compensation ratio: 4.5%; rating input score 61; 61st percentile among comparable filings

Growth

• Program expense growth: 3.1% per year; rating input score 100; 25th percentile among comparable filings
• Revenue growth: 3.9% per year; rating input score 100; 31st percentile among comparable filings
• Asset growth: 4.6% per year; rating input score 100; 31st percentile among comparable filings