Nonprofit · EIN 73-0648458
TRINITY WOODS INC
Tax-exempt · TULSA, OK 74135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $28,409,357 | $27,153,689 | $1,255,668 | $96,188,853 | $82,280,370 | $13,908,483 |
| December 31, 2024 | 990 | $25,536,161 | $26,601,078 | -$1,064,917 | $91,978,513 | $80,123,228 | $11,855,285 |
| December 31, 2023 | 990 | $24,345,181 | $26,788,599 | -$2,443,418 | $88,071,705 | $79,816,561 | $8,255,144 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $972,230
- Program service revenue
- $25,783,141
- Investment income
- $1,286,116
- Royalties
- $29,319
- Net rental income
- $145,454
- Net gain from sales of assets
- $16,340
- Other revenue
- $367,870
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $434,287
- Other salaries and wages
- $10,605,185
- Salaries, compensation and benefits (total)
- $13,095,753
- Professional fundraising fees
- $7,853
- Legal fees
- $14,327
- Accounting fees
- $26,400
- Occupancy
- $1,394,725
- Travel
- $42,765
- Depreciation
- $4,259,103
- Program services (functional)
- $25,040,340
- Management and general (functional)
- $1,909,678
- Fundraising (functional)
- $203,671
Balance sheet and other
- Total assets, start of year
- $91,978,513
- Total assets, end of year
- $96,188,853
- Total liabilities, end of year
- $82,280,370
- Net assets, end of year
- $13,908,483
- Land, buildings and equipment
- $75,839,214
- Publicly traded securities
- $3,641,067
- Net assets without donor restrictions
- $7,918,498
- Net assets with donor restrictions
- $5,989,985
- Gross receipts
- $28,429,000
- Employees
- 302
- Volunteers
- 181
- Year formed
- 1956
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GARRETT LEE | CEO Officer | 40 | $244,828 | $36,080 |
| DENNIS GRAHAM | COO Highest-paid employee | 40 | $145,245 | $36,467 |
| JEROME STEELE | CFO, SENIOR VP OF FINANCE Officer | 40 | $141,189 | $31,458 |
| EMILIE CRESWELL | VP OF HEALTH SERVICES Highest-paid employee | 40 | $143,959 | $12,654 |
| TERESA SAWYER | RN HEALTH CENTER Highest-paid employee | 40 | $136,444 | $18,298 |
| DEANNA JAMES | LPN ASSISTED LIVING Highest-paid employee | 40 | $121,997 | $23,124 |
| BONNIE POLAK | VP OF PHILANTHROPY Highest-paid employee | 40 | $128,273 | $8,165 |
| ROBERT PERUGINO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HERB WHITNEY | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER SMITH | TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARY ALICE AHLGREN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLEN BATES | DIRECTOR - AS OF 2/25 Trustee or director | 1 | $0 | $0 |
| CAROL BUSH | DIRECTOR - THRU 8/25 Trustee or director | 1 | $0 | $0 |
| DR MEREDITH DAVISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH EVERETT | DIRECTOR - THRU 12/25 Trustee or director | 1 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BLAKE EWING | DIRECTOR - THRU 12/25 Trustee or director | 1 | $0 |
| DONALD JACKSON | DIRECTOR - AS OF 9/25 Trustee or director | 1 | $0 |
| SCOTT KIRTLEY | DIRECTOR - THRU 12/25 Trustee or director | 1 | $0 |
| RICHARD LILIENTHAL | DIRECTOR - THRU 12/25 Trustee or director | 1 | $0 |
| DAVE MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| ED MONNET JR | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL OWENS | DIRECTOR - AS OF 2/25 Trustee or director | 1 | $0 |
| GARY PROVINE | DIRECTOR Trustee or director | 1 | $0 |
| RUSSELL RAMZEL | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RUNNELS | DIRECTOR Trustee or director | 1 | $0 |
| BEVERLY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| DR DONALD STOUT | DIRECTOR - AS OF 2/25 Trustee or director | 1 | $0 |
| JIM TAYLOR | DIRECTOR - THRU 7/25 Trustee or director | 1 | $0 |
| KENT VAN VALKENBURGH | DIRECTOR - THRU 1/25 Trustee or director | 1 | $0 |
| WENDY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DON WIRUTH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENNIS GRAHAM | COO Highest-paid employee | 40 | $171,186 | $31,643 |
| JEROME STEELE | CFO, SENIOR VP OF FINANCE Officer | 40 | $166,314 | $22,695 |
| GARRETT LEE | CEO - AS OF 6/2024 Officer | 40 | $169,550 | $10,625 |
| BONNIE POLAK | VP OF PHILANTHROPY Highest-paid employee | 40 | $140,055 | $8,403 |
| CRYSTAL CREEKMORE | VP OF HUMAN RESOURCES Highest-paid employee | 40 | $132,386 | $7,943 |
| DEANNA JAMES | LPN ASSISTED LIVING Highest-paid employee | 40 | $118,720 | $14,359 |
| TERESA SAWYER | RN HEALTH CENTER Highest-paid employee | 40 | $103,750 | $13,548 |
| STEVEN DICKIE | CEO - THRU 5/2024 Officer | 40 | $87,315 | $22,968 |
| ROBERT PERUGINO | V.CHAIR-THRU 3/24;CHAIR-AS OF 4/24 Trustee or director, Officer | 1 | $0 | $0 |
| CURTIS CRAIG | CHAIR-THRU 3/24; DIR-AS OF 4/24 Trustee or director, Officer | 1 | $0 | $0 |
| HERB WHITNEY | VICE CHAIRPERSON - AS OF 4/2024 Trustee or director, Officer | 1 | $0 | $0 |
| STANLEY TETER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER SMITH | TREASURER - AS OF 4/2024 Trustee or director, Officer | 1 | $0 | $0 |
| SHARON EARLEY | TREASURER - THRU 3/2024 Trustee or director, Officer | 1 | $0 | $0 |
| MARY ALICE AHLGREN | DIRECTOR - AS OF 4/2024 Trustee or director | 1 | $0 | $0 |
| CAREY BAKER | DIRECTOR - AS OF 4/2024 Trustee or director | 1 | $0 | $0 |
| CAROL BUSH | DIRECTOR - AS OF 4/2024 Trustee or director | 1 | $0 | $0 |
| SUSAN BUTTERWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MEREDITH DAVISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH EVERETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BLAKE EWING | DIRECTOR - AS OF 4/2024 Trustee or director | 1 | $0 | $0 |
| REV CONNIE GIBSON | VOTING EX OFFICIO Trustee or director | 1 | $0 | $0 |
| SCOTT KIRTLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD LILIENTHAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLENDA LOVE-WILLIAMS | DIRECTOR - THRU 3/2024 Trustee or director | 1 | $0 | $0 |
| KERRY MALONE STANCAVAGE | DIRECTOR - THRU 3/2024 Trustee or director | 1 | $0 | $0 |
| DAVE MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED MONNET JR | DIRECTOR - AS OF 4/2024 Trustee or director | 1 | $0 | $0 |
| KAY OWENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY PROVINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RUSSELL RAMZEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID RUNNELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEVERLY SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENT VAN VALKENBURGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DON WIRUTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Steven Dickie | CEO Officer | 40 | $240,348 | $50,180 |
| DENNIS GRAHAM | VP OF OPERATIONS | 40 | $144,853 | $17,561 |
| Jerome Steele | VP of Finance Officer | 40 | $141,621 | $13,723 |
| Bill Peterson | VP of HR | 40 | $124,787 | $13,164 |
| Jacob Will | VP Health&Wellness | 40 | $115,371 | $6,922 |
| Bonnie Polak | VP Philanthropy | 40 | $101,866 | $6,112 |
| Russel Ramzel | Director Trustee or director | 1 | $0 | $0 |
| Scott Kirtley | Director Trustee or director | 1 | $0 | $0 |
| Susie Butterworth | Director Trustee or director | 1 | $0 | $0 |
| Gary Provine | Director Trustee or director | 1 | $0 | $0 |
| Glenda Love-Williams | Director Trustee or director | 1 | $0 | $0 |
| Curtis Craig | President Trustee or director, Officer | 1 | $0 | $0 |
| Meredith Davison | Director Trustee or director | 1 | $0 | $0 |
| Sharon Earley | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rich Lilienthal | Director Trustee or director | 1 | $0 | $0 |
| Sarah Everett | Director Trustee or director | 1 | $0 | $0 |
| Jennifer Smith | Director Trustee or director | 1 | $0 | $0 |
| Kent Van Valkenburgh | Director Trustee or director | 1 | $0 | $0 |
| Don Wiruth | Director Trustee or director | 1 | $0 | $0 |
| Dave McCarthy | Director Trustee or director | 1 | $0 | $0 |
| Herb Whitney | Director Trustee or director | 1 | $0 | $0 |
| Kay Owens | Director Trustee or director | 1 | $0 | $0 |
| Robert Perugino | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| David Runnels | Director Trustee or director | 1 | $0 | $0 |
| Beverly K Smith | Director Trustee or director | 1 | $0 | $0 |
| Wendy Williams | Director Trustee or director | 1 | $0 | $0 |
| Kerry Malone Stancavage | Director Trustee or director | 1 | $0 | $0 |
| Jim Taylor | Director Trustee or director | 1 | $0 | $0 |
| Stan Teter | Secretary Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4134 E 31ST ST, TULSA, OK 74135-1511
- In care of
- % SCOTT MORGAN
- Principal officer (990 for 2025)
- GARRETT LEE, 4134 EAST 31ST STREET, TULSA, OK 74135
- Signed the 990
- GARRETT LEE, CHIEF EXECUTIVE OFFICER
- Phone
- (918) 743-2565
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO SERVE THE TRINITY WOODS FAMILY IN THE SPIRIT OF CHRIST.
Program accomplishments
- 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 CAMPUSExpenses $25,040,340 · revenue $25,872,118
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 73-0648458
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75Z)
- Assets (IRS master file)
- $96,188,853
- Income (IRS master file)
- $28,429,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $28,409,357 | $27,153,689 | $96,188,853 | XML |
| 990 | December 2024 | $25,536,161 | $26,601,078 | $91,978,513 | XML |
| 990 | December 2023 | $24,345,181 | $26,788,599 | $88,071,705 | XML |
| 990 | December 2022 | $20,901,598 | $24,817,208 | $87,478,946 | IRS |
| 990 | December 2021 | $20,834,100 | $23,253,226 | $88,930,044 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0648458).
Questions about TRINITY WOODS INC
- What is the EIN of TRINITY WOODS INC?
- The employer identification number (EIN) of TRINITY WOODS INC is 73-0648458.
- Is TRINITY WOODS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to TRINITY WOODS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRINITY WOODS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRINITY WOODS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRINITY WOODS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TRINITY WOODS INC?
- The 990 for the year ended December 31, 2025 names GARRETT LEE.
- Who are the officers and directors of TRINITY WOODS INC?
- The 990 for the year ended December 31, 2025 lists 31 people; 7 received compensation from the organization, the highest $244,828 (GARRETT LEE, CEO).
- How much revenue does TRINITY WOODS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $28,409,357, expenses of $27,153,689 and total assets of $96,188,853 at year end.
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