Nonprofit · EIN 75-0891470
CUMBERLAND REST HOME TRINITY TERRACE
Tax-exempt · FORT WORTH, TX 76102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $49,525,759 | $41,583,596 | $7,942,163 | $310,590,265 | $180,995,252 | $129,595,013 |
| September 30, 2024 | 990 | $52,453,066 | $42,000,284 | $10,452,782 | $297,512,941 | $179,550,504 | $117,962,437 |
| September 30, 2023 | 990 | $43,723,696 | $40,763,643 | $2,960,053 | $310,022,626 | $189,065,784 | $120,956,842 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $440,373
- Program service revenue
- $34,385,780
- Investment income
- $6,816,879
- Royalties
- $7,882,727
- Net gain from sales of assets
- $1,870,559
- Other revenue
- $7,882,727
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $790,032
- Other salaries and wages
- $11,129,482
- Salaries, compensation and benefits (total)
- $15,634,317
- Professional fundraising fees
- $0
- Legal fees
- $946
- Accounting fees
- $36,750
- Occupancy
- $2,982,548
- Travel
- $119,812
- Depreciation
- $8,451,464
- Program services (functional)
- $34,088,321
- Management and general (functional)
- $7,495,275
Balance sheet and other
- Total assets, start of year
- $297,512,941
- Total assets, end of year
- $310,590,265
- Total liabilities, end of year
- $180,995,252
- Net assets, end of year
- $129,595,013
- Land, buildings and equipment
- $162,480,113
- Publicly traded securities
- $66,468,667
- Net assets without donor restrictions
- $94,021,240
- Net assets with donor restrictions
- $35,573,773
- Gross receipts
- $52,486,374
- Employees
- 268
- Volunteers
- 32
- Year formed
- 1943
- State of legal domicile
- TX
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN YOUNG | EXECUTIVE DIRECTOR Key employee | 40 | $382,308 | $80,454 |
| LINE WILSON | ASSISTANT EXECUTIVE DIRECTOR Highest-paid employee | 40 | $235,864 | $37,026 |
| JENNIFER AGUIRRE | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 40 | $181,226 | $33,154 |
| BOBBY DAVIS | DIRECTOR OF FACILITY SERVICES Highest-paid employee | 40 | $133,936 | $24,393 |
| RITA KIMARI | DIRECTOR OF NURSING Highest-paid employee | 40 | $138,473 | $10,085 |
| TASA ANDERSON | DIRECTOR OF SALES AND MARKETING Highest-paid employee | 40 | $128,470 | $9,766 |
| DONALD MILLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GRETCHEN SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL HYATT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLAN BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM GORDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV ASHLEY DRAKE MERTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY TAFT | DIRECTOR Trustee or director | 1 | $0 |
| CARLELA VOGEL | DIRECTOR Trustee or director | 1 | $0 |
| JIM WHITTON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN YOUNG | EXECUTIVE DIRECTOR Key employee | 40 | $361,332 | $67,165 |
| LINE WILSON | ASSISTANT EXECUTIVE DIRECTOR Highest-paid employee | 40 | $242,651 | $43,184 |
| JENNIFERT AGUIRRE | HEALTH SERVICES ADMIN Highest-paid employee | 40 | $168,819 | $11,094 |
| BOBBY DAVIS | DIRECTOR OF FACILITY SERVICES Highest-paid employee | 40 | $129,455 | $31,862 |
| BARBARA HARRINGTON | BUSINESS OFFICE MANAGER Highest-paid employee | 40 | $125,943 | $19,753 |
| TASA ANDERSON | DIRECTOR OF SALES AND MARKETING Highest-paid employee | 40 | $129,071 | $9,155 |
| DONALD MILLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GRETCHEN SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL HYATT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLAN BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN COULTER | DIRECTOR (THROUGH FEBRUARY 2024) Trustee or director | 1 | $0 | $0 |
| WILLIAM GORDON | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ASHLEY DRAKE MERTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDY TAFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLELA VOGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM WHITTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN YOUNG | EXECUTIVE DIRECTOR Key employee | 40 | $327,375 | $53,304 |
| LINE WILSON | ASSISTANT EXECUTIVE DIRECTOR Highest-paid employee | 40 | $239,992 | $43,548 |
| BOBBY DAVIS | DIRECTOR OF FACILITY SERVICES Highest-paid employee | 40 | $119,505 | $23,095 |
| BARBARA HARRINGTON | BUSINESS OFFICE MANAGER Highest-paid employee | 40 | $128,491 | $9,848 |
| JUDE OKEREKE | NURSE Highest-paid employee | 40 | $116,436 | $18,364 |
| GRETCHEN LINCOLN | HOME DESIGN COORDINATOR Highest-paid employee | 40 | $113,967 | $11,188 |
| DONALD MILLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GRETCHEN SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL HYATT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JIM AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLAN BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN COULTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM GORDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDY TAFT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLELA VOGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM WHITTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 TEXAS STREET, FORT WORTH, TX 76102-3400
- Principal officer (990 for 2024)
- DONALD MILLS, 1 WEST MAIN SUITE 303, MEDFORD, OR 97501
- Signed the 990
- BRIAN YOUNG, EXECUTIVE DIRECTOR
- Phone
- (888) 724-6424
- Website
- WWW.RETIREMENT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE CUMBERLAND REST, INC. (DBA: TRINITY TERRACE) IS A PREMIER CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES THE LIVES OF ITS RESIDENTS.
Program accomplishments
- TRINITY TERRACE IS A CONTINUING CARE RETIREMENT COMMUNITY, DEDICATED TO ENHANCING OUR RESIDENTS' QUALITY OF LIFE IN A STIMULATING, SECURE ENVIRONMENT. WE PROVIDE HIGH-QUALITY SERVICES INCLUDING HOUSING, NUTRITIOUS MEALS, NURSING, HOUSEKEEPING, MAINTENANCE, AND OTHER SUPPORT TO THOSE WE SERVE. OUR LEVELS OF SERVICE INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING.Expenses $34,088,321 · revenue $34,385,780
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 75-0891470
- 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
- 1943
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $310,590,265
- Income (IRS master file)
- $52,486,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $49,525,759 | $41,583,596 | $310,590,265 | XML |
| 990 | September 2024 | $52,453,066 | $42,000,284 | $297,512,941 | XML |
| 990 | September 2023 | $43,723,696 | $40,763,643 | $310,022,626 | XML |
| 990 | September 2022 | $47,753,478 | $39,174,655 | $310,497,217 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 75-0891470).
Questions about CUMBERLAND REST HOME TRINITY TERRACE
- What is the EIN of CUMBERLAND REST HOME TRINITY TERRACE?
- The employer identification number (EIN) of CUMBERLAND REST HOME TRINITY TERRACE is 75-0891470.
- Is CUMBERLAND REST HOME TRINITY TERRACE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to CUMBERLAND REST HOME TRINITY TERRACE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CUMBERLAND REST HOME TRINITY TERRACE 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 CUMBERLAND REST HOME TRINITY TERRACE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CUMBERLAND REST HOME TRINITY TERRACE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CUMBERLAND REST HOME TRINITY TERRACE?
- The 990 for the year ended September 30, 2025 names DONALD MILLS.
- Who are the officers and directors of CUMBERLAND REST HOME TRINITY TERRACE?
- The 990 for the year ended September 30, 2025 lists 18 people; 6 received compensation from the organization, the highest $382,308 (BRIAN YOUNG, EXECUTIVE DIRECTOR).
- How much revenue does CUMBERLAND REST HOME TRINITY TERRACE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $49,525,759, expenses of $41,583,596 and total assets of $310,590,265 at year end.
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