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Nonprofiteer
← TRINITY AT HOME INC

Form 990 for tax year 2024

Filed by TRINITY AT HOME INC.

Totals

Total revenue
$1,060,336
Total expenses
$886,877
Contributions and grants received
$50
Grants paid
$0
Program service revenue
$984,614
Investment income
$74,805
Other revenue
$867
Total assets, end of year
$1,466,261
Total liabilities, end of year
$110,191
Net assets or fund balances, end of year
$1,356,070
Program services expenses (Part IX)
$734,528
Management and general expenses
$152,349
Fundraising expenses
$0
Program service expenses (Part III)
$734,528

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $50

  • 2a · Program service revenue: HOME CARE

    total $984,614 · related or exempt $984,614

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $69,187 · excluded $69,187

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $5,618

  • 7c · Gain or loss

    securities $5,618 · other assets $0

  • 7d · Net gain or loss

    total $5,618 · excluded $5,618

  • 11a · Other revenue: OTHER INCOME

    total $867 · related or exempt $867

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $867

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $671,333 · program services $603,081 · management and general $68,252

  • 8 · Pension plan contributions

    total $2,311 · program services $2,076 · management and general $235

  • 9 · Other employee benefits

    total $67,643 · program services $60,766 · management and general $6,877

  • 10 · Payroll taxes

    total $49,916 · program services $44,841 · management and general $5,075

  • 11a · Fees: management

    total $47,945 · management and general $47,945

  • 11b · Fees: legal

    total $293 · management and general $293

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $1,444 · management and general $1,444

  • 11g · Fees: other

    total $195 · program services $245 · management and general -$50 · fundraising $0

  • 12 · Advertising and promotion

    total $3,723 · program services $3,723

  • 13 · Office expenses

    total $12,451 · program services $9,716 · management and general $2,735

  • 14 · Information technology

    total $7,814 · program services $7,814

  • 16 · Occupancy

    total $3,600 · management and general $3,600

  • 17 · Travel

    total $2,728 · program services $2,620 · management and general $108

  • 19 · Conferences, conventions and meetings

    total $825 · program services $825

  • 23 · Insurance

    total $14,835 · management and general $14,835

  • 24a · Other expenses: BAD DEBT

    total -$1,179 · program services -$1,179

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $411,925 · end of year $698,621

  • 2 · Savings and temporary cash investments

    beginning of year $482,712 · end of year $548,831

  • 4 · Accounts receivable

    beginning of year $270,887 · end of year $210,836

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,293 · end of year $7,973

  • 10a · Land, buildings and equipment: cost or other basis

    $2,520

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,520

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,877 · end of year $58,354

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year -$14,652 · end of year $51,837

  • 27 · Net assets without donor restrictions

    beginning of year $1,132,249 · end of year $1,352,656

  • 28 · Net assets with donor restrictions

    beginning of year $3,343 · end of year $3,414

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE.

  • TRINITY AT HOME, INC. IS COMPRISED OF THREE AREAS: FAMILY CAREGIVER SUPPORT PROGRAM (FCSP), GERIATRIC CARE MANAGEMENT, AND HOME CARE. THE FCSP, A GOVERNMENT-FUNDED PROGRAM FOR FAMILY CAREGIVERS, IS MANAGED IN ROWAN COUNTY BY TRINITY AT HOME. THE PROGRAM PROVIDES RESPITE, EDUCATIONAL SUPPORT, RESOURCES, INFORMATION, AND ASSISTANCE TO FAMILY MEMBERS CARING FOR SENIORS OR DISABLED ADULTS WHO RESIDE IN ROWAN COUNTY AND NEW HANOVER COUNTY. GERIATRIC CARE MANAGEMENT IS PROVIDED BY CERTIFIED CARE MANAGERS WHO WORK WITH FAMILIES IN ROWAN, NEW HANOVER, AND SURROUNDING COUNTIES IN BOTH EMERGENCY SITUATIONS AND LONG-RANGE PLANNING TO ASSIST THEM IN NAVIGATING THE SENIOR CARE SYSTEM. HOME CARE WILL BE PROVIDED ON THE CAMPUS OF TRINITY OAKS CCRC, TRINITY LANDING, AND TO ROWAN AND SURROUNDING COUNTIES. BOTH COMPANION CARE AND HANDS-ON ASSISTANCE ARE PROVIDED TO CLIENTS BY TRINITY AT HOME TEAMMATES. DURING THE YEAR ENDED SEPTEMBER 30, 2025, TRINITY AT HOME, INC. MADE 10,630 VISITS TO 101 SENIORS.

    Expenses $734,528 · Revenue $985,481

As filed on the 2024 return.

Listed in Part VII

  • TED GOINS

    PRESIDENT/CEO

    Total calculated
    $467,013
    From this org
    $0
    From related orgs
    $430,398
    Other
    $36,615
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,898 related
    Bonus
    $0 + $500 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $28,954 related
    Nontaxable benefits
    $0 + $7,661 related
    Filer's total
    $0 + $467,013 related

  • DOUG NELSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD HERMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAREN MADDRY

    SECRETARY

    Total calculated
    $94,863
    From this org
    $0
    From related orgs
    $86,227
    Other
    $8,636
    Hours/week
    1 + 40 related

  • KIRBY NICKERSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $336,954
    From this org
    $0
    From related orgs
    $310,130
    Other
    $26,824
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,943 related
    Bonus
    $0 + $14,187 related
    Other
    $0
    Deferred
    $0 + $16,786 related
    Nontaxable benefits
    $0 + $10,038 related
    Filer's total
    $0 + $336,954 related

  • KESHA SMITH

    CHIEF OPERATING OFFICER

    Total calculated
    $323,120
    From this org
    $0
    From related orgs
    $308,014
    Other
    $15,106
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,971 related
    Bonus
    $0 + $26,043 related
    Other
    $0
    Deferred
    $0 + $5,456 related
    Nontaxable benefits
    $0 + $9,650 related
    Filer's total
    $0 + $323,120 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
TED GOINS AND KIRBY NICKERSON PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN OFFERED BY THE LUTHERAN SERVICES FOR THE AGING. AMOUNTS WILL BE DISTRIBUTED TO THE EMPLOYEE THROUGH A PAYMENT SCHEDULE COMMENCING AT RETIREMENT. NO AMOUNTS WERE CONTRIBUTED TO THE PLAN DURING CALENDAR YEAR 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202622199349300632

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