Nonprofit · EIN 31-0986103
THIRD AND OAK CORPORATION
Also known as TREYTON OAK TOWERS
Tax-exempt · LOUISVILLE, KY 40203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,692,758 | $15,287,651 | $1,405,107 | $11,775,153 | $15,996,542 | -$4,221,389 |
| June 30, 2024 | 990 | $14,978,413 | $15,309,716 | -$331,303 | $9,116,819 | $14,744,059 | -$5,627,240 |
| June 30, 2023 | 990 | $16,376,793 | $14,785,712 | $1,591,081 | $9,064,196 | $14,363,096 | -$5,298,900 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $138,486
- Program service revenue
- $16,347,058
- Investment income
- $207,214
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $326,097
- Other salaries and wages
- $7,883,971
- Salaries, compensation and benefits (total)
- $9,349,994
- Professional fundraising fees
- $0
- Legal fees
- $8,767
- Accounting fees
- $48,750
- Occupancy
- $1,119,261
- Travel
- $11,803
- Depreciation
- $534,953
- Program services (functional)
- $12,895,780
- Management and general (functional)
- $2,391,871
Balance sheet and other
- Total assets, start of year
- $9,116,819
- Total assets, end of year
- $11,775,153
- Total liabilities, end of year
- $15,996,542
- Net assets, end of year
- -$4,221,389
- Land, buildings and equipment
- $4,058,569
- Publicly traded securities
- $36,038
- Net assets without donor restrictions
- -$4,273,754
- Net assets with donor restrictions
- $52,365
- Gross receipts
- $16,692,758
- Employees
- 334
- Volunteers
- 10
- Year formed
- 1980
- State of legal domicile
- KY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MIKE STRAUSER | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $139,023 | $13,677 |
| KIM WOOTEN | REGISTERED NURSE Highest-paid employee | 40 | $137,391 | $6,097 |
| STEVE ROBISON | CHIEF EXECUTIVE OFFICER (THRU 8.9.24) Officer | 40 | $132,321 | $5,954 |
| ALMA RATLIFF | REGISTERED NURSE Highest-paid employee | 40 | $126,305 | $7,041 |
| TOBI WHITE | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $102,282 | $2,264 |
| KIASHA REESE | REGISTERED NURSE Highest-paid employee | 40 | $100,072 | $30 |
| ANNE LOWREY COX | CHIEF FINANCIAL OFFICER Officer | 40 | $92,499 | $7,074 |
| KRISTI ELIZABETH NOAH | CHIEF EXECUTIVE OFFICER (FROM 8.26.24) Officer | 40 | $48,110 | $4,420 |
| KATHY EVITTS | MEMBER Trustee or director | 0.25 | $0 | $0 |
| SUSAN BARNETT | VICE-PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 |
| PHILIP PARTENHEIMER | SECRETARY/TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| DEATRA RAGLAND | MEMBER Trustee or director | 0.25 | $0 | $0 |
| SCOTT BRINKMAN | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| RICHARD HOUZE | MEMBER Trustee or director | 0.25 | $0 | $0 |
| PAUL LAPE | MEMBER Trustee or director | 0.25 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| A THOMAS HARDY | MEMBER Trustee or director | 0.25 | $0 |
| PATRICIA SIMONIS | MEMBER Trustee or director | 0.25 | $0 |
| JAMES GARY | MEMBER Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE ROBISON | CHIEF EXECUTIVE OFFICER Officer | 40 | $196,629 | $9,583 |
| ANNE CIEMINSKI | CHIEF FINANCIAL OFFICER (THRU 4/4/24) Officer | 40 | $156,792 | $7,682 |
| MIKE STRAUSER | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $140,979 | $13,550 |
| ALMA RATLIFF | REGISTERED NURSE Highest-paid employee | 40 | $129,387 | $5,480 |
| TOBI WHITE | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $120,963 | $4,390 |
| RHONDA HARDING | MARKETING DIRECTOR Highest-paid employee | 40 | $104,971 | $10,491 |
| LATONYA BERTRAM MANN | DIRECTOR OF NURSING Highest-paid employee | 40 | $103,477 | $7,287 |
| DEATRA RAGLAND | MEMBER Trustee or director | 0.25 | $0 | $0 |
| KATHY EVITTS | MEMBER Trustee or director | 0.25 | $0 | $0 |
| RICHARD HOUZE | MEMBER Trustee or director | 0.25 | $0 | $0 |
| PAUL LAPE | MEMBER Trustee or director | 0.25 | $0 | $0 |
| A THOMAS HARDY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| JAMES GARY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| PATRICIA SIMONIS | MEMBER Trustee or director | 0.25 | $0 | $0 |
| SCOTT BRINKMAN | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| PHILIP PARTENHEIMER | SECRETARY/TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| SUSAN BARNETT | VICE-PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 |
| ANNE MCARTHUR | CHIEF FINANCIAL OFFICER (EFF 3/25/24) Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE CIEMINSKI | CHIEF FINANCIAL OFFICER Officer | 40 | $158,441 | $7,268 |
| MIKE STRAUSER | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $119,125 | $11,920 |
| ALMA RATLIFF | REGISTERED NURSE Highest-paid employee | 40 | $123,259 | $6,220 |
| NICK COOPER | ADMINISTRATOR OF HEALTH CA Highest-paid employee | 40 | $119,514 | $5,711 |
| RHONDA HARDING | MARKETING DIRECTOR Highest-paid employee | 40 | $100,617 | $10,207 |
| LATONYA BERTRAM | NURSING DIRECTOR Highest-paid employee | 40 | $101,145 | $5,967 |
| JAMES GRADY | EXECUTIVE DIRECTOR Officer | 40 | $91,280 | $8,705 |
| STEVE ROBISON | CHIEF EXECUTIVE OFFICER Officer | 40 | $69,220 | $3,040 |
| JAMES GARY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| SUSAN BARNETT | VICE-PRESIDENT Trustee or director, Officer | 0.25 | $0 | $0 |
| PHILIP PARTENHEIMER | SECRETARY/TREASURER Trustee or director, Officer | 0.25 | $0 | $0 |
| PATRICIA SIMONIS | MEMBER Trustee or director | 0.25 | $0 | $0 |
| A THOMAS HARDY | MEMBER Trustee or director | 0.25 | $0 | $0 |
| PAUL LAPE | MEMBER Trustee or director | 0.25 | $0 | $0 |
| RICHARD HOUZE | MEMBER Trustee or director | 0.25 | $0 | $0 |
| KATHY EVITTS | MEMBER Trustee or director | 0.25 | $0 | $0 |
| SCOTT BRINKMAN | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| DEATRA RAGLAND | MEMBER Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 211 W OAK ST, LOUISVILLE, KY 40203-2800
- In care of
- % CFO
- Principal officer (990 for 2024)
- ANNE LOWREY COX, 211 W OAK ST, LOUISVILLE, KY 40203
- Signed the 990
- ANNE LOWREY COX, CFO
- Phone
- (502) 357-6629
- Website
- WWW.TREYTONOAKTOWERS.COM
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
TO PROVIDE THE HIGHEST QUALITY OF INDIVIDUALIZED SERVICE WITH DIGNITY AND RESPECT WHILE HONORING OUR FAITH-BASED TRADITION.
Program accomplishments
- TO PROVIDE A CONTINUUM OF CARE FOR SENIORS INCLUDING INDEPENDENT LIVING, PERSONAL CARE AND SKILLED NURSING SERVICES.Expenses $12,895,780 · revenue $16,347,058
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0986103
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $11,775,153
- Income (IRS master file)
- $16,692,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,692,758 | $15,287,651 | $11,775,153 | XML |
| 990 | June 2024 | $14,978,413 | $15,309,716 | $9,116,819 | XML |
| 990 | June 2023 | $16,376,793 | $14,785,712 | $9,064,196 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 31-0986103).
Questions about THIRD AND OAK CORPORATION
- What is the EIN of THIRD AND OAK CORPORATION?
- The employer identification number (EIN) of THIRD AND OAK CORPORATION is 31-0986103.
- Is THIRD AND OAK CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to THIRD AND OAK CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THIRD AND OAK CORPORATION 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 THIRD AND OAK CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THIRD AND OAK CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THIRD AND OAK CORPORATION?
- The 990 for the year ended June 30, 2025 names ANNE LOWREY COX.
- Who are the officers and directors of THIRD AND OAK CORPORATION?
- The 990 for the year ended June 30, 2025 lists 18 people; 8 received compensation from the organization, the highest $139,023 (MIKE STRAUSER, LICENSED PRACTICAL NURSE).
- How much revenue does THIRD AND OAK CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,692,758, expenses of $15,287,651 and total assets of $11,775,153 at year end.
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