2025-11-03T10:17:33-05:00 2025-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2024-07-01 561861158 TRIANGLE RESIDENTIAL OPTIONS FOR SUBSTANCE ABUSERS INC TRIA 9194191059 1820 JAMES STREET DURHAM NC 27707 KIM CHAMBERS CFO/TREASURER 9194908585 2025-10-31 true true SUSAN DEAN P01281194 9196621001 2025-11-03 2024 2025-03-06 01:10:19Z KEITH ARTIN 1820 JAMES STREET DURHAM NC 27707 22599946 false X WWW.TROSAINC.ORG X 1992 NC TROSA IS A MULTI-YEAR RESIDENTIAL PROGRAM TO EMPOWER PEOPLE WITH SUBSTANCE USE DISORDERS TO BE PRODUCTIVE, RECOVERING INDIVIDUALS BY PROVIDING COMPREHENSIVE TREATMENT, VOCATIONAL TRAINING, EDUCATION & CONTINUING CARE. 14 13 96 431 0 16859490 13016289 10356327 8815049 453890 678551 17226 27248 27686933 22537137 0 0 6518609 6995154 0 579896 16942415 15531051 23461024 22526205 4225909 10932 53796068 54627323 9437478 9035932 44358590 45591391 X TROSA IS A MULTI-YEAR RESIDENTIAL PROGRAM TO EMPOWER PEOPLE WITH SUBSTANCE USE DISORDERS TO BE PRODUCTIVE, RECOVERING INDIVIDUALS BY PROVIDING COMPREHENSIVE TREATMENT, VOCATIONAL TRAINING, EDUCATION & CONTINUING CARE. false false 7762522 8403309 VOCATIONAL TRAINING: VOCATIONAL AND LIFE SKILLS TRAINING IS THE CORNERSTONE OF TROSA'S FREE RESIDENTIAL TREATMENT PROGRAM AND IS A KEY THERAPEUTIC ELEMENT IN OUR RESIDENTS TREATMENT. THESE SKILLS ARE ACQUIRED WITHIN COMMUNITY ASSIGNMENTS, WHERE PROGRAM PARTICIPANTS ARE MENTORED AND CAN ACTIVELY LEARN AND PRACTICE LIVING WITHOUT DRUGS AND ALCOHOL. DURING THIS TRAINING, ROUTINES ARE FORMED, CONNECTIONS MADE, STRENGTHS ARE IDENTIFIED, AND NEW LIFE SKILLS ARE ACQUIRED. IN ADDITION, MARKETABLE JOB SKILLS ARE DEVELOPED, SUCH AS COMMUNICATION, CONFLICT RESOLUTION, AND PROBLEM SOLVING. IN FISCAL YEAR END 6/30/25, WE HAD 635 RESIDENTS WHO RECEIVED VOCATIONAL TRAINING. TROSA HELPED 12 RESIDENTS RECEIVE THEIR CLASS A CDL AND 21 CDL PERMITS. 4672478 SUBSTANCE ABUSE TREATMENT: TROSA PROVIDES STATE LICENSED FREE ON-SITE SUBSTANCE USE DISORDER COUNSELING AND EVIDENCE-BASED THERAPIES. IN FISCAL YEAR END 6/30/25, WE HAD 386 RESIDENTS RECEIVE CLINICAL COUNSELING AND/OR PSYCHIATRY FOR A TOTAL OF 3,803 COUNSELING AND PSYCHIATRIC APPOINTMENTS. 3866787 211948 FOOD & BEVERAGE: IN FISCAL YEAR END 6/30/25, TROSA PROVIDED 375,429 MEALS FOR AN AVERAGE DAILY POPULATION OF 415 INDIVIDUALS. MEALS ARE PROVIDED TO RESIDENTS AT NO COST TO THE INDIVIDUAL. 4640843 199792 TROSA'S SUBSTANCE USE DISORDER COUNSELING IS PROVIDED IN A STATE LICENSED, COMPREHENSIVE,INTEGRATED, THERAPEUTIC COMMUNITY SETTING. SUPPORTIVE SERVICES SUCH AS MEDICAL CARE, PSYCHIATRY, EDUCATION, CLOTHING, HOUSING AND DRIVERS' LICENSE RENEWAL AND REPLACEMENT ARE AVAILABLE TO OUR RESIDENTS. IN FISCAL YEAR END 6/30/25, TROSA PROVIDED CONTINUING CARE FOR 98 GRADUATES OF THE MULTI-YEAR RESIDENTIAL PROGRAM AND HAD 72 RESIDENTS ENTER THE WORK OUT PHASE OF THE MULTI-YEAR PROGRAM. 58 RESIDENTS PARTICIPATED IN A GED PROGRAM AND 23 RESIDENTS TOOK A TOTAL OF 23 COLLEGE COURSES. TROSA ALSO HAD 8,215 MEDICAL APPOINTMENTS, 7,060 PRESCRIPTIONS FILLED AND 1,655 DENTAL APPOINTMENTS FOR FYE 6/30/25. 4640843 199792 20942630 true true false true false false false true false false true false false false true true false true false false false false false false true false false false false true false false false false false false false false true false false false false true true true true false true 164 0 true 96 true false false false false false false false false false false true false false false X 14 13 false false false false false false false true true false false false true true true true true true false false X X KIM CHAMBERS 9194191059 1820 JAMES STREET DURHAM NC 27707 KEITH ARTIN PRESIDENT/CE 40.00 X X 168050 0 29444 MICHAEL KEENE VP OF OPERAT 40.00 X 159008 0 24258 KIM CHAMBERS CFO/TREASURE 40.00 X 123625 0 44823 KAREN KELLEY CPO 40.00 X 116983 0 43731 MORGAN WHALEY CDO/SECRETAR 40.00 X 114570 0 43411 KEVIN MCDONALD FOUNDER & EM 40.00 X 132822 0 19764 KRISTEN ROSSELLI COO 40.00 X 114472 0 31989 GREG BRITZ DIRECTOR 1.00 X 0 0 0 MIKE BALSAMO DIRECTOR 1.00 X 0 0 0 PETER CLASSI DIRECTOR 1.00 X 0 0 0 JEFF HOWARD DIRECTOR 1.00 X 0 0 0 TIA JONES BOARD CHAIR 1.00 X 0 0 0 FRAN MAUNEY DIRECTOR 1.00 X 0 0 0 FELIX MCDANIEL DIRECTOR 1.00 X 0 0 0 PETER OLIVER DIRECTOR 1.00 X 0 0 0 MILES PALMER DIRECTOR 1.00 X 0 0 0 HASSAN PINTO DIRECTOR 1.00 X 0 0 0 JINKY ROSSELLI DIRECTOR 1.00 X 0 0 0 STRAN SUMMERS DIRECTOR 1.00 X 0 0 0 TAD VANDUSEN DIRECTOR 1.00 X 0 0 0 929530 237420 7 false true false MEDICUS IT LLC PO BOX 66936 ST LOUIS MO 63166 IT SERVICES 173445 1 76636 6448509 6491144 2569671 13016289 GRADUATE PROGRAM REVENUE 8615257 8615257 REHABILITATION SERVICES 199792 199792 8815049 59108 59108 657531 38088 619443 619443 619443 39786 76636 24721 15065 OTHER INCOME 12183 12183 12183 22537137 9446675 59108 1203768 1020521 118665 64582 3883768 3292549 382854 208365 113891 96554 11227 6110 1423587 1206877 140334 76376 370140 313794 36488 19858 250 187 37 26 72288 54050 10814 7424 119504 59752 59752 465695 367194 93834 4667 71839 71839 64862 41512 11703 11647 3221776 3194093 19437 8246 80969 63572 12718 4679 40687 22407 12004 6276 48915 48859 56 2294542 2245416 42619 6507 704249 675910 22386 5953 RESIDENT EXPENSES 4544321 4544321 VOCATIONAL PROGRAM COSTS 1283620 1283620 MAINTENANCE AND REPAIRS 1078237 1076740 373 1124 AUTO EXPENSE 361985 358860 1670 1455 1077312 904003 86460 86849 22526205 20942630 1003679 579896 5185556 2234907 758249 1279087 522033 422925 1240632 1361190 366053 223755 64350032 16818215 43901529 47531817 1822016 1573642 53796068 54627323 2766749 1700524 3904441 4507774 2766288 2827634 9437478 9035932 X 42201953 42585385 2156637 3006006 44358590 45591391 53796068 54627323 X 10932 1221869 X false true X true true true X 11360350 14816900 14411853 16859490 13016289 70464882 11360350 14816900 14411853 16859490 13016289 70464882 1710953 68753929 1899 972 369729 449465 59108 881173 71346055 52363886 0.96370 0.95850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119504 119504 22404801 22524305 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 103499 106502 117332 119504 446837 250000 250000 250000 250000 1000000 1500000 X X FOR DISPLAY ON CAMPUS false 211998 211998 54504857 10446393 44058464 2025921 1561310 464611 7607256 4810512 2796744 47531817 LEASE LIABILITES 2105087 REFUNDABLE ADVANCES - GRANT 722547 2827634 X 23783727 1221869 1221869 22561858 -24721 -24721 22537137 22550926 24721 24721 22526205 22526205 SCHEDULE D, PAGE 2, PART III, LINE 4 AN ART COLLECTION WAS DONATED TO THE ORGANIZATION IN DECEMBER 2019 FOR USE ON TROSA'S PROPERTIES. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2025 OR 2024. SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES (SEE SCH G) -24,721 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES (SEE SCH G) 24,721 SCHEDULE D, PAGE 4, PART XIII PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES IN KIND LABOR: 225,729 IN KIND RENT: 44,011 IN KIND INTEREST: 952,128 NOTE THAT PART XI, LINE 1 AND PART XII, REFLECTS THE "SEPARATELY STATED" CURRENT YEAR REVENUES AND EXPENSES FOR TROSA, INC. ONLY AND OMITS THE REVENUE AND EXPENSE AMOUNTS RELATED TO ITS WHOLLY-OWNED TITLE HOLDING COMPANIES THAT ARE INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. TURKEY TROT 116422 76636 39786 24721 116422 76636 39786 24721 24721 15065 X X false true false false false false false false false KEITH ARTIN PRESIDENT/CEO 168050 6818 22626 197494 MICHAEL KEENE VP OF OPERATIONS 159008 6139 18119 183266 KIM CHAMBERS CFO/TREASURER 123625 6139 38684 168448 KAREN KELLEY CPO 116983 4240 39491 160714 MORGAN WHALEY CDO/SECRETARY 114570 4727 38684 157981 KEVIN MCDONALD FOUNDER & EMPLOYEE 132822 4970 14794 152586 SCHEDULE J, PART III TROSA OFFERS A 457 PLAN FOR THE BENEFIT OF KEY MANAGERIAL EMPLOYEES TO ENCOURAGE THE EMPLOYEES TO MAINTAIN THEIR EMPLOYMENT WITH THE ORGANIZATION BY PROVIDING RETIREMENT BENEFITS FOR THEM. KEVIN MCDONALD AND KRISTEN ROSSELLI PARTICIPATE IN THE 457 PLAN, HOWEVER, TROSA MADE NO PAYMENTS TO THEIR PLAN DURING THE YEAR. X 803599 FMV X 35 51109 FMV X 23514 1607557 FMV X 188 107406 FMV false true false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION RECEIVES AUTOMOBILE DONATIONS THAT ARE UTILIZED IN FURTHERANCE OF ITS EXEMPT PURPOSES. ALL DONORS ARE PROVIDED REQUISITE FORMS 1098-C UNDER THE REPORTING POLICY OBSERVED BY THE ORGANIZATION. FOR REPORTING CLARIFICATION, COL (B) REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED FOR THE RESPECTIVE ENUMERATED NONCASH CONTRIBUTIONS. FOR ALL OTHER CONTRIBUTIONS REPORTED, THE AMOUNT INDICATED IN COL (C) IS THE AGGREGATED FAIR VALUE AMOUNT OF THE NONCASH GOODS RECEIVED. FORM 990 FORM 990, PART IX, LINE 16 - OCCUPANCY OCCUPANCY COSTS INCLUDE THE PROPERTY TRANSFERS EXECUTED IN THE CURRENT YEAR BY TROSA TO ITS AFFILIATED TITLE-HOLDING COMPANIES AS REFERENCED ON SCHEDULE R, PART VII. FORM 990, PAGE 2, PART III, LINE 4D TROSA'S SUBSTANCE USE DISORDER COUNSELING IS PROVIDED IN A STATE LICENSED, COMPREHENSIVE,INTEGRATED, THERAPEUTIC COMMUNITY SETTING. SUPPORTIVE SERVICES SUCH AS MEDICAL CARE, PSYCHIATRY, EDUCATION, CLOTHING, HOUSING AND DRIVERS' LICENSE RENEWAL AND REPLACEMENT ARE AVAILABLE TO OUR RESIDENTS. IN FISCAL YEAR END 6/30/25, TROSA PROVIDED CONTINUING CARE FOR 98 GRADUATES OF THE MULTI-YEAR RESIDENTIAL PROGRAM AND HAD 72 RESIDENTS ENTER THE WORK OUT PHASE OF THE MULTI-YEAR PROGRAM. 58 RESIDENTS PARTICIPATED IN A GED PROGRAM AND 23 RESIDENTS TOOK A TOTAL OF 23 COLLEGE COURSES. TROSA ALSO HAD 8,215 MEDICAL APPOINTMENTS, 7,060 PRESCRIPTIONS FILLED AND 1,655 DENTAL APPOINTMENTS FOR FYE 6/30/25. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD HAS AUTHORIZED THE FINANCE & OPERATIONS COMMITTEE OF THE BOARD TO PERFORM A REVIEW ON THEIR BEHALF PRIOR TO SIGNING AND EXECUTING THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C A COMPREHENSIVE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE EXECUTED BY EACH EMPLOYEE AND BOARD MEMBER ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING THE PRESIDENT/CEO'S COMPENSATION INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. COMPARABILITY DATA IS USED IN THE PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND ON GUIDESTAR. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES (SEE SCH G) 24,721 FUNDRAISING EXPENSES (SEE SCH G) -24,721 TROSA COMMERCIAL INC 1820 JAMES STREET DURHAM NC 27707 542189693 R/E HSING NC 501C2 TROSA INC true TROSA RESIDENTIAL INC 1820 JAMES STREET DURHAM NC 27707 542189695 R/E HSING NC 501C2 TROSA INC true false false false false false false false false false false true false false false false false false true false TROSA COMMERCIAL INC K 188484 ACTUAL EXPENSES TROSA RESIDENTIAL INC K 30000 ACTUAL EXPENSES TROSA COMMERCIAL INC R 826179 ACTUAL EXPENSES TROSA RESIDENTIAL INC R 91666 ACTUAL EXPENSES SCHEDULE R THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF TRIANGLE RESIDENTIAL OPTIONS FOR SUBSTANCE ABUSERS, INC. ("TROSA, INC."), TROSA COMMERCIAL, INC. AND TROSA RESIDENTIAL, INC. FOR FINANCIAL STATEMENT PURPOSES, TROSA INC., TROSA COMMERCIAL, INC. AND TROSA RESIDENTIAL, INC. ARE CONSOLIDATED DUE TO TROSA, INC. HAVING BOTH AN ECONOMIC INTEREST AND CONTROL OF APPOINTMENTS TO THE GOVERNING BOARDS. SEPARATE COMPANY INTER-ENTITY BALANCES AND TRANSACTIONS TYPICALLY "ELIMINATE" ON CONSOLIDATION AND ANY AMOUNTS REPORTED ON THIS FORM 990 HAVE BEEN RECONCILED TO THE CURRENT YEAR CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND RELEVANT SUPPORTING DOCUMENTATION. CONSISTENT WITH THE PRIOR YEAR, THE TITLE-HOLDING COMPANIES MAINTAIN THEIR ANNUAL REPORTING REQUIREMENTS VIA FILING OF FORM 990-N. AS A CLARIFYING POINT, DURING THE CURRENT FISCAL YEAR TROSA, INC. TRANSFERRED VARIOUS PROPERTY ASSETS TO ITS AFFILIATED TITLE-HOLDING COMPANIES CONSISTENT WITH THE RESPECTIVE EXEMPT PURPOSES OF EACH ENTITY AND RISK MANAGEMENT OBJECTIVES OF THE CONSOLIDATED GROUP. (SEE SCHEDULE R, PART V)