Trinity Oaks

What Trinity Oaks does

Trinity Oaks is a 501(c)(3) nonprofit continuing care retirement community (CCRC) located on a 50-acre campus at 728 Klumac Road in Salisbury, North Carolina, with an adjacent Health & Rehab facility at 820 Klumac Road. Founded in 1993 as part of Lutheran Services Carolinas (LSC, itself a 501(c)(3) rooted in Lutheran Services for the Aging, est. 1960), Trinity Oaks serves adults typically aged 65 and older across a full continuum of care on a single campus. The core product portfolio includes independent living in 125 apartments (four floor plans, 504 to 971 square feet) plus cottages (1,453 to 2,797 square feet), assisted living with 24/7 personal care support, skilled nursing and rehabilitation through the Trinity Rehab and Health & Rehab facilities (open to the broader community), and specialized memory care at the 25-person Virginia Casey Center for residents with Alzheimer's and other dementias.

The company generates revenue through three primary streams: one-time entrance fees with three refundable options; recurring monthly service fees that scale with the level of care selected; and incremental fees for higher-acuity services such as medication administration, therapy, and skilled nursing. Go-to-market is sales-led, driven by a marketing and sales team that converts inquiries (via the website contact form, MoneyGauge financial pre-qualification tool, and social channels) into scheduled campus tours, then guides prospective residents and their families through the decision process. Healthcare services are open to the broader Salisbury/regional community beyond on-campus residents, expanding the catchment. The technology stack is minimal: a consumer-facing website with accessibility features, social media presence (Facebook, Instagram, YouTube), and the MoneyGauge financial calculator — no proprietary technology, APIs, or AI capabilities are disclosed.

Trinity Oaks is governed by LSC's leadership structure under Executive Director William M. 'Bill' Johnson (in role since 2013). The community is differentiated by its nonprofit faith-based mission, full on-campus continuum of care, SAGE LGBTQ+ elder certification, lifelong learning programs (Trinity Oaks University), and reported low employee turnover. Resident amenities include an indoor heated pool, fitness center, library, walking trails, multiple dining venues including The Oaks Restaurant, and wellness programming spanning yoga, Tai Chi, aqua fitness, and customized fitness plans.

Name

Trinity Oaks

Legal name

Trinity Oaks

Website

https://trinityoaks.net

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

251–500 employees

Short description

Trinity Oaks is a nonprofit 501(c)(3) continuing care retirement community in Salisbury, North Carolina, affiliated with Lutheran Services Carolinas. It serves adults 65+ on a 50-acre campus offering independent living, assisted living, skilled nursing, rehabilitation, and specialized memory care under a single continuum-of-care model.

Ownership category

akta.pro rank

Product category

Continuing Care Retirement Community

NAICS

Continuing Care Retirement Communities (623311), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Assisted Living Facilities for the Elderly (623312)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Life Plan / Entrance-Fee CCRCs (HLADAEAA)

akta.pro secondary industries

Independent Living within CCRC Campuses (IL Component) (HLADAAAF), Large Campus / Multi-Building Assisted Living Communities (HLADABAG), Continuing Care Retirement Communities (CCRC) with Memory Care (HLADACAD)

Keywords

• Senior living community
• Continuing care retirement
• Independent living residences
• Assisted living services
• Memory care facility

Headquarters

HQ city

Salisbury

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Infrastructure, Marketing or Sales

Revenue model

1. Entrance Fees: Prospective residents pay an entrance fee to join the community. Trinity Oaks offers three entrance fee options, each including refundable provisions, which serve as the primary upfront revenue component.
2. Monthly Service Fees: Ongoing monthly fees cover the continuum of care options (independent living, assisted living, memory care, skilled nursing) chosen by the resident, providing recurring revenue as residents' care needs evolve within the same community.
3. Healthcare and Care Services: Additional fees for assisted living, health & rehab, and memory care services (e.g., medication administration, therapy services, skilled nursing) are charged on top of base monthly fees. Trinity Rehab provides rehabilitation services (physical, occupational, speech therapy) as a separate revenue stream.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Trinity Oaks is a nonprofit continuing care retirement community on a 50-acre Salisbury, NC campus that sells residences (apartments and cottages) and provides a full continuum of senior care including independent living, assisted living, memory care, and skilled nursing and rehabilitation. Residents pay a one-time entrance fee (with three refundable options) and ongoing monthly service fees that adjust with the level of care chosen, and the community also accepts outside admissions for Health & Rehab and Memory Care services.

Product overview

Trinity Oaks is a continuing care retirement community (CCRC) offering a comprehensive portfolio of senior living services across multiple care levels. The portfolio includes independent living options (Cottages and Apartments), Assisted Living, Health & Rehab skilled nursing services, and Memory Care through the Virginia Casey Center. Residents can transition seamlessly between care levels as their needs change. Supporting services include wellness programs with fitness and aquatics, Trinity Rehab rehabilitation services, life-long learning opportunities, diverse dining experiences at The Oaks Restaurant, and extensive activity programs including clubs, outings, and social events. The community spans 50 acres in Salisbury, NC, with amenities including an indoor heated pool, fitness center, library, and walking trails. All services are provided through a nonprofit affiliate structure under Lutheran Services Carolinas.

Differentiator

Problem solved

Functional benefit

Brands

• Virginia Casey Center: Specialized memory care facility serving individuals with Alzheimer's disease and other types of dementia, named in honor of the late Virginia Casey, a long-time resident and generous benefactor.
• Trinity Rehab

Products and services

• Cottages at Trinity Oaks Independent living cottages ranging from 1,453 to 2,797 square feet with two bedrooms, two bathrooms, custom features including walk-in tiled showers, stainless steel appliances, and granite/quartz countertops, with access to all campus amenities. Designed for active seniors seeking a maintenance-free lifestyle.
• Apartments at Trinity Oaks 125 independent living apartments in four designs (Carolinian 971 sq ft, Rowan 607 sq ft, Piedmont 695 sq ft, Salisburian 504 sq ft) ranging from studio to two-bedroom layouts with full kitchens, washer/dryers, and restaurant-style dining included, with access to fitness center, pool, and other amenities.
• Assisted Living Private assisted living suites with 24/7 assistance available for everyday activities and personal care, including bathing, dressing, transferring, and medication administration by state-certified medication technicians. Designed for residents needing personal care support while retaining lifestyle and dignity.
• Health & Rehab Skilled nursing and inpatient rehabilitation services including speech therapy, occupational therapy, physical therapy, pharmacy services, and referral services. Open to Trinity Oaks residents and the greater community for post-hospitalization recovery, long-term care, and ongoing medical monitoring.
• Virginia Casey Center (Memory Care) Specialized memory care facility serving 25 residents with Alzheimer's disease or other dementia, offering both assisted living and skilled nursing care with trained staff in a secure courtyard setting. Named in honor of late resident and benefactor Virginia Casey; existing Trinity Oaks residents receive priority access.
• Trinity Rehab Priority access rehabilitation and restorative care services for Trinity Oaks residents featuring a low resident-to-staff ratio for personalized care, available via the Trinity Rehab program (trinityrehab.net).
• Wellness Programs Comprehensive wellness programming including yoga, aerobics, Tai Chi, aqua fitness, and customized fitness programs designed to promote physical, mental, and emotional well-being of residents.
• Trinity Oaks University Life-Long Learning Educational programming offering residents opportunities for lifelong learning through various classes, lectures, and intellectual enrichment activities as part of Trinity Oaks University.

Quantifiable outcome

• Low employee turnover rate — a testament to staff dedication
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Lutheran Services Carolinas (LSC)coreStrategic or Co-development PartnerTrinity Oaks is an affiliate of Lutheran Services Carolinas, a 501(c)(3) nonprofit organization formed from the union of Lutheran Services for the Aging (est. 1960) and Lutheran Family Services of the Carolinas (est. 1976). LSC provides comprehensive services for seniors including independent living, rehabilitation, skilled nursing, assisted living, home care, and information/referral services across North Carolina. LSC's mission is 'Empowered by Christ, we walk together with all we serve.'
• MoneyGaugeminorOthersTrinity Oaks uses MoneyGauge's financial calculator tool on its website to help prospective residents self-assess whether they pre-qualify financially for community living. The calculator is branded 'Trinity Oaks Financial Calculator by MoneyGauge' and provides an initial qualification gateway.
• Services and Advocacy for LGBTQ+ Elders (SAGE)coreOthersTrinity Oaks is proudly certified with SAGE, indicating the community has met criteria for being a welcoming and affirming environment for LGBTQ+ older adults. The community also participates in Pride Celebrations and LGBTQ+ inclusion events.

Scale indicators6 records

Recent moves11 records

Expansion highlights5 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@LSCarolinas
• Facebookfacebook.com/TrinityOaksCCRC
• Instagraminstagram.com/trinityoaksccrc
• LinkedInlinkedin.com/company/trinityoaks

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trinity Oaks