The Pinecrest Retirement Trust
Donations deductibleThe Pinecrest Retirement Trust's network
7 people6 organisationsi7 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jule Tatum Fenley Chair | Chairman | 2021 | 5 yrs |
| Alyce A Baggett | Vice Chairman | 2020 | 6 yrs |
| Cathryn C Todd | Sec/Treas | 2020 | 6 yrs |
| Roy Knight | Director | 2020 | 6 yrs |
| Steve Fieldcamp | Director | 2020 | 6 yrs |
| Tara Watson Watkins | Director | 2020 | 6 yrs |
| Wayne Haglund | Director | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
12 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Mr Charles Childress | Past COO | 2018 |
| Mr Don Stephens | CFO | 2018 |
| Mr Gregory Rossi | Executive Director | since 2018 |
| Mr Matthew Courrie | Regional VP/Executive Director | 2019 |
| Mr Matthew Currie | VP/Executive Director | 2018 |
| Mr Ronald E Jennette | President | since 2018 |
| Mr Steven Rausch | VP of Technology | 2018 |
| Ms Amy Thomas | VP/Executive Director | since 2018 |
| Ms Carol Chmielewski | Treasurer | since 2018 |
| Ms Frances Beltran | VP Human Resources | since 2018 |
| Ms Jill Janes | VP Sales/Marketing | 2019 |
| Ms Tanya Guajardo | Company secretary | since 2018 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jule Tatum Fenley | Chairman | 1 | $0 | ||
| Alyce A Baggett | Vice Chairman | 1 | $0 | ||
| Cathryn C Todd | Sec/Treas | 1 | $0 | ||
| Tara Watson Watkins | Director | 1 | $0 | ||
| Roy Knight | Director | 1 | $0 | ||
| Steve Fieldcamp | Director | 1 | $0 | ||
| Wayne Haglund | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- The Pinecrest Retirement Trust
- EIN
- 752802726
- Address
- Po Box 154626, Lufkin, TX, 75915-4626
- State
- Texas
- Mission
- The prt supports mrc pinecrest in accomplishing their commitment to quality living for senior adults in faith-based environments. This trust assists by accepting donations and managing the investment of such donations to be used for benevolent assistance to aid those in need at mrc pinecrest toward supporting the dignity, independence and quality of life for the senior residents being... (as filed on the Form 990)
- Activity (NTEE)
- L112 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 7 (IRS master file code)
- Formed
- 1999
- Principal officer
- Jule Tatum Fenley (as named on the Form 990)
- IRS ruling date
- 1 May 1999
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsAlyce A Baggett
≥6years on the filingsCathryn C Todd
≥6years on the filingsRoy Knight
≥6years on the filingsSteve Fieldcamp
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $7.5m
- Total liabilities
- $0
- Net assets or fund balances
- $7.5m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $115k
- Employees
- 0
- Volunteers
- 7
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $969k | $125k | $844k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| MRC Pinecrest | Payments for nursing services | $115k |