TRINITY COLLEGE (EIN 060646927) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1823

Legal Domicile

Principal Officer

JOANNE BERGER-SWEENEY

Phone

8602972000

Tax Period

2024-07-01 to 2025-06-30

TRINITY COLLEGE, founded in 1823, is a major nonprofit in the Education sector that reported $281.0M in total revenue in fiscal year 2024. Net assets of $1.1B represent 46 months of operating reserves.

Mission

TRINITY COLLEGE'S MISSION IS TO PROVIDE EXCELLENCE IN LIBERAL ARTS EDUCATION WITH EMPHASIS ON OUTSTANDING FACULTY, RIGOROUS CURRICULUM, TALENTED AND MOTIVATED STUDENT BODY AND AN ATTRACTIVE, SUPPORTIVE AND SECURE CAMPUS COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,500,647

Program Service Revenue $191,835,825

Investment Income $37,743,642

Other Revenue $4,925,590

TOTAL REVENUE $281,005,704

Expense Breakdown

Grants Paid $88,642,438

Salaries & Benefits $80,257,821

Fundraising Expenses $6,727,809

Program Expenses $243,585,190

Other Expenses $115,441,457

TOTAL EXPENSES $284,341,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,005,704	$272,926,617	+0.0%
Expenses	$284,341,716	$271,227,502	+0.0%
Net Income	$-3,336,012	$1,699,115	-3.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1775

Volunteers

500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,221,187

Total Directors

$2,418,290

Key Employees

$404,011

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE BERGER-SWEENEY	PRESIDENT (UNTIL 06/25)	40.00	Officer Director	$2,298,765	$119,525	$2,418,290
LISA G BISACCIA	CHAIR-BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
WALTER HARRISON	VICE CHAIR	1.00	Director	$0	$0	$0
SUSANNAH SEMTANA KAGAN	VICE CHAIR	1.00	Director	$0	$0	$0
CRAIG VOUGHT	VICE CHAIR	1.00	Director	$0	$0	$0
OLUSEGUN AJAYI	TRUSTEE	1.00	Director	$0	$0	$0
LISA ALVAREZ-CALDERON	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER L BLUM	TRUSTEE	1.00	Director	$0	$0	$0
ROSS BUCHMUELLER	TRUSTEE	1.00	Director	$0	$0	$0
DIANE DEPATIE CONSOLI	TRUSTEE	1.00	Director	$0	$0	$0
JAMES W CUMINALE	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS R DELANEY	TRUSTEE	1.00	Director	$0	$0	$0
PETER DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
CHARITY ELDER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL GARY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN S GATES JR	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY B HAWKINS	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA KAUFF JACOBSON	TRUSTEE	1.00	Director	$0	$0	$0
ELISSA RAETHER KOVAS	TRUSTEE	1.00	Director	$0	$0	$0
LATANYA LANGLEY	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN D LARI	TRUSTEE	1.00	Director	$0	$0	$0
MALCOLM F MACLEAN IV	TRUSTEE	1.00	Director	$0	$0	$0
HENRY MALLARI-D'AURIA	TRUSTEE	1.00	Director	$0	$0	$0
PAUL H MOUNDS JR	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA P NEWSOME	TRUSTEE	1.00	Director	$0	$0	$0
CONSUELO MA PEDRO	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE RITZ	TRUSTEE	1.00	Director	$0	$0	$0
JORGE E RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L SCHNADIG	TRUSTEE	1.00	Director	$0	$0	$0
JOANNA SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
N LOUIS SHIPLEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE TRACEY SZAL	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM G THOMAS III	TRUSTEE	1.00	Director	$0	$0	$0
KELLI HARRINGTON TOMLINSON	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE TORRES-RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
DAMIAN W WILMOT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES YU	TRUSTEE	1.00	Director	$0	$0	$0
DANNY HITCHELL	VP FINANCE (UNTIL 04/25)	40.00	Officer	$367,211	$67,167	$434,378
DICKENS MATHIEU	GENERAL COUNSEL, SECRETARY CLG	40.00	Officer	$299,126	$69,393	$368,519
SONIA CARDENAS	VP ACADEMIC AFFAIRS AND DEAN	40.00	Key Emp	$336,844	$67,167	$404,011
AMANDA ESHLEMAN	VP LIBRARY & INFORMATION TECH	40.00	Highest	$291,275	$63,539	$354,814
JOSEPH DICHRISTINA	VP ST AFFAIRS, DEAN CAMPUS LIFE	40.00	Highest	$290,824	$79,632	$370,456
HELLEN HOM-DIAMOND	VP STRAT MARKETING & COMMUNICATION	40.00	Highest	$253,225	$55,106	$308,331
TOMMASI FUSCIELLO	AVP CONSTRUCTION FAC & OPS	40.00	Highest	$270,592	$53,963	$324,555
DAVARIAN BALDWIN	DIST PROF AMERICAN STUDIES	40.00	Highest	$281,924	$24,977	$306,901

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$281,005,704	$284,341,716	$1,280,029,100	$-3,336,012
2024	No data	No data	No data	No data
2023	$240,407,084	$250,376,491	$1,166,779,575	$-9,969,407
2022	$252,035,420	$232,180,098	$1,162,274,753	$19,855,322
2021	$249,100,432	$210,261,825	$1,148,089,790	$38,838,607
2020	$209,852,573	$221,566,717	$960,937,259	$-11,714,144
2019	$188,358,122	$213,744,413	$977,724,524	$-25,386,291
2018	$393,420,239	$197,579,436	$967,138,015	$195,840,803

TRINITY COLLEGE