TRINITY FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

JANE JARVIS

Phone

8434488426

Tax Period

2025-01-01 to 2025-12-31

TRINITY FOUNDATION, founded in 2011, is a small nonprofit in the Religion sector that reported $123K in total revenue in fiscal year 2025. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $109K left a modest 12% surplus.

Mission

TO HOLD, MANAGE, INVEST, AND REINVEST GIFTS OF PROPERTY, BOTH REAL AND PERSONAL, FOR THE SOLE BENEFIT AND USE OF TRINTIY CHURCH MYRTLE BEACH.

Program Service Accomplishments

Program 1

Expenses: $91,629

MANAGED INVESTED FUNDS AND KEPT THE VESTRY OF TRINITY CHURCH MYRTLE BEACH ADVISED ON FUND EARNINGS AND LIQUIDITY SO THEY CAN PLAN THEIR CHARITABLE PURPOSE ACCORDINGLY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $300

Program Service Revenue $0

Investment Income $123,021

Other Revenue $0

TOTAL REVENUE $123,321

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,629

Other Expenses $18,550

TOTAL EXPENSES $108,550

Year-over-Year Comparison

	2025	2024	Change
Revenue	$123,321	$563,149	-0.8%
Expenses	$108,550	$90,138	+0.2%
Net Income	$14,771	$473,011	-1.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE JARVIS	CHAIRMAN	N/A	Officer Director	$0	$0	$0
GEORGE GERING III	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
JASON SHROFF	DIRECTOR	N/A	Director	$0	$0	$0
NANCY JARRETT	TREASURER	N/A	Officer	$0	$0	$0
ANN MONCKTON	DIRECTOR	N/A	Director	$0	$0	$0
EMSLEY LANEY III	DIRECTOR	N/A	Director	$0	$0	$0

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	$123,321	$108,550	$2,249,844	$14,771
2024	No data	No data	No data	No data
2023	$59,109	$86,809	$1,911,758	$-27,700
2022	$75,614	$86,745	$1,714,166	$-11,131
2021	$91,941	$82,489	$2,064,927	$9,452
2020	$61,871	$81,617	$1,868,988	$-19,746
2019	$53,376	$73,866	$1,687,547	$-20,490
2018	$84,706	$75,712	$1,508,634	$8,994