TRINITY GENERAL TRUST (EIN 510159231) - 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

1975

Legal Domicile

Principal Officer

U S BANK N A

Phone

8882657962

Tax Period

2024-06-01 to 2025-05-31

TRINITY GENERAL TRUST, founded in 1975, is a small nonprofit that reported $487K in total revenue in fiscal year 2024. Revenue surged 1129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 21% operating margin.

Mission

TO HELP DEFRAY THE CAPITAL NEEDS OF TRINITY EPISCOPAL CHURCH, OSHKOSH, WI

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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 $210,010

Program Service Revenue $0

Investment Income $276,811

Other Revenue $97

TOTAL REVENUE $486,918

Expense Breakdown

Grants Paid $368,248

Salaries & Benefits $15,154

Fundraising Expenses $0

Program Expenses $368,248

Other Expenses $2,507

TOTAL EXPENSES $385,909

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,918	$39,633	+11.3%
Expenses	$385,909	$222,189	+0.7%
Net Income	$101,009	$-182,556	-1.6%

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

N/A

Employees

N/A

Volunteers

N/A

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
N/A	TRUSTEE	1.0		$15,154	$0	$15,154
TINA HAFFEMAN	CLERK OF THE VESTRY	N/A	Officer	$0	$0	$0
CATHY COWLING	SENIOR WARDEN	N/A	Officer	$0	$0	$0
JOHN KING	JUNIOR WARDEN	N/A	Officer	$0	$0	$0
TAMERA GOODWIN	TREASURER	N/A	Officer	$0	$0	$0
REBECCA SPURLOCK	FINANCE COMMITTEE & ASSISTANT TREASURER	N/A	Officer	$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	$486,918	$385,909	$1,767,661	$101,009
2024	$39,633	$222,189	$1,848,510	$-182,556
2023	$20,584	$259,907	$2,031,091	$-239,323
2022	$827,089	$158,075	$2,270,417	$669,014
2021	$49,889	$80,970	$1,601,408	$-31,081
2020	$26,031	$55,122	$1,632,488	$-29,091
2019	$77,020	$49,448	$1,661,578	$27,572

TRINITY GENERAL TRUST