TRINITY EPISCOPAL SCHOOL (EIN 540891886) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

MR ROBERT A SHORT

Phone

8043273150

Tax Period

2023-07-01 to 2024-06-30

TRINITY EPISCOPAL SCHOOL, founded in 1971, is a mid-sized nonprofit in the Education sector that reported $13.1M in total revenue in fiscal year 2017. Expenses of $12.5M left a modest 4% surplus.

Mission

PROVIDE EDUCATION, ATHLETICS AND SOCIAL INTERACTION FOR STUDENTS IN GRADES 8-12.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,584,280

Program Service Revenue $14,605,488

Investment Income $333,134

Other Revenue $134,425

TOTAL REVENUE $16,657,327

Expense Breakdown

Grants Paid $3,305,100

Salaries & Benefits $8,024,452

Fundraising Expenses $485,556

Program Expenses $13,933,022

Other Expenses $4,552,575

TOTAL EXPENSES $15,882,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,657,327	$15,240,707	+0.1%
Expenses	$15,882,127	$14,967,484	+0.1%
Net Income	$775,200	$273,223	+1.8%

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

183

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

$348,906

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA J ACQUAYE	TRUSTEE	1.00	Director	$0	$0	$0
HENRY DW BURT	TRUSTEE	1.00	Director	$0	$0	$0
KYLE W HENDRICK	TRUSTEE	1.00	Director	$0	$0	$0
R BRAXTON HILL IV	TRUSTEE	1.00	Director	$0	$0	$0
DAVID KEARFOTT	TRUSTEE	1.00	Director	$0	$0	$0
ANNE MCCRAY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FLAHERTY	TRUSTEE	1.00	Director	$0	$0	$0
CLAY C REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA MUMINOVIC	TRUSTEE	1.00	Director	$0	$0	$0
TIA WALKER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN T WILLETT	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL R WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CHASE HILL JR	TRUSTEE	1.00	Director	$0	$0	$0
ANN ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
ANN MARIE PETRUCELLI	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C ELLIS	CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA COLEMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHARLES R SULLIVAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SOURYA EL-AYOUBI	TRUSTEE	1.00	Director	$0	$0	$0
ROB SHORT	HEAD OF SCHOOL	40.00	Officer	$180,333	$24,296	$204,629
JOSEPH MONACO	CHIEF OPERATING OFFICER	40.00	Officer	$125,781	$18,496	$144,277

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	No data	No data	No data	No data
2024	$16,657,327	$15,882,127	$28,415,413	$775,200
2023	$15,240,707	$14,967,484	$26,998,439	$273,223
2022	$14,683,376	$14,176,312	$26,705,418	$507,064
2021	$15,065,462	$13,436,506	$26,926,808	$1,628,956
2020	$13,841,344	$13,173,687	$25,947,891	$667,657
2019	$13,169,848	$13,016,939	$24,585,289	$152,909
2018	$13,078,422	$12,518,906	$25,774,706	$559,516

TRINITY EPISCOPAL SCHOOL