TRINITY FOUNDATION

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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

1971

Legal Domicile

Principal Officer

BRIAN FORD

Phone

8042886057

Tax Period

2023-01-01 to 2023-12-31

TRINITY FOUNDATION, founded in 1971, is a micro nonprofit that reported $59K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $80K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO MANAGE FUND CONTRIBUTED AS MEMORIALS AND ADMINISTER GRANTS TO SUPPORT MISSIONS AND A VARIETY OF CHURCH NEEDS AND ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $15,000

TO GRANT ASSISTANCE TO TRINITY UNITED METHODIST CHURCH PROGRAMS INCLUDING MISSION TEAMS, PUBLIC FORUM AND STAFF DEVELOPMENT.

Program 2

Expenses: $10,700

TO PROVIDE COLLEGIATE AND VOCATIONAL SCHOLARSHIPS TO CHURCH MEMBERS.

Program 3

Expenses: $26,000

TO PERFORM COMMUNITY MISSIONS, OUTREACH INCLUDING CROSSOVER, VIP CARE AND CHAPLAINCY SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,383

Program Service Revenue $0

Investment Income $55,961

Other Revenue $0

TOTAL REVENUE $59,344

Expense Breakdown

Grants Paid $51,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,700

Other Expenses $28,631

TOTAL EXPENSES $80,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,344	$76,643	-0.2%
Expenses	$80,331	$104,843	-0.2%
Net Income	$-20,987	$-28,200	-0.3%

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

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
PAUL MANCINI	PRESIDENT	0.25	Officer Director	$0	$0	$0
COREY BOOKER	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
BRIAN FORD	FINANCIAL SE	0.25	Officer Director	$0	$0	$0
RACHEN STERLING	SECRETARY	0.25	Officer Director	$0	$0	$0
DIANA AVERY	DIRECTOR	0.25	Director	$0	$0	$0
JONATHAN HAWES	DIRECTOR	0.25	Director	$0	$0	$0
BETH MONROE	DIRECTOR	0.25	Director	$0	$0	$0
JD NEARY	DIRECTOR	0.25	Director	$0	$0	$0
SANDY PEELE	DIRECTOR	0.25	Director	$0	$0	$0
KIRK SPITZER	DIRECTOR	0.25	Director	$0	$0	$0
PEGGY WATSON	DIRECTOR	0.25	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
2024	No data	No data	No data	No data
2023	$59,344	$80,331	$2,367,770	$-20,987
2022	$76,643	$104,843	$2,388,757	$-28,200
2021	$88,494	$100,281	$2,416,957	$-11,787
2020	$94,764	$183,598	$2,130,312	$-88,834
2019	$71,098	$70,788	$2,219,146	$310
2018	$77,709	$72,627	$2,218,836	$5,082