TRINITY EPISCOPAL SCHOOL (EIN 562059568) - 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

1998

Legal Domicile

Principal Officer

IMANA SHERRILL

Phone

7043588101

Tax Period

2024-07-01 to 2025-06-30

TRINITY EPISCOPAL SCHOOL, founded in 1998, is a mid-sized nonprofit in the Education sector that reported $16.2M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 15% operating margin.

Mission

TRINITY EPISCOPAL SCHOOL IS CALLED TO INSPIRE YOUNG LIVES BY CREATING OUTSTANDING SCHOLARS WHO ARE GROUNDED IN A FIRM SPIRITUAL FOUNDATION AND AN ENDURING COMMITMENT TO THE RICHNESS OF DIVERSITY.

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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 $2,355,036

Program Service Revenue $12,054,939

Investment Income $1,653,560

Other Revenue $94,077

TOTAL REVENUE $16,157,612

Expense Breakdown

Grants Paid $2,080,453

Salaries & Benefits $7,751,780

Fundraising Expenses $636,479

Program Expenses $10,202,771

Other Expenses $3,718,734

TOTAL EXPENSES $13,656,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,157,612	$13,006,317	+0.2%
Expenses	$13,656,485	$13,228,500	+0.0%
Net Income	$2,501,127	$-222,183	-12.3%

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

141

Volunteers

300

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

$467,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KATHERINE ADDISON	TRUSTEE	2.00	Director	$0	$0	$0
SOMMERS ERRINGTON	TRUSTEE	2.00	Director	$0	$0	$0
EUGENE BROWN	CHAIR	8.00	Officer Director	$0	$0	$0
REV JOSHUA CASE	TRUSTEE	2.00	Director	$0	$0	$0
ANN CLARK	TRUSTEE	2.00	Director	$0	$0	$0
MARYAM ZELEDON	TRUSTEE	2.00	Director	$0	$0	$0
AMY COLACO	TRUSTEE	2.00	Director	$0	$0	$0
MARISELLA CUERVO	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH EBLEN	TRUSTEE	2.00	Director	$0	$0	$0
OMID AHDIEH	TRUSTEE	2.00	Director	$0	$0	$0
TERE EY	TRUSTEE	2.00	Director	$0	$0	$0
MEREDITH RHYNE	TRUSTEE	2.00	Director	$0	$0	$0
LOIS JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL MCCREADY	TRUSTEE	2.00	Director	$0	$0	$0
JAMIE KISER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN LAUGHLIN	TREASURER	4.00	Officer Director	$0	$0	$0
SHARAI LAVOIE	SECRETARY	4.00	Officer Director	$0	$0	$0
RAJ NATARAJAN	TRUSTEE	2.00	Director	$0	$0	$0
VALECIA MCDOWELL	TRUSTEE	2.00	Director	$0	$0	$0
DONNIE SIMMONS	TRUSTEE	2.00	Director	$0	$0	$0
IMANA SHERRILL	HEAD OF SCHOOL	45.00	Officer	$275,198	$17,458	$292,656
ADAM COLEMAN	CFO	45.00	Officer	$158,963	$15,697	$174,660
TRACY ONZE	HEAD OF MIDDLE SCHOOL	40.00	Highest	$104,975	$14,469	$119,444
AYEOLA ELIAS	DIRECTOR OF DIVERSITY, EQUITY, AND BELONGING	40.00	Highest	$102,862	$13,661	$116,523
SARAH THOMAS	HEAD OF LOWER SCHOOL	40.00	Highest	$105,484	$13,328	$118,812
FE' PATRICIU	DIRECTOR OF ADMISSION AND FINANCIAL SUPPORT	40.00	Highest	$101,265	$5,779	$107,044
STEPHANIE GRIFFIN	ASSISTANT HEAD OF SCHOOL FOR ACADEMICS	40.00	Highest	$100,164	$12,870	$113,034

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	$16,157,612	$13,656,485	$47,316,809	$2,501,127
2024	$13,006,317	$13,228,500	$42,567,418	$-222,183
2023	$13,275,095	$12,768,402	$41,359,780	$506,693
2022	$12,708,246	$11,866,346	$39,313,678	$841,900
2021	$10,627,054	$10,531,482	$42,878,442	$95,572
2020	$10,025,269	$10,284,783	$38,652,821	$-259,514
2019	$10,441,364	$9,959,775	$39,305,274	$481,589
2018	$13,075,052	$9,785,062	$37,165,230	$3,289,990

TRINITY EPISCOPAL SCHOOL