TRINITY COLLEGIATE SCHOOL (EIN 571013495) - 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

1995

Legal Domicile

Principal Officer

DAVID COKER

Phone

8433959124

Tax Period

2024-07-01 to 2025-06-30

TRINITY COLLEGIATE SCHOOL, founded in 1995, is a community nonprofit in the Education sector that reported $5.0M in total revenue in fiscal year 2024. Expenses of $5.9M exceeded revenue, resulting in a 17% operating deficit.

Mission

A COLLEGE PREPARATORY SCHOOL OF ACADEMIC EXCELLENCE

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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 $459,770

Program Service Revenue $4,505,103

Investment Income $50,063

Other Revenue $0

TOTAL REVENUE $5,014,936

Expense Breakdown

Grants Paid $565,910

Salaries & Benefits $2,873,600

Fundraising Expenses $14,607

Program Expenses $4,854,680

Other Expenses $2,445,928

TOTAL EXPENSES $5,885,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,014,936	$5,020,424	0.0%
Expenses	$5,885,438	$5,810,499	+0.0%
Net Income	$-870,502	$-790,075	+0.1%

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

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

$181,860

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR EDWARD HOFFMAN	HEADMASTER	40.00	Director	$161,016	$20,844	$181,860
MR ROB DILLARD	MEMBER	1.00	Director	$0	$0	$0
MRS LORI WILLCOX	MEMBER	1.00	Director	$0	$0	$0
WALT BAREFOOT	MEMBER	1.00	Director	$0	$0	$0
CHARLIE BLAKE	MEMBER	1.00	Director	$0	$0	$0
TIFFANY ELLINGTON	MEMBER	1.00	Director	$0	$0	$0
RICK HAVEKOST	MEMBER	1.00	Director	$0	$0	$0
JASON HYMAN	MEMBER	1.00	Director	$0	$0	$0
ANN MARIE LOPICCOLO	MEMBER	1.00	Director	$0	$0	$0
ASHLEY NANCE	MEMBER	1.00	Director	$0	$0	$0
DAVID SEGARS	MEMBER	1.00	Director	$0	$0	$0
LES GALLOWAY	MEMBER	1.00	Director	$0	$0	$0
BUZZ ROGERS	MEMBER	1.00	Director	$0	$0	$0
MARY BETH WHITE	MEMBER	1.00	Director	$0	$0	$0
DAVID COKER	CHAIRMAN	4.00	Officer	$0	$0	$0
AMY URQUHART	VICE-CHAIRMAN	1.00	Officer	$0	$0	$0
TRICHINA PIERCE	SECRETARY	1.00	Officer	$0	$0	$0
BRYAN RABON	TREASURER	1.00	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	$5,014,936	$5,885,438	$5,334,165	$-870,502
2024	$5,020,424	$5,810,499	$5,507,855	$-790,075
2023	$5,007,465	$5,670,652	$6,317,480	$-663,187
2022	$6,589,238	$5,102,379	$7,292,015	$1,486,859
2021	$4,494,248	$4,444,110	$6,394,890	$50,138
2020	$3,848,821	$4,155,889	$5,980,496	$-307,068
2019	$3,868,450	$4,033,016	$5,879,183	$-164,566
2018	$3,789,740	$3,678,944	$5,864,254	$110,796

TRINITY COLLEGIATE SCHOOL