TRINITY SCHOOL INC (EIN 581197585) - 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

1974

Legal Domicile

Principal Officer

KENNETH W BOMAR CPA

Phone

4042318100

Tax Period

2024-07-01 to 2025-06-30

TRINITY SCHOOL INC, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $27.1M in total revenue in fiscal year 2024. Expenses of $25.0M left a modest 8% surplus.

Mission

PRIMARY AND PRESCHOOL EDUCATIONAL PROGRAMS FOR 600 STUDENTS.

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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 $1,657,965

Program Service Revenue $20,962,524

Investment Income $3,507,262

Other Revenue $995,664

TOTAL REVENUE $27,123,415

Expense Breakdown

Grants Paid $1,512,750

Salaries & Benefits $14,943,425

Fundraising Expenses $896,594

Program Expenses $19,916,851

Other Expenses $8,568,575

TOTAL EXPENSES $25,024,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,123,415	$26,660,227	+0.0%
Expenses	$25,024,750	$23,386,885	+0.1%
Net Income	$2,098,665	$3,273,342	-0.4%

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

247

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

$714,138

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA CUMMINGS	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNY LATZ	CHAIR	2.00	Officer Director	$0	$0	$0
CHRIS KIRTLEY	TREASURER	1.00	Officer Director	$0	$0	$0
WINNIE SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LIBBY BARGE	TRUSTEE	1.00	Director	$0	$0	$0
MCKNIGHT BROWN	TRUSTEE	1.00	Director	$0	$0	$0
KATE NELLIS BURNS	TRUSTEE	1.00	Director	$0	$0	$0
JANICA CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE CALLAWAY	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN CAROTHERS	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE COLEMAN	TRUSTEE	1.00	Director	$0	$0	$0
ISHA DAMANI	TRUSTEE	1.00	Director	$0	$0	$0
CINDY FERGUSON	TRUSTEE	1.00	Director	$0	$0	$0
ZENOBIA GODSCHALK	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN HARTMAN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT HAWKINS	TRUSTEE	1.00	Director	$0	$0	$0
MOLLY JAMIESON	TRUSTEE	1.00	Director	$0	$0	$0
CARRIE LANIER	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA MOSELEY	TRUSTEE	1.00	Director	$0	$0	$0
JOEL MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
STREET NALLEY	TRUSTEE	1.00	Director	$0	$0	$0
JACK NORTON	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE OGBURN	TRUSTEE	1.00	Director	$0	$0	$0
MARCELLUS PARKER	TRUSTEE	1.00	Director	$0	$0	$0
SHAZEEN PORBANDARWALA	TRUSTEE	1.00	Director	$0	$0	$0
BOYNTON SMITH	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE STEPHENS	TRUSTEE	1.00	Director	$0	$0	$0
KEN BOMAR	DIRECTOR OF FINANCE	40.00	Officer	$209,403	$23,419	$232,822
JOSEPH MARSHALL	HEAD OF SCHOOL	40.00	Officer	$434,740	$46,576	$481,316
BRIAN BALOCKI	PE TEACHER	40.00	Highest	$132,051	$10,497	$142,548
BRADLEY BROWN	DIRECTOR OF ADMISSIONS	40.00	Highest	$142,126	$12,180	$154,306
IRA DAWSON	UPPER ELEMENTARY DIVISION	40.00	Highest	$143,614	$17,875	$161,489
MARGARET DOUGLAS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$144,011	$28,904	$172,915
MARY DU PREEZ	EARLY ELEMENTARY DIVISION	40.00	Highest	$142,981	$10,091	$153,072

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	$27,123,415	$25,024,750	$172,165,204	$2,098,665
2024	$26,660,227	$23,386,885	$162,296,890	$3,273,342
2023	$26,037,493	$21,648,238	$148,250,735	$4,389,255
2022	$26,997,261	$20,525,784	$137,310,907	$6,471,477
2021	$25,058,941	$19,473,026	$133,203,671	$5,585,915
2020	$19,582,817	$18,369,526	$110,670,181	$1,213,291
2019	$20,016,821	$18,218,145	$114,835,114	$1,798,676
2018	$19,716,736	$17,381,471	$112,561,855	$2,335,265

TRINITY SCHOOL INC