TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II (EIN 581752179) - 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

1987

Legal Domicile

Principal Officer

BERNADETTE LUCAS

Phone

5045258661

Tax Period

2024-07-01 to 2025-06-30

TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II, founded in 1987, is a small nonprofit that reported $302K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 37% operating margin.

Mission

PROVIDES CONTINUING FINANCIAL SUPPORT TO TRINITY EPISCOPAL SCHOOL, A PROGRAM OF TRINITY CHURCH.

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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 $36,700

Program Service Revenue $0

Investment Income $265,707

Other Revenue $0

TOTAL REVENUE $302,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,644

Other Expenses $190,110

TOTAL EXPENSES $190,110

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,407	$183,732	+0.6%
Expenses	$190,110	$226,132	-0.2%
Net Income	$112,297	$-42,400	-3.6%

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

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
MIRIAM HENRY	TRUSTEE	1.00	Director	$0	$0	$0
FRITZ GOMILA	TRUSTEE	1.00	Director	$0	$0	$0
JOHN NIESET	TRUSTEE	1.00	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
2025	$302,407	$190,110	$6,956,327	$112,297
2024	$183,732	$226,132	$6,558,724	$-42,400
2023	$1,230,536	$254,590	$6,143,836	$975,946
2022	$273,914	$244,652	$4,791,065	$29,262
2021	$442,451	$237,581	$5,456,409	$204,870
2020	$126,939	$223,583	$4,362,890	$-96,644
2019	$442,163	$211,049	$4,413,646	$231,114
2018	$163,305	$182,241	$4,235,371	$-18,936

TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II