Holy Trinity Episcopal School of Gainesville Inc

EIN: 591558791 501(c)(3) Human Services

Gainesville, FL

Total Revenue
$1,333,461
Total Expenses
$1,247,783
Total Assets
$2,735,609
Net Assets
$2,709,216
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
FL
Principal Officer
Ann Beshore
Phone
3523772290
Tax Period
2023-01-01 to 2023-12-31

Holy Trinity Episcopal School of Gainesville Inc, founded in 1974, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.2M left a modest 6% surplus.

Mission

To provide pre-school education for children 6 weeks to 5 years in order to develop each child to his or her potential spiritually, intellectually, and socially that each may grow in grace and freedom through knowledge and lead a healthy, productive, and meaningful life.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $260,713
Program Service Revenue $1,045,070
Investment Income $0
Other Revenue $27,678
TOTAL REVENUE $1,333,461

Expense Breakdown

Grants Paid $0
Salaries & Benefits $924,629
Fundraising Expenses $0
Program Expenses $1,063,989
Other Expenses $323,154
TOTAL EXPENSES $1,247,783

Year-over-Year Comparison

2023 2022 Change
Revenue $1,333,461 $1,589,412 -0.2%
Expenses $1,247,783 $1,248,095 0.0%
Net Income $85,678 $341,317 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
42
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
4
$99,249
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Melinda Craine Trustee 4.00
Director
$0 $0 $0
Sally Ryden Trustee 4.00
Director
$0 $0 $0
Ann Pierson Secretary 4.00
Officer Director
$0 $0 $0
George Crawford Trustee 4.00
Director
$0 $0 $0
Terri McKinney Trustee 4.00
Director
$0 $0 $0
Willa Wolcott Trustee 4.00
Director
$0 $0 $0
The Rev J Fletcher Montgomery Trustee 4.00
Director
$0 $0 $0
Nancy Wood Vice President 4.00
Officer Director
$0 $0 $0
Ann Beshore President 4.00
Officer Director
$0 $0 $0
Cathy L Dawson Trustee 4.00
Director
$0 $0 $0
Katie Grant Trustee 4.00
Director
$0 $0 $0
Kellie Pintado Trustee 4.00
Director
$0 $0 $0
Bruce Hoffman Trustee 4.00
Director
$0 $0 $0
Justina Wilkerson trustee 4.00
Director
$0 $0 $0
The Rev Arthur Lee Trustee 4.00
Director
$0 $0 $0
Jason Hill Head of School 40.00
Officer
$99,249 $0 $99,249
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 $1,333,461 $1,247,783 $2,735,609 $85,678
2022 $1,589,412 $1,248,095 $2,653,142 $341,317
2021 $1,162,116 $1,024,334 $2,615,775 $137,782
2020 $1,222,832 $1,057,313 $2,537,167 $165,519
2019 $979,638 $1,049,494 $2,427,487 $-69,856
2018 $988,102 $1,014,644 $2,471,669 $-26,542
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