TRINITY SCHOOL INC

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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

1981

Legal Domicile

Principal Officer

LISA SCHADE

Phone

4055255600

Tax Period

2024-08-01 to 2025-07-31

TRINITY SCHOOL INC, founded in 1981, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 11% surplus.

Mission

TO PROVIDE SERVICES IN THE ARE OF EDUCATION TO ENABLE STUDENTS TO REACH THEIR POTENTIAL WHILE RECOGNIZING INDIVIDUAL LEARNING DIFFERENCES AND STYLES.

Program Service Accomplishments

Program 1

Expenses: $3,000,917

PROVIDE SERVICES IN THE AREA OF EDUCATION TO ENABLE STUDENTS TO REACH THEIR POTENTIAL WHILE RECOGNIZING INDIVIDUAL DIFFERENCES AND STYLES.

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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 $387,346

Program Service Revenue $3,707,717

Investment Income $9,620

Other Revenue $0

TOTAL REVENUE $4,104,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,683,144

Fundraising Expenses $0

Program Expenses $3,000,917

Other Expenses $957,828

TOTAL EXPENSES $3,640,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,104,683	$3,145,758	+0.3%
Expenses	$3,640,972	$3,111,933	+0.2%
Net Income	$463,711	$33,825	+12.7%

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

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN COUCH	TRUSTEE	1.00	Director	$0	$0	$0
JEFF VAN HOOSE	TRUSTEE	1.00	Director	$0	$0	$0
DENISE HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE LEWALLEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAKE PELLOW	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL PERRI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CINDY ROTTLER	TRUSTEE	1.00	Director	$0	$0	$0
LISA SCHADE	CEO	40.00	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	$4,104,683	$3,640,972	$2,947,457	$463,711
2024	$3,145,758	$3,111,933	$2,102,254	$33,825
2023	$2,813,644	$2,769,388	$2,004,371	$44,256
2022	$2,303,747	$2,440,483	$2,079,917	$-136,736
2021	$1,821,202	$2,400,915	$2,223,299	$-579,713
2020	$1,952,821	$1,664,506	$2,795,255	$288,315
2019	$1,586,247	$1,319,937	$2,306,061	$266,310
2018	$1,588,722	$1,262,105	$2,037,422	$326,617