TRINITY EDUCATION FOUNDATION (EIN 743258358) - 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

2007

Legal Domicile

Principal Officer

HEATHER GOFF

Phone

4252494800

Tax Period

2023-01-01 to 2023-12-31

TRINITY EDUCATION FOUNDATION, founded in 2007, is a small nonprofit in the Education sector that reported $215K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $949K exceeded revenue, resulting in a 341% operating deficit.

Mission

TO PROVIDE SUPPORT MENTORING, CONNECTION TO PURPOSE AND FINANCIAL ASSISTANCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $275,927

Program Service Revenue $0

Investment Income $-61,638

Other Revenue $1,020

TOTAL REVENUE $215,309

Expense Breakdown

Grants Paid $555,499

Salaries & Benefits $158,074

Fundraising Expenses $59,160

Program Expenses $789,124

Other Expenses $235,467

TOTAL EXPENSES $949,040

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,309	$118,140	+0.8%
Expenses	$949,040	$912,093	+0.0%
Net Income	$-733,731	$-793,953	-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

$134,781

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN INGERSOLL	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$81,254	$1,808	$83,062
JENNY STEWART	EXECUTIVE DIRECTOR (UNTIL 04/23)	32.00	Officer	$46,208	$5,511	$51,719
JOAN THORSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
AUBREY THONVOLD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID SWARTLING	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK BRADY	TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER GOFF	TRUSTEE	1.00	Director	$0	$0	$0
ROBBY LARSON	TRUSTEE	1.00	Director	$0	$0	$0
TOM LUCAS	TRUSTEE	1.00	Director	$0	$0	$0
RAVI RAO	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ROUSE	TRUSTEE	1.00	Director	$0	$0	$0
RYAN INGERSOLL	TRUSTEE (UNTIL 05/2023)	1.00	Director	$0	$0	$0
JIM STEELE	TRUSTEE (UNTIL 07/2023)	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
2024	No data	No data	No data	No data
2023	$215,309	$949,040	$9,065,562	$-733,731
2022	$118,140	$912,093	$9,144,425	$-793,953
2021	$1,671,940	$699,475	$12,068,435	$972,465
2020	$1,138,398	$907,330	$11,441,915	$231,068
2019	$1,202,684	$441,860	$9,650,743	$760,824
2018	$1,752,692	$356,010	$7,642,172	$1,396,682

TRINITY EDUCATION FOUNDATION