Trinity Episcopal School E&E Trust

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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

1966

Legal Domicile

Principal Officer

Mark Fallo

Phone

4097659391

Tax Period

2024-08-01 to 2025-06-30

Trinity Episcopal School E&E Trust, founded in 1966, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $20K, a strong 74% operating margin.

Mission

To support Trinity Episcopal School.

Program Service Accomplishments

Program 1

Expenses: $0

Trinity Episcopal School Expansion and Excellence Trust provides financial support for the educational programs and facilities of The Trinity Episcopal School.

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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 $0

Program Service Revenue $0

Investment Income $26,661

Other Revenue $0

TOTAL REVENUE $26,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,028

TOTAL EXPENSES $7,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,661	$29,786	-0.1%
Expenses	$7,028	$6,832	+0.0%
Net Income	$19,633	$22,954	-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

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

$206,358

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rev Jimmy Abbott	Rector	1.00	Officer Director	$0	$0	$0
Mary Patricia Adams	President	1.00	Officer Director	$0	$0	$0
Dotsy Balentine	Trustee	1.00	Director	$0	$0	$0
Charles Worthen	Trustee	1.00	Director	$0	$0	$0
Mark Fallo	Head of School	1.00	Officer	$0	$9,010	$206,358

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	$26,661	$7,028	$958,141	$19,633
2024	$29,786	$6,832	$872,067	$22,954
2023	$94,056	$425,777	$764,714	$-331,721
2022	$62,548	No data	$1,122,752	No data
2021	$94,846	$117,467	$1,231,390	$-22,621
2020	$33,712	$64,401	$1,140,825	$-30,689
2019	$44,537	$67,037	$1,115,797	$-22,500
2018	$38,794	$87,813	$1,133,414	$-49,019