Trinity Episcopal School Endowment Trust (EIN 746374061) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

Dan E Butt

Phone

2107333797

Tax Period

2025-01-01 to 2025-12-31

Trinity Episcopal School Endowment Trust, founded in 1989, is a micro nonprofit in the Education sector that reported $90K in total revenue in fiscal year 2025. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 47% operating margin.

Mission

Financial support for the educational programs of Trinity Episcopal School

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $16,000

Program Service Revenue $0

Investment Income $73,993

Other Revenue $0

TOTAL REVENUE $89,993

Expense Breakdown

Grants Paid $47,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,500

Other Expenses $0

TOTAL EXPENSES $47,500

Year-over-Year Comparison

	2025	2024	Change
Revenue	$89,993	$47,701	+0.9%
Expenses	$47,500	$43,500	+0.1%
Net Income	$42,493	$4,201	+9.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
James Geitz	Board Member	001.00	Director	$0	$0	$0
Amy Eastham	Treasurer	001.00	Director	$0	$0	$0
Clint Kendall	President	001.00	Director	$0	$0	$0
Brian Ferguson	Board Member	001.00	Director	$0	$0	$0
N/A	Co-Trustee	001.00		$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	$89,993	$47,500	$1,327,580	$42,493
2024	$47,701	$43,500	$1,191,277	$4,201
2023	$29,406	$40,000	$1,088,967	$-10,594
2022	$-35,694	$40,000	$967,371	$-75,694
2021	$363,562	$5,471	$1,207,580	$358,091
2021	$55,757	$24,899	$1,178,860	$30,858
2020	$46,922	$19,884	$926,141	$27,038
2019	$37,151	$25,701	$914,280	$11,450
2018	$55,544	$23,783	$904,659	$31,761

Trinity Episcopal School Endowment Trust