TRINITY SCHOOL OF MIDLAND TEXAS (EIN 750995808) - 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

1966

Legal Domicile

Principal Officer

SHELBY HAMMER

Phone

4326973281

Tax Period

2024-07-01 to 2025-06-30

TRINITY SCHOOL OF MIDLAND TEXAS, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $27.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $7.1M, a strong 26% operating margin.

Mission

TRINITY SCHOOL OF MIDLAND IS A COLLEGE PREPARATORY COMMUNITY THAT OFFERS AN EXCEPTIONALLY ENRICHED PROGRAM PROVIDING CHILDREN BEGINNING IN PRESCHOOL AND GOING THROUGH TWELFTH GRADE WITH EXPERIENCES IN THE VISUAL AND PERFORMING ARTS, FOREIGN LANGUAGE, PHYSICAL EDUCATION, AND TECHNOLOGY IN ADDITION TO A SOLID CORE OF ACADEMIC COURSES. FURTHERMORE, BECAUSE THE SCHOOL ENCOMPASSES PRE-KINDERGARTEN THROUGH GRADE TWELVE, WE ENJOY THE OPPORTUNITY TO CONSTRUCT AND COORDINATE A DEVELOPMENTALLY COHERENT ACADEMIC PROGRAM. TRINITY SCHOOL IS DEDICATED TO UPHOLDING EXEMPLARY ACADEMIC, ETHICAL, AND BEHAVIORAL STANDARDS FOR ALL ITS STUDENTS. WE WANT OUR STUDENTS TO KNOW THE VALUE OF GIVING THEIR BEST EFFORT AND TO EXPERIENCE THE POWER OF KNOWLEDGE. WE WANT THEM TO LEARN THAT HONESTY IS INTRINISICALLY WORTHWHILE. WE WANT THEM TO UNDERSTAND THAT THEIR INDIVIDUAL BEHAVIOR AFFECTS THOSE AROUND THEM, AND WE WANT THEM TO DEVELOP A HEALTHY SPIRITUAL LIFE.BEING A COLLEGE PREPARATORY SCHOOL MEANS EXPECTING OUR

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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 $9,111,893

Program Service Revenue $16,894,377

Investment Income $606,103

Other Revenue $416,658

TOTAL REVENUE $27,029,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,663,900

Fundraising Expenses $538,892

Program Expenses $16,497,127

Other Expenses $6,241,647

TOTAL EXPENSES $19,905,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,029,031	$29,502,616	-0.1%
Expenses	$19,905,547	$18,355,488	+0.1%
Net Income	$7,123,484	$11,147,128	-0.4%

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

265

Volunteers

300

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

$523,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELBY HAMMER	HEAD OF SCHOOL	40.00	Officer	$341,995	$0	$341,995
JAMIE PORTER	CFO	40.00	Officer	$181,531	$0	$181,531
TIMOTHY JONES	HEAD OF UPPER SCH	40.00		$174,270	$0	$174,270
KOBI LINCOLN	DIR. OF DEVELOPMEN	40.00		$115,492	$0	$115,492
ADRIANNE CLIFTON	ASSOC HEAD OF SCH	40.00		$107,487	$0	$107,487
CARRIE BROWN	DIR OF ED INFORMAT	40.00		$102,872	$0	$102,872
MARY ANN BENINATI	President	2.00	Officer Director	$0	$0	$0
ROBERT HENNAGIN	Trustee	2.00	Director	$0	$0	$0
MATT COOPER	Trustee	2.00	Director	$0	$0	$0
SARA HARRIS	Trustee	2.00	Director	$0	$0	$0
RYAN ANWAR	Trustee	2.00	Director	$0	$0	$0
STEVEN JEFFCOAT	Vice President	2.00	Officer Director	$0	$0	$0
MILES HARTMAN	Trustee	2.00	Director	$0	$0	$0
DWIGHT ALWORTH	Trustee	2.00	Director	$0	$0	$0
PREMILA JOHNSON	Trustee	2.00	Director	$0	$0	$0
JONNY HEINS	Secretary	2.00	Officer Director	$0	$0	$0
LUKE MUSSELMAN	Vice President	2.00	Officer Director	$0	$0	$0
SHANKAR ANNAMALAI	Trustee	2.00	Director	$0	$0	$0
JESSICA JOHNSON	Trustee	2.00	Director	$0	$0	$0
PATTI MCDONALD	Trustee	2.00	Director	$0	$0	$0
SIDNEY SCARBOROUGH	Trustee	2.00	Director	$0	$0	$0
SARAH MITCHELL	Trustee	2.00	Director	$0	$0	$0
TRICIA SETH	Treasurer	2.00	Officer Director	$0	$0	$0
AARON DORFNER	Trustee	2.00	Director	$0	$0	$0
JANANNE MCLAUGHLIN	Trustee	2.00	Director	$0	$0	$0
KATHY SHANNON	Trustee	2.00	Director	$0	$0	$0
REAGAN WHYTLAW	Trustee	2.00	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
2025	$27,029,031	$19,905,547	$45,355,349	$7,123,484
2024	$29,502,616	$18,355,488	$38,844,792	$11,147,128
2023	$17,209,640	$17,312,241	$26,960,927	$-102,601
2022	$15,021,172	$16,939,666	$26,946,504	$-1,918,494
2021	$15,122,842	$14,660,921	$27,961,554	$461,921
2020	$14,789,135	$14,011,800	$28,685,785	$777,335
2019	$14,183,090	$13,640,915	$26,764,616	$542,175
2018	$13,354,900	$13,742,946	$26,557,160	$-388,046

TRINITY SCHOOL OF MIDLAND TEXAS