TRINITY VALLEY SCHOOL

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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

1959

Legal Domicile

Principal Officer

GEORGE KING

Phone

8173210100

Tax Period

2023-07-01 to 2024-06-30

TRINITY VALLEY SCHOOL, founded in 1959, is a mid-sized nonprofit in the Education sector that reported $34.6M in total revenue in fiscal year 2023. Net assets of $103.8M represent 36 months of operating reserves.

Mission

TRINITY VALLEY SCHOOL HAS FOUR MAIN OBJECTIVES FOR ITS STUDENTS; FINE SCHOLARSHIP WITH ITS FULFILLMENT AT COLLEGE; THE DEVELOPMENT OF WIDE CONSTRUCTIVE INTERESTS; INTELLIGENT CITIZENSHIP; AND SPIRITUAL AND MORAL DEVELOPMENT WHICH PROMOTES LASTING VALUES.

Program Service Accomplishments

Program 1

Expenses: $28,755,970 Revenue: $29,195,050

TRINITY VALLEY SCHOOL IS A PRE-K-12 EDUCATIONAL INSTITUTION WITH AN ENROLLMENT OF 1,037 STUDENTS. THE TRINITY VALLEY SCHOOL CLASS OF 2024 HAD 95 GRADUATES ACCEPTED INTO 206 DIFFERENT COLLEGES AND 44 UNIQUE HONORS PROGRAMS AND RECEIVED $17.9 MILLION IN SCHOLARSHIPS. 3 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERITS FINALISTS, 11 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERIT COMMENDED SCHOLARS, AND 11 WERE NAMED COLLEGE BOARD NATIONAL RECOGNIZED SCHOLARS. 6 MEMBERS WERE RECRUITED ATHLETES COMMITTED TO PLAYING COLLEGIATE SPORTS. ADDITIONALLY, THE CLASS OF 2024 COMPLETED OVER 11,000 COMMUNITY SERVICE HOURS.

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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 $1,464,869

Program Service Revenue $29,195,050

Investment Income $3,843,818

Other Revenue $144,126

TOTAL REVENUE $34,647,863

Expense Breakdown

Grants Paid $2,908,324

Salaries & Benefits $21,234,079

Fundraising Expenses $829,330

Program Expenses $28,755,970

Other Expenses $10,576,928

TOTAL EXPENSES $34,719,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,647,863	$33,198,768	+0.0%
Expenses	$34,719,331	$32,399,798	+0.1%
Net Income	$-71,468	$798,970	-1.1%

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

338

Volunteers

600

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

$726,212

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER ROSELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRANT MARTIN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MAXWELL LEA	SECRETARY & ENDOWM COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
MINDY HEGI	TREASURER & FIN COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
AMY JACOBS	GOVERNANCE CHAIR (THRU 08/23)	5.00	Director	$0	$0	$0
GEETH CHETTIAR	GOVERNANCE CHAIR	5.00	Director	$0	$0	$0
BRYAN LYNCH	ADVANCEMENT COMMITTEE CHAIR	5.00	Director	$0	$0	$0
DAVID NOLET	AUDIT COMMITTEE CHAIR	5.00	Director	$0	$0	$0
TARA BIBB	EX OFFICIO, PARENTS CLUB PRES.	5.00	Director	$0	$0	$0
KATHLEEN MOLER	EX OFFICIO, ALUMNI ASSOC. PRES.	5.00	Director	$0	$0	$0
ROBERT AHDIEH	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER BREITER	TRUSTEE	2.00	Director	$0	$0	$0
ADRIANNE DEEM	TRUSTEE	2.00	Director	$0	$0	$0
MEGAN DEEN	TRUSTEE	2.00	Director	$0	$0	$0
JOE GALLAGHER	TRUSTEE	2.00	Director	$0	$0	$0
FRANK HERNANDEZ	TRUSTEE	2.00	Director	$0	$0	$0
WILLIE HOUSTON	TRUSTEE (THRU 08/23)	2.00	Director	$0	$0	$0
MARK KALPKAKIS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID KOSTOHRYZ	TRUSTEE	2.00	Director	$0	$0	$0
PALMER LUMMIS	TRUSTEE	2.00	Director	$0	$0	$0
WOEI MING	TRUSTEE	2.00	Director	$0	$0	$0
ANN RANELLE	TRUSTEE	2.00	Director	$0	$0	$0
TOSIN SMITH	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL STEADMAN	TRUSTEE	2.00	Director	$0	$0	$0
AMAR TANNA	TRUSTEE	2.00	Director	$0	$0	$0
KIT ULRICH	TRUSTEE	2.00	Director	$0	$0	$0
BLAIR LOWRY	HEAD OF SCHOOL (THRU 05/24)	55.00	Officer	$404,862	$54,073	$458,935
ADAM WOJTELWICZ	CHIEF FINANCIAL OFFICER	55.00	Officer	$237,975	$29,302	$267,277
JEFFREY SNYDER	ASSISTANT HEAD OF SCHOOL	55.00	Highest	$152,760	$54,337	$207,097
LISA GRIDER	DIR OF ADVANC. & STRATEGIC INITIATIVE	55.00	Highest	$175,177	$22,457	$197,634
KYLE KAHUDA	HEAD OF UPPER SCHOOL	55.00	Highest	$144,432	$53,081	$197,513
SANDRA MCNUTT	HEAD OF LOWER SCHOOL	55.00	Highest	$153,315	$23,463	$176,778
MARGARET RIEMITIS	SEN. BUSINESS OFFICE CONS	55.00	Highest	$122,816	$26,605	$149,421

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	No data	No data	No data	No data
2024	$34,647,863	$34,719,331	$130,562,249	$-71,468
2023	$33,198,768	$32,399,798	$126,736,194	$798,970
2022	$33,870,817	$30,530,901	$125,849,584	$3,339,916
2021	$31,929,734	$28,083,637	$129,853,781	$3,846,097
2020	$27,962,422	$28,056,860	$115,369,415	$-94,438
2019	$31,602,047	$27,857,262	$116,229,597	$3,744,785
2018	$26,445,071	$26,882,178	$110,619,788	$-437,107