Civic Intelligence

Trinity Nursery School for Tots

EIN 23-2228017 • 501(c)3 • Berwyn, PA

Profile

To provide an individualized, age-appropriate, creative learning environment for children 2 to 6 years of age, with a variety of learning materials, music, and gym classes, as well as optional enrichment programs. Certified in march 2020 by dhs, department of human services to provide child care services.

50 Main AvenueBerwyn, PA 19312

trinitypreschoolofberwyn.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.16x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

8.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Up

$657,667

Up $212,835 (+48%) from 2023

Liabilities

Up

$137,553

Up $81,734 (+146%) from 2023

Net Assets

Up

$520,114

Up $131,101 (+34%) from 2023

Revenue

Up

$875,791

Up $124,767 (+17%) from 2023

Expenses

Up

$818,325

Up $19,757 (+2.5%) from 2023

Net Income

Up

$57,466

Up $105,010 (+221%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $564,855Liabilities 2011: $400,936Net Assets 2011: $163,9192011Assets 2012: $577,557Liabilities 2012: $381,299Net Assets 2012: $196,2582012Assets 2013: $574,717Liabilities 2013: $369,169Net Assets 2013: $205,5482013Assets 2014: $608,593Liabilities 2014: $372,636Net Assets 2014: $235,9572014Assets 2015: $649,576Liabilities 2015: $415,448Net Assets 2015: $234,1282015Assets 2016: $594,973Liabilities 2016: $408,697Net Assets 2016: $186,2762016Assets 2017: $583,156Liabilities 2017: $418,681Net Assets 2017: $164,4752017Assets 2018: $598,331Liabilities 2018: $432,069Net Assets 2018: $166,2622018Assets 2019: $636,122Liabilities 2019: $452,410Net Assets 2019: $183,7122019Assets 2020: $463,234Liabilities 2020: $319,108Net Assets 2020: $144,1262020Assets 2021: $700,105Liabilities 2021: $473,671Net Assets 2021: $226,4342021Assets 2022: $870,934Liabilities 2022: $447,992Net Assets 2022: $422,9422022Assets 2023: $444,832Liabilities 2023: $55,819Net Assets 2023: $389,0132023Assets 2025: $657,667Liabilities 2025: $137,553Net Assets 2025: $520,1142025

Highlighted filing

2025

Assets$657,667
Liabilities$137,553
Net Assets$520,114

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $547,511Expenses 2011: $561,551Net Income 2011: -$14,0402011Revenue 2012: $566,344Expenses 2012: $534,005Net Income 2012: $32,3392012Revenue 2013: $594,858Expenses 2013: $585,735Net Income 2013: $9,1232013Revenue 2014: $602,284Expenses 2014: $572,209Net Income 2014: $30,0752014Revenue 2015: $590,527Expenses 2015: $593,396Net Income 2015: -$2,8692015Revenue 2016: $570,697Expenses 2016: $618,549Net Income 2016: -$47,8522016Revenue 2017: $595,258Expenses 2017: $617,059Net Income 2017: -$21,8012017Revenue 2018: $595,227Expenses 2018: $593,440Net Income 2018: $1,7872018Revenue 2019: $618,246Expenses 2019: $600,796Net Income 2019: $17,4502019Revenue 2020: $573,280Expenses 2020: $612,866Net Income 2020: -$39,5862020Revenue 2021: $652,417Expenses 2021: $570,109Net Income 2021: $82,3082021Revenue 2022: $874,418Expenses 2022: $677,910Net Income 2022: $196,5082022Revenue 2023: $751,024Expenses 2023: $798,568Net Income 2023: -$47,5442023Revenue 2025: $875,791Expenses 2025: $818,325Net Income 2025: $57,4662025

Highlighted filing

2025

Revenue$875,791
Expenses$818,325
Net Income$57,466

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$1.38$5.20$8.76$8.18$0.57
2023Summary only. Only limited summary data is available for this year.$4.45$0.56$3.89$7.51$7.99$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$4.48$4.23$8.74$6.78$1.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$4.74$2.26$6.52$5.70$0.82
2020Summary only. Only limited summary data is available for this year.$4.63$3.19$1.44$5.73$6.13$0.40
2019Summary only. Only limited summary data is available for this year.$6.36$4.52$1.84$6.18$6.01$0.17
2018Summary only. Only limited summary data is available for this year.$5.98$4.32$1.66$5.95$5.93$0.02
2017Summary only. Only limited summary data is available for this year.$5.83$4.19$1.64$5.95$6.17$0.22
2016Summary only. Only limited summary data is available for this year.$5.95$4.09$1.86$5.71$6.19$0.48
2015Summary only. Only limited summary data is available for this year.$6.50$4.15$2.34$5.91$5.93$0.03
2014Summary only. Only limited summary data is available for this year.$6.09$3.73$2.36$6.02$5.72$0.30
2013Summary only. Only limited summary data is available for this year.$5.75$3.69$2.06$5.95$5.86$0.09
2012Summary only. Only limited summary data is available for this year.$5.78$3.81$1.96$5.66$5.34$0.32
2011Summary only. Only limited summary data is available for this year.$5.65$4.01$1.64$5.48$5.62$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 1, 2026
Return Version
2024v5.0
Gross Receipts
$888,333
Mission and Program Overview

Mission

To provide an individualized, age-appropriate, creative learning environment for children 2 to 5 years of age, with a variety of learning and weekly music, gym, nature center and library classes, as well as optional enrichment programs. Certified in march 2020 by dhs, department of human services to provide child care services.

Naeyc accredited & licensed by the state of pennsylvania as an independent, private, academic preschool for children ages 2 to 6 years old, with optional enrichment programs. Licensed as a child care center by the department of human services in 2020.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$512,591$569,668▲ $57,077
Rtn Earn Endowment Incm Other Fnds$367,692$425,158▲ $57,466
Cap Stk Tr Prin Current Funds$94,956$94,956→ $0
Accounts Receivable$4,217$70,509▲ $66,292
Prepaid Expenses and Deferred Charges$6,045$15,787▲ $9,742
Cash and Non-Interest-Bearing Accounts$142$188▲ $46
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Total Assets$525,871$657,667▲ $131,796
Other Assets Total$2,876$1,515▼ $1,361
Liabilities
Deferred Revenue$59,634$128,418▲ $68,784
Accounts Payable and Accrued Expenses$3,589$9,135▲ $5,546
Total Liabilities$63,223$137,553▲ $74,330
Net Assets / Fund Balance
Total Net Assets Fund Balance$462,648$520,114▲ $57,466
Total Liabilities and Net Assets / Fund Balance$525,871$657,667▲ $131,796
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shearerie WelshSchool DirectorFT$61,767$61,767
Mary CassidySchool AdministratorFT$34,790$34,790
Carol LandiSchool TreasurerPT$9,547$9,547

Board Members and Trustees

NameTitle
Michele LegniniPresident
Alison OliverBoard Member
Ashley BrahamBoard Member
Corrie StangoBoard Member
Jamie RothmanBoard Member
Jess PodgajnyBoard Member
Julie CadyBoard Member
Julie SampsonBoard Member
Kelly LoscalzoBoard Member
Laura GoldenbergBoard Member
Lisa WatkinsonBoard Member
Melanie EisenhowerBoard Member
Suzi AltruzInterim School Director
Ellen HorvitzBehavioral Specialist
Cameron PrevostCo VP/Co-Secretary
Kristin TonerCo-VP/Co-Secretary
Laura BotzlerCo-VP/Co-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$11,567
Program Service Revenue
$831,880
Investment Income
$17,758
Other Revenue
$14,586
All Other Contributions
$5,567
Change in Net Assets
$57,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$634,748
Other Expenses$183,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$403,954$3,590-$407,544
Current Officers, Directors, Trustees, and Key Employees$0$165,196-$165,196
Occupancy$64,494$16,123-$80,617
Payroll Taxes$30,406$9,624-$40,030
Other Employee Benefits$16,634--$16,634
Office Expenses$4,340$6,511-$10,851
Insurance-$10,546-$10,546
Information Technology-$9,279-$9,279
Fees for Services Management-$6,467-$6,467
Other Expenses$5,567$0$0$5,567
Pension Plan Contributions$4,362$982-$5,344
Fees for Services Legal-$3,844-$3,844
Advertising-$1,736-$1,736
Conferences and Meetings-$1,427-$1,427
All Other Expenses$1,300--$1,300
Total Functional Expenses$580,645$237,680$0$818,325
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,128
Fundraising Direct Expenses$12,542
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Ann Fund Drive$26,284$21,089$2,611$18,478
Merchandise Sales$6,039$6,039$2,440$3,599
Total Events$32,323$27,128$12,542$14,586
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 Return is reviewed by the School Director before filing. At the subsequent meeting of the Board of Directors, a copy of the return is made available for all Board members to review. As a standard policy, copies of all 990 returns are on file in the school office.

Form 990, Part VI, Section B, Line 12C

At the first fiscal year meeting of the Board of Directors each September, the "Conflict of Interest" policy is reviewed with an opportunity for members to discuss and disclose possible conflicts. The Board of Directors Executive committee monitors compliance throughout the school year.

Form 990, Part VI, Section B, Line 15

The Board of Directors approves the salary increase for the School Director as part of the budgeting process for the next fiscal year.

Form 990, Part VI, Section C, Line 18

Form 990s are stored in the school office and are available for inspection upon request.

Form 990, Part VI, Section C, Line 19

A copy of the school's bylaws, which include a "Conflict of Interest" policy, is available upon request in the school office at 50 Main Avenue, Berwyn, PA. In addition, all 990 Returns are kept on file in the school office, and any other financial statements are made available by the school treasurer upon request.

Filing and Contact Details

Filer

Filer Name
Trinity Nursery School for Tots
EIN
23-2228017
Phone
6106449370
Address
50 MAIN AVENUE, BERWYN, PA 19312
Doing Business As
Trinity Preschool of Berwyn

Signing Officer

Name
Carol Landi
Title
School Treasurer
Phone
6106449370
Signed
2026-01-01

Organization Details

Principal Officer
Carol Landi
Formed
1965
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
16
Employees
37
Volunteers
115
Raw XML AppendixShowing 400 of 642 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0NAEYC ACCREDITED AND LICENSED BY THE STATE OF PENNSYLVANIA AS A PRIVATE, ACADEMIC SCHOOL WITH ENROLLMENT OF 147 IN OUR PRESCHOOL CLASSES AND "PARENTS & TODDLERS" PROGRAM. THE SCHOOL'S CURRICULUM INCLUDES INTRODUCING READING SKILLS, POETRY, LANGUAGE ARTS, MATH, ARTS & CRAFTS, AS WELL AS WEEKLY MUSIC AND GYM CLASSES. THE FACILITIES INCLUDE AN ENCLOSED PLAYGROUND AND A LARGE INDOOR PLAY AREA - BOTH WELL EQUIPPED TO ENCOURAGE THE DEVELOPMENT OF LARGE MOTOR SKILLS. HALF-DAY PRESCHOOL CLASSES ARE HELD SEPTEMBER THROUGH THE END OF MAY. STUDENTS MAY STAY FOR A LUNCH PROGRAM OR PARTICIPATE IN ENRICHMENT CLASSES WHICH EXPAND THE PRESCHOOL CURRICULUM WITH A VARIETY OF TOPICS. A SUMMER CAMP SESSION (HALF DAY FOR TWO WEEKS) IS TYPICALLY OFFERED IN JUNE WITH LEARNING, GAMES, CRAFTS AND OUTDOOR ACTIVITIES. THE SCHOOL IS LICENSED WITH DHS AS A CHILD CARE CENTER.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Shearerie Welsh
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Cassidy
IRS990/Form990PartVIISectionAGrp/PersonNm2Carol Landi
IRS990/Form990PartVIISectionAGrp/PersonNm3Suzi Altruz
IRS990/Form990PartVIISectionAGrp/PersonNm4Michele Legnini
IRS990/Form990PartVIISectionAGrp/PersonNm5Laura Botzler
IRS990/Form990PartVIISectionAGrp/PersonNm6Kristin Toner
IRS990/Form990PartVIISectionAGrp/PersonNm7Cameron Prevost
IRS990/Form990PartVIISectionAGrp/PersonNm8Kelly Loscalzo
IRS990/Form990PartVIISectionAGrp/PersonNm9Corrie Stango
IRS990/Form990PartVIISectionAGrp/PersonNm10Jess Podgajny
IRS990/Form990PartVIISectionAGrp/PersonNm11Julie Cady
IRS990/Form990PartVIISectionAGrp/PersonNm12Jamie Rothman
IRS990/Form990PartVIISectionAGrp/PersonNm13Julie Sampson
IRS990/Form990PartVIISectionAGrp/PersonNm14Laura Goldenberg
IRS990/Form990PartVIISectionAGrp/PersonNm15Ashley Braham
IRS990/Form990PartVIISectionAGrp/PersonNm16Alison Oliver
IRS990/Form990PartVIISectionAGrp/PersonNm17Lisa Watkinson
IRS990/Form990PartVIISectionAGrp/PersonNm18Melanie Eisenhower
IRS990/Form990PartVIISectionAGrp/PersonNm19Ellen Horvitz
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29547
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt1School Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt2School Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Interim School Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Co-VP/Co-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Co-VP/Co-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co VP/Co-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
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IRS990/PrincipalOfficerNm0Carol Landi
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IRS990/ProgramServiceRevenueGrp/Desc1Enrichment/Lunch Programs
IRS990/ProgramServiceRevenueGrp/Desc2Summer Camp
IRS990/ProgramServiceRevenueGrp/Desc3Registration Fees
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240358
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