Trinity Hall

“Sean clifford and mairead clifford - family relationship. Justin gmelich and victoria gmelich - family relationship.”

“THE ORGANIZATION'S BYLAWS PROVIDE THAT Nominations of candidates to be elected as Trustees shall be made by the Committee on Trustees. IN ADDITION, THE ORGANIZATION'S BOARD OF TRUSTEES HAS THE POWER TO establish AN EXECUTIVE COMMITTEE TO WHICH THE BOARD MAY DELEGATE CERTAIN POWERS.”

“A COPY OF THE ORGANIZATION'S final FORM 990 WAS PROVIDED TO ALL MEMBERS OF ITS GOVERNING BODY, ITS BOARD OF TRUSTEES, FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S BOARD OF TRUSTEES HAS THE RESPONSIBILITY TO OVERSEE, REVIEW AND APPROVE OF THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S HEAD OF SCHOOL TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THESE INDIVIDUALS FOR REVIEW. THESE INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. THE ORGANIZATION'S OUTSIDE ACCOUNTANT ALSO PERFORMED A DETAILED REVIEW OF THE DRAFT FORM 990. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THESE INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PROVIDING A COPY TO ALL MEMBERS OF this organization's board of trustees AND FILING WITH THE IRS.”

“All board members are required to annually complete a conflict of interest disclosure form that is reviewed by the board of trustees. When potential conflicts are identified, the board of trustees discusses the material facts and then determines if a conflict exists. If a conflict exists, the board of trustees then decides on the best course of action and any necessary mitigating behavior. In all situations, the relevant individual shall be removed from any decision making related to their potential conflict.”

“The organization's board of trustees maintains an executive committee ("committee"). The committee is responsible for the review and approval of the compensation and benefits of the organization's head of school. The committee's review is done on at least an annual basis and ensures that the "total compensation" of the head of school is reasonable. The actions taken by the committee enable the organization to receive the rebuttable presumption of reasonableness for purposes of internal revenue code section 4958 with respect to the total compensation of the head of school. The three factors which must be satisfied in order to receive the rebuttable presumption of reasonableness are the following: 1. The compensation arrangement is approved in advance by an "authorized body" of the applicable tax-exempt organization which is composed entirely of individuals who do not have a "conflict of interest" with respect to the compensation arrangement; 2. The authorized body obtained and relied upon "appropriate data as to comparability" prior to making its determination; and 3. The authorized body "adequately documented the basis for its determination" concurrently with making that determination. The committee is comprised of members of the board of trustees each of whom are independent and are free from any conflicts of interest. The committee relied upon appropriate comparable data; specifically, the committee bases its review on an outside independent study that includes officer compensation at other secondary independent-preparatory acadamies of a similar nature. This study is prepared by the national association of independent schools ("nais"). The committee adequately documented the basis for its determination through the timely preparation of written minutes of the committee meetings during which the head of school's compensation and benefits was reviewed and subsequently approved.”

“The organization makes all its governing documents and conflict of interest policy available to the public upon request.”

“AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF THE TAXPAYER FOR THE YEAR ENDED JUNE 30, 2025 AND ISSUED AN UNMODIFIED OPINION. THE ORGANIZATION'S AUDIT AND RISK COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR. ACCORDING TO THE ORGANIZATION'S BYLAWS THE AUDIT AND RISK COMMITTEE shall: recommend the independent auditor for Board approval; work with the auditor to establish the scope of the audit; review the recommendations for improving internal controls as noted in the auditor's management letter; recommend approval of the annual audit to the Board; and monitor the implementation of the recommendations of the management letter.”

“Academic Program: Trinity Hall is committed to providing unprecedented opportunities for learning and leadership through an innovative curriculum taught by passionate and experienced faculty in a diverse environment that celebrates the Catholic tradition. Trinity Hall encourages students to think creatively and critically, solve problems and collaborate, communicate effectively, and lead. Through interdisciplinary studies, design thinking, and a problem-based math curriculum, students are academically well-rounded and thoroughly prepared for college. Our Science, Technology, Engineering, Arts, and Mathematics program focuses on developing lessons and techniques that bring together STEAM disciplines and concepts through creative hands-on projects and experiments. Trinity Hall students take four years of engineering. Our Humanities program is intentionally designed to integrate both skills and content between the disciplines of English, history, and theology. Through the lens of the Catholic theological tradition, students engage in the exploration of prayer, scripture, sacraments, and the Church's moral and social teachings, as well as the examination of all world religions. The World Language courses at Trinity Hall facilitate a class structure built around the four main skills: reading, writing, listening, and speaking. The classes aim for target language instruction only. Cultural comparisons, connections, and global outreach are a priority over the scope and sequence of the students' language learning journey. Please see our digital Trinity Hall Magazine for additional highlights: https://online.flippingbook.com/view/XXX-XX-XXXX/ FY25 Achievements: 1. Academics: - Trinity Hall enrolled 338 students for the 2024-2025 school year. - Trinity Hall continues to grow as a leader in college preparatory education for young women. Trinity Hall's 74 graduates from the Class of 2025 were awarded more than $16 million in merit scholarships, with many matriculating to highly selective colleges and universities. - Trinity Hall hosted a five-year reunion for the Class of 2020, culminating in a "Monarch Meet-up" for all alumnae. - A Trinity Hall senior successfully matched with a college through the prestigious Quest Bridge Program. - Two seniors were recognized as Commended Students in the 2025 National Merit Scholarship Program, placing among the top students nationwide for academic promise. - Trinity Hall broke ground on a new academic building and community space in July 2024 to expand educational facilities, including state-of-the-art STEM labs, arts spaces, and student support areas, with construction completed in the 2025-2026 school year. - Gabriella Sorrentino '21, a graduate of the United States Military Academy West Point, was selected for the 2025 Rhodes Scholarship. 2. Athletics: - Trinity Hall students were given the opportunity to participate in 16 sports: Basketball, Cross Country, Field Hockey, Flag Football, Golf, Gymnastics, Ice Hockey, Lacrosse, Sailing, Soccer, Softball, Spring Track & Field, Swimming, Tennis, Volleyball, and Winter Track & Field. - Ten seniors committed to continuing their academic and athletic careers in the NCAA at the DI and DIII levels in five different sports. The schools these student-athletes committed to are Bates College, College of the Holy Cross, Davidson College, East Stroudsburg University, Fordham University, Georgetown University, Princeton University, RPI, University of St. Andrews, and United States Naval Academy. - Athletic highlights include a number of sport-specific accomplishments, including: - Gymnastics had a standout season with one athlete becoming the second-ever Monarch to qualify for the NJSIAA Gymnastics Championship. - Field Hockey captured its first-ever Shore Conference Tournament victory. - Soccer advanced through the NJSIAA state tournament with victories over Mount St. Mary's Academy (3-0) and Notre Dame High School (2-1) before concluding the season in November. -”

“- Philanthropic support: Through drives, bake sales, and programming, students supported: Blood Cancer United, Tunnel to Towers Foundation, 180 Turning Lives Around, Liv Like a Unicorn, The Priscilla Loomis Foundation, St. Peter Claver, Red Bank Primary, Family Promise, Our Lady of Mount Carmel etc. Grade-level presidents organized bake sales based on their grade's non-profit passions to support local nonprofits in the area. - Clubs expanded programming to the community (for example, Milky Way Monarchs launched a NASA collaboration to test various conditions to grow plants and shared through videos and presentations with the community.) Clubs also held many guest speaker events to gain experience from experts in the field (for example, Criminology club invited a lawyer to come in, Talk in Unity invited alumnae to come back and talk, and Pre-Med had a veterinarian and a medical doctor speak about their experiences.) - Trinity Hall also has the following student organizations: Liturgical Ministry, Student Ambassadors, Student Annual Fund Committee, and Tech Team. - Student Government is divided into five core councils: Academics, Arts, Athletics, Community Life, and SCOPE (Service, Community Outreach, and Prayer are Essential). o The class presidents organized a third annual "Battle of the Classes" event which provided a week of team-building games, themes and activities for the entire student body and staff to participate in and grow school spirit. o The Academics Council provided new initiatives and activities to celebrate student success each trimester and academic contributions through peer mentoring throughout the school year. This also included community-building games and opportunities to engage in "stress relief" activities. o The Arts Council continued to increase school-wide support of the arts through monthly bulletin board drawing contests and audience opportunities to contribute to art at their annual events (Coffeehouse, Paint & Snack events, and Evening of Fine Arts). o The Athletics Council boosted fan participation with designated fan days. Students had the opportunity to gain royal rumble points for attending the events. They also helped support the volleyball team's Dig Pink Day again to honor those facing a breast cancer diagnosis. o The Community Life Council hosted new activities including a school-wide week of spooky activities during Halloween, the semi-formal, winter activities during the holidays, and during LOVE week, a big-little sister cupcake decorating competition. They also helped organize a trip to The Lion King on Broadway. o The SCOPE Council, in collaboration with the liturgical team, continued with first Friday Masses in our chapel as an option for students to attend Mass each month and supported many local non-profit organizations through drives, volunteer opportunities, and bake sales. - Students presented a Fall production (The Book of Will) and a Spring musical (The Hello Girls). Both productions were recognized with many Count Basie Awards, including: o Outstanding Production of a Musical o Outstanding Direction of a Musical o Amy Giinther Fredericks Award for Outstanding Musical Direction for Lauren Brancato and Mike Kabash o Evaluator's Special Award for Kate Schweikert for her outstanding choreography o Carole Malik Award for Outstanding Costume Design of a Musical (Lucy Kennedy & Maggie Havens) o Three students were recognized for their outstanding student leadership - All students participated in fall back-to-school class trips and Service Day in the spring, which supported 20 local non-profit organizations. The senior class participated in their own day of service and supported Rising Treetops by helping with various needs including cleaning, organizing, and decorating for the holidays.”

“change in value of interest rate swap agreement - $316,932”