Civic Intelligence

Trinity Episcopal School

990 • Fiscal year 2015 • EIN 56-2059568

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileWWW.TESCHARLOTTE.ORG
750 East 9th StreetCharlotte, NC 28202-3102

(704) 358-8101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.17x

Higher debt load relative to assets than 43% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.47x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

60th percentile

5.9%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.1%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$24,841,259

Down $183,349 (-0.7%) from 2014

Net Assets

Up

$20,597,893

Up $479,751 (+2.4%) from 2014

Liabilities

Down

$4,243,366

Down $663,100 (-14%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin60th percentile

Revenue

Up

$9,079,450

Up $522,310 (+6.1%) from 2014

Expenses

Up

$8,546,066

Up $432,027 (+5.3%) from 2014

Net Income

Up

$533,384

Up $90,283 (+20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $24,664,284Liabilities 2012: $6,397,455Net Assets 2012: $18,266,8292012Assets 2013: $23,920,478Liabilities 2013: $5,324,264Net Assets 2013: $18,596,2142013Assets 2014: $25,024,608Liabilities 2014: $4,906,466Net Assets 2014: $20,118,1422014Assets 2015: $24,841,259Liabilities 2015: $4,243,366Net Assets 2015: $20,597,8932015Assets 2016: $26,846,534Liabilities 2016: $4,337,523Net Assets 2016: $22,509,0112016Assets 2017: $33,133,312Liabilities 2017: $4,203,128Net Assets 2017: $28,930,1842017Assets 2018: $37,165,230Liabilities 2018: $3,788,863Net Assets 2018: $33,376,3672018Assets 2019: $39,305,274Liabilities 2019: $4,943,014Net Assets 2019: $34,362,2602019Assets 2020: $38,652,821Liabilities 2020: $4,463,027Net Assets 2020: $34,189,7942020Assets 2021: $42,878,442Liabilities 2021: $4,296,244Net Assets 2021: $38,582,1982021Assets 2022: $39,313,678Liabilities 2022: $3,429,258Net Assets 2022: $35,884,4202022Assets 2023: $41,359,780Liabilities 2023: $3,261,003Net Assets 2023: $38,098,7772023Assets 2024: $42,567,418Liabilities 2024: $3,014,338Net Assets 2024: $39,553,0802024Assets 2025: $47,316,809Liabilities 2025: $3,732,082Net Assets 2025: $43,584,7272025

Highlighted filing

2015

Assets$24,841,259
Liabilities$4,243,366
Net Assets$20,597,893
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $7,371,7162012Expenses 2013: $7,710,5242013Revenue 2014: $8,557,140Expenses 2014: $8,114,039Net Income 2014: $443,1012014Revenue 2015: $9,079,450Expenses 2015: $8,546,066Net Income 2015: $533,3842015Revenue 2016: $11,626,922Expenses 2016: $9,140,832Net Income 2016: $2,486,0902016Revenue 2017: $15,610,570Expenses 2017: $9,567,811Net Income 2017: $6,042,7592017Revenue 2018: $13,075,052Expenses 2018: $9,785,062Net Income 2018: $3,289,9902018Revenue 2019: $10,441,364Expenses 2019: $9,959,775Net Income 2019: $481,5892019Revenue 2020: $10,025,269Expenses 2020: $10,284,783Net Income 2020: -$259,5142020Revenue 2021: $10,627,054Expenses 2021: $10,531,482Net Income 2021: $95,5722021Revenue 2022: $12,708,246Expenses 2022: $11,866,346Net Income 2022: $841,9002022Revenue 2023: $13,275,095Expenses 2023: $12,768,402Net Income 2023: $506,6932023Revenue 2024: $13,006,317Expenses 2024: $13,228,500Net Income 2024: -$222,1832024Revenue 2025: $16,157,612Expenses 2025: $13,656,485Net Income 2025: $2,501,1272025

Highlighted filing

2015

Revenue$9,079,450
Expenses$8,546,066
Net Income$533,384
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$9,079,450
Mission and Program Overview

Mission

Trinity episcopal school is committed to the breadth of the episcopal tradition in both its unity and diversity. A student of trinity episcopal school is challenged to academic excellence while honored as an individual with unique potential. As faculty and families together influence young lives, students themselves will be affirmed as ambassadors of grace, citizens who live and teach an ethic of service and respect for others. A student of trinity episcopal school is trained in the example of christ and toward a stewardship of healthy body, lively soul and discerning mind.

Trinity episcopal school is called to inspire young lives by creating outstanding scholars who are grounded in a firm spiritual foundation and an enduring commitment to the richness of diversity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,083,544$12,015,647▼ $67,897
Investments Other Securities$9,220,043$9,467,818▲ $247,775
Savings and Temporary Cash Investments$1,165,324$1,659,625▲ $494,301
Cash and Non-Interest-Bearing Accounts$2,102,999$1,495,047▼ $607,952
Accounts Receivable$119,203$70,557▼ $48,646
Prepaid Expenses and Deferred Charges$44,533$59,165▲ $14,632
Pledges and Grants Receivable$163,398$57,190▼ $106,208
Total Assets$24,932,777$24,841,259▼ $91,518
Other Assets Total$33,733$16,210▼ $17,523
Liabilities
Tax Exempt Bond Liabilities$3,323,169$3,088,097▼ $235,072
Deferred Revenue$1,126,290$838,272▼ $288,018
Accounts Payable and Accrued Expenses$365,176$316,997▼ $48,179
Total Liabilities$4,814,635$4,243,366▼ $571,269
Net Assets / Fund Balance
Unrestricted Net Assets$12,365,065$13,455,165▲ $1,090,100
Permanently Rstr Net Assets$4,787,515$4,793,034▲ $5,519
Temporarily Rstr Net Assets$2,965,562$2,349,694▼ $615,868
Total Net Assets Fund Balance$20,118,142$20,597,893▲ $479,751
Total Liabilities and Net Assets / Fund Balance$24,932,777$24,841,259▼ $91,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,869,017$4,770,454$13,639,471
Land$2,395,523-$2,395,523
Equipment$670,024$360,391$1,030,415
Other Land Buildings$81,083$43,613$124,696
Other Securities$1,363,185--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,757,889$207,470▲ $61,959$230,000$5,797,318
2013$5,052,039$172,769▲ $725,081$192,000$5,757,889
2012$4,404,924$362,271▲ $444,844$160,000$5,052,039
2011$4,103,448$575,068▼ $118,592$155,000$4,404,924
2010$652,706$3,004,556▲ $446,186-$4,103,448
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas FranzHead of SchoolFT$229,887$21,592$251,479
Glenn DahlenBusiness OfficerFT$91,465$9,001$100,466

Board Members and Trustees

NameTitle
Phil ColacoChair
Al LindemannTrustee
Casey RogersTrustee
Claudia HeathTrustee
Court YoungTrustee
Cynthia OatesTrustee
David TateTrustee
Edward ExsonTrustee
Elizabeth KiserTrustee
John FitzhughTrustee
Kobi BrinsonTrustee
Martha EubankTrustee
Ollie RencherTrustee
Rev Kevin BrownTrustee
Steve MayoTrustee
Ted RastTrustee
Thold GillTrustee
Tracy WattsTrustee
Caroline StonemanSecretary
Joe PittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$995,751
Program Service Revenue
$7,822,737
Investment Income
$205,256
Other Revenue
$55,706
All Other Contributions
$995,751
Change in Net Assets
$533,384

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded20$62,005Average Hi-lo
Total Noncash Contributions20$62,005-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,026,739
Revenue Not Reported on Financial Statements
$52,711
Revenue Not Reported on Form 990
$-1,189,205
Total Revenue per Audited Statements
$7,837,534
Total Revenue per Form 990
$9,079,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,885,129
Other Expenses$2,507,842
Grants and Similar Amounts Paid$1,153,095
Total Fundraising Expense$219,403
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,662,942$960,225-$3,623,167
Grants to Domestic Individuals$1,153,095--$1,153,095
Occupancy$420,693$150,248$30,050$600,991
Depreciation Depletion$573,896$17,749-$591,645
Other Employee Benefits$311,475$134,714$16,523$462,712
Current Officers, Directors, Trustees, and Key Employees$2,112$197,089$152,744$351,945
Payroll Taxes$186,062$80,473$9,870$276,405
Pension Plan Contributions$115,041$49,756$6,103$170,900
All Other Expenses-$148,062$2,720$150,782
Interest$73,262$2,266-$75,528
Fees for Service Investment Mgmnt Fees-$52,711-$52,711
Advertising$28,128$9,503$380$38,011
Other Expenses$15,083$8,478$339$15,083
Conferences and Meetings$3,118$1,054$42$4,214
Travel-$1,105-$1,105
Total Functional Expenses$6,497,442$1,829,221$219,403$8,546,066

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,546,066
Expenses per Audited Statements$7,340,260
Total Expenses per Audited Statements$7,340,260
Expenses Not Reported on Financial Statements$1,205,806
Other Expense Adjustments$1,153,095
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,273,537

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Cayman IslandsInvestments in Hedge Funds-00$1,273,537
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANc Capital Facilities Finance Agency2013-05-16$3,675,000Refinance of series 2003 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,675,000-$505,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 A, Line 7A

“The bishop of the episcopal diocese of north carolina appoints one trustee.”

Form 990, Part VI, Section A, Line 8B

“The executive committee has authority to act in certain matters between meetings. There are not always contemporaneous minutes. However, the committee does report any actions taken to the full board at the next meeting.”

Form 990, Part VI, Section B, Line 11

“A draft form 990 is reviewed by the finance committee. For privacy purposes, the full board only receives a public disclosure copy of the 990 for their review prior to filing with the irs.”

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

“The school has a conflict of interest policy that is signed annually. In the event of a potential conflict during the year, the affected party will recuse himself or herself from the discussion, vote or other decision making process. This policy applies to all officers, directors, trustees and key employees.”

Form 990, Part VI, Section B, Line 15

“The salary for the head of school is determined by the board of directors. The board reviews a salary survey from the national association of independent schools in order to determine the head of school's compensation. Documentation of the approval of compensation is in the board's executive committee minutes. The other salaries are set by the head of school and are based on salary information from multiple sources including the national association of independent schools and the charlotte-mecklenburg school system.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Episcopal School
EIN
56-2059568
Phone
7043588101
Address
750 EAST 9TH STREET, CHARLOTTE, NC 28202-3102

Signing Officer

Name
Thomas Franz
Title
Head of School
Phone
7043588101
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Franz
Formed
1998
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
124
Volunteers
300

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 1000, CHARLOTTE, NC 28204
Preparer
Janice a Ratica
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of interest rate swap -17,523. Change in fair value of pledges receivable -77,870.”

Form 990, Part XII, Line 2C

“The school's finance committee is responsible for the oversight of the audit and the selection of independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“The school is organized under section 501(c)(3) of the internal revenue code as a nonprofit, tax-exempt organization. Management believes that the school continues to satisfy the requirements of the tax-exempt organization and is not subject to tax. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. Management has evaluated the effect of fasb guidance on accounting for uncertainty in income taxes in an entity's financial statements by prescribing a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The school's policy is to record a liability for any tax position taken that is beneficial to the school, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of june 30, 2015 and 2014, and accordingly, no liability has been accrued.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Financial aid & scholarships shown net of tuition on financials -1,153,095. Change in value of pledges receivable -77,870.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & scholarships shown net of tuition on financials 1,153,095.”

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IRS990/ActivityOrMissionDesc0TRINITY EPISCOPAL SCHOOL IS CALLED TO INSPIRE YOUNG LIVES BY CREATING OUTSTANDING SCHOLARS WHO ARE GROUNDED IN A FIRM SPIRITUAL FOUNDATION AND AN ENDURING COMMITMENT TO THE RICHNESS OF DIVERSITY.
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IRS990/Desc0THE TRINITY EPISCOPAL SCHOOL K-8 PROGRAM CREATES SCHOLARS, NURTURES SPIRITUALITY, EMBRACES DIVERSITY AND INSTILLS INTEGRITY IN CHARLOTTE'S CENTER CITY. THE SCHOOL ENROLLED 427 STUDENTS FOR THE 2015-16 SCHOOL YEAR AND GRADUATED 52 STUDENTS IN JUNE, 2015.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2021443
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt219001
IRS990/Form990PartVIISectionAGrp/PersonNm0KOBI BRINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1REV KEVIN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTHA EUBANK
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWARD EXSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN FITZHUGH
IRS990/Form990PartVIISectionAGrp/PersonNm5THOLD GILL
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAUDIA HEATH
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH KISER
IRS990/Form990PartVIISectionAGrp/PersonNm8AL LINDEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE MAYO
IRS990/Form990PartVIISectionAGrp/PersonNm10CYNTHIA OATES
IRS990/Form990PartVIISectionAGrp/PersonNm11TED RAST
IRS990/Form990PartVIISectionAGrp/PersonNm12OLLIE RENCHER
IRS990/Form990PartVIISectionAGrp/PersonNm13CASEY ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID TATE
IRS990/Form990PartVIISectionAGrp/PersonNm15TRACY WATTS
IRS990/Form990PartVIISectionAGrp/PersonNm16COURT YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm17PHIL COLACO
IRS990/Form990PartVIISectionAGrp/PersonNm18JOE PITT
IRS990/Form990PartVIISectionAGrp/PersonNm19CAROLINE STONEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS FRANZ
IRS990/Form990PartVIISectionAGrp/PersonNm21GLENN DAHLEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20230036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2191465
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21BUSINESS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt01153095
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01153095
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01153095
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09079450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt02266
IRS990/InterestGrp/ProgramServicesAmt073262
IRS990/InterestGrp/TotalAmt075528
IRS990/InvestmentIncomeGrp/ExclusionAmt0205256
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0205256
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09220043
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09467818
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05174458
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012083544
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012015647
IRS990/LandBldgEquipCostOrOtherBssAmt017190105
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRINITY EPISCOPAL SCHOOL IS COMMITTED TO THE BREADTH OF THE EPISCOPAL TRADITION IN BOTH ITS UNITY AND DIVERSITY. A STUDENT OF TRINITY EPISCOPAL SCHOOL IS CHALLENGED TO ACADEMIC EXCELLENCE WHILE HONORED AS AN INDIVIDUAL WITH UNIQUE POTENTIAL. AS FACULTY AND FAMILIES TOGETHER INFLUENCE YOUNG LIVES, STUDENTS THEMSELVES WILL BE AFFIRMED AS AMBASSADORS OF GRACE, CITIZENS WHO LIVE AND TEACH AN ETHIC OF SERVICE AND RESPECT FOR OTHERS. A STUDENT OF TRINITY EPISCOPAL SCHOOL IS TRAINED IN THE EXAMPLE OF CHRIST AND TOWARD A STEWARDSHIP OF HEALTHY BODY, LIVELY SOUL AND DISCERNING MIND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020118142
IRS990/NetAssetsOrFundBalancesEOYAmt020597893
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041760
IRS990/NoncashContributionsAmt062005
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt030050
IRS990/OccupancyGrp/ManagementAndGeneralAmt0150248
IRS990/OccupancyGrp/ProgramServicesAmt0420693
IRS990/OccupancyGrp/TotalAmt0600991
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033733
IRS990/OtherAssetsTotalGrp/EOYAmt016210
IRS990/OtherChangesInNetAssetsAmt0-95393
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016523
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0134714
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0311475
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0462712
IRS990/OtherExpensesGrp/Desc0CURRICULUM/STUDENT PROG
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0632
IRS990/OtherExpensesGrp/FundraisingAmt1339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015788
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18478
IRS990/OtherExpensesGrp/ProgramServicesAmt0880707
IRS990/OtherExpensesGrp/ProgramServicesAmt146732
IRS990/OtherExpensesGrp/ProgramServicesAmt225096
IRS990/OtherExpensesGrp/ProgramServicesAmt315083
IRS990/OtherExpensesGrp/TotalAmt0880707
IRS990/OtherExpensesGrp/TotalAmt163152
IRS990/OtherExpensesGrp/TotalAmt233913
IRS990/OtherExpensesGrp/TotalAmt315083
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt055706
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055706
IRS990/OtherRevenueTotalAmt055706
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0960225
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02662942
IRS990/OtherSalariesAndWagesGrp/TotalAmt03623167
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09870
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt080473
IRS990/PayrollTaxesGrp/ProgramServicesAmt0186062
IRS990/PayrollTaxesGrp/TotalAmt0276405
IRS990/PensionPlanContributionsGrp/FundraisingAmt06103
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt049756
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0115041
IRS990/PensionPlanContributionsGrp/TotalAmt0170900
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04787515
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04793034
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0163398
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt057190
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044533
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059165
IRS990/PrincipalOfficerNm0THOMAS FRANZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL DAY CARE
IRS990/ProgramServiceRevenueGrp/Desc2FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07145248
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1384064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2293425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07145248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1384064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2293425
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRINITY EPISCOPAL SCHOOL EXTENDED DAY PROGRAM PROVIDES EDUCATIONAL ENRICHMENT, AFTER SCHOOL CARE AND SUMMER CAMP PROGRAMS. DURING THE 2014-15 SCHOOL YEAR 145 STUDENTS WERE SERVED IN EDUCATIONAL ENRICHMENT PROGRAMS, 128 IN THE AFTER SCHOOL CARE PROGRAM AND 192 TRINITY STUDENTS AND 243 NON-TRINITY STUDENTS ATTENDED AT LEAST ONE SUMMER CAMP PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0361711
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0384064
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0764722
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0984240
IRS990/PYInvestmentIncomeAmt0151641
IRS990/PYOtherExpensesAmt02403084
IRS990/PYOtherRevenueAmt092141
IRS990/PYProgramServiceRevenueAmt07548636
IRS990/PYRevenuesLessExpensesAmt0443101
IRS990/PYSalariesCompEmpBnftPaidAmt04726715
IRS990/PYTotalExpensesAmt08114039
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08557140
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0533384
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,841,259
Liabilities
$4,243,366
Net assets
$20,597,893
Revenue
$9,079,450
Expenses
$8,546,066
Net income
$533,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.3$3.73$43.6$16.2$13.7$2.50
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$3.01$39.6$13.0$13.2$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$3.26$38.1$13.3$12.8$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$3.43$35.9$12.7$11.9$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.9$4.30$38.6$10.6$10.5$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$4.46$34.2$10.0$10.3$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$4.94$34.4$10.4$9.96$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$3.79$33.4$13.1$9.79$3.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$4.20$28.9$15.6$9.57$6.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$4.34$22.5$11.6$9.14$2.49
2015Detailed filing. Detailed filing data is available for this year.$24.8$4.24$20.6$9.08$8.55$0.53
2014Detailed filing. Detailed filing data is available for this year.$25.0$4.91$20.1$8.56$8.11$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$5.32$18.6$7.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$6.40$18.3$7.37
Peer Organizations

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