Civic Intelligence

Trinity Episcopal School

990 • Fiscal year 2017 • EIN 56-2059568

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

35th percentile

0.13x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.27x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$33,133,312

Up $6,286,778 (+23%) from 2016

Net Assets

Up

$28,930,184

Up $6,421,173 (+29%) from 2016

Liabilities

Down

$4,203,128

Down $134,395 (-3.1%) from 2016

Revenue

Up

$15,610,570

Up $3,983,648 (+34%) from 2016

Expenses

Up

$9,567,811

Up $426,979 (+4.7%) from 2016

Net Income

Up

$6,042,759

Up $3,556,669 (+143%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$33,133,312
Liabilities$4,203,128
Net Assets$28,930,184

Operations Trend

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

2017

Revenue$15,610,570
Expenses$9,567,811
Net Income$6,042,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$18,102,884
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$11,625,812$11,356,059▼ $269,753
Investments in Publicly Traded Securities$6,710,792$7,292,576▲ $581,784
Investments Other Securities$2,378,716$4,938,286▲ $2,559,570
Pledges and Grants Receivable$2,163,426$4,316,762▲ $2,153,336
Savings and Temporary Cash Investments$1,675,813$2,987,242▲ $1,311,429
Cash and Non-Interest-Bearing Accounts$1,937,862$1,832,432▼ $105,430
Accounts Receivable$235,421$314,635▲ $79,214
Prepaid Expenses and Deferred Charges$118,692$95,320▼ $23,372
Total Assets$26,846,534$33,133,312▲ $6,286,778
Liabilities
Tax Exempt Bond Liabilities$2,798,025$2,507,953▼ $290,072
Deferred Revenue$1,169,359$1,360,912▲ $191,553
Accounts Payable and Accrued Expenses$337,552$316,482▼ $21,070
Other Liabilities$32,587$17,781▼ $14,806
Total Liabilities$4,337,523$4,203,128▼ $134,395
Net Assets / Fund Balance
Unrestricted Net Assets$13,437,226$13,846,518▲ $409,292
Temporarily Rstr Net Assets$4,003,679$8,777,215▲ $4,773,536
Permanently Rstr Net Assets$5,068,106$6,306,451▲ $1,238,345
Total Net Assets Fund Balance$22,509,011$28,930,184▲ $6,421,173
Total Liabilities and Net Assets / Fund Balance$26,846,534$33,133,312▲ $6,286,778

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,035,026$5,746,048$13,781,074
Land$2,395,523-$2,395,523
Equipment$730,213$522,193$1,252,406
Other Land Buildings$195,297$139,663$334,960
Other Securities$4,938,286--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,513,128$816,486▲ $668,573$226,000$6,772,187
2015$5,797,318$98,583▼ $147,773$235,000$5,513,128
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas FranzHead of SchoolFT$213,687$74,346$288,033
Glenn DahlenBusiness OfficerFT$95,965$10,678$106,643

Board Members and Trustees

NameTitle
Court YoungChair
Al LindemannBoard Member
Barbara CantisanoBoard Member
Casey RogersBoard Member
Claudia HeathBoard Member
Cynthia OatesBoard Member
David TateBoard Member
Ed ExsonBoard Member
Elizabeth KiserBoard Member
Holly Welch StubbingBoard Member
John FitzhughBoard Member
Martha EubankBoard Member
Olga FaisanoBoard Member
Ollie RencherBoard Member
Phil ColacoBoard Member
Ted RastBoard Member
Thold GillBoard Member
Tracy WattsBoard Member
Caroline StonemanSecretary
Joe PittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,735,111
Program Service Revenue
$8,494,637
Investment Income
$379,571
Other Revenue
$1,251
All Other Contributions
$6,735,111
Change in Net Assets
$6,042,759

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 Traded4$1,020,094Average Fair Market Value (FMV)
Total Noncash Contributions4$1,020,094-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,569,866
Revenue Not Reported on Financial Statements
$40,704
Revenue Not Reported on Form 990
$-1,124,159
Other Revenue Adjustments
$-16,419
Total Revenue per Audited Statements
$14,445,707
Total Revenue per Form 990
$15,610,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,416,766
Other Expenses$2,663,278
Grants and Similar Amounts Paid$1,487,767
Total Fundraising Expense$295,947
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,710,528$1,134,162$152,070$3,996,760
Grants to Domestic Individuals$1,487,767--$1,487,767
Occupancy$454,163$162,361$32,472$648,996
Other Employee Benefits$408,387$202,157$26,012$636,556
Depreciation Depletion$596,333$18,443-$614,776
Current Officers, Directors, Trustees, and Key Employees-$350,726$27,120$377,846
Payroll Taxes$151,303$78,285$9,816$239,404
Pension Plan Contributions$121,967$38,413$5,820$166,200
All Other Expenses-$103,349$41,049$144,398
Interest$60,748$1,879-$62,627
Advertising$44,265$14,954$598$59,817
Fees for Service Investment Mgmnt Fees-$57,123-$57,123
Office Expenses$27,688$9,355$373$37,416
Other Expenses$11,321$350$526$11,671
Conferences and Meetings$5,828$1,969$79$7,876
Travel$870$294$12$1,176
Total Functional Expenses$7,084,901$2,186,963$295,947$9,567,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,567,811
Total Expenses per Audited Statements$8,039,340
Expenses per Audited Statements$8,022,921
Expenses Not Reported on Financial Statements$1,544,890
Other Expense Adjustments$1,487,767
Expenses Not Reported on Form 990$16,419
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

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap$17,781

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$3,675,000$1,105,000-

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 11B

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
GLenn Dahlen
Title
Business Officer
Phone
7043588101
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Franz
Formed
1998
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
139
Volunteers
300

Preparer

Firm
Cherry Bekaert Llp
Address
1111 Metropolitan Ave Ste 1000, Charlotte, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in fair value of interest rate swap 14,806. Change in fair value of pledges receivable -432,520.

Financial Statement Notes

Part V, Line 4:

The School's endowment consists of 10 individual funds established for a variety of purposes. The endowment includes donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments.

Part XI, Line 2D - Other Adjustments:

FINANCIAL AID & SCHOLARSHIPS SHOWN NET OF TUITION ON FINANCIALS -1,487,767. Change in allowance and discount on pledges receivable -432,520.

Part XI, Line 4B - Other Adjustments:

RENTAL EXPENSES -16,419.

Part XII, Line 2D - Other Adjustments:

RENTAL EXPENSES 16,419.

Part XII, Line 4B - Other Adjustments:

Financial aid & scholarships shown net of tuition on financials 1,487,767.

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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 444 students for the 2016-17 school year and graduated 54 students in June, 2017.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Joe Pitt
IRS990/Form990PartVIISectionAGrp/PersonNm2Caroline Stoneman
IRS990/Form990PartVIISectionAGrp/PersonNm3Barbara Cantisano
IRS990/Form990PartVIISectionAGrp/PersonNm4Phil Colaco
IRS990/Form990PartVIISectionAGrp/PersonNm5Martha Eubank
IRS990/Form990PartVIISectionAGrp/PersonNm6Ed Exson
IRS990/Form990PartVIISectionAGrp/PersonNm7Olga Faisano
IRS990/Form990PartVIISectionAGrp/PersonNm8John Fitzhugh
IRS990/Form990PartVIISectionAGrp/PersonNm9Thold Gill
IRS990/Form990PartVIISectionAGrp/PersonNm10Claudia Heath
IRS990/Form990PartVIISectionAGrp/PersonNm11Elizabeth Kiser
IRS990/Form990PartVIISectionAGrp/PersonNm12Al Lindemann
IRS990/Form990PartVIISectionAGrp/PersonNm13Cynthia Oates
IRS990/Form990PartVIISectionAGrp/PersonNm14Ted Rast
IRS990/Form990PartVIISectionAGrp/PersonNm15Ollie Rencher
IRS990/Form990PartVIISectionAGrp/PersonNm16Casey Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm17Holly Welch Stubbing
IRS990/Form990PartVIISectionAGrp/PersonNm18David Tate
IRS990/Form990PartVIISectionAGrp/PersonNm19Tracy Watts
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/ReportableCompFromOrgAmt20245470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2195965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt21Business Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt028705
IRS990/GainOrLossGrp/SecuritiesAmt0148788
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01487767
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01487767
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01487767
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028705
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02624683
IRS990/GrossReceiptsAmt018102884
IRS990/GrossRentsGrp/RealAmt017670
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt01879
IRS990/InterestGrp/ProgramServicesAmt060748
IRS990/InterestGrp/TotalAmt062627
IRS990/InvestmentIncomeGrp/ExclusionAmt0202078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0202078
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02378716
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04938286
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06710792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07292576
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06407904
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011625812
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011356059
IRS990/LandBldgEquipCostOrOtherBssAmt017763963
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02475895
IRS990/LessRentalExpensesGrp/RealAmt016419
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/NetAssetsOrFundBalancesBOYAmt022509011
IRS990/NetAssetsOrFundBalancesEOYAmt028930184
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0177493
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0177493
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01251
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01251
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0796128
IRS990/NoncashContributionsAmt01020094
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt032472
IRS990/OccupancyGrp/ManagementAndGeneralAmt0162361
IRS990/OccupancyGrp/ProgramServicesAmt0454163
IRS990/OccupancyGrp/TotalAmt0648996
IRS990/OfficeExpensesGrp/FundraisingAmt0373
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09355
IRS990/OfficeExpensesGrp/ProgramServicesAmt027688
IRS990/OfficeExpensesGrp/TotalAmt037416
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-417714
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt026012
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0202157
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0408387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0636556
IRS990/OtherExpensesGrp/Desc0CURRICULUM/STUDENT PROG
IRS990/OtherExpensesGrp/Desc1professional developmen
IRS990/OtherExpensesGrp/Desc2Loan fees
IRS990/OtherExpensesGrp/FundraisingAmt0526
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013143
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1350
IRS990/OtherExpensesGrp/ProgramServicesAmt0964829
IRS990/OtherExpensesGrp/ProgramServicesAmt138904
IRS990/OtherExpensesGrp/ProgramServicesAmt211321
IRS990/OtherExpensesGrp/TotalAmt0964829
IRS990/OtherExpensesGrp/TotalAmt152573
IRS990/OtherExpensesGrp/TotalAmt211671
IRS990/OtherLiabilitiesGrp/BOYAmt032587
IRS990/OtherLiabilitiesGrp/EOYAmt017781
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0152070
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01134162
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02710528
IRS990/OtherSalariesAndWagesGrp/TotalAmt03996760
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09816
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt078285
IRS990/PayrollTaxesGrp/ProgramServicesAmt0151303
IRS990/PayrollTaxesGrp/TotalAmt0239404
IRS990/PensionPlanContributionsGrp/FundraisingAmt05820
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt038413
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0121967
IRS990/PensionPlanContributionsGrp/TotalAmt0166200
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05068106
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06306451
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02163426
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04316762
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0118692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt095320
IRS990/PrincipalOfficerNm0THOMAS FRANZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2AFTER SCHOOL DAY CARE
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07808388
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1353493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2303083
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt329673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07808388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1353493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2303083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329673
IRS990/ProgSrvcAccomActy2Grp/Desc0The Trinity Episcopal School Extended Day program provides educational enrichment, after school care and summer camp programs. During the 2016-17 school year, 145 students were served in educational enrichment programs, 265 in the after school care program and 119 Trinity students and 219 non-Trinity students attended at least one summer camp program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0340778
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0303083
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03362189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01404919
IRS990/PYInvestmentIncomeAmt0224783
IRS990/PYOtherExpensesAmt02642642
IRS990/PYOtherRevenueAmt051817
IRS990/PYProgramServiceRevenueAmt07988133
IRS990/PYRevenuesLessExpensesAmt02486090
IRS990/PYSalariesCompEmpBnftPaidAmt05093271

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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