Civic Intelligence

Trinity Episcopal School

990 • Fiscal year 2018 • EIN 56-2059568

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

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

32nd percentile

0.10x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.29x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-16%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$37,165,230

Up $4,031,918 (+12%) from 2017

Net Assets

Up

$33,376,367

Up $4,446,183 (+15%) from 2017

Liabilities

Down

$3,788,863

Down $414,265 (-9.9%) from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin81st percentile

Revenue

Down

$13,075,052

Down $2,535,518 (-16%) from 2017

Expenses

Up

$9,785,062

Up $217,251 (+2.3%) from 2017

Net Income

Down

$3,289,990

Down $2,752,769 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2018

Assets$37,165,230
Liabilities$3,788,863
Net Assets$33,376,367
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$13,075,052
Expenses$9,785,062
Net Income$3,289,990
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$14,890,038
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$11,356,059$10,444,326▼ $911,733
Investments in Publicly Traded Securities$7,292,576$7,891,186▲ $598,610
Savings and Temporary Cash Investments$2,987,242$7,316,695▲ $4,329,453
Investments Other Securities$4,938,286$6,166,202▲ $1,227,916
Pledges and Grants Receivable$4,316,762$3,036,108▼ $1,280,654
Cash and Non-Interest-Bearing Accounts$1,832,432$1,941,360▲ $108,928
Accounts Receivable$314,635$215,052▼ $99,583
Prepaid Expenses and Deferred Charges$95,320$98,868▲ $3,548
Total Assets$33,133,312$37,165,230▲ $4,031,918
Other Assets Total$0$55,433▲ $55,433
Liabilities
Tax Exempt Bond Liabilities$2,507,953$2,217,881▼ $290,072
Deferred Revenue$1,360,912$1,210,721▼ $150,191
Accounts Payable and Accrued Expenses$316,482$360,261▲ $43,779
Other Liabilities$17,781$0▼ $17,781
Total Liabilities$4,203,128$3,788,863▼ $414,265
Net Assets / Fund Balance
Unrestricted Net Assets$13,846,518$15,850,729▲ $2,004,211
Permanently Rstr Net Assets$6,306,451$10,517,527▲ $4,211,076
Temporarily Rstr Net Assets$8,777,215$7,008,111▼ $1,769,104
Total Net Assets Fund Balance$28,930,184$33,376,367▲ $4,446,183
Total Liabilities and Net Assets / Fund Balance$33,133,312$37,165,230▲ $4,031,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,495,303$5,423,297$11,918,600
Other Land Buildings$1,748,632$1,016,389$2,765,021
Land$1,435,523-$1,435,523
Equipment$764,868$638,632$1,403,500
Other Securities$6,166,202--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,772,187$4,221,241▲ $872,505$223,001$11,642,932
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas FranzHead of SchoolFT$239,976$75,563$315,539
Glenn DahlenBusiness OfficerFT$104,054$12,266$116,320

Board Members and Trustees

NameTitle
Casey RogersChair
Court YoungImmediate Past Chair
Al LindemannBoard Member
Anne BowmanBoard Member
Barbara CantisanoBoard Member
Cynthia OatesBoard Member
Dana Mcdonald-mannBoard Member
Holly Welch StubbingBoard Member
Jed GuentherBoard Member
John FitzhughBoard Member
Marcus ClarkBoard Member
Maureen ShawBoard Member
Olga FaisanoBoard Member
Porter DurhamBoard Member
Rev Amanda K RobertsonBoard Member
Ted RastBoard Member
Terrie Hagler GrayBoard Member
Thold GillBoard Member
Amy ColacoSecretary
Angus McbrydeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,644,025
Program Service Revenue
$8,719,149
Investment Income
$1,697,966
Other Revenue
$13,912
All Other Contributions
$2,644,025
Change in Net Assets
$3,289,990

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 Traded5$1,381,118Average Fair Market Value (FMV)
Total Noncash Contributions5$1,381,118-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,019,903
Revenue Not Reported on Financial Statements
$55,149
Revenue Not Reported on Form 990
$-530,140
Other Revenue Adjustments
$-16,502
Total Revenue per Audited Statements
$12,489,763
Total Revenue per Form 990
$13,075,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,294,026
Other Expenses$2,882,679
Grants and Similar Amounts Paid$1,608,357
Total Fundraising Expense$253,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,666,621$1,003,147$108,653$3,778,421
Grants to Domestic Individuals$1,608,357--$1,608,357
Depreciation Depletion$650,302$20,112-$670,414
Occupancy$476,312$123,448$34,022$633,782
Other Employee Benefits$405,557$185,511$19,169$610,237
Current Officers, Directors, Trustees, and Key Employees-$397,116$34,743$431,859
Payroll Taxes$184,973$94,510$9,538$289,021
All Other Expenses$52,895$168,746$41,345$262,986
Pension Plan Contributions$131,025$48,211$5,252$184,488
Fees for Service Investment Mgmnt Fees-$71,651-$71,651
Interest$58,700$1,815-$60,515
Advertising-$51,878-$51,878
Office Expenses$27,960$9,447$378$37,785
Fees for Services Accounting-$29,350-$29,350
Fees for Services Legal-$14,596-$14,596
Other Expenses$11,328$350-$11,678
Conferences and Meetings-$4,605-$4,605
Travel-$717-$717
Total Functional Expenses$7,223,968$2,307,994$253,100$9,785,062

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,785,062
Total Expenses per Audited Statements$8,116,794
Expenses per Audited Statements$8,100,292
Expenses Not Reported on Financial Statements$1,684,770
Other Expense Adjustments$1,613,119
Expenses Not Reported on Form 990$16,502
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$3,675,000$1,405,000-

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
Head of School
Phone
7043588101
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J 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 900, 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 73,214. Change in fair value of pledges receivable 204,406.”

Financial Statement Notes

PART V, LINE 4:

“The school's endowment consists of 12 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 -1,608,357. Change in allowance and discount on pledges receivable 204,406. Other expenses -4,762.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of assets -13,784. Rental expenses -2,718.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of asset 13,784. Rental expenses 2,718.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & scholarships shown net of tuition on financials 1,608,357. Other expenses 4,762.”

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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/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 PROGRAMS CREATE SCHOLARS, NURTURE SPIRITUALITY, EMBRACE DIVERSITY AND INSTILLS INTEGRITY IN CHARLOTTE'S CENTER CITY. THE SCHOOL ENROLLED 444 STUDENTS FOR THE 2017-18 SCHOOL YEAR AND GRADUATED 51 STUDENTS IN JUNE, 2018.
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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/OtherCompensationAmt2031418
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2112266
IRS990/Form990PartVIISectionAGrp/PersonNm0CASEY ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANGUS MCBRYDE
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY COLACO
IRS990/Form990PartVIISectionAGrp/PersonNm3COURT YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA CANTISANO
IRS990/Form990PartVIISectionAGrp/PersonNm6MARCUS CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm7PORTER DURHAM
IRS990/Form990PartVIISectionAGrp/PersonNm8OLGA FAISANO
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN FITZHUGH
IRS990/Form990PartVIISectionAGrp/PersonNm10THOLD GILL
IRS990/Form990PartVIISectionAGrp/PersonNm11TERRIE HAGLER GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm12JED GUENTHER
IRS990/Form990PartVIISectionAGrp/PersonNm13AL LINDEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm14DANA MCDONALD-MANN
IRS990/Form990PartVIISectionAGrp/PersonNm15CYNTHIA OATES
IRS990/Form990PartVIISectionAGrp/PersonNm16TED RAST
IRS990/Form990PartVIISectionAGrp/PersonNm17REV AMANDA K ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm18MAUREEN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm19HOLLY WELCH STUBBING
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/ReportableCompFromOrgAmt20284121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21104054
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/TitleTxt3IMMEDIATE PAST CHAIR
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/OtherAmt01320331
IRS990/GainOrLossGrp/SecuritiesAmt0152160
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01608357
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01608357
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01608357
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02298319
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0986440
IRS990/GrossReceiptsAmt014890038
IRS990/GrossRentsGrp/RealAmt016630
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt01815
IRS990/InterestGrp/ProgramServicesAmt058700
IRS990/InterestGrp/TotalAmt060515
IRS990/InvestmentIncomeGrp/ExclusionAmt0225475
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0225475
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04938286
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06166202
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07292576
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07891186
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt090
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07078318
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011356059
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010444326
IRS990/LandBldgEquipCostOrOtherBssAmt017522644
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0977988
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0834280
IRS990/LessRentalExpensesGrp/RealAmt02718
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/NetAssetsOrFundBalancesBOYAmt028930184
IRS990/NetAssetsOrFundBalancesEOYAmt033376367
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01472491
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01472491
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013912
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013912
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0878573
IRS990/NoncashContributionsAmt01381118
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt034022
IRS990/OccupancyGrp/ManagementAndGeneralAmt0123448
IRS990/OccupancyGrp/ProgramServicesAmt0476312
IRS990/OccupancyGrp/TotalAmt0633782
IRS990/OfficeExpensesGrp/FundraisingAmt0378
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09447
IRS990/OfficeExpensesGrp/ProgramServicesAmt027960
IRS990/OfficeExpensesGrp/TotalAmt037785
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt055433
IRS990/OtherChangesInNetAssetsAmt0277620
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019169
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0185511
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0405557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0610237
IRS990/OtherExpensesGrp/Desc0CURRICULUM/STUDENT PROG
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2LOAN FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt082784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1350
IRS990/OtherExpensesGrp/ProgramServicesAmt0949938
IRS990/OtherExpensesGrp/ProgramServicesAmt111328
IRS990/OtherExpensesGrp/TotalAmt0949938
IRS990/OtherExpensesGrp/TotalAmt182784
IRS990/OtherExpensesGrp/TotalAmt211678
IRS990/OtherLiabilitiesGrp/BOYAmt017781
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0108653
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01003147
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02666621
IRS990/OtherSalariesAndWagesGrp/TotalAmt03778421
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09538
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt094510
IRS990/PayrollTaxesGrp/ProgramServicesAmt0184973
IRS990/PayrollTaxesGrp/TotalAmt0289021
IRS990/PensionPlanContributionsGrp/FundraisingAmt05252
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt048211
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0131025
IRS990/PensionPlanContributionsGrp/TotalAmt0184488
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06306451
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010517527
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04316762
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03036108
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt095320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098868
IRS990/PrincipalOfficerNm0THOMAS J 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/RelatedOrExemptFuncIncomeAmt08060007
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1363234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2292158
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08060007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1363234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2292158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33750
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRINITY EPISCOPAL SCHOOL EXTENDED DAY PROGRAM PROVIDES EDUCATIONAL ENRICHMENT, AFTER SCHOOL CARE AND SUMMER CAMP PROGRAMS. DURING THE 2017-18 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/ExpenseAmt0292158
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0255252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06735111
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01487767
IRS990/PYInvestmentIncomeAmt0379571
IRS990/PYOtherExpensesAmt02663278
IRS990/PYOtherRevenueAmt01251
IRS990/PYProgramServiceRevenueAmt08494637

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,165,230
Liabilities
$3,788,863
Net assets
$33,376,367
Revenue
$13,075,052
Expenses
$9,785,062
Net income
$3,289,990
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
2018Detailed filing. Detailed filing data is available for this year.$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