Civic Intelligence

Trinity Episcopal School

990 • Fiscal year 2024 • EIN 56-2059568

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 18, 2025

750 East 9th StreetCharlotte, NC 28202-3102

(704) 358-8101

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$42,567,418

Up $1,207,638 (+2.9%) from 2023

Net Assets

Up

$39,553,080

Up $1,454,303 (+3.8%) from 2023

Liabilities

Down

$3,014,338

Down $246,665 (-7.6%) from 2023

Revenue And Expenses

Revenue

Down

$13,006,317

Down $268,778 (-2.0%) from 2023

Expenses

Up

$13,228,500

Up $460,098 (+3.6%) from 2023

Net Income

Down

-$222,183

Down $728,876 (-144%) from 2023

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

2024

Assets$42,567,418
Liabilities$3,014,338
Net Assets$39,553,080

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

2024

Revenue$13,006,317
Expenses$13,228,500
Net Income-$222,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Gross Receipts
$18,388,297
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$15,253,707$14,899,112▼ $354,595
Investments in Publicly Traded Securities$9,884,718$14,358,113▲ $4,473,395
Investments Other Securities$8,091,589$8,781,360▲ $689,771
Savings and Temporary Cash Investments$4,868,974$2,216,031▼ $2,652,943
Cash and Non-Interest-Bearing Accounts$2,106,763$1,405,431▼ $701,332
Pledges and Grants Receivable$916,058$582,596▼ $333,462
Prepaid Expenses and Deferred Charges$188,566$217,504▲ $28,938
Accounts Receivable$49,405$107,271▲ $57,866
Total Assets$41,359,780$42,567,418▲ $1,207,638
Liabilities
Tax Exempt Bond Liabilities$2,015,104$1,916,964▼ $98,140
Deferred Revenue$833,067$740,976▼ $92,091
Accounts Payable and Accrued Expenses$412,832$356,398▼ $56,434
Total Liabilities$3,261,003$3,014,338▼ $246,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,370,814$21,824,038▲ $453,224
Net Assets With Donor Restrictions$16,727,963$17,729,042▲ $1,001,079
Total Net Assets Fund Balance$38,098,777$39,553,080▲ $1,454,303
Total Liabilities and Net Assets / Fund Balance$41,359,780$42,567,418▲ $1,207,638

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,692,422$6,973,039$19,665,461
Other Land Buildings$368,208$2,093,015$2,461,223
Equipment$402,959$1,601,048$2,004,007
Land$1,435,523-$1,435,523
Other Securities$8,781,360--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$17,137,508$866,100▲ $2,199,405$742,611$19,460,402
2022$15,414,555$684,062▲ $1,646,479$607,588$17,137,508
2021$17,869,567$549,554▼ $2,500,267$504,299$15,414,555
2020$13,170,269$1,174,604▲ $3,949,996$425,302$17,869,567
2019$12,631,502$917,965▲ $99,402$478,600$13,170,269
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Imana SherrillHead of SchoolFT$241,304$46,986$288,290
Adam ColemanCFOFT$145,433$14,181$159,614
Thomas J FranzFormer Head of School(thru 6/30/22)-$155,700$155,700$155,700
Tracy OnzeHead of Middle SchoolFT$104,049$13,940$117,989

Highest Paid Contractors

ContractorServicesLocationCompensation
Barringer ConstructionConstruction Services4020 OLD PINEVILLE RD, Charlotte, NC 28217$303,985
Revenue and Support

Revenue Composition

Contributions and Grants
$386,478
Program Service Revenue
$11,364,719
Investment Income
$1,159,137
Other Revenue
$95,983
All Other Contributions
$372,863
Change in Net Assets
$-222,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,844,872
Revenue Not Reported on Financial Statements
$2,161,445
Revenue Not Reported on Form 990
$1,677,336
Other Revenue Adjustments
$2,050,917
Total Revenue per Audited Statements
$12,522,208
Total Revenue per Form 990
$13,006,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,394,889
Other Expenses$3,661,932
Grants and Similar Amounts Paid$2,061,982
Total Fundraising Expense$581,018
Professional Fundraising Fees$109,697

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,824,477$1,157,759$254,162$5,236,398
Grants to Domestic Individuals$2,061,982--$2,061,982
Other Employee Benefits$675,394$196,521$36,005$907,920
Depreciation Depletion$590,773$196,686$40,992$828,451
Occupancy$565,258$49,405$9,608$624,271
Current Officers, Directors, Trustees, and Key Employees$158,139$308,220$31,628$497,987
Payroll Taxes$284,955$97,215$20,450$402,620
Pension Plan Contributions$252,194$83,533$14,237$349,964
All Other Expenses$64,902$182,024$18,118$265,044
Office Expenses$80,001$53,405$8,798$142,204
Information Technology$84,531$28,143$5,865$118,539
Fees for Service Investment Mgmnt Fees-$110,528-$110,528
Fees for Services Professional Fundraising--$109,697$109,697
Interest$69,833$3,212$3,416$76,461
Insurance-$56,492-$56,492
Fees for Services Accounting-$52,417-$52,417
Advertising$2,855$37,501-$40,356
Fees for Services Other-$38,201-$38,201
Fees for Services Legal-$15,274-$15,274
Other Expenses$16,692$13,223$28,042$13,223
Travel-$119-$119
Total Functional Expenses$9,915,778$2,731,704$581,018$13,228,500

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,228,500
Total Expenses per Audited Statements$11,067,905
Expenses per Audited Statements$11,055,990
Expenses Not Reported on Financial Statements$2,172,510
Other Expense Adjustments$2,061,982
Expenses Not Reported on Form 990$11,915
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$109,697
Fundraising Direct Expenses$6,884
Fundraising Gross Income$2,719

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Laps of Love$16,334$2,719$4,000$-1,281
Total Events$16,334$2,719$6,884$-4,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2018-10-18$2,500,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$528,435-

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

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee shall consist of the chair, vice chairs, secretary, treasurer, immediate past chair of the corporation and up to two at-large members, who are current trustees, to be appointed by the board chair. The head shall serve as an ex-officio member of the executive committee. Any officers not serving as trustees shall be nonvoting members of the executive committee. The executive committee shall have and may exercise all authority of the board in the management of the corporation between meetings of the board; however, no debt may be incurred without the approval of the board. The provision in these bylaws governing meetings, action without meetings, notice and waiver of notice, and quorum in voting requirements of the board apply to the executive committee.

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. Those actions are included in the minutes of the board meeting.

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

The form 990 is prepared by an independent accounting firm and is reviewed by the cfo prior to its filing with the internal revenue service. The full board receives a public disclosure copy of the form 990 following its completion and filing.

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
Imana Sherrill
Title
Head of School
Phone
7043588101
Signed
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Imana Sherrill
Formed
1998
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
146
Volunteers
300

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The school's endowment consists of 14 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. The percentage reported for permanent endowments includes amounts that must be maintained in perpetuity as well as accumulated earnings on such amounts that have not yet been appropriated for expenditure.

PART X, LINE 2:

Management has evaluated the effect of guidance surrounding uncertain tax positions and concluded that the school has no significant financial statement exposure to uncertain tax positions at june 30, 2024.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial aid & scholarships shown net of tuition on financials 2,061,982. Fundraising event net income/loss -4,165. Rental property expense -6,900.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental property expense 6,900. Fundraising event net income/loss 4,165.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid & scholarships shown net of tuition on financials 2,061,982.

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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/OtherCompensationAmt2019686
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2213940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0AMY COLACO
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE PITT
IRS990/Form990PartVIISectionAGrp/PersonNm2MAUREEN MOLLY SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm3DR KATHERINE ADDISON
IRS990/Form990PartVIISectionAGrp/PersonNm4OMID AHDIEH
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6EUGENE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7REV JOSHUA CASE
IRS990/Form990PartVIISectionAGrp/PersonNm8ANN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm9MARCUS CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm10MARISELLA CUERVO
IRS990/Form990PartVIISectionAGrp/PersonNm11ELIZABETH DALRYMPLE EBLEN
IRS990/Form990PartVIISectionAGrp/PersonNm12TERE EY
IRS990/Form990PartVIISectionAGrp/PersonNm13DR CAROLINE HOBBS
IRS990/Form990PartVIISectionAGrp/PersonNm14LOIS JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMIE KISER
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN LAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm17SHARAI LAVOIE
IRS990/Form990PartVIISectionAGrp/PersonNm18DANIEL MCCREADY
IRS990/Form990PartVIISectionAGrp/PersonNm19RAJ NATARAJAN
IRS990/Form990PartVIISectionAGrp/PersonNm20IMANA SHERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm21ADAM COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22TRACY ONZE
IRS990/Form990PartVIISectionAGrp/PersonNm23THOMAS J FRANZ
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/ReportableCompFromOrgAmt20268604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21151134
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22104049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23155700
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/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23FORMER HEAD OF SCHOOL(THRU 6/30/22)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013615
IRS990/FundraisingDirectExpensesAmt06884
IRS990/FundraisingGrossIncomeAmt02719
IRS990/GainOrLossGrp/SecuritiesAmt0606058
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt02061982
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02061982
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02061982
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05974254
IRS990/GrossReceiptsAmt018388297
IRS990/GrossRentsGrp/RealAmt020360
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05865
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt028143
IRS990/InformationTechnologyGrp/ProgramServicesAmt084531
IRS990/InformationTechnologyGrp/TotalAmt0118539
IRS990/InsuranceGrp/ManagementAndGeneralAmt056492
IRS990/InsuranceGrp/TotalAmt056492
IRS990/InterestGrp/FundraisingAmt03416
IRS990/InterestGrp/ManagementAndGeneralAmt03212
IRS990/InterestGrp/ProgramServicesAmt069833
IRS990/InterestGrp/TotalAmt076461
IRS990/InvestmentIncomeGrp/ExclusionAmt0553079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0553079
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08091589
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08781360
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09884718
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014358113
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt051
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010667102
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015253707
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014899112
IRS990/LandBldgEquipCostOrOtherBssAmt025566214
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05368196
IRS990/LessRentalExpensesGrp/RealAmt06900
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/NetAssetsOrFundBalancesBOYAmt038098777
IRS990/NetAssetsOrFundBalancesEOYAmt039553080
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0606058
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0606058
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4165
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4165
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013460
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013460
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01676486
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021370814
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021824038
IRS990/NoncashContributionsAmt018988
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09608
IRS990/OccupancyGrp/ManagementAndGeneralAmt049405
IRS990/OccupancyGrp/ProgramServicesAmt0565258
IRS990/OccupancyGrp/TotalAmt0624271
IRS990/OfficeExpensesGrp/FundraisingAmt08798
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053405
IRS990/OfficeExpensesGrp/ProgramServicesAmt080001
IRS990/OfficeExpensesGrp/TotalAmt0142204
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt036005
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0196521
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0675394
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0907920
IRS990/OtherExpensesGrp/Desc0CURRICULUM/STUDENT PROG
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN

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
2024Detailed filing. Detailed filing data is available for this year.$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