Primary and preschool educational programs for 600 students.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.4M a year · 17% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $88.4M in investments, Pt X · Ln 11–13
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $23K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$35.8M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
29
of 29 voting members
Looks good: 29 of 29 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$26.0M
-4% vs prior year
Spent
$21.6M
To programs
80%
Net assets
$112.4M
By yearFY2021–FY2025
Revenue
$26.0M
FY2023▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2021$25.1M
FY2022$27.0M
FY2023$26.0M
FY2024$26.7M
FY2025$27.1M
Expenses
$21.6M
FY2023▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2021$19.5M
FY2022$20.5M
FY2023$21.6M
FY2024$23.4M
FY2025$25.0M
Net assets
$112.4M
FY2023▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2021$106.7M
FY2022$102.5M
FY2023$112.4M
FY2024$125.3M
FY2025$135.5M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $17.3M Management & general 16% · $3.5M Fundraising 4% · $861K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

36 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Head of School
$389,300Pt VII · Sec A
Director of Finance
$185,208Pt VII · Sec A
Division Head
$131,301Pt VII · Sec A
Director of Advancement
$126,245Pt VII · Sec A
Director of Admissions
$125,774Pt VII · Sec A
Division Head
$125,459Pt VII · Sec A
Pe Teacher
$118,457Pt VII · Sec A
$0Pt VII · Sec A

Joseph Marshall’s $435K as Head of School is at the 84th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Joseph Marshall$434,740$412,024$389,300$374,696—
Joseph P Marshall————$363,062
Ken Bomar$209,403$196,447$185,208$178,546—
Kenneth W Bomar————$172,593
Margaret Douglas$144,011$134,893$126,245$116,307$118,108
Ira Dawson$143,614$137,020$131,301——
Mary Du Preez$142,981————
Bradley Brown$142,126$133,210$125,774$121,619$118,027

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Trinity School INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides primary and preschool education for 600 students.

Questions for Trinity School INC

Tap to ask. Trinity School INC sees how many people are interested.

Your first name shows with your question. Trinity School INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $17.3M · in their own filed words · FY2022
01

School Program

Early elementary division - education of early learners to first grade with the best program to meet all of their educational needs. Upper elementary division - elementary education for 2ND grade to 6TH grade to develop the child with caring and superior educational program and prepare him or her for middle school at the top programs in…

$16.0Mprogram expense
02

After School Extended Program

Extended day program in support of trinity's elementary school children. Program includes after-school care, assistance with homework and "specials" which include extra-curricular activities.

$975Kprogram expense
03

Summer Camp Program

Day camps offered to trinity students as well as those in the community. Program includes sports, special interests and academic classes.

$323Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$23K
Grants paid · 5 grants · $6.9M · 2020–2024
Unitemized GrantFY2024$1,512,750
Unitemized GrantFY2023$1,402,033
Unitemized GrantFY2022$1,360,950
Unitemized GrantFY2021$1,282,585
Unitemized GrantFY2020$1,331,860

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$26.0M
Ln 12
Fees for servicesLn 2g$18.7M
Investment incomeLn 3$3.6M
Gifts and grantsLn 1h$2.9M
Money outPt IX
$21.6M
Ln 25
Programscol B$17.3M
Managementcol C$3.5M
Fundraisingcol D$861K
Owns and owesPt X
$112.4M
net assets · Ln 32
Cash and savingsLn 1–2$9.6M
Total assetsLn 16$148.3M
LiabilitiesLn 26$35.8M
PeoplePt VI, VII
36
listed · VII A
PaidVII A7
Voting boardVI 1a29
IndependentVI 1b29
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Noncash giftsLn 1g$181K
Fees for servicesLn 2g$18.7M
Investment incomeLn 3$3.6M
Other incomeLn 4–11$811K
Gains on assetsLn 7$1.3M
Total revenueLn 12$26.0M
Assets in detailPt X, end of year
SavingsLn 2$9.6M
Cash and savings togetherLn 1–2$9.6M
InvestmentsLn 11–13$88.4M
Land, buildings, equipmentLn 10c$44.4M
Total assetsLn 16$148.3M
LiabilitiesLn 26$35.8M
Net assetsLn 32$112.4M
OperationsPt I, VI
EmployeesI 5245
VolunteersI 6300
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$14.7M$9.6M
InvestmentsLn 11–13$79.7M$88.4M
Land, buildings, equipmentLn 10c$37.0M$44.4M
Total assetsLn 16$137.3M$148.3M
LiabilitiesLn 26$34.8M$35.8M
Net assetsLn 32$102.5M$112.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.4M$1.4M
Pay of current officers, directors and key staffLn 5$661K$615K$46K
Other salaries and wagesLn 7$10.1M$8.2M$1.3M$512K
Pension plan contributionsLn 8$607K$527K$51K$29K
Other employee benefitsLn 9$1.3M$1.0M$185K$63K
Payroll taxesLn 10$755K$603K$115K$37K
Legal feesLn 11b$60K$60K
Accounting feesLn 11c$11K$11K
Investment management feesLn 11f$427K$427K
Other fees for servicesLn 11g$665K$584K$81K
Advertising and promotionLn 12$149K$48K$53K$48K
Office expensesLn 13$285K$80K$120K$85K
Information technologyLn 14$645K$531K$72K$41K
OccupancyLn 16$828K$763K$65K
InterestLn 20$492K$454K$39K
Depreciation, depletion and amortizationLn 22$1.8M$1.7M$141K
InsuranceLn 23$60K$60K
Other expenses (24a–d)Ln 24$1.5M$1.4M$104K
Total functional expensesLn 25$21.6M$17.3M$3.5M$861K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $27.1M$25.0M$2.1M$135.5M 990 PDF
FY2024 $26.7M$23.4M$3.3M$125.3M 990 PDF
FY2023 Viewing $26.0M$21.6M$4.4M$112.4M 990 PDF
FY2022 $27.0M$20.5M$6.5M$102.5M 990 PDF
FY2021 $25.1M$19.5M$5.6M$106.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $26,037,493 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,745,455$2,942,293
I-9 Program service revenuePrior year $17,538,801$18,732,740
I-10 Investment incomePrior year $4,870,371$3,551,733
I-11 Other revenuePrior year $842,634$810,727
I-12 Total revenuePrior year $26,997,261$26,037,493
I-13 Grants and similar amounts paidPrior year $1,282,585$1,360,950
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $12,833,228$13,361,720
I-16a Professional fundraising feesPrior year $105,245$0
I-17 Other expensesPrior year $6,304,726$6,925,568
I-18 Total expensesPrior year $20,525,784$21,648,238
I-19 Revenue less expensesPrior year $6,471,477$4,389,255
Part VI · Governance 29 of 29 board members independent, no flags
VI-1a Voting members of the governing body29
VI-1b Independent voting members29
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $26,037,493 across 9 lines filed
VIII-1f All other contributions, gifts and grants$2,942,293
VIII-1g Noncash contributions (included above)$180,873
VIII-1h Total contributions, gifts and grants$2,942,293
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,732,740$18,732,740
VIII-3 Investment incomeUnrelated business $230 · Excluded from tax $2,205,271$2,205,501
VIII-6 Net rental income or lossExcluded from tax $1,600$1,600
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,346,232$1,346,232
VIII-8 Net income from fundraising eventsExcluded from tax $809,127$809,127
VIII-12 Total revenueRelated to mission $18,732,740 · Unrelated business $230 · Excluded from tax $4,362,230$26,037,493
Part IX · Statement of functional expenses $21,648,238 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $1,360,950$1,360,950
IX-5 Pay of current officers, directors and key staffManagement $615,098 · Fundraising $45,666$660,764
IX-7 Other salaries and wagesPrograms $8,243,727 · Management $1,294,507 · Fundraising $511,963$10,050,197
IX-8 Pension plan contributionsPrograms $527,267 · Management $50,772 · Fundraising $28,953$606,992
IX-9 Other employee benefitsPrograms $1,039,754 · Management $185,485 · Fundraising $63,474$1,288,713
IX-10 Payroll taxesPrograms $602,922 · Management $114,707 · Fundraising $37,425$755,054
IX-11b Legal feesManagement $60,496$60,496
IX-11c Accounting feesManagement $11,209$11,209
IX-11f Investment management feesManagement $426,864$426,864
IX-11g Other fees for servicesPrograms $583,982 · Management $81,464$665,446
IX-12 Advertising and promotionPrograms $48,370 · Management $52,896 · Fundraising $47,858$149,124
IX-13 Office expensesPrograms $80,348 · Management $119,925 · Fundraising $84,610$284,883
IX-14 Information technologyPrograms $531,343 · Management $72,378 · Fundraising $41,225$644,946
IX-16 OccupancyPrograms $763,403 · Management $64,854$828,257
IX-20 InterestPrograms $453,774 · Management $38,550$492,324
IX-22 Depreciation, depletion and amortizationPrograms $1,663,655 · Management $141,333$1,804,988
IX-23 InsuranceManagement $59,903$59,903
IX-24 Other expenses (24a–d)Programs $1,392,960 · Management $104,168$1,497,128
IX-25 Total functional expensesPrograms $17,292,455 · Management $3,494,609 · Fundraising $861,174$21,648,238
Part X · Balance sheet $148,250,735 assets, 17 lines filed
X-2 Savings and temporary cash investmentsStart of year $14,660,939$9,604,187
X-3 Pledges and grants receivableStart of year $2,914,925$2,561,651
X-4 Accounts receivableStart of year $2,521,516$2,770,573
X-9 Prepaid expenses and deferred chargesStart of year $507,520$491,852
X-10c Land, buildings and equipment, netStart of year $37,024,374$44,432,023
X-11 Publicly traded securitiesStart of year $57,912,590$65,081,160
X-12 Other securitiesStart of year $21,769,043$23,309,289
X-16 Total assetsStart of year $137,310,907$148,250,735
X-17 Accounts payable and accrued expensesStart of year $276,077$281,983
X-19 Deferred revenueStart of year $12,272,853$12,922,473
X-20 Tax-exempt bond liabilitiesStart of year $20,504,151$20,512,312
X-25 Other liabilitiesStart of year $1,795,203$2,111,799
X-26 Total liabilitiesStart of year $34,848,284$35,828,567
X-27 Net assets without donor restrictionsStart of year $90,935,527$99,836,544
X-28 Net assets with donor restrictionsStart of year $11,527,096$12,585,624
X-32 Total net assets or fund balancesStart of year $102,462,623$112,422,168
X-33 Total liabilities and net assetsStart of year $137,310,907$148,250,735
Part XI · Reconciliation of net assets $112,422,168 net assets at year end
XI-1 Total revenue$26,037,493
XI-2 Total expenses$21,648,238
XI-3 Revenue less expenses$4,389,255
XI-4 Net assets at start of year$102,462,623
XI-5 Net unrealized gains (losses) on investments$5,570,290
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$112,422,168

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.