2025-12-19T08:22:26-06:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-07-01 581197585 TRINITY SCHOOL INC TRIN 4042318100 4301 NORTHSIDE PARKWAY NW ATLANTA GA 30327 KENNETH W BOMAR CPA DIRECTOR OF FINANCE 4042318100 2025-12-17 1 0 TIFFANY T ORR CPA P01559485 7703948000 2025-12-17 2024 2025-03-06 01:10:19Z KENNETH W BOMAR CPA 4301 NORTHSIDE PARKWAY NW ATLANTA GA 30327 54138262 0 X WWW.TRINITYATL.ORG X 1974 GA PRIMARY AND PRESCHOOL EDUCATIONAL PROGRAMS FOR 600 STUDENTS. 27 27 247 300 0 0 3623236 1657965 19653870 20962524 2637210 3507262 745911 995664 26660227 27123415 1402033 1512750 0 0 13929795 14943425 0 0 896594 8055057 8568575 23386885 25024750 3273342 2098665 162296890 172165204 37025098 36687306 125271792 135477898 X SERVING CHILDREN AGE THREE THROUGH SIXTH GRADE, TRINITY SCHOOL CREATES A COMMUNITY OF LEARNERS IN A DIVERSE AND DISTINCTLY ELEMENTARY-ONLY ENVIRONMENT, IN WHICH EACH CHILD DEVELOPS THE KNOWLEDGE, SKILLS, AND CHARACTER TO ACHIEVE HIS OR HER UNIQUE POTENTIAL AS A RESPONSIBLE, PRODUCTIVE AND COMPASSIONATE MEMBER OF THE SCHOOL AND GREATER COMMUNITY. 0 0 18448113 1512750 19104857 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 OUR COUNTRY. 1072413 1212307 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. 396325 561410 SUMMER CAMP PROGRAM: DAY CAMPS OFFERED TO TRINITY STUDENTS AS WELL AS THOSE IN THE COMMUNITY. PROGRAM INCLUDES SPORTS, SPECIAL INTERESTS AND ACADEMIC CLASSES. 83950 83950 19916851 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 245 0 247 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X KENNETH W BOMAR CPA 4042318100 4301 NORTHSIDE PARKWAY NW ATLANTA GA 30327 ERICA CUMMINGS SECRETARY 1.00 X X 0 0 0 JENNY LATZ CHAIR 2.00 X X 0 0 0 CHRIS KIRTLEY TREASURER 1.00 X X 0 0 0 WINNIE SMITH VICE CHAIR 1.00 X X 0 0 0 LIBBY BARGE TRUSTEE 1.00 X 0 0 0 MCKNIGHT BROWN TRUSTEE 1.00 X 0 0 0 KATE NELLIS BURNS TRUSTEE 1.00 X 0 0 0 JANICA CAMPBELL TRUSTEE 1.00 X 0 0 0 CATHERINE CALLAWAY TRUSTEE 1.00 X 0 0 0 KRISTIN CAROTHERS TRUSTEE 1.00 X 0 0 0 JACKIE COLEMAN TRUSTEE 1.00 X 0 0 0 ISHA DAMANI TRUSTEE 1.00 X 0 0 0 CINDY FERGUSON TRUSTEE 1.00 X 0 0 0 ZENOBIA GODSCHALK TRUSTEE 1.00 X 0 0 0 NATHAN HARTMAN TRUSTEE 1.00 X 0 0 0 SCOTT HAWKINS TRUSTEE 1.00 X 0 0 0 MOLLY JAMIESON TRUSTEE 1.00 X 0 0 0 CARRIE LANIER TRUSTEE 1.00 X 0 0 0 MELISSA MOSELEY TRUSTEE 1.00 X 0 0 0 JOEL MURPHY TRUSTEE 1.00 X 0 0 0 STREET NALLEY TRUSTEE 1.00 X 0 0 0 JACK NORTON TRUSTEE 1.00 X 0 0 0 CHARLIE OGBURN TRUSTEE 1.00 X 0 0 0 MARCELLUS PARKER TRUSTEE 1.00 X 0 0 0 SHAZEEN PORBANDARWALA TRUSTEE 1.00 X 0 0 0 BOYNTON SMITH TRUSTEE 1.00 X 0 0 0 STEPHANIE STEPHENS TRUSTEE 1.00 X 0 0 0 KEN BOMAR DIRECTOR OF FINANCE 40.00 X 209403 0 23419 JOSEPH MARSHALL HEAD OF SCHOOL 40.00 X 434740 0 46576 BRIAN BALOCKI PE TEACHER 40.00 X 132051 0 10497 BRADLEY BROWN DIRECTOR OF ADMISSIONS 40.00 X 142126 0 12180 IRA DAWSON UPPER ELEMENTARY DIVISION 40.00 X 143614 0 17875 MARGARET DOUGLAS DIRECTOR OF ADVANCEMENT 40.00 X 144011 0 28904 MARY DU PREEZ EARLY ELEMENTARY DIVISION 40.00 X 142981 0 10091 1348926 0 149542 19 0 1 0 HODGES & HICKS GENERAL CONTRACTORS LLC 1085 OLD ROSWELL ROAD ROSWELL GA 30076 CONSTRUCTION CONTRACTORS 1386518 FLIK INDEPENDENT SCHOOLS 2400 YORKMONT ROAD CHARLOTTE NC 28217 FOOD SERVICES 947211 MAXAIR MECHANICAL LLC 814 LIVINGSTON COURT ATLANTA GA 30067 CONSTRUCTION CONTRACTORS 799310 CLEANSTAR NATIONAL INC 540 COLLINS ROAD MARIETTA GA 30066 JANITORIAL SERVICES 474764 CDW GOVERNMENT INC 75 REMITTANCE DRIVE SUITE 1515 CHICAGO IL 60675 TECHNOLOGY 293746 14 1657965 71089 1657965 TUITION AND FEES 611110 17592107 17592107 FINANCIAL ASSISTANCE 611110 1512750 1512750 EXTENDED PROGRAMS 611110 1212308 1212308 SUMMER CAMPS 611110 561410 561410 OTHER MISC PROGRAMS 611110 83949 83949 20962524 2676657 2676657 35480 0 35480 35480 35480 26560935 25661613 68717 899322 -68717 830605 830605 2244701 1284517 960184 960184 27123415 20962524 0 4502926 1512750 1512750 731647 682382 49265 11579570 9464906 1549688 564976 684631 576046 75303 33282 1081152 864140 169467 47545 866425 675811 147292 43322 70109 70109 508661 508661 853592 753261 100331 137815 72353 65462 322347 100989 128616 92742 789342 563429 225913 1058275 975411 82864 483718 445842 37876 2596437 2393132 203305 54403 54403 SCHOOL LUNCH 957223 928275 28948 STUDENT ACTIVITIES 557258 557258 PROF. DEVELOPMENT & REC 163376 105601 57775 OTHER EXPENSES 16019 16019 25024750 19916851 4211305 896594 11811491 12593629 1511761 1145898 2886683 3271414 570855 376604 69430620 23038945 44681532 46391675 73945369 83061961 26889199 25324023 162296890 172165204 450955 263663 13501554 14102505 20520474 20528636 2552115 1792502 37025098 36687306 X 112972381 122786128 12299411 12691770 125271792 135477898 162296890 172165204 2098665 8107441 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52617016 51826 5918952 1718736 56869058 47386671 618246 6233441 1621342 52617016 38329449 27100 10470495 1440373 47386671 43248342 241280 4198039 962134 38329449 33332455 306167 10223287 613567 43248342 0.80010 0.10285 0.09705 0 0 11447491 11447491 48702517 18665269 30037248 9280612 4373676 4906936 46391675 ALTERNATIVE INVESTMENTS 155941 F MANAGED BOND PORTFOLIO 25168082 F 25324023 ACCRUED SALARIES AND OTHER EXPENSES 1792502 1792502 X 33209445 8107441 8107441 25102004 508661 1512750 2021411 27123415 23003339 0 23003339 508661 1512750 2021411 25024750 PART V, LINE 4: THE USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FINANCIAL AID, TO DIRECT ENDOWMENT EARNINGS PER DONOR REQUESTS, AND TO DIRECT UNRESTRICTED ENDOWMENT FUNDS AS DETERMINED BY THE BOARD OF TRUSTEES. PART X, LINE 2: THE SCHOOL UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2025 AND 2024, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 1,512,750. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 1,512,750. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 TRINITY SCHOOL, INC, MAINTAINS A NON-DISCRIMINATION POLICY WHICH IS PUBLISHED ON ITS WEBSITE AND IS INCLUDED IN OUR ADMISSIONS AND ENROLLMENT MATERIALS, THE SCHOOL DOES NOT DISCRIMINATE BASED ON RACE, COLOR OR NATIONAL AND ETHNIC ORIGIN IN THE ADMINISTRATION OF OUR ADMISSIONS OR EDUCATIONAL POLICIES, IN THE EXTENSION OF FINANCIAL ASSISTANCE OR OTHER SCHOOL ADMINISTERED PROGRAMS. SPOTLIGHT ON ART 2244701 2244701 142375 98125 7672 1036345 2244701 2244701 142375 98125 7672 1036345 1284517 960184 1 FINANCIAL ASSISTANCE/SCHOLARSHIPS 85 1512750 PUBLISHED SCHOOL TUITION RATES PART I, LINE 2: THE FINANCIAL ASSISTANCE COMMITTEE AWARDS SCHOLARSHIPS TO STUDENTS ON AN INDIVIDUAL BASIS BASED ON THE FINANCIAL NEEDS OF EACH FAMILY WHO APPLIES FOR AID AND BASED ON THE LIMITED FINANCIAL ASSISTANCE FUNDS AVAILABLE FOR EACH YEAR. THE APPLICANTS PROVIDE THE FINANCIAL ASSISTANCE COMMITTEE WITH PERTINENT TAX AND WAGE INFORMATION IN ORDER THAT THE COMMITTEE CAN EVALUATE THE NEED RELATIVE TO THE OTHER FAMILIES THAT HAVE APPLIED FOR ASSISTANCE. THE SCHOLARSHIP AWARDS ARE USED BY THE FAMILIES TO PAY FOR THE SCHOOL TUITION THAT THEY MIGHT OTHERWISE NOT BE ABLE TO AFFORD. IN ADDITION TO INSTITUTIONAL SCHOLARSHIPS, THE ORGANIZATION PARTICIPATES IN THE STATE OF GEORGIA STUDENT SCHOLARSHIP ORGANIZATION PROGRAM THROUGH GEORGIA GOAL. THROUGH THIS PROGRAM, TRINITY STUDENTS RECEIVED TUITION ASSISTANCE TOTALING $316,950. AS THESE AMOUNTS WERE AWARDED BY GEORGIA GOAL, THEY ARE CONSIDERED A DIRECT PAYMENT AGAINST THE FAMILY'S TUITION OBLIGATION FOR FINANCIAL STATEMENT PURPOSES AND HAVE NOT BEEN INCLUDED AS FINANCIAL ASSISTANCE ON THIS RETURN. X X 0 0 0 0 0 0 0 0 0 JOSEPH MARSHALL HEAD OF SCHOOL 434740 0 0 0 0 0 35260 0 11316 0 481316 0 0 0 KEN BOMAR DIRECTOR OF FINANCE 209403 0 0 0 0 0 16997 0 6422 0 232822 0 0 0 MARGARET DOUGLAS DIRECTOR OF ADVANCEMENT 144011 0 0 0 0 0 12104 0 16800 0 172915 0 0 0 IRA DAWSON UPPER ELEMENTARY DIVISION 143614 0 0 0 0 0 9945 0 7930 0 161489 0 0 0 BRADLEY BROWN DIRECTOR OF ADMISSIONS 142126 0 0 0 0 0 7518 0 4662 0 154306 0 0 0 MARY DU PREEZ EARLY ELEMENTARY DIVISION 142981 0 0 0 0 0 7469 0 2622 0 153072 0 0 0 X 16 71089 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ELECTS INDIVIDUALS TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HIRES THE HEAD OF SCHOOL WHO, IN TURN, HIRES THE OTHER EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE, HEAD OF SCHOOL, THE TREASURER AND CHAIRMAN OF THE BOARD ALONG WITH THE FINANCE COMMITTEE REVIEW THE 990 DRAFT RETURN. A COPY OF THE 990 WILL THEN BE POSTED TO THE BOARD WEBSITE ALONG WITH THE BOARD MINUTES. BOARD MEMBERS RECEIVE AN EMAIL NOTIFICATION THAT THE 990 IS POSTED FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE POLICIES AND PROCEDURES IN PLACE FOR REPORTING NONCOMPLIANCE TO THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 FOR THE HEAD OF SCHOOL, THE CHAIR AND VICE-CHAIR OF THE BOARD OF TRUSTEES REVIEW AND APPROVE ANNUAL COMPENSATION USING COMPARABILITY DATA AND OTHER SUPPORT. KEY EMPLOYEES ARE REVIEWED AND EVALUATED BY THE HEAD OF SCHOOL, WITH THE ASSISTANCE OF THE HUMAN RESOURCES MANAGER, IN ORDER TO DETERMINE THAT THEY ARE FAIRLY COMPENSATED BASED ON THEIR PERFORMANCE AND THAT THEIR PAY IS IN-LINE WITH OTHER SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.