2026-02-24T11:26:04-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-07-01 562059568 TRINITY EPISCOPAL SCHOOL TRIN 7043588101 750 EAST 9TH STREET CHARLOTTE NC 282023102 IMANA SHERRILL HEAD OF SCHOOL 7043588101 2026-02-19 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z IMANA SHERRILL 750 EAST 9TH STREET CHARLOTTE NC 282023102 23628728 0 X WWW.TESCHARLOTTE.ORG X 1998 NC 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. 20 20 141 300 0 0 386478 2355036 11364719 12054939 1159137 1653560 95983 94077 13006317 16157612 2061982 2080453 0 0 7394889 7751780 109697 105518 636479 3661932 3718734 13228500 13656485 -222183 2501127 42567418 47316809 3014338 3732082 39553080 43584727 X 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. 0 0 9280543 2080453 11086183 IN CHARLOTTE'S CENTER CITY, THE TRINITY EPISCOPAL SCHOOL K-8 PROGRAMS CREATE SCHOLARS, NURTURE SPIRITUALITY, EMBRACE DIVERSITY, AND INSTILL INTEGRITY. THE SCHOOL ENROLLED 438 STUDENTS FOR THE 2024-25 SCHOOL YEAR AND GRADUATED 54 STUDENTS IN JUNE 2025. 922228 968756 THE TRINITY EPISCOPAL SCHOOL EXTENDED DAY PROGRAMS PROVIDE EDUCATIONAL ENRICHMENT, AFTER-SCHOOL CARE, AND SUMMER CAMP PROGRAMS. EDUCATIONAL ENRICHMENTS AND AFTER-SCHOOL CARE WERE PROVIDED TO APPROXIMATELY 190 STUDENTS DURING THE 2024-2025 SCHOOL YEAR. WILDCAT SUMMER CAMP PROGRAMS WERE PROVIDED TO APPROXIMATELY 190 TRINITY STUDENTS AND 140 STUDENTS FROM OTHER SCHOOLS. THE TRINITY EPISCOPAL SCHOOL LUNCH PROGRAM SERVES APPROXIMATELY 300 NUTRITIONALLY BALANCED AND FLAVORFUL MEALS PER DAY TO STUDENTS, FACULTY, AND STAFF. DINERS HAVE THE OPTION OF A HOT ENTREE WITH SIDES, A DELI BAR, AND A SOUP AND SALAD BAR EACH DAY. 10202771 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X ADAM COLEMAN 9802075889 750 EAST 9TH STREET CHARLOTTE NC 28202 DR KATHERINE ADDISON TRUSTEE 2.00 0.00 X 0 0 0 SOMMERS ERRINGTON TRUSTEE 2.00 0.00 X 0 0 0 EUGENE BROWN CHAIR 8.00 0.00 X X 0 0 0 REV JOSHUA CASE TRUSTEE 2.00 0.00 X 0 0 0 ANN CLARK TRUSTEE 2.00 0.00 X 0 0 0 MARYAM ZELEDON TRUSTEE 2.00 0.00 X 0 0 0 AMY COLACO TRUSTEE 2.00 0.00 X 0 0 0 MARISELLA CUERVO TRUSTEE 2.00 0.00 X 0 0 0 ELIZABETH EBLEN TRUSTEE 2.00 0.00 X 0 0 0 OMID AHDIEH TRUSTEE 2.00 0.00 X 0 0 0 TERE EY TRUSTEE 2.00 0.00 X 0 0 0 MEREDITH RHYNE TRUSTEE 2.00 0.00 X 0 0 0 LOIS JOHNSON TRUSTEE 2.00 0.00 X 0 0 0 DANIEL MCCREADY TRUSTEE 2.00 0.00 X 0 0 0 JAMIE KISER TRUSTEE 2.00 0.00 X 0 0 0 JOHN LAUGHLIN TREASURER 4.00 0.00 X X 0 0 0 SHARAI LAVOIE SECRETARY 4.00 0.00 X X 0 0 0 RAJ NATARAJAN TRUSTEE 2.00 0.00 X 0 0 0 VALECIA MCDOWELL TRUSTEE 2.00 0.00 X 0 0 0 DONNIE SIMMONS TRUSTEE 2.00 0.00 X 0 0 0 IMANA SHERRILL HEAD OF SCHOOL 45.00 0.00 X 275198 0 17458 ADAM COLEMAN CFO 45.00 0.00 X 158963 0 15697 TRACY ONZE HEAD OF MIDDLE SCHOOL 40.00 0.00 X 104975 0 14469 AYEOLA ELIAS DIRECTOR OF DIVERSITY, EQUITY, AND BELONGING 40.00 0.00 X 102862 0 13661 SARAH THOMAS HEAD OF LOWER SCHOOL 40.00 0.00 X 105484 0 13328 FE' PATRICIU DIRECTOR OF ADMISSION AND FINANCIAL SUPPORT 40.00 0.00 X 101265 0 5779 STEPHANIE GRIFFIN ASSISTANT HEAD OF SCHOOL FOR ACADEMICS 40.00 0.00 X 100164 0 12870 948911 0 93262 7 0 1 0 WINKLER CONSULTING GROUP INC 1036 E WALL ST MT PLEASANT SC 29464 CAMPAIGN CONSULTANT 154136 1 9755 2345281 28724 2355036 TUITION AND FEES 611110 11086183 11086183 AFTER SCHOOL DAY CARE 900099 578406 578406 FOOD SERVICE 900099 390350 390350 12054939 665479 665479 29360 6109 23251 23251 23251 8445104 7457023 988081 988081 988081 4092 9755 7984 -3892 -3892 PARENTS' ASSOCIATION INCOME 900099 35160 35160 PARENTS' COUNCIL INCOME-FACTS 900099 31620 31620 MISCELLANEOUS INCOME 900099 7938 7938 74718 16157612 12054939 0 1747637 2080453 2080453 551504 173158 343714 34632 5488782 4002906 1199225 286651 351424 250954 84964 15506 931017 688725 201804 40488 429053 294603 111586 22864 32440 32440 40103 40103 105518 105518 130895 130895 67589 51541 16048 35153 3478 31675 155544 94744 53176 7624 106235 77081 23995 5159 637611 577009 50686 9916 774 774 71763 65543 3014 3206 807487 585891 182383 39213 64634 64634 CURRICULUM/STUDENT PROG 1175586 1175586 PROFESSIONAL DEVELOPMEN 162395 71695 57900 32800 EMPLOYEE RECRUITMENT 5303 5303 BAD DEBT 5100 5100 220122 55845 147423 16854 13656485 10202771 2817235 636479 1405431 2642347 2216031 925417 582596 1379903 107271 134712 217504 317275 25695122 11284655 14899112 14410467 14358113 17922308 8781360 9584380 42567418 47316809 356398 350892 740976 1566347 1916964 1814843 3014338 3732082 X 21824038 22830080 17729042 20754647 39553080 43584727 42567418 47316809 2501127 1530520 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19460402 907102 2376976 697380 22047100 17137508 866100 2199405 742611 19460402 15414555 684062 1646479 607588 17137508 17869567 549554 -2500267 504299 15414555 13170269 1174604 3949996 425302 17869567 0.12683 0.87317 0.00000 0 0 1435523 1435523 19687359 7540990 12146369 2120765 1603182 517583 2451475 2140483 310992 14410467 INVESTMENTS HELD AT FOUNDATION FOR THE CAROLINAS 9584380 F 9584380 X 15491037 1530520 4252 -2080453 -545681 16036718 130895 -10001 120894 16157612 11459390 4252 10001 14253 11445137 130895 2080453 2211348 13656485 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 20 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, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID & SCHOLARSHIPS SHOWN NET OF TUITION ON FINANCIALS -2,080,453. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT NET INCOME/LOSS -3,892. RENTAL PROPERTY EXPENSE -6,109. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL PROPERTY EXPENSE 6,109. FUNDRAISING EVENT NET INCOME/LOSS 3,892. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID & SCHOLARSHIPS SHOWN NET OF TUITION ON FINANCIALS 2,080,453. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIAL NON-DISCRIMINATORY POLICY IS PUBLISHED ON THE HOME PAGE OF ITS WEBSITE AT TESCHARLOTTE.ORG. SCHEDULE E, PART I, LINE 6 FAMILIES APPLY TO AND ARE AWARDED FUNDS FROM THE NORTH CAROLINA OPPORTUNITY SCHOLARSHIP PROGRAM ON A CONTINUING BASIS. THE AWARDED FUNDS ARE PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE STUDENTS OF THOSE FAMILIES TO COVER A PORTION OF THEIR TUITION COSTS. X X X X 1 WINKLER CONSULTING GROUP INC 1036 EWALL STREET MT PLEASANT SC 29464 CAMPAIGN CONSULTANT 0 0 105518 -105518 105518 -105518 SC NC VA GA FL OH TN AL 1 FINANCIAL AID 121 2080453 BOOK TUITION REDUCTION PART I, LINE 2: FAMILIES COMPLETE A FINANCIAL ASSISTANCE PACKAGE ONLINE THROUGH CLARITY. CLARITY THEN ANALYZES THE INFORMATION AND REPORTS THE "DEMONSTRATED NEED" TO THE TRINITY SCHOOL'S ADMISSIONS OFFICE. ONCE THE ADMISSIONS OFFICE HAS VERIFIED THE ACCURACY OF THE CLARITY APPLICATION, A FINANCIAL AID PACKAGE IS PREPARED FOR EACH FAMILY. X 1 1 X X X 0 0 0 0 0 0 0 1 0 IMANA SHERRILL HEAD OF SCHOOL 247198 0 10500 0 17500 0 10672 0 6786 0 292656 0 0 0 ADAM COLEMAN CFO 153081 0 0 0 5882 0 8911 0 6786 0 174660 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED A HOUSING ALLOWANCE, WHICH WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 THE EMPLOYMENT CONTRACT FOR THE HEAD OF SCHOOL, IMANA SHERRILL, MAKES THE EMPLOYEE ELIGIBLE TO RECEIVE A MERIT BONUS OF UP TO 5% OF THEIR ANNUAL BASE SALARY. ANY SUCH MERIT BONUS AWARD IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE HEAD OF SCHOOL RECEIVED A 4% MERIT BONUS FOR THE 2024 CALENDAR YEAR. A PUBLIC FINANCE AUTHORITY 273866124 000000000 2018-10-18 2500000 CONSTRUCTION 0 0 0 A 634365 2500000 2500000 2019 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 4 28724 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. 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.