Nonprofit · EIN 56-2059568
TRINITY EPISCOPAL SCHOOL
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,157,612 | $13,656,485 | $2,501,127 | $47,316,809 | $3,732,082 | $43,584,727 |
| June 30, 2024 | 990 | $13,006,317 | $13,228,500 | -$222,183 | $42,567,418 | $3,014,338 | $39,553,080 |
| June 30, 2023 | 990 | $13,275,095 | $12,768,402 | $506,693 | $41,359,780 | $3,261,003 | $38,098,777 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,355,036
- Program service revenue
- $12,054,939
- Investment income
- $1,653,560
- Net rental income
- $23,251
- Net gain from sales of assets
- $988,081
- Net income from fundraising events
- -$3,892
- Other revenue
- $94,077
Expenses
- Grants and similar amounts paid
- $2,080,453
- Compensation of officers, directors and key employees
- $551,504
- Other salaries and wages
- $5,488,782
- Salaries, compensation and benefits (total)
- $7,751,780
- Professional fundraising fees
- $105,518
- Legal fees
- $32,440
- Accounting fees
- $40,103
- Occupancy
- $637,611
- Travel
- $774
- Depreciation
- $807,487
- Program services (functional)
- $10,202,771
- Management and general (functional)
- $2,817,235
- Fundraising (functional)
- $636,479
Balance sheet and other
- Total assets, start of year
- $42,567,418
- Total assets, end of year
- $47,316,809
- Total liabilities, end of year
- $3,732,082
- Net assets, end of year
- $43,584,727
- Land, buildings and equipment
- $14,410,467
- Publicly traded securities
- $17,922,308
- Net assets without donor restrictions
- $22,830,080
- Net assets with donor restrictions
- $20,754,647
- Gross receipts
- $23,628,728
- Employees
- 141
- Volunteers
- 300
- Year formed
- 1998
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IMANA SHERRILL | HEAD OF SCHOOL Officer | 45 | $275,198 | $17,458 |
| ADAM COLEMAN | CFO Officer | 45 | $158,963 | $15,697 |
| TRACY ONZE | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $104,975 | $14,469 |
| SARAH THOMAS | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $105,484 | $13,328 |
| AYEOLA ELIAS | DIRECTOR OF DIVERSITY, EQUITY, AND BELONGING Highest-paid employee | 40 | $102,862 | $13,661 |
| STEPHANIE GRIFFIN | ASSISTANT HEAD OF SCHOOL FOR ACADEMICS Highest-paid employee | 40 | $100,164 | $12,870 |
| FE' PATRICIU | DIRECTOR OF ADMISSION AND FINANCIAL SUPPORT Highest-paid employee | 40 | $101,265 | $5,779 |
| DR KATHERINE ADDISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SOMMERS ERRINGTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EUGENE BROWN | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| REV JOSHUA CASE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARYAM ZELEDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY COLACO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARISELLA CUERVO | TRUSTEE Trustee or director | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH EBLEN | TRUSTEE Trustee or director | 2 | $0 |
| OMID AHDIEH | TRUSTEE Trustee or director | 2 | $0 |
| TERE EY | TRUSTEE Trustee or director | 2 | $0 |
| MEREDITH RHYNE | TRUSTEE Trustee or director | 2 | $0 |
| LOIS JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| DANIEL MCCREADY | TRUSTEE Trustee or director | 2 | $0 |
| JAMIE KISER | TRUSTEE Trustee or director | 2 | $0 |
| JOHN LAUGHLIN | TREASURER Trustee or director, Officer | 4 | $0 |
| SHARAI LAVOIE | SECRETARY Trustee or director, Officer | 4 | $0 |
| RAJ NATARAJAN | TRUSTEE Trustee or director | 2 | $0 |
| VALECIA MCDOWELL | TRUSTEE Trustee or director | 2 | $0 |
| DONNIE SIMMONS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IMANA SHERRILL | HEAD OF SCHOOL Officer | 45 | $268,604 | $19,686 |
| ADAM COLEMAN | CFO Officer | 45 | $151,134 | $8,480 |
| THOMAS J FRANZ | FORMER HEAD OF SCHOOL(THRU 6/30/22) Former | 0 | $155,700 | $0 |
| TRACY ONZE | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $104,049 | $13,940 |
| AMY COLACO | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| JOE PITT | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| MAUREEN MOLLY SHAW | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| DR KATHERINE ADDISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| OMID AHDIEH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANNE BOWMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EUGENE BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| REV JOSHUA CASE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARCUS CLARKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARISELLA CUERVO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH DALRYMPLE EBLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TERE EY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR CAROLINE HOBBS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LOIS JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMIE KISER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN LAUGHLIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHARAI LAVOIE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL MCCREADY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAJ NATARAJAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS J FRANZ | FORMER HEAD OF SCHOOL UNTIL 6/30/22 Former | 40 | $344,898 | $15,509 |
| IMANA SHERRILL | HEAD OF SCHOOL FROM 7/1/22 Officer | 40 | $142,379 | $9,384 |
| CHRISTINE WEISS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $107,511 | $13,279 |
| ADAM COLEMAN | CFO FROM 5/1/22 Officer | 40 | $95,999 | $3,500 |
| DR KATHERINE ADDISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANNE BOWMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EUGENE BROWN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| REV JOSHUA CASE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARCUS CLARKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY COLACO | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| MARISELLA CUERVO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH DALRYMPLE EBLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PORTER DURHAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TERE EY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TERRIE HAGLER GRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID HATCH | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| CAROLINE HOBBS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMIE KISER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN LAUGHLIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHARAI LAVOIE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAJ NATARAJAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOE PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAUREEN MOLLY SHAW | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 750 E 9TH ST, CHARLOTTE, NC 28202-3102
- Principal officer (990 for 2024)
- IMANA SHERRILL, 750 EAST 9TH STREET, CHARLOTTE, NC 282023102
- Signed the 990
- IMANA SHERRILL, HEAD OF SCHOOL
- Phone
- (704) 358-8101
- Website
- WWW.TESCHARLOTTE.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
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.
Program accomplishments
- 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.Expenses $9,280,543 · grants $2,080,453 · revenue $11,086,183
- 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.Expenses $922,228 · revenue $968,756
What it must file and when
IRS records say it files Not required (religious organization). Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2059568
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Not required (religious organization)
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $47,316,809
- Income (IRS master file)
- $23,628,728
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,157,612 | $13,656,485 | $47,316,809 | XML |
| 990 | June 2024 | $13,006,317 | $13,228,500 | $42,567,418 | XML |
| 990 | June 2023 | $13,275,095 | $12,768,402 | $41,359,780 | XML |
| 990 | June 2022 | $12,708,246 | $11,866,346 | $39,313,678 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2059568).
Questions about TRINITY EPISCOPAL SCHOOL
- What is the EIN of TRINITY EPISCOPAL SCHOOL?
- The employer identification number (EIN) of TRINITY EPISCOPAL SCHOOL is 56-2059568.
- Is TRINITY EPISCOPAL SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to TRINITY EPISCOPAL SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRINITY EPISCOPAL SCHOOL file?
- Form Not required (religious organization).
- When is the next return of TRINITY EPISCOPAL SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRINITY EPISCOPAL SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRINITY EPISCOPAL SCHOOL?
- The 990 for the year ended June 30, 2025 names IMANA SHERRILL.
- Who are the officers and directors of TRINITY EPISCOPAL SCHOOL?
- The 990 for the year ended June 30, 2025 lists 27 people; 7 received compensation from the organization, the highest $275,198 (IMANA SHERRILL, HEAD OF SCHOOL).
- How much revenue does TRINITY EPISCOPAL SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,157,612, expenses of $13,656,485 and total assets of $47,316,809 at year end.
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