SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Trinity Episcopal School
Charlotte, NC · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Trinity Episcopal School looks stable. The school holds 3.0 years of operating cushion, a healthy buffer. Revenue is 87% tuition-dependent (peer median 87%), concentrated but in line with most independent day schools. Staff compensation runs 56% of expenses, well below the peer median, worth understanding why. NACUBO Composite Financial Index: 4.4 / 10, adequate — monitor.
Trinity Episcopal School reported $13.0M in revenue against $13.2M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $39.6M — about 2.99x annual operating expense.
Operating margin landed at -1.7%, with 87.4% of revenue coming from tuition. Among same-size peers, that puts Trinity Episcopal School at the p17 on operating margin.
$13.0M
REVENUE FY2023
-1.7%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Trinity Episcopal School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Trinity Episcopal School ranks 14th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
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