Trinity Academy 2018 Annual Report

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Read how Trinity Academy is On the Move.

ON THE MOVE

2018

Annual

Report


LETTER FROM THE HEAD OF SCHOOL

From The Head of School

As a school community, Trinity Academy has much to celebrate. God has once again

demonstrated His steadfast love and kindness to us. By His grace, we are focused

and on the move. The facts and figures contained in this Annual Report testify to the

financial and programmatic health of our school, but they do not tell the whole story.

We know the work most worthy of celebration is that which the Lord accomplishes in

the lives of individual students and families. Therefore, we have included stories about

our alumni and Trinity’s impact on them as they now engage the culture. Don’t miss the

teacher story that is representative of the amazing men and women who daily partner

with your family to train a generation that will Transform Tomorrow! In the pages that

follow, we rejoice in Trinity’s mission and its real-life implications.

Even as we celebrate, there is much work for us to do. Outstretched before us are

remarkable possibilities that rise or fall by the level of engagement in our school

community. I would love to see 100% of our families contribute to the Trinity Fund – no

matter the size of the gift – because I have seen so clearly what this fund enables: programs,

curriculum, and technology are enhanced and the educational experience of Trinity’s

students becomes more vibrant with every gift. In the months ahead, your contributions to

the Trinity Fund will accelerate our progress in the design and development of an elegant,

versatile, and attainable academic building. We have been dreaming for long enough. It is

time for this to happen, but it will take all of us to make it so.

I am deeply honored to serve as your Head of School and am thrilled to walk this journey

with you. This Annual Report tells you where we are. Now, let’s get where we are going.

Sincerely,

Dr. Timothy Bridges

Head of School

2


OVERVIEW

At Trinity, our vision is to shape future generations with culture transforming, Christian, worldview thinking.

We do that intentionally by starting with the end in mind – determining the skills, knowledge and virtues we

want a Trinity graduate to possess so they can make a profound difference in the world into which they emerge

and the world that emerges over the course of their lives. As we equip students with wisdom, we are careful not

to tell our students what to think, but to teach them how to think. But we don’t stop there because without the

ability to communicate effectively and persuasively, wisdom only benefits the possessor.

In Paul’s letter to the Romans he urged his readers not to be conformed to this world, but to be transformed

through the renewing of their minds. If we internalize that message for Trinity Academy, we believe our

students can be transformed through our rigorous approach to Innovative Classical Learning and simultaneously

become transforming influencers in their world… very effective education, indeed.

As you will see in the pages that follow, Trinity Academy graduates are “thinking Christians” who possess the

skills employers want and the truth the world needs. They were nurtured and challenged at Trinity and now are

on the move in the world in which they find themselves. Be encouraged by their stories.

OUR FIVE PILLARS

ACADEMIC

EXCELLENCE

CURRICULAR

ATHLETICS

SPIRITUAL

FORMATION

CHRIST-LIKE

COMMUNITY

THRIVING

FUTURE

MEET JOSIE

PAGE 4

MEET ALEX

PAGE 5

MEET STEPHANIE

PAGES 6-7

MEET JOSEF

PAGE 8

MEET GARRETT & KAILEN

PAGE 9

3


JOSIE’S STORY

Story 1

Josie Sawyer (Academic Excellence)

MEET JOSIE SAWYER ‘05

College: Furman ‘09

Major: English

Post-Graduate: UNC-Chapel Hill, M.A. in Social Work ‘13

Current Employment: Clinical Social Worker/Psychotherapist for

The Lucy Daniels Center and Private Practice

Three Words to Describe Trinity: Relational, Holistic, Christ-centered

Fun Fact: Josie’s been hang-gliding off the side of the Swiss Alps

Josie’s family recognized a need for there to be a base of faith in her education. Because Josie was

hungry to learn and find the answers to life’s questions, Trinity was the perfect fit. Throughout her

time at Trinity, teachers came alongside Josie personally—caring more about the person she was

becoming than the grades she was receiving. She excelled on the stage, participating in theatre and

learning to find her voice beside peers who continue to be a vital part of her intimate community.

After graduating from Furman University for undergrad and UNC-Chapel Hill for graduate

school, Josie now works for a nonprofit providing mental health counseling to children and their

families. She also recently opened her own private practice to continue reaching people with a

range of mental health concerns. On a daily basis, Josie encounters ideas that differ from her own

and challenge her faith. But because of her Trinity education, she engages with these ideas rather

than shying away from them. Josie continues to pursue truth and now helps others find the answers

to life’s questions due to a faith that was nurtured during her time at Trinity Academy.

Hear more of Josie’s story at vimeo.com/301014177.

Trinity encourages a depth of spiritual understanding in its students that’s

unlike anything I’ve encountered since. We were challenged to wrestle with

ideas, given safe space to ask questions about our faith and taught what it

means to walk with Christ through the example of staff and teachers.


4


ALEX’S STORY

Story 2

Alex Yager (Curricular Athletics)

MEET ALEX YAGER ’13

College: UNC-Chapel Hill ‘17

Major: Economics

Current Employment: Virtual Sales Account Manager for Cisco Systems

Three Words to Describe Trinity: Growth, Challenging, Classical

Favorite Class at Trinity: Philosophy

Trinity helped Alex learn to think deeply through what he believed.

His favorite class was Philosophy, and he discovered in college that

most high school students aren’t blessed with the opportunity to

take classes like Logic or Rhetoric. He is increasingly grateful for

the quality of his Trinity education and the way he was challenged

both in the classroom and on the sports field. Alex was afforded

the opportunity to lead through baseball, basketball and the Honor

Council. All of these experiences equipped him to continue to

develop as an effective leader at UNC-CH on the JV basketball

team and as a bible study leader. Now, he carries those skills into

his workplace, his community and into married life.


Trinity pushes people to grow and gives people the

opportunity to learn what being part of a team is all about.


5


STEPHANIE’S STORY

Story 3

Stephanie Knudsen (Spiritual Formation)

MEET STEPHANIE KNUDSEN, 1ST GRADE TEACHER AND ALUMNI PARENT ‘12

College: Old Dominion University, Regent University

Major: B.S. Political Science, M. Education K-12

Three Words to Describe Trinity: Community, Rigor, Deliberate

Hometown: Louisville, KY

Not until Stephanie found Trinity did she find what she was searching for as

a teacher and as a mom. Over the last 15 years, Stephanie has seen the value

of a Trinity education for her daughter and for her first-grade students. The

rigor of a Trinity education is balanced with relationships that help students

know they are loved, allowing kids to take in what she teaches them even

when it requires tough conversations. Stephanie wants her kids to love the

things she loves, and she comes alongside them in their excitement to learn

about ancient cultures and activities that give them a glimpse into others’

lives. Through Trinity’s Innovative Classical Learning model, Stephanie

uses four distinct methods of instruction that help students become lifelong

learners inside and outside the classroom. She loves seeing her students

walk out the path that God has designed for each one of them.

Hear more of Stephanie’s story at vimeo.com/301015440.

6


STEPHANIE’S STORY

MEET CAMILLE KNUDSEN ‘12

College: UNC-G ‘16

Major: Art History

Honors: Summa Cum Laude, Phi Beta Kappa

and International Honor’s College

Study Abroad: South Korea

Post-Graduate: Johns Hopkins University,

Master of Arts in Museum Studies


Spiritual formation is a big part of what happens here. Proverbs 22:6

tells us to train a child in the way he should go because when he is

old he will not depart from it. I think that we are giving our children

a firm foundation in what it means to live a life that’s pleasing to

God. Only the Holy Spirit can open a person’s heart to Christ, but

we’re providing a place that is fertile for spiritual growth. I love that

I can share my first grade appropriate concerns with my class and

also share how I see God answering those prayers. Because we


can

talk about who the children really are – children of God – they can

learn of their inherent value and purpose.

SPIRITUAL FORMATION AT TRINITY

“EXCELLENT EDUCATORS AT TRINITY

Trinity has allowed me to continue to grow as an educator. Our

connection to The Society for Classical Learning has given me

opportunities to deepen my understanding of classical pedagogy and

philosophy. Through Trinity Academy, I’ve been given specialized

training in the Riggs Method of phonics instruction, which has made

me a better teacher of reading. Our purposeful teacher-in-service

events have given me an opportunity to explore our upper school

curriculum, consider and act on how race and ethnicity impact

our work here and to think about how to form the affections of our

students. It’s wonderful to have a true learning community where


my

colleagues pursue deep thinking and excellence.

7


JOSEF’S STORY

Story 4

Josef Simme (Christ-Like Community)

MEET JOSEF SIMME ‘14

College: Roanoke College ‘18

Major: Biology

Current Employment: Environmental Compliance Specialist for FEMA

Three Words to Describe Trinity: Difficult, Rewarding, Empowering

Josef Simme has always loved wildlife and the outdoors. While at

Trinity, Joe was able to play on multiple sports teams, connect deeply

with his class and grow academically and spiritually. He remembers he

was continually pushed intellectually, in his public speaking skills and

in his ability to communicate his opinions persuasively and effectively.

Joe attended Roanoke College where he played basketball and was

involved in student research that included two study abroad programs

in India and Australia. Nurtured by Trinity, Joe was prepared for the

rigor of Roanoke College and is now pursuing his childhood passions

as an Environmental Compliance Specialist with FEMA.

Hear more of Josef’s story at vimeo.com/300601759.


Trinity gave me a motivation to do my best and

make a positive impact on the world in Jesus’ name.


8


GARRETT & KAILEN ZORZI’S STORY

Story 5

Garrett and Kailen Zorzi (Thriving Future)

MEET KAILEN ZORZI ‘ 14

College: Elon University ‘18

Major: Accounting

Current Employment: : Assurance Associate for RSM LLP

Three Words to Describe Trinity: Faith, Community, Transformative

Study Abroad: Dubai, Abu Dhabi, France and London

MEET GARRETT GOOLSBY ZORZI ‘14

College: University of Kentucky ‘18

Major: Integrated Strategic Communications

Current Employer: Content Writer for TriMark Digital

Three Words to Describe Trinity: Family, Kind, Home

Fun Fact: Two-time Homecoming Coordinator for the UK student body of 30K+

Both Kailen and Garrett credit Trinity for preparing them well for their futures while building

a firm foundation of faith. They both acknowledge that classroom work in college came easier

due to the academic rigor of Trinity. Public speaking, effective writing, articulating opinions

thoughtfully and defending their faith are skills they will forever carry with them and ones that

have given them a leg up in the professional world. But probably the greatest gift Trinity gave

them was one another. The now married couple lives in Raleigh, and they are both thriving in

their early careers and life together.

“Whether applying to jobs, fellowships, study abroad

opportunities or leadership positions, the ability to think

critically has been what stands out from my Trinity

education and has given me the ability to succeed. -Kailen


9


GIVING

ANNUAL FUNDRAISING 2017-18: $423,350

THE TRINITY FUND

$343,655

$35,000

$25,127

$15,184

$2,759

$1,625

- The Trinity Fund

- Exceptional

Evening Sponsors*

- Spring Fling Silent

Auction & Raffle

- Second Empire 5K

- Camp Trinity Love Local

- Brick Campaign**

Exceptional Evening 2017

Trinity Fund Restricted Gifts***

Trinity Fund Year End Gifts

Trinity Fund General Gifts

Feed the Hunger – Love Global

Give Back Program

TOTAL

$269,388

$41,044

$14,111

$13,132

$5,480

$500

$343,655

*Covers the cost of the event

** Legacy Scholarship Fund (alumni children) ***Technology, Athletics, Tuition Assistance, Fine Arts, etc.

THE TRINITY FUND – WHY YOUR PARTICIPATION MATTERS

When you participate in the Trinity Fund, you are supporting Trinity’s growth. The Trinity Fund is directly tied to our strategic

plan. A portion of the Trinity Fund is used to fund our operations budget (OPS — see bar graph below allowing us to continue

to offer the quality educational experience we currently have in a fiscally responsible manner. But the rest is channeled into

funding specific efforts that fall under the Strategic Plan.

That is why we are asking our entire community to consider giving to the Trinity Fund annually. It will help us to continue

to meet our annual operating and strategic needs, while also launching a successful Capital Campaign. On average, our

participation rate is 50%. It is important to know that foundations, grants and lending institutions look very closely at constituent

participation when determining their involvement in capital campaigns. That is a key reason why your participation matters and

why we are asking you to help us reach 100% participation for the 2018–19 Trinity Fund. When more families and individuals

participate, the load is shared, allowing others outside our community to help fund our growth.

TRINITY FUND NUMBERS BY YEAR:

$350,000

$300,000

TOTAL GIVEN

$298,265

TOTAL GIVEN

$330,851

TOTAL GIVEN

$343,655

$350,000

GOAL

NEEDED

ADDITIONAL

GIFTS

$80,000

$250,000

$200,000

$150,000

$100,000

$50,000

TOTAL GIVEN

$187,483

STRATEGIC

INITIATIVES

$87,483

$100,000

OPS

STRATEGIC

INITIATIVES

$198,265

$100,000

OPS

STRATEGIC

INITIATIVES

$180,851

$150,000

OPS

STRATEGIC

INITIATIVES

$193,655

$150,000

OPS

YTD

STRATEGIC

INITIATIVES

$120,000

$150,000

OPS

2014-15

2015-16

2016-17

2017-18 2018-19 YTD

10

30% PARENT

PARTICIPATION

52% PARENT

PARTICIPATION

51% PARENT

PARTICIPATION

51% PARENT

PARTICIPATION

44% AS OF 11/1/18

PARENT

PARTICIPATION


TOP TEN

WHERE DID YOUR TRINITY FUND DOLLARS GO?

#10

$150K towards the annual operating budget - that’s $150K that didn’t have to be

covered by tuition increases.

#9

Infrastructure - new Upper School lockers, new Upper School choir classroom chairs

with pull out desks in the arm which allows the room to be used for English and the

20+ new students in Upper School. Plus all new decking and support beams for Upper

and Lower School cottages!

#8

iLab creation – filled all day, each day with classes ranging from LEGO Robotics to

Digital Photography and Yearbook.

#7

A new mini-bus for use with our growing Athletics program and our new Tri-TAC

Conference which requires further travel for games.

#6

Back flow preventer box – a necessary infrastructure repair that now has our campus

ready for additional expansion and growth.

#5

Overflow parking area – one of our biggest challenges has been addressed with

grading and seeding to make it useable for a higher percentage of the time,

regardless of weather.

#4

Performing Arts program - we purchased microphones and more for the arts. New

federal regulations for privatizing certain bandwidths would have rendered current

Trinity equipment unusable. This purchase acquired high quality amplification for

Trinity that will last us well into the future.

#3

Safety - committed to a School Resource Officer being on campus every day. We also

invested in walkie talkies for each Lower School classroom to make sure they can

communicate when out on the playground or somewhere else on campus in the

event of an emergency.

#2

Communications, Communications, Communications – creation and printing

of Admissions brochure/packet, 2017 Year in Review and the 2017 Annual Report

with videos. We partnered with Angel Oak Creative to create a refreshed website, a

communications strategy and plan and a revamping of our Corporate Champions

program — contributing to Trinity’s Highest enrollment total in our history: 415 students!

#1

#1 on our list of the top 10 ways we invested your 2017-18 Trinity Fund dollars…

drum roll please. We engaged a highly reputable consulting group in our national

search for our next leader, and the result was: Hiring our fabulous NEW Head of

School, Dr. Timothy Bridges.

11


FINANCES

REVENUE AND EXPENSES - $4.8 M BUDGET

REVENUE

2018-19 Budgeted Numbers

93%

3%

4%

- Tuition and Fees

- Donations

- Additional Sources

of Revenue*

*Camp Trinity/Extended Learning, Corporate Champions and Facility Rentals

EXPENSES

2018-19 Budgeted Numbers

72%

8%

7%

7%

3%

3%

- Salary and Benefits

- Operations

- Debt Service

- Facilities

- Health Insurance

- Programming

THE OPERATING BUDGET AND TUITION

Tuition revenue currently covers 93% of the cost to educate our students. National independent school

associations state that 90% and above is a solid indicator of fiscal health. There are two ways to fund the other

7% it takes to run Trinity Academy: 1) raise tuition rates to the level they need to be in order to cover 100% of

educational expenses, or 2) use a combination of donations and alternative sources of revenue to make up the

difference and relieve the pressure on tuition levels.

Trinity’s leadership is committed to continuing our work to boost enrollment, build a consistent culture of

annual giving and seek alternative sources of funding, with the goal of keeping annual tuition increases low and

continuing to provide a superior Trinity education.

CAMP TRINITY/EXTENDED LEARNING (EL)

NET PROFIT 2017-18

Over 600* participants served across all 14 programs.

*If students participate in more than one program, they will be counted more than once.

EL After-School Programs

EL Private Music Lessons & Orchestra

Camp Trinity Summer Camps

Camp Trinity Donations

$71,984

$12,843

$7,266

$3,097

12

Total Net Profit 2017-18 = $95,190


FINANCES

A WORD ABOUT FINANCIAL ASSISTANCE

TUITION ASSISTANCE

There are many misconceptions about Tuition Assistance or “financial aid,” as it is sometimes called. Tuition

Assistance is neither counted as revenue or as an expense. In essence, it represents a tuition discount

recommended by a third-party organization, FACTS Grant and Aid, based upon a family’s demonstrated need.

YEAR

ENROLLMENT HISTORY

LOWER

SCHOOL

UPPER

SCHOOL

OVERALL

2014-15 191 168 359

2015-16 207 168 375

2016-17 204 177 381

2017-18 200 186 386

2018-19 210 205 415

DID YOU KNOW?

• Those who receive Tuition Assistance contribute more

than $700,000 in tuition, revenue the school would

not have without these families at Trinity. This revenue

lowers tuition for all families as most major expenses

are fixed and don’t fluctuate per student.

• Tuition Assistance helps contribute to a more robust

culture and program at Trinity Academy by increasing

enrollment and tuition revenue without resulting in a

significant increase to expenses.

• Tuition Assistance can help those who may be in

a temporary situation where assistance is needed,

allowing their child(ren) to begin or to remain at Trinity

until they no longer require Tuition Assistance.

GIVING FUELS ATHLETICS

YEAR

GIVING TO CORPORATE

CHAMPIONS PROGRAM

REVENUE

# OF

PARTNERS

2014-15 $38,700 11

2015-16 $44,500 12

2016-17 $58,000 13

2017-18 $90,000 14

2018-19 $97,500 15

Trinity’s Corporate Champions Program is one of the

primary sources of funding for Trinity Academy’s

Athletic program. Over the last five years, the

investment by our partners increased tremendously.

2017-2018 ATHLETICS EXPENSES

CATEGORY

COST

Coaching Salaries $58,012

Equipment/Uniforms $25,041

Athletic Trainer/Sports Medicine $16,368

Officials $15,930

Field/Facility Maintenance and

Improvements $13,905

Membership Fees $6,956

Off-site Facility Rental $1,366

GRAND TOTAL $137,578

The Trinity Tigers fielded 26 athletic teams

and employed 44 paid coaching positions.

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ON THE MOVE

ON THE MOVE

A LETTER FROM THE CHAIRMAN OF THE BOARD

As I look back on this year, I am filled with gratitude for all that God has

accomplished at Trinity Academy. It was a year of transition, yet at the same time

a year of tremendous growth as a school community. On behalf of the Board

of Directors, I want to express my deepest appreciation for your support as we

conducted a thorough and extensive search for our next Head of School. Under the

leadership of Dr. Tim Bridges, we are poised to do remarkable things as a school.

We are on the move developing plans for campus infrastructure – plans that will

become reality when every member of the Trinity Academy community is engaged.

After a prayerful and concentrated process, we are delighted to announce our partnership with Design

Development Architects to produce a comprehensive master plan for Trinity’s campus and the design for our

first academic building. Your gifts to the Trinity Fund during the 2018 Exceptional Evening, have secured their

expert services. Thank you! In the days ahead, Design Development will be entreating your involvement in a

process whose end-result will be a comprehensive long-term strategy that is elegant, versatile and attainable.

The fuel for the design process is the Trinity Fund. I cannot stress enough how vitally important your

contributions are to the continued development of our school. Your participation, at any level, helps fill the

tank. We will accomplish all of our goals when we all fully engage to support this effort.

I am honored to serve on your Board of Directors.

Gratefully,

Matthew A. Young

Board Chairman

BOARD OF DIRECTORS

14

Matt Young, Chairman

Samantha Kilpatrick, Vice Chair

Mark Slaga, Finance Chair

Daniel Alexander

Sarah Armstrong

Allison Ashley

Allin Foulkrod

Kim Garnas

Veronica Greear

Dr. David Horner

Dave Kern

Lawrence Kissling

Doug Morgan

Steve Yager


ON THE MOVE

MOMENTUM IN CAPITAL IMPROVEMENT PLANNING

A NOTE FROM DESIGN DEVELOPMENT’S FOUNDER

We are happy and excited to partner with Trinity Academy on the campus master plan and the design of the

first permanent academic building. Trinity Academy has a vibrant constituency — students, teachers, parents,

grandparents and leadership. We already feel a strong tie to the Trinity community. Our goal is to be good

stewards of all the Lord has provided and to design facilities that express the mission and the vision of Trinity.

We are eager to see how the Lord leads in this process.

“Eye has not seen, nor ear heard, nor have entered into the heart of man, the things which God has prepared

for those who love Him.” 1 Corinthians 2:9

Jim Sherrer

Principal and CEO, AIA

MASTER PLAN [noun]

Webster’s Dictionary:

“a method worked out in advance for achieving some objective”

American Heritage Dictionary:

“a plan giving comprehensive guidance or instruction”

Collins English Dictionary

“a comprehensive long-term strategy”

Jim Sherrer, Principal, CEO, AIA

Tom Wells, Principal, AIA, pictured with

Dr. Tim Bridges, Trinity Academy Head of School

Cover Photo By: Kathy Terrell

Page 3 & 15 Photos By: Fran Dickenson

15


THANK YOU TO OUR 2018-19 CORPORATE CHAMPIONS

SILVER GOLD PLATINUM

WILLIAMS & DAILY

Spectrum Infusion Southern Cross HMD Development, Inc.

Together, We Transform Tomorrow

10224 Baileywick Road, Raleigh, NC 27613

919-786-0114

info@trinityacademy.com

trinityacademy.com

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