Trinity Episcopal School
3850 Pittaway Drive
Richmond VA 23235
Mission Statement
Our charge is to challenge Trinity students to discover their paths, develop their talents and strengthen their character within a dynamic academic community.
CEO/Executive Director Mr Robert A. Short
Board Chair Rob Methven
Board Chair Company Affiliation Forum Financial Management, LP
Contact Information
Address 3850 Pittaway Drive
Richmond, VA 23235
Telephone 804 272-5864
Fax 804 323-1335
History and Background
Year of Incorporation 1971
Financial Summary
Revenue vs Expense Bar Graph - All Years
Expense Breakdown Bar Chart - All Years
Projected Revenue $9,217,642.00
Projected Expenses $8,804,044.00
Our charge is to challenge Trinity students to discover their paths, develop their talents and strengthen their character within a dynamic academic community.
Since 1972, Trinity has been a place of exploration for more than 3,400 students.  Trinity values the unique qualities of each student and offers an eclectic academic program coupled with athletic and arts offerings that allow students discover their paths.  Students come from all across Metro Richmond, with more than 65 middle and high schools represented in the current student body.  Currently, 19% of Trinity's operating budget is allocated to financial assistance for our families.  
Trinity's :Future Pathways Capital Campaign has bought the Estes Athletic Center, a new track and stadium and renovated the Perkinson Arts Center, a venue for the visual and performing arts.  The final phase includes expansion and renovation of Perkinson Arts Center's theatre and lobby.  Improving and expanding the theatre is critical to meet the needs of Trinity's larger student body.
Trinity is turning capital fund raising priorities to art, music and drama to support its outstanding arts education programs.  In order to complete this campaign, $2.5-3 million in community support is needed.
Trinity is an independent co-educational school for grades 8 through 12, and offers a liberal arts, college preparatory education, including the world-recognized International Baccalaureate Program. Since its founding in 1972, Trinity has encouraged students to "Discover their Paths" and achieve life-long goals. Currently, Trinity enrolls approximately 500 students, drawn from the entire Metro Richmond area.  
In 1994, Trinity became the first school in the Richmond metropolitan area authorized to offer the IB Program, a course of study designed for highly motivated students. The program academically prepares students for the rigors of college, and can also give students an advantage in the college admission process.
The members of the class of 2014 had 101 students enroll in 45 different colleges and universities. Trinity students have been accepted to prestigious specialty schools and programs, including Cooper Union, School of the Art Institute of Chicago, School of the Visual Arts, Virginia Commonwealth University School of Engineering, and the music programs at Belmont University and Indiana University. Several students will play for college athletic teams. Many received offers of merit scholarships.
CEO Statement
Welcome to the Trinity Episcopal School GiveRichmond portrait. It offers a glimpse of Trinity—its programs, faculty, students, facilities and school life.  To truly understand Trinity, come visit and experience this extraordinary learning environment. Here we believe in the power of the potential that lies within each student. “Discover your Path” defines our unique approach to learning and serves as a guide for daily practice.

We begin each day with Morning Meeting, where the entire community comes together to exchange announcements, recognize achievement and prepare for the day ahead. An alumnus once said it was something like a family breakfast, complete with witty banter. It’s part of what makes every day at Trinity special.

In 1994 Trinity became the first school in the Richmond metropolitan area to offer the International Baccalaureate Program, a rigorous pre-university course of study that permeates our entire academic culture. Our highly-acclaimed arts program offers opportunities in music, drama and art. The athletic program offers 41 teams in 22 sports. Our students perform thousands of hours of community service each year. I hope you’ll use the website to learn more about the depth and breadth of Trinity’s programs.

I invite you to come and walk around our campus, talk with students and meet some of the faculty and staff. Once you’ve visited our school, I believe you will get a sense of what I feel each day when I greet our students in Dunn Courtyard after Morning Meeting – that Trinity is a wonderful place to spend some of the most important years of your life.

Very truly yours,

Robert A. Short
Head of School
Areas of Service
Areas Served
Metro Richmond
Board Chair
Board Chair Rob Methven
Company Affiliation Forum Financial Management, LP
Term July 2017 to July 2019
Board CoChair
Term July 2015 to July 2017
Board of Directors
Board Members
E. G. Allen IIILeClairRyan
Frank Barksdale Jr.Page Auto Group
Bryan A. Brassington DDSOrthodonist
Benjamin D. Bretz Community Volunteer
Jeffrey D. Elgin CapitalOne
Lauren Keenan Flood Trinity Parents Association
Leesa Witty Gregory Attorney
Gayle Hargett Taylor Long Properties
Charles T. Hill Jr.Heritage Wealth Advisors
Mary Jane Hogue Medarva
Marcus Jones Trinity Episcopal School
Daniel J. Lawrence Community Volunteer
William G. Londrey Community Volunteer
Matthew Majikes CapitalOne
Kathy Ashby Merry Community Volunteer
Rob Methven Forum Financial Management, LP
John G. Mills Community Volunteer
Rupa Somonath Murty YWCA of Richmond
Beth Loeper Nash Community Volunteer
Jennifer Parker Community Volunteer
William I. Sanderson McGuireWoods, LLP
Lynn Strader Community Volunteer
John A. Young Community Volunteer
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 21
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 13
Female 10
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 20
Number of Full Board Meetings Annually 7
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Advisory Board Members
Mr. J. Read Branch Community Volunteer
Mr. Otis L. Brown Community Volunteer
Mrs. Carol Estes-Williams Community Volunteer
Mrs. Kathy Graziano Community Volunteer
Dr. Bruce E. Heilman Community Volunteer
Mr. Joseph C. Kearfott Community Volunteer
Mr. Kelly J. O'Keefe Community Volunteer
Dr. W. B. Perkinson Jr.Community Volunteer
Mrs. Virginia H. Totten Community Volunteer
Dr. Henry I. Willett Jr.Community Volunteer
Mr. Richard T. Wilson IIICommunity Volunteer
Mr. Charles F. Witthoefft Community Volunteer
Executive Director
Executive Director Mr Robert A. Short
Senior Staff
Ms. Becky A. Currier Athletic Director
Ms. Laurie Hedgepeth Director of Development
Mr. Joseph Monaco Director of Operations
Ms. Margie Vaughan Snead Director of Admission
Full Time Staff 81
Part Time Staff 3
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Jan 2013
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Virginia Association of Independent Schools1978
External Assessments and Accreditations
Virginia Association of Independent Schools2014
Fiscal Year
Projected Revenue $9,217,642.00
Projected Expenses $8,804,044.00
Endowment Value $402,110.00
Spending Policy Income Only
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
Government Contributions$0$0$0
Individual Contributions$1,213,975$759,714$868,215
Investment Income, Net of Losses$139,340$136,733$139,547
Membership Dues------
Special Events------
Revenue In-Kind$36,144$54,959$6,661
Expense Allocation
Fiscal Year201620152014
Program Expense$7,750,803$7,473,054$6,864,739
Administration Expense$1,125,742$1,091,966$1,050,807
Fundraising Expense$320,871$325,075$369,925
Payments to Affiliates------
Total Revenue/Total Expenses1.141.111.11
Program Expense/Total Expenses84%84%83%
Fundraising Expense/Contributed Revenue26%43%43%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$24,928,504$24,826,836$24,412,202
Current Assets$7,322,509$7,100,900$6,960,588
Long-Term Liabilities$7,330,738$7,916,718$8,355,969
Current Liabilities$2,822,800$3,403,063$3,564,923
Total Net Assets$14,774,966$13,507,055$12,491,310
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities2.592.091.95
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets29%32%34%
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose New facilities
Goal $0.00
Capital Campaign Anticipated in Next 5 Years? No
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Foundation Comments
  • Form 990 and audit prepared by Dixon, Hughes, Goodman, LLP.
  • Financial information provided by audit.