Tom Trinley
CFO, COO and Treasurer at The Coleman Foundation- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Former Series 7 Certified Broker
Financial Industry Regulatory Authority (FINRA)Jan, 1987- Sep, 2024
Experience
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The Coleman Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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CFO, COO and Treasurer
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Apr 2021 - Present
Team member or leader for oversight/enhancement of financial reporting, endowment management ($200 MM), human resources, legal/compliance, strategic planning, and strategic communications for a private foundation, which supports Intellectual/Developmental Disabilities, Cancer and Healthcare, and Entrepreneurship in the Chicago region. Team member or leader for oversight/enhancement of financial reporting, endowment management ($200 MM), human resources, legal/compliance, strategic planning, and strategic communications for a private foundation, which supports Intellectual/Developmental Disabilities, Cancer and Healthcare, and Entrepreneurship in the Chicago region.
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Gaylord and Dorothy Donnelley Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Director-Finance and Operations
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Oct 2002 - Apr 2021
Oversight of financial reporting, investment management, human resources, information technology, and legal/compliance matters for private foundation, which supports land conservation and the arts in the Chicago region and coastal South Carolina. • Strengthened operations and best practices by designing and drafting key policies, mission cycle evaluation, and all-staff retreat agendas. • Key advisor to and sounding board for CEO. Provided institutional memory orientation for new CEO;… Show more Oversight of financial reporting, investment management, human resources, information technology, and legal/compliance matters for private foundation, which supports land conservation and the arts in the Chicago region and coastal South Carolina. • Strengthened operations and best practices by designing and drafting key policies, mission cycle evaluation, and all-staff retreat agendas. • Key advisor to and sounding board for CEO. Provided institutional memory orientation for new CEO; implemented an array of operational refinements and restructuring. • Created quarterly financial statements, payout projection and annual budget forms leading to more efficient management of the Foundation’s resources; software applications included Sage, Microedge and Excel. • With senior staff, refined program strategy, developed outcome evaluation tracking, and created methodology for allocation of human and financial resources for efficiency and mission effectiveness. • Developed mission-aligned investment guiding principles; vetted, and conducted initial due diligence for $11 million of market rate mission-related investments (MRIs); conducted due diligence, underwriting and monitoring for $24 million of below-market rate program-related investments (PRIs: loans, credit enhancements and guarantees to nonprofit partners). • Researched, coordinated and developed education sessions for quarterly Finance & Investment Committee meetings leading to committee’s increased understanding of critical issues. • Led multi-year project involving management and dissolution of real estate development corporation. • Manage annual audit. Managed two federal and one state audit, all resulting in “no change” determination letters. • Developed information technology procedures leading to more efficient use of personal computers, smart phones and tablets. • Participated in the development of the Foundation’s communication strategy; drafted key communications strategy and implementation documents. Show less Oversight of financial reporting, investment management, human resources, information technology, and legal/compliance matters for private foundation, which supports land conservation and the arts in the Chicago region and coastal South Carolina. • Strengthened operations and best practices by designing and drafting key policies, mission cycle evaluation, and all-staff retreat agendas. • Key advisor to and sounding board for CEO. Provided institutional memory orientation for new CEO;… Show more Oversight of financial reporting, investment management, human resources, information technology, and legal/compliance matters for private foundation, which supports land conservation and the arts in the Chicago region and coastal South Carolina. • Strengthened operations and best practices by designing and drafting key policies, mission cycle evaluation, and all-staff retreat agendas. • Key advisor to and sounding board for CEO. Provided institutional memory orientation for new CEO; implemented an array of operational refinements and restructuring. • Created quarterly financial statements, payout projection and annual budget forms leading to more efficient management of the Foundation’s resources; software applications included Sage, Microedge and Excel. • With senior staff, refined program strategy, developed outcome evaluation tracking, and created methodology for allocation of human and financial resources for efficiency and mission effectiveness. • Developed mission-aligned investment guiding principles; vetted, and conducted initial due diligence for $11 million of market rate mission-related investments (MRIs); conducted due diligence, underwriting and monitoring for $24 million of below-market rate program-related investments (PRIs: loans, credit enhancements and guarantees to nonprofit partners). • Researched, coordinated and developed education sessions for quarterly Finance & Investment Committee meetings leading to committee’s increased understanding of critical issues. • Led multi-year project involving management and dissolution of real estate development corporation. • Manage annual audit. Managed two federal and one state audit, all resulting in “no change” determination letters. • Developed information technology procedures leading to more efficient use of personal computers, smart phones and tablets. • Participated in the development of the Foundation’s communication strategy; drafted key communications strategy and implementation documents. Show less
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Skipping Stone Entertainment
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Hospitals and Health Care
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President/ExecutiveProducer
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2000 - 2002
Founder of social-issue documentary film production company. • Feature film development: adapted/wrote award-winning screenplay; created investor pitch deck; recruited professional team of production, legal, and production advisors. • Created/researched/wrote/produced/directed/hosted Notes from the Field, an interstitial environmental history series, distributed nationally to public television stations; the series was nominated for two Midwest Region Emmy awards; secured… Show more Founder of social-issue documentary film production company. • Feature film development: adapted/wrote award-winning screenplay; created investor pitch deck; recruited professional team of production, legal, and production advisors. • Created/researched/wrote/produced/directed/hosted Notes from the Field, an interstitial environmental history series, distributed nationally to public television stations; the series was nominated for two Midwest Region Emmy awards; secured underwriting from Sears and product sponsorship from shoe company. • Wrote/produced/directed/shot/edited/scored Monumental Myths, a 45-minute documentary which presents the multiple sides of history not presented at various monuments and historic sites across America; managed all aspects of distribution: professional reviews, press events, public screenings and distribution via social media; partnered on outreach with Washington-based education reform nonprofit organization. • Wrote/produced/shot/edited television pilot projects and corporate videos. • Wrote press releases and assembled press packets, resulting in print and television coverage of screenings and announcements. • Negotiated book film rights, music and archival image clearance and subcontractor agreements. . Created custom media-based website Show less Founder of social-issue documentary film production company. • Feature film development: adapted/wrote award-winning screenplay; created investor pitch deck; recruited professional team of production, legal, and production advisors. • Created/researched/wrote/produced/directed/hosted Notes from the Field, an interstitial environmental history series, distributed nationally to public television stations; the series was nominated for two Midwest Region Emmy awards; secured… Show more Founder of social-issue documentary film production company. • Feature film development: adapted/wrote award-winning screenplay; created investor pitch deck; recruited professional team of production, legal, and production advisors. • Created/researched/wrote/produced/directed/hosted Notes from the Field, an interstitial environmental history series, distributed nationally to public television stations; the series was nominated for two Midwest Region Emmy awards; secured underwriting from Sears and product sponsorship from shoe company. • Wrote/produced/directed/shot/edited/scored Monumental Myths, a 45-minute documentary which presents the multiple sides of history not presented at various monuments and historic sites across America; managed all aspects of distribution: professional reviews, press events, public screenings and distribution via social media; partnered on outreach with Washington-based education reform nonprofit organization. • Wrote/produced/shot/edited television pilot projects and corporate videos. • Wrote press releases and assembled press packets, resulting in print and television coverage of screenings and announcements. • Negotiated book film rights, music and archival image clearance and subcontractor agreements. . Created custom media-based website Show less
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Manager of Financial Reporting
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1997 - 2000
Managed financial analysis and reporting for Fox Entertainment-owned television station in the country's third largest market. • Acted as liaison between finance department and news, sales, engineering, and administration departments. • Prepared weekly reports including profit and loss statements and sales pacing forecasts; monthly reports including day-part analysis, fixed asset depreciation schedule, accounts receivable aging, and headcount reports; yearly reports including elements… Show more Managed financial analysis and reporting for Fox Entertainment-owned television station in the country's third largest market. • Acted as liaison between finance department and news, sales, engineering, and administration departments. • Prepared weekly reports including profit and loss statements and sales pacing forecasts; monthly reports including day-part analysis, fixed asset depreciation schedule, accounts receivable aging, and headcount reports; yearly reports including elements of the annual budget, federal tax filings; as well as special project budgets and television program profitability reports. • Reconciled accounts payable, banking, and general ledger accounts. Prepared and posted general ledger entries. Show less Managed financial analysis and reporting for Fox Entertainment-owned television station in the country's third largest market. • Acted as liaison between finance department and news, sales, engineering, and administration departments. • Prepared weekly reports including profit and loss statements and sales pacing forecasts; monthly reports including day-part analysis, fixed asset depreciation schedule, accounts receivable aging, and headcount reports; yearly reports including elements… Show more Managed financial analysis and reporting for Fox Entertainment-owned television station in the country's third largest market. • Acted as liaison between finance department and news, sales, engineering, and administration departments. • Prepared weekly reports including profit and loss statements and sales pacing forecasts; monthly reports including day-part analysis, fixed asset depreciation schedule, accounts receivable aging, and headcount reports; yearly reports including elements of the annual budget, federal tax filings; as well as special project budgets and television program profitability reports. • Reconciled accounts payable, banking, and general ledger accounts. Prepared and posted general ledger entries. Show less
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Vice President of Finance and Administration
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1990 - 1997
• Converted hand ledger bookkeeping records to computer-based fund accounting financial system. • Created annual budget template and monthly cash flow projection report. • Developed and prepared multiple schedules for annual audit conducted by "Big Ten" accounting firm. • Managed staff of 13 part-time and full-time employees. • Created and supervised internship program. • Wrote and reviewed grant applications; planned two black tie fundraising events per year. • Coordinated… Show more • Converted hand ledger bookkeeping records to computer-based fund accounting financial system. • Created annual budget template and monthly cash flow projection report. • Developed and prepared multiple schedules for annual audit conducted by "Big Ten" accounting firm. • Managed staff of 13 part-time and full-time employees. • Created and supervised internship program. • Wrote and reviewed grant applications; planned two black tie fundraising events per year. • Coordinated production of annual Radio Hall of Fame national broadcast as well as in-house television productions. • Managed the design, build, lease negotiation and relocation of museum; raised $100,000 of in-kind architectural services and equipment donations. Show less • Converted hand ledger bookkeeping records to computer-based fund accounting financial system. • Created annual budget template and monthly cash flow projection report. • Developed and prepared multiple schedules for annual audit conducted by "Big Ten" accounting firm. • Managed staff of 13 part-time and full-time employees. • Created and supervised internship program. • Wrote and reviewed grant applications; planned two black tie fundraising events per year. • Coordinated… Show more • Converted hand ledger bookkeeping records to computer-based fund accounting financial system. • Created annual budget template and monthly cash flow projection report. • Developed and prepared multiple schedules for annual audit conducted by "Big Ten" accounting firm. • Managed staff of 13 part-time and full-time employees. • Created and supervised internship program. • Wrote and reviewed grant applications; planned two black tie fundraising events per year. • Coordinated production of annual Radio Hall of Fame national broadcast as well as in-house television productions. • Managed the design, build, lease negotiation and relocation of museum; raised $100,000 of in-kind architectural services and equipment donations. Show less
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Education
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2015 - 2016
Northwestern University
Post-Baccalaureate Certificate, Organizational Behavior Studies -
1983 - 1987
St Xavier University - Chicago
Bachelor of Arts (BA), Business/Finance -
1980 - 1983
Marist High School
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Community
