2025-05-08T10:31:36-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2023-07-01 135563003 TRINITY EPISCOPAL SCHOOL TRIN 2129326854 139 WEST 91ST STREET NEW YORK NY 10024 THOMAS STANTON CHIEF FINANCIAL OFFICER 2129326854 2025-05-05 1 1 TIMOTHY SCHROEDER P01631203 2129498700 2023 2025-03-06 01:10:19Z ALEXIS MULVIHILL 139 WEST 91ST STREET NEW YORK NY 10024 100630112 0 X WWW.TRINITYSCHOOLNYC.ORG X 1709 NY THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS FROM KINDERGARTEN TO TWELFTH GRADE. 27 27 444 125 89110 0 10206384 12333130 64946805 68029202 2010505 5683930 -20039 -45585 77143655 86000677 11248488 11669911 0 0 44754892 47357012 10000 6250 2979785 25955416 25561953 81968796 84595126 -4825141 1405551 260427418 268027899 68353965 68882619 192073453 199145280 THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. 0 0 61413249 11669911 66561746 EDUCATIONAL INSTITUTION WITH A STUDENT BODY OF APPROXIMATELY 1,000 IN KINDERGARTEN THROUGH 12TH GRADE. 128016 456810 SUMMER CAMP FOR STUDENTS. 651314 1010646 AFTER SCHOOL PROGRAMS PROVIDE SUPPLEMENTAL EDUCATION AND RECREATION FOR APPROXIMATELY 250 STUDENTS. 62192579 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 114 0 1 444 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X TOM STANTON CFO 2129326854 139 WEST 91ST STREET NEW YORK NY 10024 DAVID PEREZ PRESIDENT 2.00 0.00 X X 0 0 0 ADRIENNE BARR SECRETARY 2.00 0.00 X X 0 0 0 JEFFREY SCRUGGS TREASURER 2.00 0.00 X X 0 0 0 JAMES DEUTSCH VICE PRESIDENT 2.00 0.00 X X 0 0 0 SHIVA FAROUKI VICE PRESIDENT 2.00 0.00 X X 0 0 0 NICOLE GEORGE-MIDDLETON VICE PRESIDENT 2.00 0.00 X X 0 0 0 RAINU KAUSHAL MD MPH VICE PRESIDENT 2.00 0.00 X X 0 0 0 IGOR KIRMAN ESQ VICE PRESIDENT 2.00 0.00 X X 0 0 0 IVA MILLS VICE PRESIDENT 2.00 0.00 X X 0 0 0 JENNIFER SELENDY VICE PRESIDENT 2.00 0.00 X X 0 0 0 CONRADO TENAGLIA VICE PRESIDENT 2.00 0.00 X X 0 0 0 CAMILLE HACKNEY THORNTON VICE PRESIDENT 2.00 0.00 X X 0 0 0 PHILIP BERNEY TRUSTEE 2.00 0.00 X X 0 0 0 MARGARET HESS BOYDEN TRUSTEE 2.00 0.00 X 0 0 0 KELLEY CORNISH TRUSTEE 2.00 0.00 X 0 0 0 CHANDRABALI GHOSE-PAUL TRUSTEE 2.00 0.00 X 0 0 0 KELLY GRANAT TRUSTEE 2.00 0.00 X 0 0 0 DAMARIS HERNANDEZ TRUSTEE 2.00 0.00 X 0 0 0 EILIEEN KAVANAUGH TRUSTEE 2.00 0.00 X 0 0 0 LAUREN LEVINE TRUSTEE 2.00 0.00 X 0 0 0 RABBI JOY LEVITT TRUSTEE 2.00 0.00 X 0 0 0 JUSTIN LUBELL TRUSTEE 2.00 0.00 X 0 0 0 MATTHEW MCLENNAN TRUSTEE 2.00 0.00 X 0 0 0 ASHMI MEHROTRA TRUSTEE 2.00 0.00 X 0 0 0 ALEXANDER SOUTHWELL TRUSTEE 2.00 0.00 X 0 0 0 GEORGE WALKER TRUSTEE 2.00 0.00 X 0 0 0 YADWA YAWAND-WOSSEN TRUSTEE 2.00 0.00 X 0 0 0 JOHN ALLMAN HEAD OF SCHOOL 40.00 0.00 X 1009915 0 280395 THOMAS STANTON CHIEF FINANCIAL OFFICER 40.00 2.00 X 478760 0 88825 MYLES AMEND ASSOC HOS FOR ADVANCEMENT AND OP. 40.00 0.00 X 503971 0 105475 SUZANNE JABLONSKI DIRECTOR OF OPS & AUX SVC 40.00 0.00 X 280807 0 56090 LORETTA MCNAMEE DIR OF HUMAN RESOURCES 40.00 0.00 X 287731 0 61703 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 40.00 0.00 X 298507 0 41330 KRISTIN CRAWFORD PRINCIPAL, LOWER SCHOOL 40.00 0.00 X 305875 0 55278 ALEXIS MULVIHILL ASST HOS & HOS DESIGNATE 40.00 0.00 X 565392 0 108599 3730958 0 797695 124 0 1 0 ALLIANCE MAINTENANCE 318 W 39TH STREET 7TH FLOOR NEW YORK NY 10018 CUSTODIAL SERVICES 2997317 FLIK INDEPENDENT SCHOOL COMPASS GROUP PO BOX 91337 CHICAGO IL 60693 DINING SERVICES 2725796 ARCHSTONE BUILDERS LLC 242 WEST 30TH ST NEW YORK NY 10001 CONSTRUCTION MANAGER 2086670 ALLIANCE SECURITY PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 1619004 CAMILA TOURS & TRAVEL 117 E BROAD STREET WEST HAZLET PA 18202 TRANSPORTATION 460326 24 161471 998965 11172694 566622 12333130 TUITION & FEES 611710 66561746 66561746 AFTER SCHOOL PROGRAM 611710 1010646 1010646 SUMMER CAMP 611710 456810 456810 68029202 2850774 2850774 476559 522144 -45585 -45585 89110 -134695 16684525 13851369 2833156 2833156 2833156 255922 161471 255922 0 86000677 68029202 89110 5549235 11669911 11669911 2868525 2868525 33958449 20973500 11455753 1529196 3378165 2168782 1064122 145261 4767305 3060610 1501701 204994 2384568 1504490 774370 105708 249121 249121 127433 127433 6250 6250 121770 121770 544308 544308 2243829 460330 795123 988376 648531 19360 629171 6862850 6268733 594117 13101 13101 860081 860081 5410967 4883398 527569 908073 819536 88537 FOOD SERVICES 2563095 2563095 STUDENT ACT'Y & TRANS'T 1260437 1260437 AFTERSCHOOL 651314 651314 ARTS AND ATHLETICS 547184 547184 2549859 2473374 76485 84595126 62192579 19422762 2979785 4566225 7438054 17648299 18512164 26932 20871 1080068 1899496 1633217 2729737 206458183 58141110 151470400 148317073 83342024 88861478 98345 7639 561908 241387 260427418 268027899 5504681 6127444 27351861 28016151 33300688 32404456 2196735 2334568 68353965 68882619 X 138332378 137498238 53741075 61647042 192073453 199145280 260427418 268027899 X 1405551 5795409 -129133 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72280951 1838465 10083094 3826958 80375552 68139539 665498 6934846 3458932 72280951 86584095 736548 -9349341 9831763 68139539 73594428 2806292 17796959 7613584 86584095 73560388 538040 2631298 3135298 73594428 0.29000 0.51000 0.20000 0 0 1155575 1155575 195707598 49797197 145910401 9595010 8343913 1251097 148317073 AGENCY FUNDS 679133 ACCRUED PENSION LIABILITY 694998 ACC POST-RETIREMENT BENEFIT 960437 2334568 X PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, EITHER DESIGNATED BY DONORS TO BE PERMANENTLY RESTRICTED ENDOWMENT FUNDS OR DESIGNATED BY THE BOARD OF TRUSTEES AS UNRESTRICTED QUASI-ENDOWMENT. THE PURPOSE OF THESE FUNDS IS TO GENERATE INCOME TO SUPPORT SCHOLARSHIPS, FACULTY SUPPORT AND ACADEMIC PROGRAMS. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL PAYS UNRELATED BUSINESS INCOME ON CERTAIN RENTAL ACTIVITIES. BECAUSE THE SCHOOL HAS ALWAYS RECOGNIZED THE LIABILITY RELATED TO THIS UNRELATED BUSINESS INCOME TAX AND BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS. ALL INFORMATION IS OPEN TO THE PUBLIC AND AVAILABLE UPON REQUEST. SCHEDULE E, PART I, LINE 6 NEW YORK MANDATED SERVICES FUNDS RECEIVED FOR PERFORMANCE OF DESIGNATED SERVICES AMOUNTED TO $998,965. NY WINTER FESTIVAL 49572 0 49572 45692 2595 960 SPRING BENEFIT 367821 161471 206350 206675 417393 161471 255922 252367 2595 960 255922 0 1 FINANCIAL AID 211 11669911 FMV TUITION REDUCTION PART I, LINE 2: AT THE SCHOOL, ALL FINANCIAL AID IS NEED BASED. THE DEGREE OF NEED IS DETERMINED BY THE FINANCIAL AID COMMITTEE AFTER REVIEWING THIRD-PARTY ANALYSIS AND THE FAMILY'S MOST RECENT FEDERAL INCOME TAX RETURN AND SUPPORTING DOCUMENTATION. X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 JOHN ALLMAN HEAD OF SCHOOL 886555 0 123360 0 0 0 58825 0 221570 0 1290310 0 0 0 ALEXIS MULVIHILL ASST HOS & HOS DESIGNATE 565392 0 0 0 0 0 58825 0 49774 0 673991 0 0 0 MYLES AMEND ASSOC HOS FOR ADVANCEMENT AND OP. 503971 0 0 0 0 0 57591 0 47884 0 609446 0 0 0 THOMAS STANTON CHIEF FINANCIAL OFFICER 478760 0 0 0 0 0 41225 0 47600 0 567585 0 0 0 KRISTIN CRAWFORD PRINCIPAL, LOWER SCHOOL 305875 0 0 0 0 0 25927 0 29351 0 361153 0 0 0 LORETTA MCNAMEE DIR OF HUMAN RESOURCES 287731 0 0 0 0 0 32899 0 28804 0 349434 0 0 0 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 298507 0 0 0 0 0 25205 0 16125 0 339837 0 0 0 SUZANNE JABLONSKI DIRECTOR OF OPS & AUX SVC 280807 0 0 0 0 0 25927 0 30163 0 336897 0 0 0 PART I, LINE 1A IN ORDER TO DISCHARGE THE DUTIES PROPERLY REQUIRED OF A HEAD OF SCHOOL, THE HEAD OF SCHOOL AND HIS FAMILY ARE REQUIRED AS A CONDITION OF EMPLOYMENT TO ACCEPT AND LIVE IN THE BROWNSTONE OWNED BY THE SCHOOL THAT IS ADJACENT TO THE SCHOOL. IN ADDITION, HE IS REIMBURSED FOR THE COST OF HOUSEKEEPING SERVICES PROVIDED TO HIM AND HIS FAMILY. THE SCHOOL ALSO REIMBURSES THE HEAD OF SCHOOL FOR ALLOWABLE EXPENSES INCURRED IN CARRYING OUT MATTERS OF THE SCHOOL. EXPENSES ARE REIMBURSED IN ACCORDANCE WITH THE SCHOOL'S TRAVEL AND EXPENSE REIMBURSEMENT POLICY. PART I, LINE 4B THE FOLLOWING SCHOOL EMPLOYEES REPORTED ON FORM 990, PART VII, SECTION A PARTICIPATE IN A NON-QUALIFIED RETIREMENT PLAN OF THE SCHOOL: JOHN ALLMAN, HEAD OF SCHOOL $22,500 THOMAS STANTON, CHIEF FINANCIAL OFFICER $14,425 MYLES AMEND, DIRECTOR OF DEVELOPMENT & ALUMNI RELATIONS $21,266 ALEXIS MULVIHILL, ASS'T HEAD OF SCHOOL & HEAD OF SCHOOL DESIGNATE $22,500 LORETTA MCNAMEE, DIRECTOR OF HUMAN RESOURCES $733 PART I, LINE 7 THE HEAD OF SCHOOL'S ANNUAL INCENTIVE AWARD IS DETERMINED FOLLOWING THE ANNUAL PERFORMANCE REVIEW. THE AWARD SHALL RANGE BETWEEN 0% TO 15% WITH THE TARGET OPPORTUNITY TO EQUAL 10% OF THE HEAD OF SCHOOL'S ANNUAL BASE SALARY. X 50 566622 PUBLISHED MKT QUOTES 0 1 1 PART I, COLUMN (B): REPRESENTS THE NUMBER OF CONTRIBUTIONS BY DONORS TO THE SCHOOL DURING THE FISCAL-YEAR. PART I, LINE 32B: THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL ITS DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL'S ACCOUNTING FIRM PREPARES THE FORM 990 WHICH IS REVIEWED BY THE CFO AND THEN PRESENTED TO THE FULL BOARD OF TRUSTEES PRIOR TO ITS BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A WRITTEN CONFLICT-OF-INTEREST POLICY AND TRUSTEES AND OFFICERS HAVE BEEN REQUIRED TO DISCLOSE POSSIBLE CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE CFO AND HEAD OF SCHOOL REVIEW COMPARABLE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ON AN ANNUAL BASIS. THE PRESIDENT OF THE BOARD OF TRUSTEES, THE COMPENSATION COMMITTEE, AND THE EXECUTIVE COMMITTEE REVIEW COMPARABLE COMPENSATION FOR THE HEAD OF SCHOOL EVERY THREE YEARS WHEN THE EMPLOYMENT AGREEMENT IS UP FOR RENEWAL. SUBSTANTIAL INCREASES ABOVE THE STANDARD INCREASE APPROVED BY THE BOARD OF TRUSTEES ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND/OR THE EXECUTIVE COMMITTEE OF THE BOARD. THE HEAD OF SCHOOL RECOMMENDS THE CFO'S SALARY TO THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDATION AGAINST COMPARABLE DATA FROM PEER SCHOOLS AND MAKES A RECOMMENDATION TO THE BOARD. THE SCHOOL FREQUENTLY RETAINS A SEARCH FIRM WHEN HIRING OFFICERS AND/OR KEY EMPLOYEES WHICH ALSO PROVIDES INDEPENDENT ADVICE AND DATA RELATED TO COMPENSATION. THE COMPARABLE DATA AND MINUTES OF THE FINANCE, COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD MEETINGS PROVIDE SUBSTANTIATION OF THE DISCUSSION AND DECISIONS RELATED TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES THE FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS-OF-INTEREST POLICY AND ITS CONSOLIDATED FINANCIAL STATEMENTS ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS 72,857. POST RETIREMENT LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS 17,988. LOSS ON UNCOLLECTIBLE ACCOUNTS RECEIVABLE PER FINANCIAL STATEMENTS -219,978. 134 WEST 92ND STREET ASSOCIATES LLC C/O THE SCHOOL 139 WEST 91ST ST NEW YORK NY 10024 473187578 REAL ESTATE NY -61785 4635093 TRINITY SCHOOL 136 WEST 92ND STREET ASSOCIATES LLC C/O THE SCHOOL 139 WEST 91ST ST NEW YORK NY 10024 842587513 REAL ESTATE NY -171714 4016436 TRINITY SCHOOL TRINITY SCHOOL REALTY HOLDIING CORP 139 WEST 91ST STREET NEW YORK NY 10024 133481756 HOLDING CORP NY 501(C)(2) TRINITY SCHOOL 0 TRINITY HOUSING COMPANY C/O MM LLP 1461 RXRP PLAZA UNIONDALE NY 11556 132646541 RENTAL PROPERTY NY TRINITY SCHOOL C -451754 15664942 1.00000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 TRINITY HOUSING COMPANY INC K 486026 FMV