2020-06-11T07:56:47-05:00 2019-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2018-07-01 135563003 TRINITY EPISCOPAL SCHOOL % JOAN DANNENBERG CFO TRIN 2129326857 139 WEST 91ST STREET NEW YORK NY 10024 JOAN DANNENBERG CFO 2129326857 2020-05-29 true CANDICE METH P01306891 2129498700 64.238.150.4 26505220201635000004 2020-06-11 P E35C8EE107634AA3C33A2A3DAF1AB5BE3ECFDA4B 76F63173862BD53306569026D89B1616E4AE25DE 2018 2021-01-29 14:40:06Z JOAN DANNENBERG 139 WEST 91ST STREET NEW YORK NY 10024 122821991 false X WWW.TRINITYSCHOOLNYC.ORG X 1709 NY THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. 29 29 429 125 189765 10628330 13468562 51276610 54008182 3306098 3360214 694852 930416 65905890 71767374 8550128 8995091 0 0 36184571 37879089 32842 27486 1998821 21953003 23817799 66720544 70719465 -814654 1047909 251901546 251113010 61338002 58523572 190563544 192589438 THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. false false 50432145 8995091 51376292 EDUCATIONAL INSTITUTION WITH A STUDENT BODY OF APPROXIMATELY 1000 IN KINDERGARTEN THROUGH 12TH GRADES. 2159966 2267607 FOOD SERVICES PROVIDED FOR STUDENTS. 366777 364283 AFTER SCHOOL PROGRAMS PROVIDE SUPPLEMENTAL EDUCATION AND RECREATION FOR APPROXIMATELY 250 STUDENTS. 52958888 true true false true false false false false false true true true false false true true false true true false false false false true true false false false true true false false false false false false false false true false false false true true false false false true X 76 0 true 429 true true true false false false false true true false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true true false NY X JOAN DANNENBERG CFO 2129326857 139 WEST 91ST STREET NEW YORK NY 10024 PHILIP BERNEY PRESIDENT 4.0 0.0 X X 0 0 0 DAVID BURGSTAHLER SECRETARY 2.0 0.0 X X 0 0 0 JEFFREY SCRUGGS TREASURER 2.0 0.0 X X 0 0 0 RAE ALLEN MD VICE PRESIDENT 2.0 0.0 X X 0 0 0 JEFF BLAU VICE PRESIDENT 2.0 0.0 X X 0 0 0 JOSEPH FRANK VICE PRESIDENT 2.0 0.0 X X 0 0 0 MARIA GARZON VICE PRESIDENT 2.0 0.0 X X 0 0 0 IGOR KIRMAN ESQ VICE PRESIDENT 2.0 0.0 X X 0 0 0 LISA KOHL VICE PRESIDENT 2.0 0.0 X X 0 0 0 DAVID PEREZ Vice President 2.0 0.0 X X 0 0 0 MATTHEW TIERNEY VICE PRESIDENT 2.0 0.0 X X 0 0 0 ANDREW AFRICK TRUSTEE 2.0 0.0 X 0 0 0 JOSEPH BARATTA TRUSTEE 2.0 0.0 X 0 0 0 LISA CAPUTO TRUSTEE 2.0 0.0 X 0 0 0 REX CHUNG TRUSTEE 2.0 0.0 X 0 0 0 JAMES DEUTSCH TRUSTEE 2.0 0.0 X 0 0 0 ANDREW FARKAS TRUSTEE 2.0 0.0 X 0 0 0 JONATHAN GRAY TRUSTEE 2.0 0.0 X 0 0 0 KAREN INAL TRUSTEE 2.0 0.0 X 0 0 0 Emily F Mandelstam TRUSTEE 2.0 0.0 X 0 0 0 MATTHEW MCLENNAN TRUSTEE 2.0 0.0 X 0 0 0 SERENA MOON TRUSTEE 2.0 0.0 X 0 0 0 JOANNE PRAGER TRUSTEE 2.0 0.0 X 0 0 0 ANDREA ROBERTS Trustee 2.0 0.0 X 0 0 0 SAMUEL ROSENBLATT Trustee 2.0 0.0 X 0 0 0 JOHN SEXTON Trustee 2.0 0.0 X 0 0 0 RAVI SINHA Trustee 2.0 0.0 X 0 0 0 ALYSSA TABLADA Trustee 2.0 0.0 X 0 0 0 ROBERT WOLK Trustee 2.0 0.0 X 0 0 0 JOHN ALLMAN HEAD OF SCHOOL 40.0 0.0 X 824194 0 265973 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 40.0 2.0 X 467921 0 82279 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 40.0 0.0 X 341358 0 56549 ROSEMARY MILLIMAN PRINCIPAL, LOWER SCHOOL 40.0 0.0 X 296052 0 43758 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 40.0 0.0 X 285770 0 48579 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 40.0 0.0 X 255663 0 36009 TIMOTHY MOREHOUSE CHAPLAIN 40.0 0.0 X 288832 0 70255 Suzanne Jablonski Director of Operations 40.0 0.0 X 235436 0 55923 2995226 0 659325 85 false true false TISCHMAN INTERIORS CORPORATION 100 PARK AVENUE NEW YORK NY 10017 DESIGN SERVICES 400000 ARCHSTONE BUILDERS 242 West 30th St NEW YORK NY 10001 construction manager 941255 Alliance Maintenance 318 W 39th Street 7th Floor NEW YORK NY 10018 MAINTENANCE 2876160 FLIK Compass Group PO Box 91337 CHICAGO NY 60693 dining services 2219177 Alliance Security PO Box 828854 PHILADELPHIA PA 19182 security services 856352 18 353045 692180 12423337 486826 13468562 TUITION & FEES 611710 51376292 51376292 FOOD SERVICE 611710 2267607 2267607 AFTER SCHOOL PROGRAM 611710 364283 364283 54008182 1478005 1478005 0 0 399390 28979 370411 0 370411 72117 298294 52708514 50826305 1882209 1882209 1882209 199333 353045 199333 0 0 0 0 0 0 SWIM AND TENNIS 713940 117648 117648 MISCELLANEOUS 900099 102125 102125 NYSERDA REFUND 900099 140232 140232 200000 200000 560005 71767374 54450539 189765 3658508 0 8995091 8995091 0 0 1933850 1933850 0 27489301 18510653 7909038 1069610 3022487 2091561 822116 108810 3365483 2225659 1011766 128058 2067968 1431034 562487 74447 0 612211 612211 91500 91500 10008 10008 27486 27486 121447 121447 75369 75369 0 3177068 1486441 1100217 590410 472792 22104 450688 0 5824194 5256335 567859 11492 11492 0 0 1425691 1425691 0 5055965 4563008 492957 620366 559880 60486 FOOD SERVICES 2159966 2159966 AFTER SCHOOL PROGRAM SUPPLIES 366777 366777 PREP FOR PREP 321860 321860 ATHLETIC EQUIPMENT/SUPPLIES 833437 833437 2637656 2201232 436424 70719465 52958888 15761756 1998821 11044234 5193450 4211632 9134190 7498107 3371672 409953 397846 0 0 0 0 0 0 0 0 273681 1518878 181703011 31883538 152055168 149819473 57707679 64240984 18333437 17048085 0 0 0 0 367655 388432 251901546 251113010 3936240 5035321 0 0 10629634 11927612 0 0 0 0 0 0 42786331 37139507 0 0 3985797 4421132 61338002 58523572 X 137052744 138235527 20568513 19760976 32942287 34592935 190563544 192589438 251901546 251113010 X 1047909 1405979 -427994 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 10008 false false 10008 false false PART II-B NARRATIVE OF LOBBYING ACTIVITIES THE SCHOOL HAS RETAINED THE SERVICES OF A LOBBYING CONSULTANT TO REPRESENT THE SCHOOL IN MATTERS PERTAINING TO TRINITY HOUSE. 71065256 1650648 3983697 3139213 73560388 69221715 456569 4263807 2876835 71065256 64220895 407950 8156150 3563280 69221715 68307953 370830 -803516 3654372 64220895 69708259 72826 2112036 3585168 68307953 0.38600 0.47000 0.14400 false false 278575 278575 172778453 27211647 145566806 6395452 4671891 1723561 2250531 2250531 149819473 OFFSHORE HEDGE FUNDS 79348 F LIMITED PARTNERSHIPS 11815796 F LIMITED LIABILITY COMPANY 5152941 F 17048085 0 AGENCY FUNDS 270861 ACCRUED PENSION LIABILITY 2543561 ACC POST-RET BENEFIT LIABILITY 1606710 4421132 X PART V, #4 INTENDED USE OF ENDOWMENT FUNDS: 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, #2 INCOME TAX DISCLOSURE: 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 as well as the disallowed fringe benefit expenses attributable to transportation benefits as required by the Tax Cuts and Jobs Act of 2017; 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. true true true true true true true false false false false false false false false true false true PART I, #2 RACIALLY NONDISCRIMINATORY POLICY: THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS. ALL INFORMATION IS OPEN TO THE PUBLIC AND AVAILABLE UPON REQUEST. PART I, #6A ASSISTANCE FROM GOVERNMENT AGENCY: NEW YORK MANDATED SERVICES FUNDS RECEIVED FOR PERFORMANCE OF DESIGNATED SERVICES AMOUNTED TO $692,180. X X X X true SERAPIS CAMPAIGN STRATEGY false 27486 27486 NY SPRING BENEFIT 500155 347301 152854 118952 3165 30737 HOLIDAY FAIR 52223 5744 46479 34501 3562 8416 0 552378 353045 199333 153453 3562 3165 39153 199333 true FINANCIAL AID 215 8995091 FMV TUITION REDUCTION PART I, #2 FINANCIAL AID PROCESS: AT THE SCHOOL, ALL FINANCIAL AID IS NEED BASED. THE DEGREE OF NEED IS DETERMINED BY AN ANALYSIS OF BOTH THE SCHOOL AND STUDENT SERVICE FINANCIAL AID FORMS (SSS) AND THE FAMILY'S MOST RECENT FEDERAL INCOME TAX RETURN WITH SUPPORTING DOCUMENTS (E.G. W-2S, 1099S, ETC.) MANY FAMILIES RECEIVE PARTIAL AID. FINANCIAL AID AT TRINITY COVERS NOT ONLY TUITION, BUT ALSO LUNCH, MEMBERSHIP IN THE PARENT'S ASSOCIATION AND ADDITIONAL CHARGES FOR REQUIRED ACTIVITIES. AN ADDITIONAL ALLOWANCE IS GIVEN FOR BOOKS AND REQUIRED SUPPLIES. X X X X true true X X X X X false true false false false false false true false JOHN ALLMAN HEAD OF SCHOOL 722944 0 101250 0 0 0 41838 0 224135 0 1090167 0 0 0 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 467921 0 0 0 0 0 51019 0 31260 0 550200 0 0 0 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 341358 0 0 0 0 0 38618 0 17931 0 397907 0 0 0 ROSEMARY MILLIMAN PRINCIPAL, LOWER SCHOOL 296052 0 0 0 0 0 20228 0 23530 0 339810 0 0 0 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 285770 0 0 0 0 0 31599 0 16980 0 334349 0 0 0 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 255663 0 0 0 0 0 18693 0 17316 0 291672 0 0 0 TIMOTHY MOREHOUSE CHAPLAIN 288832 0 0 0 0 0 34563 0 35692 0 359087 0 0 0 Suzanne Jablonski Director of Operations 235436 0 0 0 0 0 21048 0 34875 0 291359 0 0 0 PART I, #1A OTHER BENEFITS PROVIDED BY SCHOOL TO HEAD OF SCHOOL: 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, #4B PARTICIPATION IN NON-QUALIFIED RET PLAN 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 - $18,500 JOAN DANNENBERG, CHIEF FINANCIAL OFFICER - $19,431 MYLES AMEND, ASSOC HEAD OF SCHOOL FOR ADV - $7,031 TIMOTHY MOREHOUSE, CHAPLAIN - $3,026 LAWRENCE MOMO, DIR OF COLLEGE COUNSELING - $174 PART I, #7 The Head of School annual incentive award is determined following their annual performance review. The award shall range between 0% to 15% with the target opportunity to equal 10% of the Head of School' annual base salary. X 51 486826 FMV false true true PART I, #32A THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL ITS DONATED SECURITIES. GOVERNANCE, MANAGEMENT AND DISCLOSURES: PART VI, SECTION B, #11B THE SCHOOL'S ACCOUNTING FIRM PREPARES THE FORM 990 WHICH IS REVIEWED BY THE CFO AND THEN PRESENTED TO FULL BOARD OF TRUSTEES PRIOR TO ITS BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE. PART VI, SECTION B, #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. PART VI, SECTION B, #15A & #15B 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 DECISION RELATED TO COMPENSATION. PART VI, SECTION C, #18 & #19 THE SCHOOL MAKES THE FORM 990 AND ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICTS-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. PART XI, LINE 9 RECONCILIATION OF NET ASSETS: PENSION LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS $(323,249) POST RETIREMENT LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS (15,045) LOSS ON UNCOLLECTIBLE AMOUNTS (89,700) TOTAL OTHER CHANGES IN NET ASSETS $(427,994) EXTENSION OF TIME TO FILE APPLICATION FOR EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS FILED ELECTRONICALLY. 134 WEST 92ND STREET ASSOCIATES LLC C/O THE SCHOOL 139 WEST 91ST STREET NEW YORK NY 10024 473187578 REAL ESTATE NY 54928 5317411 TRINITY SCH TRINITY SCHOOL REALTY HOLDING CORP 139 WEST 91ST STREET NEW YORK NY 10024 133481756 HOLDING CORP NY 501 (C) (2) N/A TRINITY SCH false TRINITY HOUSING COMPANY C/O M M LLP 1461 RXRP PLAZA UNIONDALE NY 11556 132646541 RENTAL PROPERTY NY TRINITY SCHOOL C CORP 2737895 3364908 1.00000 false true false false false false false false false false true false false false false true false false false false TRINITY HOUSING COMPANY INC A,J 132425 FMV