2019-04-30T07:00:30-05:00 2018-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2017-07-01 135563003 TRINITY EPISCOPAL SCHOOL % JOAN DANNENBERG CFO TRIN 2129326857 139 WEST 91ST STREET NEW YORK NY 10024 JOAN DANNENBERG CFO 2129326857 2019-04-16 true CANDICE METH P01306891 2129498700 64.238.150.4 26505220191195000009 2019-04-29 P 99FDA0F67140D27C2D24982E44D7CE6EF6D9F2DF 76F63173862BD53306569026D89B1616E4AE25DE 2017 2019-02-21 02:37:17Z JOAN DANNENBERG 139 WEST 91ST STREET NEW YORK NY 10024 102014808 false X TRINITYSCHOOLNYC.ORG X 1709 NY THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. 33 33 449 125 140110 11406437 10628330 48547269 51276610 2480957 3306098 1010948 694852 63445611 65905890 7562181 8550128 0 0 33914426 36184571 31967 32842 2003718 17874360 21953003 59382934 66720544 4062677 -814654 252829572 251901546 64164256 61338002 188665316 190563544 THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. false false 48037707 8550128 48746010 EDUCATIONAL INSTITUTION WITH A STUDENT BODY OF APPROXIMATELY 1000 IN KINDERGARTEN THROUGH 12TH GRADES. 2283786 2160280 FOOD SERVICES PROVIDED FOR STUDENTS. 370320 AFTER SCHOOL PROGRAMS PROVIDE SUPPLEMENTAL EDUCATION AND RECREATION FOR APPROXIMATELY 250 STUDENTS. 50321493 true true false true false false false false false true true true false false true true false true true false true 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 108 0 true 449 true true true false false false false true true false false false false X 33 33 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 Matthew McLennan PRESIDENT 2.0 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 Joseph Frank VICE PRESIDENT 2.0 0.0 X X 0 0 0 Donya Bommer VICE PRESIDENT 2.0 0.0 X X 0 0 0 Dhiren Shah VICE PRESIDENT 2.0 0.0 X X 0 0 0 Lisa Kohl VICE PRESIDENT 2.0 0.0 X X 0 0 0 Karen Inal VICE PRESIDENT 2.0 0.0 X X 0 0 0 Jeff Blau VICE PRESIDENT 2.0 0.0 X X 0 0 0 Rae Allen MD VICE PRESIDENT 2.0 0.0 X X 0 0 0 Matthew Tierney Vice President 2.0 0.0 X X 0 0 0 PHILIP BERNEY 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 Caputo TRUSTEE 2.0 0.0 X 0 0 0 Rex Chung TRUSTEE 2.0 0.0 X 0 0 0 Andrew Farkas TRUSTEE 2.0 0.0 X 0 0 0 Maria Garzon MD TRUSTEE 2.0 0.0 X 0 0 0 Jonathon Gray TRUSTEE 2.0 0.0 X 0 0 0 Victor K Kiam III TRUSTEE 2.0 0.0 X 0 0 0 William Lupfer TRUSTEE (ex officio) 2.0 0.0 X 0 0 0 Emily F Mandelstam TRUSTEE 2.0 0.0 X 0 0 0 Serena Moon TRUSTEE 2.0 0.0 X 0 0 0 James Panero Trustee (ex offixio) 2.0 0.0 X 0 0 0 ANDREW AFRICK TRUSTEE 2.0 0.0 X 0 0 0 David Perez Trustee 2.0 0.0 X 0 0 0 Joanne Prager Trustee 2.0 0.0 X 0 0 0 Andrea C Roberts Trustee 2.0 0.0 X 0 0 0 Samuel W 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 Yadwa Yawand-Wossen Trustee (Ex-Officio) 2.0 0.0 X 0 0 0 JOHN ALLMAN HEAD OF SCHOOL 40.0 0.0 X 884165 0 267538 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 40.0 2.0 X 447845 0 80364 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 40.0 0.0 X 327674 0 54654 ROSEMARY MILLIMAN PRINCIPAL, LOWER SCHOOL 40.0 0.0 X 276870 0 58213 JAN BURTON DIR OF ADMISSONS, UPPER SCHOOL 40.0 0.0 X 223044 0 51189 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 40.0 0.0 X 273961 0 47045 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 40.0 0.0 X 243375 0 35860 TIMOTHY MOREHOUSE CHAPLAIN 40.0 0.0 X 273450 0 71638 2950384 0 666501 83 false true false TISCHMAN INTERIORS CORPORATION 100 PARK AVENUE NEW YORK NY 10017 DESIGN SERVICES 3637053 FLIK COMPASS GROUP PO BOX 91337 CHICAGO IL 60693 DINING SERVICES 2312542 ALLIED UNIVERSAL PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 1347083 ISS FACILITY SERVICES PO BOX 689 SAN ANTONIO TX 78293 CUSTODIAL SERVICES 1622203 ALEXANDER WOLF SON 211 EAST 43RD STREET NEW YORK NY 10017 CONSTRUCTION MANAGER 1339229 25 415957 740301 9472072 1587826 10628330 TUITION & FEES 611710 48746010 48746010 FOOD SERVICE 611710 2160280 2160280 AFTER SCHOOL PROGRAM 611710 370320 370320 51276610 1150842 1150842 0 0 477576 33070 444506 0 444506 60173 384333 38018384 35863128 2155256 2155256 2155256 212720 415957 212720 0 0 0 0 0 0 SWIM AND TENNIS 713940 79937 79937 MISCELLANEOUS 900099 170409 170409 250346 65905890 51447019 140110 3690431 0 8550128 8550128 0 0 2154258 2154258 0 25823340 17427351 7361400 1034589 2810576 1953350 747051 110175 3371911 2335222 918424 118265 2024486 1407018 538108 79360 0 34043 34043 91050 91050 110583 110583 32842 32842 120218 120218 0 0 3074419 1187710 1258222 628487 458175 17913 440262 0 4775771 4310133 465638 0 0 0 1435761 1435761 0 4930294 4449590 480704 606602 547458 59144 FOOD SERVICES 2283786 2283786 AFTER SCHOOL PROGRAM 345883 345883 PREP FOR PREP 320080 320080 ATHLETIC PROGRAM 857828 857828 2508510 2173785 334725 66720544 50321493 14395333 2003718 5932581 11044234 2553947 4211632 20132647 7498107 335548 409953 0 0 0 0 0 0 0 0 1583142 273681 178882741 26827573 150515068 152055168 48315115 57707679 23112369 18333437 0 0 0 0 349155 367655 252829572 251901546 6088310 3936240 0 0 9911289 10629634 0 0 0 0 0 0 43201831 42786331 0 0 4962826 3985797 64164256 61338002 X 125243309 137052744 31105579 20568513 32316428 32942287 188665316 190563544 252829572 251901546 X -814654 1663891 1048991 X false true X true false X false false false false false false true 110583 false false 110583 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. 69221715 456569 4263807 2876835 71065256 64220895 407950 8156150 3563280 69221715 68307953 370830 -803516 3654372 64220895 69708259 72826 2112036 3585168 68307953 61434193 408398 10732127 2866459 69708259 0.39400 0.46400 0.14200 false false 278575 278575 171727356 22905342 148822014 5880880 3922231 1958649 995930 995930 152055168 OFFSHORE HEDGE FUNDS 94837 F LIMITED PARTNERSHIPS 12965640 F LIMITED - LIABILITY COMPANY 5272960 F 18333437 0 AGENCY FUNDS 173820 ACCRUED PENSION LIABILITY 2220312 ACC POST-RET BENEFIT LIABILITY 1591655 3985787 X PART V, #4 INTENDED USE OF ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, EITHER DESINATED 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 FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. 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 $740,301. Central America and the Caribbean Investments NONE 94837 94837 94837 false false false false false false PART I, #3, COLUMN (F) AMOUNT REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. X X X X true SERAPIS CAMPAIGN STRATEGY false 32842 32842 NY SPRING BENEFIT 572867 410848 162019 118484 6400 37135 HOLIDAY FAIR 55809 5109 50700 30604 4818 15278 0 628676 415957 212719 149088 4818 6400 52413 212719 true FINANCIAL AID 218 8550128 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 PARENTS'S ASSOCATION 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 false false JOHN ALLMAN HEAD OF SCHOOL 694165 0 190000 0 0 0 40913 0 226913 0 1151991 0 0 0 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 447845 0 0 0 0 0 49055 0 31309 0 528209 0 0 0 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 327674 0 0 0 0 0 37131 0 17523 0 382328 0 0 0 ROSEMARY MILLIMAN PRINCIPAL, LOWER SCHOOL 276870 0 0 0 0 0 30748 0 27465 0 335083 0 0 0 JAN BURTON DIR OF ADMISSONS, UPPER SCHOOL 223044 0 0 0 0 0 25288 0 25901 0 274233 0 0 0 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 273961 0 0 0 0 0 30443 0 16602 0 321006 0 0 0 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 243375 0 0 0 0 0 20434 0 15426 0 279235 0 0 0 TIMOTHY MOREHOUSE CHAPLAIN 273450 0 0 0 0 0 33231 0 38407 0 345088 0 0 0 PART I, #1A OTHER BENEFITS PROVIDED BY SCHOOL TO HEADMASTER: IN ORDER TO DISCHARGE THE DUTIES PROPERLY REQUIRED OF A HEADMASTER, 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 - $18,000 JOAN DANNENBERG, CHIEF FINANCIAL OFFICER - $18,042 MYLES AMEND, ASSOC HEAD OF SCHOOL FOR ADV - $6,118 TIMOTHY MOREHOUSE, CHAPLAIN - $2,268 ROSEMARY MILLIMAN, PRINCIPAL LOWER SCH - $10 X 60 1587826 FMV false true true PART I, #32A THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL ITS DONATED SECURITIES. PART V, #3B: IN ORDER TO REPORT THE NET OPERATING LOSSES, THE SCHOOL FILED ITS FORM 990T AND INCLUDED THE CURRENT YEAR'S LOSS ACTIVITY FROM UNRELATED BUSINESS ACTIVITY STEMMING FROM ITS ATHLETIC FACILITIES RENTAL. IN ADDITION, DUE TO THE TAX CUTS AND JOBS ACT, THE SCHOOL WAS SUBJECT TO UBIT ON THE DISALLOWED TRANSIT FRINGE BENEFITS EXPENSE AND ACCORDINGLY INCLUDED THIS ACTIVITY IN THE FORM 990T. 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 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 $846,909 POST RETIREMENT LIABILITY ADJUSTMENT 202,082 TOTAL OTHER CHANGES IN NET ASSETS 1,048,991 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 89353 5325601 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 2727709 3556059 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 71950 FMV