2017-12-08T17:51:39-05:00 2017-06-30 204989621 VERDEJA DE ARMAS & TRUJILLO LLP 255 ALHAMBRA CIR STE 560 CORAL GABLES FL 331347417 990 2016-07-01 237098500 PALMER TRINITY PRIVATE SCHOOL INC PALM 3052512230 7900 SW 176 STREET PALMETTO BAY FL 33157 JOSE CHAO CFO 3052512230 2017-11-28 true OCTAVIO A VERDEJA P00640853 3054463177 2017-12-08 55953A5B1E9CF870A6E54962B954B183B192A247 55953A5B1E9CF870A6E54962B954B183B192A247 2016 2017-02-10 21:41:12Z PATRICK ROBERTS 18121 SW 82ND AVENUE MIAMI FL 33157 27788561 false X WWW.PALMERTRINITY.ORG X 1971 FL AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 765 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 55 ACRE CAMPUS BASED IN SOUTH FLORIDA. STUDENTS ARE PREPARED TO LIVE IN A DIVERSE, MULTICULTURAL WORLD, WITH THE HIGHEST IDEALS OF TOLERANCE, PERSONAL INTEGRITY, AND SOCIAL RESPONSIBILITY. 22 22 214 343 0 2950341 3746265 21826486 23936410 17628 147547 -76627 24924374 27623676 2407400 2466936 0 12132575 12238340 0 421793 6883756 8236243 21423731 22941519 3500643 4682157 46833096 55576979 30666022 32289114 16167074 23287865 X AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 765 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 55 ACRE CAMPUS BASED IN SOUTH FLORIDA. STUDENTS ARE PREPARED TO LIVE IN A DIVERSE, MULTICULTURAL WORLD, WITH THE HIGHEST IDEALS OF TOLERANCE, PERSONAL INTEGRITY, AND SOCIAL RESPONSIBILITY. false false 17884055 2466936 23936410 PALMER TRINITY IS A PRIVATE INDEPENDENT SCHOOL FOUNDED IN 1971 AND SERVES OVER 765 STUDENTS IN GRADES 6-12TH. LOCATED ON 55 ACRES IN PALMETTO BAY, AN AREA SOUTH OF DOWNTOWN MIAMI, THE TRANQUIL AND BEAUTIFUL OPEN SPACE OF THE CAMPUS PROVIDES AN IDEAL BACKDROP TO THE DYNAMIC AND DIVERSE CURRICULAR AND CO-CURRICULAR PROGRAMS THAT FOSTER PERSONAL GROWTH AND SELF-ACTUALIZATION, CRITICAL THINKING, INQUIRY BASED LEARNING, SPIRITUAL FORMATION, CHARACTER AND GLOBAL CITIZENSHIP IN EACH STUDENT. PALMER TRINITY IS A STUDENT- CENTERED, COLLEGE PREPARATORY, EPISCOPAL INSTITUTION WHOSE MISSION IS REFLECTED IN OUR MOTTO, VIRTUS, HUMINATAS ET SPIRITUS, SUPPORTING THE POWER OF VIRTUE, HUMANITY AND SPIRIT. 17884055 true true false false false false false false false true true false false false true true true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false true 25 0 true 214 true false false false false false false X 22 22 false false false false false false false true true false false true true true true true true true false false FL X JOSE CHAO 3059694205 7900 SW 176 ST PALMETTO BAY FL 33157 MICHAEL BAIAMONTE CHAIRMAN 1.00 X X 0 0 0 JEFFREY BASS BRD TRUSTEES 1.00 X 0 0 0 REV FRANK J CORBISHLEY BRD TRUSTEES 1.00 X 0 0 0 THE RT REV PETER EATON BRD TRUSTEES 1.00 X 0 0 0 JOHN FUMAGALLI BRD TRUSTEES 1.00 X 0 0 0 JARED KAPLAN BRD TRUSTEES 1.00 X 0 0 0 LYNNE KELLER BRD TRUSTEES 1.00 X 0 0 0 CHARLES KLENK TREASURER 1.00 X X 0 0 0 TINA LANE BRD TRUSTEES 1.00 X 0 0 0 RACHEL MALUEG BRD TRUSTEES 1.00 X 0 0 0 HUGO MANTILLA BRD TRUSTEES 1.00 X 0 0 0 CAMILO MONTANA BRD TRUSTEES 1.00 X 0 0 0 MARCEL NAVARRO BRD TRUSTEES 1.00 X 0 0 0 SONIA O'DONNELL BRD TRUSTEES 1.00 X 0 0 0 ALEJANDRO RODRIGUEZ BRD TRUSTEES 1.00 X 0 0 0 BETH BROCKWAY SERRATE BRD TRUSTEES 1.00 X 0 0 0 JESUS SOCORRO BRD TRUSTEES 1.00 X 0 0 0 HARVEY SPERLING BRD TRUSTEES 1.00 X 0 0 0 JACK BRUMBAUGH BRD TRUSTEES 1.00 X 0 0 0 WILLIAM MORRISON BRD TRUSTEES 1.00 X 0 0 0 PATRICK ROBERTS HEAD OF SCHO 40.00 X 305345 0 26094 JUAN GOMEZ DIR OF DEVEL 40.00 X 168779 0 13143 PAUL ZAMEK ASSOCIATE HE 40.00 X 168392 0 14873 MANJULA SALOMON ASSOCIATE HE 40.00 X 164083 0 12541 JOSE CHAO CFO 40.00 X 158492 0 12867 DANNY REYNOLDS ASSOCIATE HE 40.00 X 153780 0 12672 SUZANNE GOTTLIEB CALLEJA ASSOCIATE HE 40.00 X 104052 0 8665 1222923 100855 7 false true false ARELLANO CONSTRUCTION CO 7051 SW 12TH ST MIAMI FL 33144 GEN. CONTRACTOR 1787980 EPIC DEVELOPMENT & CONSTRUCTION 6619 SO DIXIE HWY 142 MIAMI FL 33143 GEN. CONTRACTOR 993118 SAGE DINING SERVICE 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 CATERING 965045 CBM COASTAL BUILDING MAINTENANCE 15405 NW 7TH AVENUE MIAMI FL 33169 JANITORIAL 610400 FRANMAR CORPORATION 19301 SW 108TH AVE CULTER BAY FL 33157 BUS SERVICE 462475 5 3746265 3746265 TUITION AND FEES 23936410 23936410 23936410 17628 17628 23187 104841 -81654 65071 60044 5027 5027 27623676 23936410 22655 2466936 2466936 1274090 1274090 8609420 8609420 699787 699787 1011662 1011662 643381 643381 100316 100316 78622 78622 314841 314841 56297 56297 130628 130628 503795 503795 1516800 1516800 458134 458134 SCHOOL ACTIVITIES 1651746 1651746 CAFETERIA EXPENSES 711201 711201 UTILITIES 569124 569124 STUDENT TRANSPORT EXPENSE 438450 438450 1706289 377382 1221955 106952 22941519 17884055 4635671 421793 8713425 10211544 1809903 3039707 1055831 79117 55916 41217 347963 180506 47364880 14888272 26485619 32476608 8178055 9375096 186384 173184 46833096 55576979 729537 613974 13723305 13751017 12787557 15787557 3425623 2136566 30666022 32289114 X 15211711 22288114 635363 679751 320000 320000 16167074 23287865 46833096 55576979 4682157 2438634 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7925727 1099387 9025114 7986803 -61076 7925727 7112043 400000 474760 7986803 5979795 1132248 7112043 4834076 385000 760719 5979795 0.94470 0.03540 0.01990 true false 18918054 18918054 21401844 14888272 6513572 3145143 3145143 3899839 3899839 32476608 FAIR VALUE OF INTEREST RATE SWAP 2136566 2136566 X 27735838 2438634 -2326472 112162 27623676 27623676 20615047 -2326472 -2326472 22941519 22941519 SCHEDULE D, PAGE 3, PART X THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE ARE NO RESERVES HELD FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2017 AND 2016, RESPECTIVELY. THE SCHOOL IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. SCHEDULE D, PAGE 4, PART XI, LINE 2D FINANCIAL AID -2,466,936 COST OF SALE OF INVENTORY 60,044 OTHER COSTS 104,841 MISCELLANEOUS INCOME -24,421 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF SALE OF INVENTORY 60,044 FINANCIAL AID -2,466,936 OTHER COSTS 104,841 MISCELLANEOUS INCOME -24,421 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 PALMER TRINITY SCHOOL ADMITS QUALIFIED STUDENTS, IRRESPECTIVE OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION OR DISABILITY. ALL STUDENTS ARE AFFORDED THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO PALMER TRINITY SCHOOL STUDENTS. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION OR DISABILITY IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM, ADMISSION, FINANCIAL AID, ATHLETIC OR OTHER SCHOOL POLICIES. SCHEDULE E PALMER TRINITY PRIVATE SCHOOL, INC. HAS A COMPREHENSIVE NON-DISCRIMINATION POLICY CLEARLY STATED ON ALL OF THEIR COMMUNICATION MATERIALS, INCLUDING ITS WEBSITE PALMERTRINITY.ORG, HANDBOOK AND OTHER INTERNAL DOCUMENTATION AS APPLICABLE. FL INT'L FESTIVAL 18083 18083 BOOKFAIR 5104 5104 23187 23187 23187 false FINANCIAL AIDS 156 2466936 FMV FINANCIAL AID X true true X X X X X X false false false false false false false false false PATRICK ROBERTS HEAD OF SCHOOL 305345 26094 331439 JUAN GOMEZ DIR OF DEVELOPMENT 168779 13143 181922 PAUL ZAMEK ASSOCIATE HEAD 168392 14873 183265 MANJULA SALOMON ASSOCIATE HEAD 164083 12541 176624 JOSE CHAO CFO 158492 12867 171359 DANNY REYNOLDS ASSOCIATE HEAD 153780 12672 166452 A MIAMI-DADE COUNTY INDUSTRIAL DEVELO 521662816 2010-02-26 14300000 CONSTRUCTION & RENOVATION false false false A 14300000 14300000 2010 false false true true A false false false false false false false A true true true MORGAN STANLEY CAPITAL SERVICES LLC 25.000000000000 true false false false false A true SCHEDULE K - DATE REBATE COMPUTATION PERFORMED MIAMI-DADE COUNTY INDUSTRIAL DEVELOP 12/16/10 FORM 990 - ORGANIZATION'S MISSION AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 765 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 55 ACRE CAMPUS BASED IN SOUTH FLORIDA. STUDENTS ARE PREPARED TO LIVE IN A DIVERSE, MULTICULTURAL WORLD, WITH THE HIGHEST IDEALS OF TOLERANCE, PERSONAL INTEGRITY, AND SOCIAL RESPONSIBILITY. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE THE FILING OF THE TAX RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE TRUSTEES AND THE HEAD OF SCHOOL ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND ARE REQUIRED TO SIGN A STATEMENT TO THAT EFFECT EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF TRUSTEES HAS AN INDEPENDENT COMMITTEE THAT REVIEWS THE COMPENSATION OF THE HEAD OF SCHOOL BEFORE EACH CONTRACT RENEWAL DATE. THE COMMITTEE REVIEWS THE COMPARABLE COMPENSATION PACKAGES AT OTHER LOCAL AND STATE SCHOOLS AS PART OF ITS DECISION MAKING PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 FINANCIAL AID -2,466,936 COST OF SALE OF INVENTORY 60,044 OTHER COSTS 104,841 MISCELLANEOUS INCOME -24,421 COST OF SALE OF INVENTORY -60,044 FINANCIAL AID 2,466,936 OTHER COSTS -104,841 MISCELLANEOUS INCOME 24,421