PALMER TRINITY PRIVATE SCHOOL INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PALMER TRINITY PRIVATE SCHOOL INC (EIN 23-7098500)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201613209349306461
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:10:37-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA DE ARMAS & TRUJILLO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 560 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237098500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER TRINITY PRIVATE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 3052512230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SW 176TH STREET | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE CHAO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3052512230 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO A VERDEJA | PreparerPersonNm |
| PTIN | P00640853 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SW 176TH STREET | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,067,797 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PALMERTRINITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 740 STUDENTS, 6-12TH GRADE 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 343 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $662,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,950,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,332,078 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,826,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,477 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $183,803 | PYOtherRevenueAmt |
| CY Other Revenue | $147,547 | CYOtherRevenueAmt |
| PY Total Revenue | $20,195,827 | PYTotalRevenueAmt |
| CY Total Revenue | $24,924,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,354,304 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,407,400 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,198,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,132,575 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $421,115 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,709,620 | PYOtherExpensesAmt |
| CY Other Expenses | $6,883,756 | CYOtherExpensesAmt |
| PY Total Expenses | $20,262,025 | PYTotalExpensesAmt |
| CY Total Expenses | $21,423,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$66,198 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,500,643 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,437,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,833,096 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,513,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,666,022 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,924,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,167,074 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 740 STUDENTS, 6-12TH GRADE 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,231,206 | ExpenseAmt |
| Grant | $2,407,400 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $17,231,206 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 222 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE CHAO | PersonNm |
| Phone | 3059694205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SW 176 ST | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33157 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFFREY BASS | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE RT REV LEO FARDE | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICARDO ALBARRAN | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV FRANK J CORBISHLEY | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BENENATI | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FUMAGALLI | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE KELLER | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGO MANTILLA | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAMILO MONTANA | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA LANE | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA PORTUONDO | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BAIAMONTE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SONIA O'DONNELL | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ISABEL RODRIGUEZ | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEJANDRO RODRIGUEZ | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARVEY SPERLING | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH BROCKWAY SERRATE | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRONWEN RUTTER | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES KLENK | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICK ROBERTS | ||||||
| HEAD OF SCHO | 40.00 | $258,251 | $0 | $21,245 | Yes (X) | |
| PAUL ZAMEK | ||||||
| ASSOCIATE HE | 40.00 | $163,074 | $0 | $12,618 | Yes (X) | |
| JOSE CHAO | ||||||
| CFO | 40.00 | $137,910 | $0 | $12,408 | Yes (X) | |
| DANNY REYNOLDS | ||||||
| ASSOCIATE HE | 40.00 | $128,978 | $0 | $12,000 | Yes (X) | |
| MANJULA SALOMON | ||||||
| ASSOCIATE HE | 40.00 | $121,590 | $0 | $11,200 | Yes (X) | |
| SUZANNE GOTTLIEB CALLEJA | ||||||
| ASSOCIATE HE | 40.00 | $95,690 | $0 | $8,400 | Yes (X) | |
| JUAN GOMEZ | ||||||
| DIR OF DEVEL | 40.00 | $76,847 | $0 | $11,900 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $982,340 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $89,771 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARELLANO CONSTRUCTION CO | |||||
| 7051 SW 12TH ST | MIAMI | FL | 33144 | GEN. CONTRACTOR | $3,129,773 |
| SAGE DINING SERVICE | |||||
| 1402 YORK ROAD STE 100 | LUTHERVILLE | MD | 21093 | CATERING | $899,446 |
| CBM COASTAL BUILDING MAINTENANCE | |||||
| 15405 NW 7TH AVENUE | MIAMI | FL | 33169 | JANITORIAL | $604,838 |
| EPIC DEVELOPMENT & CONSTRUCTION | |||||
| 6619 SO DIXIE HWY 142 | MIAMI | FL | 33143 | GEN. CONTRACTOR | $590,450 |
| FRANMAR CORPORATION | |||||
| 19301 SW 108TH AVE | CULTER BAY | FL | 33157 | BUS SERVICE | $413,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,950,341 | AllOtherContributionsAmt |
| Total Contributions | $2,950,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Total Revenue Column | $21,826,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,826,486 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,826,486 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $233,574 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $121,197 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,377 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $57,396 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $22,226 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,170 | TotalRevenueColumnAmt |
| Exclusion | $35,170 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,924,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,826,486 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $35,170 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,407,400 | TotalAmt |
| Program Services | $2,407,400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,750 | TotalAmt |
| Program Services | $1,224,750 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,442,069 | TotalAmt |
| Program Services | $8,442,069 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,904 | TotalAmt |
| Program Services | $668,904 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,803 | TotalAmt |
| Program Services | $1,194,639 | ProgramServicesAmt |
| Management And General | $164 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,049 | TotalAmt |
| Program Services | $602,049 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,583 | TotalAmt |
| Management And General | $70,583 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,012 | TotalAmt |
| Management And General | $29,012 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,592 | TotalAmt |
| Management And General | $87,592 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,188 | TotalAmt |
| Management And General | $67,188 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,990 | TotalAmt |
| Management And General | $556,990 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,895 | TotalAmt |
| Management And General | $1,366,895 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,182 | TotalAmt |
| Management And General | $378,182 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAFETERIA EXPENSES | $789,106 | $789,106 | |
| SCHOOL ACTIVITIES | $777,894 | $777,894 | |
| SCHOOL DEPARTMENT | $501,046 | $501,046 | |
| REPAIRS & MAINTENANCE | $480,297 | $480,297 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,971 | TotalAmt |
| Program Services | $623,349 | ProgramServicesAmt |
| Management And General | $734,507 | ManagementAndGeneralAmt |
| Fundraising | $421,115 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,423,731 | TotalAmt |
| Program Services | $17,231,206 | ProgramServicesAmt |
| Management And General | $3,771,410 | ManagementAndGeneralAmt |
| Fundraising | $421,115 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,240,456 | BOYAmt |
| EOY | $8,713,425 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,329 | BOYAmt |
| EOY | $1,809,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,027 | BOYAmt |
| EOY | $1,055,831 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,670 | BOYAmt |
| EOY | $55,916 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,140 | BOYAmt |
| EOY | $347,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,870,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,384,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,099,058 | BOYAmt |
| EOY | $26,485,619 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,195,898 | BOYAmt |
| EOY | $8,178,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,141 | BOYAmt |
| EOY | $186,384 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,437,719 | BOYAmt |
| EOY | $46,833,096 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,866 | BOYAmt |
| EOY | $729,537 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,173,173 | BOYAmt |
| EOY | $13,723,305 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,900,000 | BOYAmt |
| EOY | $12,787,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,361 | BOYAmt |
| EOY | $3,425,623 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,513,400 | BOYAmt |
| EOY | $30,666,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,966,509 | BOYAmt |
| EOY | $15,211,711 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,810 | BOYAmt |
| EOY | $635,363 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,000 | BOYAmt |
| EOY | $320,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,924,319 | BOYAmt |
| EOY | $16,167,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,437,719 | BOYAmt |
| EOY | $46,833,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,500,643 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$84,160 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $983,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,156,728 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,986,803 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$61,076 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,925,727 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,112,043 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $474,760 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,986,803 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,979,795 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,132,248 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,112,043 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,834,076 | BeginningYearBalanceAmt |
| Contributions | $385,000 | ContributionsAmt |
| Investment Earnings Or Losses | $760,719 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,979,795 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,500,963 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,113 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,834,076 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.94250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,453,779 | OtherCostOrOtherBasisAmt |
| Book Value | $15,453,779 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,790,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,384,672 | DepreciationAmt |
| Book Value | $7,406,094 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,890,480 | OtherCostOrOtherBasisAmt |
| Book Value | $2,890,480 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $735,266 | OtherCostOrOtherBasisAmt |
| Book Value | $735,266 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,485,619 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR VALUE OF INTEREST RATE SWAP | Desc |
| Amt | $3,425,623 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,425,623 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,012,778 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$84,160 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,827,436 | OtherRevenueAmt |
| Revenue Not Reported | -$3,911,596 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,924,374 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $24,924,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,753,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,670,708 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,670,708 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,423,731 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,423,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2016 AND 2015, 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 -2,407,400 COST OF SALES OF INVENTORY 22,226 UNREALIZED LOSS ON DERIVATIVE -1,442,262 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF SALE OF INVENTORY 22,226 FINANCIAL AID -2,407,400 LOSS ON SWAP MS 714,466 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SANDY GOLF | Event1Nm |
| Gross Receipts Event1 | $160,845 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $160,845 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $55,778 | OtherDirectExpensesEvent1Amt |
| Event2 | INT'L FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $53,795 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $53,795 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $50,638 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,934 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $18,934 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,781 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $233,574 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $233,574 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,197 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $121,197 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $112,377 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AIDS | GrantTypeTxt |
| Recipient | 131 | RecipientCnt |
| Cash Grant | $2,407,400 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| PATRICK ROBERTS | |||
| HEAD OF SCHOOL | $258,251 | $21,245 | $279,496 |
| PAUL ZAMEK | |||
| ASSOCIATE HEAD | $163,074 | $12,618 | $175,692 |
| JOSE CHAO | |||
| CFO | $137,910 | $12,408 | $150,318 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIAMI-DADE COUNTY INDUSTRIAL DEVELO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521662816 | BondIssuerEIN |
| Bond Issued | 2010-02-26 | BondIssuedDt |
| Issue Price | $14,300,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION & RENOVATION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (true) | Form8038TFiledInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Business Name Line2 | CAPITAL SERVICES LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 25.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (true) | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K - DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | MIAMI-DADE COUNTY INDUSTRIAL DEVELOP 12/16/10 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 740 STUDENTS, 6-12TH GRADE 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 AFFECT EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEE HAS AN INDEPENDENT COMMITTEE THAT REVIEW 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 -2,407,400 COST OF SALES OF INVENTORY 22,226 UNREALIZED LOSS ON DERIVATIVE -1,442,262 COST OF SALE OF INVENTORY -22,226 FINANCIAL AID 2,407,400 LOSS ON SWAP MS -714,466 TOTAL -2,156,728 |
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