2015-05-04T10:42:03-05:00 2014-06-30 EISNERAMPER LLP 750 THIRD AVENUE NEW YORK NY 100172703 990 2013-07-01 135563003 TRINITY EPISCOPAL SCHOOL % JOAN DANNENBERG CFO TRIN 2129326857 139 WEST 91ST STREET Suite NEW YORK NY 10024 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 2129326854 2015-05-04 true JULIE FLOCH P00736879 2129326854 2013 2016-03-07 17:11:31Z JOHN ALLMAN HEAD OF SCHOOL 139 WEST 91ST STREET NEW YORK NY 10024 85671223 false X TRINITYSCHOOLNYC.ORG X 1709 NY THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. 31 31 480 150 178440 23534668 27622263 39899726 41996180 4272124 1051223 488983 830787 68195501 71500453 5835703 6305932 0 0 28953344 29759124 45377 47956 1786226 13126083 14018629 47960507 50131641 20234994 21368812 132129322 165527826 24310967 26208797 107818355 139319029 X THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. false false 35437883 6305932 38815492 EDUCATIONAL INSTITUTION WITH A STUDENT BODY OF APPROXIMATELY 1000 IN KINDERGARTEN THROUGH 12TH GRADES. 618748 1032981 SUMMER CAMP PROMOTES EDUCATION AND RECREATION FOR APPROXIMATELY 330 STUDENTS. 276584 356707 AFTER SCHOOL PROGRAMS PROVIDE SUPPLEMENTAL EDUCATION AND RECREATION FOR APPROXIMATELY 240 STUDENTS 1682693 1791000 FOOD SERVICES PROVIDED FOR STUDENTS 1682693 1791000 38015908 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 false true false false false true 94 0 480 true true true false false false false true true false false false false X 31 31 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 EMILY MANDELSTAM PRESIDENT 2.0 X X MATTHEW MCLENNAN SECRETARY 2.0 X X JAY MANDELBAUM TREASURER 2.0 X X John G Golfinos Vice President 2.0 X Charles W Harkless Vice President 2.0 X Jacqueline Jones Vice President 2.0 X Lisa Kohl Vice President 2.0 X Sharmin Mossavar-Rahmani Vice President 2.0 X Jeannemarie O'Brien Vice President 2.0 X Douglas Polley Vice President 2.0 X Ari Shalam Vice President 2.0 X Andrew D Africk Trustee 2.0 X Rae Allen Trustee 2.0 X Eva Andersson-Dubin Trustee 2.0 X Philip Berney Trustee 2.0 X Donya Bommer Trustee 2.0 X Douglas Eisenberg Trustee 2.0 X Jonathan D Gray Trustee 2.0 X Michael Gross Trustee 2.0 X Karen Inal Trustee 2.0 X John Jacobsson Trustee 2.0 X Tory Kiam Trustee 2.0 X Jason M Pantzer Trustee 2.0 X Joanne W Prager Trustee 2.0 X Eric Rudin Trustee 2.0 X Jeffrey Scruggs Trustee 2.0 X Dhiran Shah Trustee 2.0 X Ravi Sinha Trustee 2.0 X ADRIENNE BARR TRUSTEE (EX-OFFICIO) 2.0 0.0 X 0 0 0 EARL W BRIAN III TRUSTEE (EX-OFFICIO) 2.0 0.0 X 0 0 0 REV DR JAMES H COOPER TRUSTEE (EX-OFFICIO) 2.0 0.0 X 0 0 0 John Allman Head of School 40.0 X 703794 0 257711 Joan Dannenberg Chief Financial Officer 40.0 X 346769 0 56122 Myles Amend Director of Development and Al 40.0 X 254476 0 43289 Jessica Bagby Principal, Upper School 40.0 X 305336 0 47353 Rosemary Milliman Principal, Middle School 40.0 X 221220 0 48476 Christopher Schoberl Principal, Lower School 40.0 X 206516 0 45919 Regina Dorian Registrar 40.0 X 214915 0 46053 Pat Krieger Director of Athletics 40.0 X 191605 0 38740 Lawrence Momo Director of College Counseling 40.0 X 197676 0 34529 Tim Morehouse Chaplain 40.0 X 170014 0 50765 ZEV MARKENSON DIRECTOR OF TECHNOLOGY 40.0 X 160987 0 35675 2973308 0 704632 78 false true false Allied Barton Security Services PO Box 828854 PHILADELPHIA PA 19182 security services 798909 FLIK Compass Group PO Box 91337 CHICAGO IL 60693 CATERING SERVICES 1569117 ISS Facility Services -Atlantic PO Box 689 SAN ANTONIO TX 78293 CUSTODIAL SERVICES 1744181 Rogers Partners 145 Hudson Street Third Floor NEW YORK NY 10013 architect 2215344 Tishman Interiors Corporation of Ne 100 Park Avenue 5th Floor NEW YORK NY 10017 design services 318055 10 282889 580422 26758952 1751573 27622263 TUITION & FEES 611710 38815492 38815492 FOOD SERVICE 611710 1791000 1791000 SUMMER DAY CAMP 611710 1032981 1032981 AFTER SCHOOL PROGRAM 611710 356707 356707 41996180 883046 883046 0 0 469613 63176 406437 0 406437 74082 332355 14023180 13855003 168177 168177 168177 252591 282889 252591 0 0 0 SWIM AND TENNIS 713940 104358 104358 MISCELLANEOUS 900099 319992 319992 424350 71500453 41996180 178440 1703570 0 6305932 6305932 0 0 2090292 2090292 0 20867585 14144475 5843580 879530 2263608 1596976 578578 88054 2841707 2454775 320383 66549 1695932 1184269 448574 63089 0 151276 151276 101383 101383 24047 24047 47956 47956 121834 121834 179236 179236 0 1863066 109580 1136485 617001 358687 27078 331609 0 3657575 3300961 356614 11158 11158 0 0 419301 419301 0 1532735 1383293 149442 389008 351080 37928 FOOD SERVICES 1682693 1682693 AFTER SCHOOL PROGRAM 276584 276584 SUMMER DAY CAMP 618748 618748 PREP FOR PREP 363443 363443 2267855 2125729 142126 50131641 38015908 10329507 1786226 5406534 20445131 5316229 2090883 15600301 26844592 537777 815777 0 0 0 0 0 0 0 0 573765 646049 49292231 15210430 31036513 34081801 41606820 47592176 31540523 31990973 0 0 0 0 510860 1020444 132129322 165527826 3676023 3768550 0 0 9055019 11387061 7216983 0 0 0 0 0 0 6767040 0 0 4362942 4286146 24310967 26208797 X 53835820 64467123 23873022 43474151 30109513 31377755 107818355 139319029 132129322 165527826 X 21368812 10084715 47147 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 119884 false false 119884 false false FORM 990, SCHEDULE C, PART II-B THE SCHOOL HAS RETAINED THE SERVICES OF A LOBBYING CONSULTANT TO REPRESENT THE SCHOOL IN MATTERS PERTAINING TO GAINING NECESSARY APPROVAL FOR ITS PROPOSED EXPANSION AND RENOVATION PROJECT. 61434193 408398 10732127 2866459 69708259 56185587 398733 8063343 3213470 61434193 58721532 1093745 -986713 2642977 56185587 51229194 1282099 10784225 4573986 58721532 48824442 1780478 2370642 1746368 51229194 0.41000 0.45000 0.14000 false false 278575 278575 41154696 13763865 27390831 3141824 1446565 1695259 4717136 4717136 34081801 OFFSHORE HEDGE FUND 6321992 F LIMITED PARTNERSHIPS 13565758 F LIMITED LIABILITY COMPANIES 12103223 F 31990973 0 AGENCY FUNDS 172024 ACCRUED PENSION LIABILITY 2522470 ACC POST-RET BENEFIT LIABILITY 1591652 4286146 X SCHEDULE D, PART X, LINE 2 FIN48 THE SCHOOL FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARDS'S ("FASB") AUDITING STANDARDS TOPIC ("ASC") 740 AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S CONSOLIDATED FINANCIAL STATEMENTS. THE ANNUAL COMPLIANCE FIING FOR THE SCHOOL FOR 2011, 2012 AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS BY OTHER VARIOUS STATE AND LOCAL AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE SUBMITTED. SCHEDULE D, PART V, LINE 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, QUESTION 3 RACIALLY NONDISCRIMINATORY POLICY THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS. ALL INFORMATION IS OPEN TO THE PUBLIC AND AVAILABLE UPON REQUEST. SCHEDULE, LINE 6A ASSISTANCE FROM GOVERNMENT AGENCY NEW YORK MANDATED SERVICES FUNDS RECEIVED FOR PERFORMANCE OF DESIGNATED SERVICES AMOUNTED TO $580,422. Central America and the Caribbean Investments NONE 6321992 6321992 6321992 false false false false false false X X true SERAPIS CAMPAIGN STRATEGY false 47956 47956 NY Holiday Fair 136384 67313 69071 69071 Spring Benefit 402886 219366 183520 183520 0 539270 286679 252591 252591 252591 true FINANCIAL AID 189 6305932 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 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-2'S, 1099'S, ETC.) MANY FAMILIES RECEIVE PARTIAL AID. FINANCIAL AID AT TRINITY COVERS NOT ONLY TUITION, BUT ALSO LUNCH, MEMBERSHIP IN THE PARENTS'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 false false false false false false false false John Allman Head of School 636294 0 67500 0 0 0 39138 0 218573 0 961505 0 0 0 Myles Amend Director of Development and Al 254476 0 0 0 0 0 28636 0 14653 0 297765 0 0 0 Jessica Bagby Principal, Upper School 305336 0 0 0 0 0 21638 0 25715 0 352689 0 0 0 Joan Dannenberg Chief Financial Officer 346769 0 0 0 0 0 29288 0 26834 0 402891 0 0 0 Rosemary Milliman Principal, Middle School 221220 0 0 0 0 0 25030 0 23446 0 269696 0 0 0 Christopher Schoberl Principal, Lower School 206516 0 0 0 0 0 15400 0 30519 0 252435 0 0 0 Regina Dorian Registrar 214915 0 0 0 0 0 22777 0 23276 0 260968 0 0 0 Pat Krieger Director of Athletics 191605 0 0 0 0 0 16092 0 22648 0 230345 0 0 0 Lawrence Momo Director of College Counseling 197676 0 0 0 0 0 22194 0 12335 0 232205 0 0 0 Tim Morehouse Chaplain 170014 0 0 0 0 0 21386 0 29379 0 220779 0 0 0 ZEV MARKENSON DIRECTOR OF TECHNOLOGY 160987 0 0 0 0 0 13854 0 21821 0 196662 0 0 0 SCHEDULE J, PART I, LINE 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. X 56 1751573 FMV false true false FORM 990, PART VI GOVERNANCE, MANAGEMENT AND DISCLOSURES SECTION B, QUESTION 11B THE SCHOOL'S ACCOUNTING FIRM PREPARES THE FORM 990 WHICH IS REVIEWED BY THE CFO AND CONTROLLER, AND THEN PRESENTED TO FULL BOARD OF TRUSTEES. SECTION B, QUESTION 12C THE SCHOOL HAS A WRITTEN CONFLICT-OF-INTEREST POLICY AND TRUSTEES HAVE BEEN REQUIRED TO DISCLOSE POSSIBLE CONFLICTS ON AN ANNUAL BASIS. SECTION B, QUESTIONS 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 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 WILL BE REVIEWED AND APPROVED BY THE AUDIT 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 AUDIT, EXECUTIVE COMMITTEE, AND BOARD MEETINGS PROVIDE SUBSTANTIATION OF THE DISCUSSION AND DECISION RELATED TO COMPENSATION. SECTION C, QUESTIONS 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 5 RECONCILIATION OF NET ASSETS PENSION LIABILITY ADJUSTMENT $(155,375) POST RETIREMENT LIABILITY ADJUSTMENT 197,522 TOTAL OTHER CHANGES IN NET ASSETS $ 47,147 FORM 8868 APPLICATION FOR EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS FILED ELECTRONICALLY. 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 PROPER NY TRINITY SCHOOL C CORP 2386873 4097028 1.00000 false true false false false false false false false false true false false false false false false false false false TRINITY HOUSING COMPANY INC A, J -560057 FMV