2015-06-12T16:10:33-05:00 2014-07-31 900525804 SAVILLE DODGEN & COMPANY 700 N PEARL STREET SUITE 1100 DALLAS TX 75201 990 2013-08-01 751324332 TRINITY CHRISTIAN ACADEMY TRIN 9729318325 17001 ADDISON ROAD ADDISON TX 750015096 BRIAN RODRIGUEZ CFO 9729318325 2015-06-12 1 NANCY K JARIS CPA P00158803 2149229727 2013 2016-02-25 16:41:14Z BRIAN RODRIGUEZ 17001 ADDISON ROAD ADDISON TX 750015096 34647168 0 X HTTP://WWW.TRINITYCHRISTIAN.ORG X 1970 TX EDUCATION 10 10 383 946 0 0 1479553 2086518 23774433 24529760 68404 150791 697449 -39422 26019839 26727647 1517376 1058352 0 0 15201065 15788931 0 0 822713 8176006 8564208 24894447 25411491 1125392 1316156 43690399 53854756 13270685 13267600 30419714 40587156 EDUCATION 0 0 23172110 1058352 24537148 THE MAIN PROGRAM SERVICE ACTIVITY IS TO PROVIDE ELEMENTARY AND SECONDARY EDUCATION WITH A CURRICULUM INCLUDING BIBLICAL INSTRUCTION. ENROLLMENT FOR THE YEAR ENDED 07/31/2014 WAS APPROXIMATELY 1,500 STUDENTS. 23172110 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 59 1 1 383 1 0 0 0 0 0 0 0 0 0 0 1 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRIAN RODRIGUEZ 9729318325 17001 ADDISON ROAD ADDISON TX 750015027 DAVID WARD TRUSTEE 2.00 X 0 0 0 RON CROSBY CHAIRMAN 2.00 X X 0 0 0 STEPHANIE POLK TRUSTEE 2.00 X 0 0 0 DAVID HARPER TRUSTEE 2.00 X 0 0 0 S RAY HUFFINES TRUSTEE 2.00 X 0 0 0 SHEFFIE KADANE TRUSTEE 2.00 X 0 0 0 MARK LAYMAN TRUSTEE 2.00 X 0 0 0 STEVE NOVAKOVICH VICE CHAIRMAN 2.00 X X 0 0 0 JEFF PRICE TREASURER 2.00 X X 0 0 0 CHRISTI FERRELL TRUSTEE 2.00 X 0 0 0 DAVE DELPH HEADMASTER 40.00 X 273452 0 39893 SAM THOMAS BUSINESS MANAGER/SECRETARY 40.00 X 123329 0 28130 BRIAN RODRIGUEZ CFO 40.00 X 0 0 0 REBECCA LEWIS EXECUTIVE DIRECTOR OF DEVE 40.00 X 159425 0 19995 RODNEY MORRIS LS PRINCIPAL 40.00 X 115385 0 27899 KYLE MORRILL US PRINCIPAL 40.00 X 107336 0 28776 DIANE TAYLOR ACADEMIC DEAN 40.00 X 117370 0 15149 896297 0 159842 6 0 1 0 SAGE DINING SERVICE 222 BOSLEY AVE STE B-7 TOWNSON MD 21204 CAFETERIA SERVICE 1038583 PRECEPTS JANITORIAL SERVICE 2786 VISTA VIEW DRIVE LEWISVILLE TX 75067 JANITORIAL SERVICE 479115 YELLOW ROSE 4325 REEDER RD CARROLLTON TX 75010 LANDSCAPING SERVICE 285860 3 X 100482 1231741 754295 50820 2086518 TUITION AND FEES 611110 22590291 22590291 SCHOOL ORG. FEES 611110 1939469 1939469 24529760 137286 137286 8824 0 8824 8824 8824 7697961 7649462 34994 48499 -34994 13505 13505 64954 100482 197303 -132349 -132349 114477 37762 76715 76715 MISCELLANEOUS INCOME 900099 7388 7388 7388 26727647 24537148 0 103981 59319 59319 999033 999033 1310048 1160909 94349 54790 10485243 9291582 755126 438535 848205 751644 61086 35475 2350210 2082657 169258 98295 795225 704695 57271 33259 32904 29158 2370 1376 10977 9727 791 459 50905 45110 3666 2129 43573 38613 3138 1822 16756 14849 1207 700 689634 611125 49666 28843 449007 449007 1206251 1068929 86872 50450 110888 98264 7986 4638 12144 12144 26883 23823 1936 1124 562330 498313 40498 23519 284967 252526 20523 11918 ACADEMY ORGANIZATIONS 2155190 2155190 SCHOOL & ATHLETICS 1980236 1980236 EQUIPMENT RENTAL, REPAI 805763 714033 58030 33700 BAD DEBT EXPENSE 85598 85598 40202 35626 2895 1681 25411491 23172110 1416668 822713 1576861 202670 9536330 2760412 344691 285644 942523 40118 111684 116985 1009342 979892 7271546 3743617 2296368 3527929 4158629 13060505 23713971 32880601 43690399 53854756 1321296 670120 11720925 12380057 228464 217423 13270685 13267600 X 28331124 40587156 2088590 0 30419714 40587156 43690399 53854756 X 1316156 -115948 8967234 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8163320 137384 813811 335000 8779515 7174977 29073 1100478 141208 8163320 7299322 47045 -22978 148412 7174977 6395014 93914 973233 105000 57480 7299321 5829750 95252 697349 227337 6395014 0.72080 0.27920 0 1 1 261207 261207 1063618 291912 771706 4297425 2055881 2241544 1649296 1395824 253472 3527929 BENEFICIAL INTEREST IN NET ASSETS OF AFFILIATE 32858273 ACCRUED INTEREST RECEIVABLE 22328 32880601 25057915 -115948 762589 646641 24411274 2316372 2316372 26727646 24015542 0 24015542 1395950 1395950 25411492 PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR FACILITY ENHANCEMENT, DESIGNATED SCHOLARSHIPS, AND TEACHER ENRICHMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INCREASE IN REVENUE OF AFFILIATES PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE RELATED PARTY CONTRIBUTIONS UNCOLLECTABLE PLEDGES PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE RELATED PARTY DISTRIBUTIONS UNCOLLECTABLE PLEDGES RELATED PARTY RENT 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 TRINITY CHRISTIAN ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. ANNUAL EVENT AT&T STADIUM 149738 113448 36290 156966 MATTHEW WEST CONCERT 27137 37000 -9863 61396 176875 150448 26427 218362 218362 -191935 114477 23521 14241 0 114477 23521 14241 37762 76715 TX 0 GAMING ACTIVITY IS SOLELY FOR FUNDRAISING TO SUPPORT A CHARITABLE PURPOSE. 0 0 0 PAM HEARD 17001 ADDISON ROAD ADDISON TX 750015027 0 0 1 TROJAN REAL PROPERTIES INC 17001 ADDISON ROAD ADDISON TX 75001 261484901 3 59319 COST FACILITY ENHANCEMENT 1 STUDENT TUITION AID GRANTED TO TCA FAMILIES 129 999033 PART I, LINE 2: STUDENT TUITION AID IS MONITORED BY BEING APPLIED DIRECTLY AGAINST TUITION DUE. X X X 0 0 0 0 0 0 0 0 0 DAVE DELPH HEADMASTER 273452 0 0 0 0 0 20167 0 19726 0 313345 0 0 0 SAM THOMAS BUSINESS MANAGER/SECRETARY 123329 0 0 0 0 0 10472 0 17658 0 151459 0 0 0 REBECCA LEWIS EXECUTIVE DIRECTOR OF DEVE 159425 0 0 0 0 0 13090 0 6905 0 179420 0 0 0 PART I, LINE 3 THE HEADMASTER (TOP MANAGEMENT OFFICIAL) OF THE SCHOOL RECEIVES A SALARY THAT IS COMPARED WITH OTHER HEADMASTERS OF COMPARABLE PRIVATE SCHOOLS. IN ADDITION, A SALARY SURVEY FROM ISM (INDEPENDENT SCHOOL MANAGEMENT) IS UTILIZED BY THE BOARD OF TRUSTEES IN DETERMINING THE HEADMASTER'S COMPENSATION. THE HEADMASTER REVIEWS ISM'S SALARY COMPARISONS WHEN ESTABLISHING COMPENSATION FOR OTHER KEY EMPLOYEES OF THE SCHOOL. BOOTH BUILDERS FAMILY MEMBER OF EMPLOYEE OF ORGANIZATION 519915 CONSTRUCTION & REPAIR SERVICES 0 HAYNES & BOONE DIRECTOR OF ORGANIZATION 518 LEGAL SERVICES 0 MILLET THE PRINTER DIRECTOR OF RELATED ORGANIZATION 40853 PRINTING 0 MILLETWORKS FAMILY MEMBER OF DIRECTOR OF RELATED ORGANIZATION 840 PRINTING 0 ORANGELEAP FAMILY MEMBER OF DIRECTOR OF RELATED ORGANIZATION 6966 TECHNOLOGY CONSULTING 0 SCHOOL SUPPLIES COMPANY EMPLOYEE OF ORGANIZATION 90313 SUPPLIES 0 XACT XPRESSIONS EMPLOYEE OF ORGANIZATION 78145 PROMOTIONAL PRODUCTS 0 X 180 FMV X 822 FMV X 1 21000 FMV X MEALS 1 17450 FMV X ELECTRONIC EQ 5 6500 FMV X TICKETS 18 4043 FMV X OVERNIGHT RET 1 825 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 TRINITY CHRISTIAN ACADEMY (THE CORPORATION) AMENDED ITS GOVERNING DOCUMENTS, INCLUDING ITS CERTIFICATE OF FORMATION AND BYLAWS. BELOW IS A SUMMARY OF THE SIGNIFICANT ITEMS THAT WERE CHANGED IN THOSE DOCUMENTS. THE AMENDED AND RESTATED CERTIFICATE OF FORMATION (THE CERTIFICATE) WAS FILED ON JUNE 26, 2014 WITH THE TEXAS SECRETARY OF STATE AND WAS ADOPTED BY THE BOARD OF TRUSTEES TO BE EFFECTIVE AS OF AUGUST 1, 2013. THE CERTIFICATE AMENDED THE FOLLOWING ITEMS: - THE CURRENT NUMBER OF TRUSTEES AND LIST OF NAMES AND ADDRESSES OF THE BOARD OF TRUSTEES OF THE CORPORATION SERVING ON THE EFFECTIVE DATE OF THE CERTIFICATE - CERTAIN ADMINISTRATIVE PROVISIONS, SUCH AS UPDATED INDEMNIFICATION PROVISIONS TO CONFORM TO CURRENT TEXAS LAW THE THIRD AMENDED AND RESTATED BYLAWS (THE BYLAWS) WERE ADOPTED BY THE CORPORATION TO BE EFFECTIVE AS OF AUGUST 1, 2013. THE BYLAWS AMENDED THE FOLLOWING ITEMS: - THE QUALIFICATION OF A TRUSTEE WHO MAY BE ELECTED TO THE BOARD OF TRUSTEES (INCORPORATING A VETTING PROCESS FOR NOMINEES) - THE TERM OF OFFICE OF TRUSTEES - THE MANNER IN WHICH A TRUSTEE MAY BE REMOVED - THE MANNER IN WHICH THE BOARD OF TRUSTEES ACTS (I.E. BY MAJORITY VOTE AT A MEETING OR BY WRITTEN CONSENT) - THE REIMBURSEMENT OF REASONABLE TRUSTEE EXPENSES IN ATTENDING MEETINGS OF THE BOARD - THE COMPENSATION OF OFFICERS (NOTING THAT THE SALARIES, IF ANY, SHALL BE FIXED BY THE BOARD OF TRUSTEES) - THE ELECTION, TERM OF OFFICE, AND REMOVAL OF OFFICERS AND DESCRIPTION OF OFFICERS DUTIES - THE DESIGNATION OF COMMITTEES BY THE BOARD OF TRUSTEES AND THEIR AUTHORITY, WHICH SHALL BE AS DETERMINED BY THE BOARD OF TRUSTEES - THE AUTHORITY OF THE EXECUTIVE COMMITTEE - CONTRACTS INVOLVING TRUSTEES AND OFFICERS - INVESTMENTS THAT MAY BE MADE BY THE CORPORATION - INDEMNIFICATION PROVISIONS TO CONFORM TO CURRENT TEXAS LAW - AMENDMENT OF THE BYLAWS (THE BOARD OF TRUSTEES STILL HAS THE POWER TO AMEND, BUT THE VOTE REQUIRED, MEETING TIME, AND PROCEDURE FOR PROVIDING WRITTEN NOTICE WERE AMENDED) ALL OF THE AMENDMENTS IN THE DOCUMENTS WERE MADE IN CONFORMITY WITH THE PROVISIONS OF APPLICABLE TEXAS LAW AND WERE APPROVED IN THE MANNER REQUIRED BY TEXAS LAW AND THE GOVERNING DOCUMENTS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED IN DETAIL BY THE CHAIRMAN OF THE FINANCE COMMITTEE (A SUB-COMMITTEE OF THE SCHOOL'S FULL BOARD OF TRUSTEES) PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. AFTER SUBMISSION, THE CHIEF FINANCIAL OFFICER REPORTS THE STATUS OF FORM 990 FILING AT THE NEXT FULL BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE SCHOOL'S CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO ALL BOARD OF TRUSTEE MEMBERS. BASED ON THIS POLICY, EACH TRUSTEE COMPLETES A CONFLICT OF INTEREST CERTIFICATE TO INDICATE ANY POTENTIAL CONFLICTS OF INTEREST. FOR ANY TRUSTEE FOR WHOM A CONFLICT IS REPORTED, A DISCUSSION IS HELD DURING THE MONTHLY BOARD OF TRUSTEE MEETING REGARDING THE POTENTIAL CONFLICT OF INTEREST. EACH TRUSTEE DISCLOSING A POTENTIAL CONFLICT OF INTEREST IS ASKED TO LEAVE THE BOARD MEETING DURING THE DISCUSSION. THE BOARD THEN APPROVES AND ACKNOWLEDGES THE REPORTED CONFLICT OF INTEREST AFTER DETERMINING IF THE CONFLICT IS JUST, FAIR, AND REASONABLE TO THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 THE HEADMASTER (TOP MANAGEMENT OFFICIAL) OF THE SCHOOL RECEIVES A SALARY THAT IS COMPARED WITH OTHER HEADMASTERS OF COMPARABLE PRIVATE SCHOOLS. IN ADDITION, A SALARY SURVEY FROM ISM (INDEPENDENT SCHOOL MANAGEMENT) IS UTILIZED BY THE BOARD OF TRUSTEES IN DETERMINING THE HEADMASTER'S COMPENSATION. THE HEADMASTER REVIEWS ISM'S SALARY COMPARISONS WHEN ESTABLISHING COMPENSATION FOR OTHER KEY EMPLOYEES OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE IN THE ADMINSTRATIVE OFFICE OF THE SCHOOL. THESE DOCUMENTS ARE MAINTAINED IN THE SAME OFFICE AS THE ANNUAL FORM 990 TAX RETURN. FORM 990, PART VIII, LINE 1C: THE TRINITY CHRISTIAN ACADEMY AND TRINITY CHRISTIAN ACADEMY FOUNDATION HOST JOINT FUNDRAISING EVENTS AND SOME OF THE GROSS RECEIPTS ARE RECEIVED BY THE TRINITY CHRISTIAN ACADEMY FOUNDATION AND THEN REMITTED TO THE TRINITY CHRISTIAN ACADEMY. DUE TO THIS SOME OF THE AMOUNTS REPORTED ON SCHEDULE G, LINE 1D ARE REPORTED ON PAGE 9, PART VIII, LINE 1D INSTEAD OF PAGE 9, PART VIII, LINE 8A. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST IN NET ASSETS OF AFFILIATE 8,967,234. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR TRINITY CHRISTIAN ACADEMY FOUNDATION 17001 ADDISON ROAD ADDISON TX 75001 752080121 FUNDRAISING TX 501(C)(3) LINE 7 N/A 0 TROJAN REAL PROPERTIES INC 17001 ADDISON ROAD ADDISON TX 75001 261484901 LESSOR TX 501(C)(3) PF N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 TRINITY CHRISTIAN ACADEMY FOUNDATION C 1021741 FMV TROJAN REAL PROPERTIES INC Q 210000 FMV TROJAN REAL PROPERTIES INC K 252000 COST TROJAN REAL PROPERTIES INC R 59319 COST