2014-05-01T11:02:41-05:00 2013-06-30 743001153 PMB Helin Donovan LLP 5918 W Courtyard Dr Suite 500 Austin TX 78730 990 2012-07-01 742918235 Austin Trinity School AUST 5124729525 3901 Bee Cave Rd Austin TX 78746 Bryan Denney 5124729525 2014-04-23 1 Ward S Pynn P00184378 5122589670 2012 2015-11-30 17:44:51Z Trinity Episcopal School BRYAN DENNEY 3901 Bee Cave Rd Austin TX 78746 12186994 0 X www.austintrinity.org X 1999 TX Our independent school provides an enriched academic curriculum in a Christian environment. 21 21 196 300 0 0 2793723 3660558 7761682 8023931 48805 40713 310677 344016 10914887 12069218 872274 864382 0 0 5846591 6334354 0 0 1317915 3134736 3964839 9853601 11163575 1061286 905643 34127410 35550929 9560718 9069909 24566692 26481020 X TRINITY EPISCOPAL SCHOOL (TRINITY) IS A NOT-FOR-PROFIT INDEPENDENT SCHOOL WHOSE MISSION IS TO PROVIDE AN ENRICHED ACADEMIC CURRICULUM IN A CHRISTIAN ENVIRONMENT. TRINITY IS NOT AFFILIATED WITH OR SPONSORED BY ANY PARISH. TRINITY IS OPERATING EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS DESCRIBED UNDER IRC SECTION 501(C)(3). 0 0 8213594 0 8023931 THE EDUCATIONAL PROGRAM PROVIDES ACADEMIC, PHYSICAL AND SPIRITUAL EDUCATION TO ATTENDING STUDENTS. 864382 All other programs 9077976 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 1 196 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Bryan Denney 5124729525 3901 Bee Cave Rd Austin TX 78746 Wilson Allen 5.00 X 0 0 0 Russell Barnett 5.00 X 0 0 0 Kyndall Bennett 5.00 X 0 0 0 Maryann Bell 5.00 X 0 0 0 Miles Brandon 5.00 X 0 0 0 Nicole Covert 5.00 X 0 0 0 Fayruz Benyousef 5.00 X 0 0 0 Tim George 5.00 X 0 0 0 Gavin Gray 5.00 X 0 0 0 Vicky Gregg 5.00 X 0 0 0 Todd Hanna 5.00 X 0 0 0 David Lee 5.00 X 0 0 0 Federico Martinez 5.00 X 0 0 0 Chris Mabley 5.00 X 0 0 0 Clayton Maebius 5.00 X 0 0 0 Marty McCartt 5.00 X 0 0 0 Jeff McDowell 5.00 X 0 0 0 Mike McKetta 5.00 X 0 0 0 Bob Renneker 5.00 X 0 0 0 Alejandro Ruelas 5.00 X 0 0 0 Darleen Owens 5.00 X 0 0 0 Patricia Adams 40.00 X 212033 0 17916 Bryan Denney 40.00 X 134688 0 12509 346721 0 30425 2 0 1 0 0 3660558 356670 3660558 TUITION AND FEES, net 611600 8023931 8023931 8023931 40713 40713 461792 117776 344016 344016 12069218 8023931 0 384729 864382 864382 235430 202277 9756 23397 4961015 4262404 205598 493013 744928 626571 39177 79180 392981 335273 22079 35629 408062 202060 206002 140096 33995 1596 104505 222854 222854 305733 275160 21401 9172 1180703 1062634 82649 35420 52687 47418 3688 1581 BAD DEBT EXPENSE 393122 312137 80985 Utilities 352540 317286 24678 10576 Repairs and maintenance 199356 179420 13955 5981 MISCELLANEOUS 152912 98692 8456 45764 556774 347550 22514 186710 11163575 9077976 767684 1317915 3284241 3070853 4942284 5343289 466352 672847 202895 132022 29769123 6255000 22601744 23514123 1297786 1485687 1332108 1332108 34127410 35550929 310091 341839 2905296 3224516 6161739 5185576 183592 317978 9560718 9069909 X 22500926 23134700 1610007 2890561 455759 455759 24566692 26481020 34127410 35550929 X 905643 144303 864382 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455759 455759 455759 455759 455759 455759 415840 39919 455759 331944 83896 415840 1.00000 0 0 4555593 4555593 21255714 3644219 17611495 3957816 2610781 1347035 23514123 OBLIGATIONS UNDER CAPITAL LEASE 317978 317978 X 12213521 144303 144303 12069218 0 12069218 10299193 0 10299193 864382 864382 11163575 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The School is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Unrelated business income, of which the School had no significant amounts for the years ended June 30, 2013 and 2012, is subject to federal income taxes. Accordingly, there is no provision or liability for federal income taxes in the accompanying financial statements. The School regularly assesses uncertain tax positions in each of the tax jurisdictions in which it has operations and accounts for the related financial statement implications. Unrecognized tax benefits are reported using the two-step approach under which tax effects of a position are recognized only if it is "more-likely-than-not" to be sustained and the amount of the tax benefit recognized is equal to the largest tax benefit that is greater than fifty percent likely of being realized upon ultimate settlement of the tax position. Determining the appropriate level of unrecognized tax benefits requires the School to exercise judgement regarding uncertain application of tax law. The amount of unrecognized tax benefits is adjusted when information becomes available or when an event occurs indicating a change is appropriate. Future changes in unrecognized tax benefits requirements could have a material impact on the results of operations. The School is generally no longer subject to tax examinations relating to U.S. federal tax returns for years prior to fiscal year ended June 30, 2010. Part XI, Line 4b - Other Adjustments: Discounts and financial aid netted against tuition Non Cash Contributions Part XII, Line 4b - Other Adjustments: Discounts and financial aid netted against tuition 864,382. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 ON WEBSITE AND PRINTED COLLATERAL A Night to Shine Gala 461792 461792 117776 461792 461792 117776 117776 344016 0 Tuition Assistance 72 864382 0 0 0 0 0 0 0 0 0 Patricia Adams 212033 0 0 0 0 0 17916 0 0 0 229949 0 0 0 X 14 356670 0 0 0 Form 990, Part VI, Section B, line 11 This form has been reviewed by the Controller, Chief Financial Officer, Board President and Board Treasurer. Form 990, Part VI, Section B, line 12c Through monthly Board of Trustee meetings and through the annual audit process, we feel that we consistently monitor and enforce compliance with the policy. Any transactions and/or relationships that could create such a conflict are reported as part of our audit. Form 990, Part VI, Section B, line 15 For the Head of School an independent compensation committee exists who is tasked with benchmarking the Head of Schools compensation each year and negotiating the heads compensation package. Benchmarking data is gathered annually from the independent school associations (NAIS, ISAS). The school performs this same benchmarking analysis annually for each employee with statistics gathered from NAIS and ISAS. Form 990, Part VI, Section C, line 19 DOCUMENTS AVAILABLE UPON REQUEST. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: dicounts and financial aid netted against tuition 864,382.