2013-05-15T14:54:09-05:00 2012-06-30 743001153 PMB HELIN DONOVAN LLP 5918 W COURTYARD DR SUITE 500 AUSTIN TX 78730 990 2011-07-01 742918235 AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL AUST 5124729525 3901 BEE CAVE RD AUSTIN TX 78746 BRYAN DENNEY 5124729525 2013-05-15 1 JACLYN ROBERTS P01430592 5122589670 2011 2016-02-25 16:41:14Z BRYAN DENNEY 3901 BEE CAVE RD AUSTIN TX 78746 11017161 0 1 X WWW.TRINITYKIDS.COM X 1999 TX NOT-FOR-PROFIT INDEPENDENT SCHOOL THAT PROVIDES AN ENRICHED ACADEMIC CURRICULUM IN A CHRISTAIN ENVIRONMENT. TRINITY IS NOT AFFILIATED WITH OR SPONSORED BY ANY PARISH. TRINITY OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER IRC SECTION 501(C)(3). 22 22 289 300 0 0 3261569 2793723 6109391 7761682 55552 48805 342179 310677 9768691 10914887 0 872274 0 0 5087282 5846591 0 0 427362 2428168 3134736 7515450 9853601 2253241 1061286 31690896 34127410 7768454 9560718 23922442 24566692 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 8337117 872274 7761682 THE EDUCATIONAL PROGRAM PROVIDES ACADEMIC, PHYSICAL AND SPIRITUAL EDUCATION TO ATTENDING STUDENTS. 8337117 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 47 0 1 289 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X BRYAN DENNEY 5127738114 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 LENEE EZELL 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 LORA LIVINGSTON 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 MARIKA SCHOOLAR 5.00 X 0 0 0 CHRIS VON DOHLEN 5.00 X 0 0 0 CLAIRE SAUNDERS 30.00 X 80765 0 9540 KYLE ROBERTSON 40.00 X 80347 0 10077 PATRICIA ADAMS 40.00 X 222177 0 19785 BRYAN DENNEY 40.00 X 143148 0 14136 LISA ZAPALAC 40.00 X 100610 0 6744 627047 0 60282 3 0 1 0 0 2793723 389897 2793723 TUITION AND FEES 611600 7761682 7761682 7761682 47502 47502 1303 0 1303 1303 1303 412951 12400 102274 310677 310677 10914887 7762985 0 358179 872274 872274 627047 539772 64930 22345 4206507 3621029 435578 149900 656062 539704 85633 30725 356975 306888 33275 16812 247088 135170 111763 155 145442 33056 110220 2166 18083 16275 542 1266 209859 209859 276436 248793 8292 19351 991904 892713 29758 69433 47675 42908 1430 3337 UTILITIES 334427 300984 10033 23410 CLASS EXPENSES 163739 163739 REPAIRS AND MAINTENANCE 154658 139192 4640 10826 PROFESSIONAL DEVELOPMEN 142936 118854 16623 7459 402489 155907 176405 70177 9853601 8337117 1089122 427362 3018265 3284241 5931188 4942284 490741 466352 218692 202895 27712287 5110543 19419231 22601744 1280671 1297786 1332108 1332108 31690896 34127410 445455 310091 2429602 2905296 4869352 6161739 24045 183592 7768454 9560718 X 19175648 22500926 4291035 1610007 455759 455759 23922442 24566692 31690896 34127410 X 1061286 -417036 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455759 455759 455759 455759 415840 39919 455759 331944 83896 415840 1.00000 0 0 3562823 3562823 19881903 2582878 17299025 4243178 2522655 1720523 24383 5010 19373 22601744 OBLIGATIONS UNDER CAPITAL LEASE 183592 183592 10914887 9853601 1061286 -27139 -389897 -417036 644250 9625577 -27139 -27139 9652716 1262171 1262171 10914887 8981327 0 8981327 872274 872274 9853601 PART XI, LINE 8 - OTHER ADJUSTMENTS: NON CASH CONTRIBUTIONS -389,897. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTS AND FINANCIAL AID NETTED AGAINST TUITION 872,274. NON CASH CONTRIBUTIONS 389,897. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTS AND FINANCIAL AID NETTED AGAINST TUITION 872,274. 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 X X X X X X 0 A NIGHT TO SHINE GALA 425351 12400 412951 102274 425351 12400 412951 102274 102274 310677 0 TUITION ASSISTANCE 58 872274 0 0 0 0 0 0 0 0 0 PATRICIA ADAMS 201821 0 20356 0 0 0 0 0 19785 0 241962 0 0 0 BRYAN DENNEY 133148 0 10000 0 0 0 0 0 14136 0 157284 0 0 0 X 12 389897 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -27,139. NON CASH CONTRIBUTIONS -389,897. TOTAL TO FORM 990, PART XI, LINE 5: -417,036.