PALMER TRINITY PRIVATE SCHOOL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PALMER TRINITY PRIVATE SCHOOL INC (EIN 23-7098500)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-02
- IRS object ID
- 202600339349301005
- Schema version
- 2024v5.5
- 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 | 2026-02-02T10:43:00-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 & ALVAREZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 630 | 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 | 2024-07-01 | 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 | 3059694205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SW 176 STREET | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331570000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE CHAO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3052512230 | PhoneNum |
| Signature | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO A VERDEJA | PreparerPersonNm |
| PTIN | P00640853 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2026-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | 18121 SW 82ND AVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,235,293 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 800 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 60 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. FOR MORE INFORMATION VISIT WWW.PALMERTRINITY.ORG | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 217 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,709,370 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,257,902 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,590,382 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,035,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$9,885 | PYOtherRevenueAmt |
| CY Other Revenue | $927,156 | CYOtherRevenueAmt |
| PY Total Revenue | $38,294,482 | PYTotalRevenueAmt |
| CY Total Revenue | $46,233,698 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,812,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,475,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,587,877 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,280,725 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $666,329 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,839,234 | PYOtherExpensesAmt |
| CY Other Expenses | $14,995,614 | CYOtherExpensesAmt |
| PY Total Expenses | $34,239,111 | PYTotalExpensesAmt |
| CY Total Expenses | $38,752,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,055,371 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,481,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,347,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,745,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,837,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,592,090 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,510,656 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,153,400 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PALMER TRINITY SCHOOL PROVIDES A RIGOROUS COLLEGE-PREPARATORY EDUCATION GROUNDED IN CHARACTER DEVELOPMENT, GLOBAL CITIZENSHIP, SPIRITUAL GROWTH, AND SERVICE TO OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,473,898 | ExpenseAmt |
| Grant | $5,475,900 | GrantAmt |
| Revenue | $40,924,962 | RevenueAmt |
| Desc | THE SCHOOL PROVIDED A COMPREHENSIVE ACADEMIC CURRICULUM TO APPROXIMATELY 800 STUDENTS IN GRADES 6-12. INSTRUCTION INCLUDED STEM, HUMANITIES, WORLD LANGUAGES, AND THE ARTS, SUPPORTED BY ACADEMIC ADVISING, LEARNING SERVICES, AND COLLEGE COUNSELING. THESE PROGRAMS PREPARED STUDENTS FOR ADMISSION TO A WIDE RANGE OF HIGHER-EDUCATION INSTITUTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENTS COMPLETED 18,927 COMMUNITY SERVICE HOURS, TRACKED THROUGH THE MOBILESERVE APP, IN PARTNERSHIP WITH LOCAL NONPROFIT ORGANIZATIONS AND COMMUNITY AGENCIES. PROGRAMMING EMPHASIZED LEADERSHIP, CHARACTER DEVELOPMENT, AND CIVIC ENGAGEMENT CONSISTENT WITH THE SCHOOL'S MISSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE ATHLETICS PROGRAM SERVED 510 STUDENT-ATHLETES ACROSS MIDDLE AND UPPER SCHOOL TEAMS. THE ARTS PROGRAM SERVED 403 STUDENTS, PROVIDING OPPORTUNITIES IN VISUAL AND PERFORMING ARTS AND PRODUCING 8-10 PERFORMANCES AND SHOWCASES ANNUALLY. THESE PROGRAMS SUPPORTED STUDENT DEVELOPMENT, WELLNESS, AND CREATIVE EXPRESSION | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE SCHOOL'S SPIRITUAL LIFE PROGRAM PROVIDED REGULAR CHAPEL SERVICES, ADVISORY PROGRAMMING, PASTORAL SUPPORT, AND VALUES-BASED EDUCATION CONSISTENT WITH THE SCHOOL'S EPISCOPAL IDENTITY. ACTIVITIES ENCOURAGED REFLECTION, ETHICAL DECISION-MAKING, AND PERSONAL GROWTH FOR STUDENTS ACROSS ALL GRADE LEVELS.THE GLOBAL STUDIES PROGRAM OFFERED COURSEWORK, STUDENT EXCHANGES, CULTURAL LEARNING EXPERIENCES, AND INTERNATIONAL PARTNERSHIPS DESIGNED TO BROADEN STUDENTS' GLOBAL AWARENESS. THE PROGRAM SUPPORTED THE SCHOOL'S FOCUS ON GLOBAL CITIZENSHIP AND CROSS-CULTURAL UNDERSTANDING THROUGH CURRICULAR INTEGRATION AND EXPERIENTIAL LEARNING OPPORTUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,473,898 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 217 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSE CHAO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MICHAEL BAIAMONTE | ||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM VINAS | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNLEY CIOROBEA | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE RT REV PETER EATON | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BACARDI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JARED KAPLAN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANIEL DIAZ LEYVA | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIVIAN CORTINAS | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY ANDREWS | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD GRILLO | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER GONZALEZ | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCEL NAVARRO | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JESUS SOCORRO | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID NEITHARDT | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK BRUMBAUGH | ||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MORRISON | ||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL WILSON | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS PENZINI | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG ROTHFELDT | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUDSON SMITH | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRAVIS SULLIVAN | ||||||
| BRD TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK ROBERTS | ||||||
| HEAD OF SCHOOL | 40.00 | $502,644 | $0 | $320,800 | Yes (X) | |
| JOSE CHAO | ||||||
| CFO | 40.00 | $216,863 | $0 | $20,366 | Yes (X) | |
| DANNY REYNOLDS | ||||||
| ASSOCIATE HEAD | 40.00 | $183,411 | $0 | $17,180 | Yes (X) | |
| SUZANNE GOTTLIEB CALLEJA | ||||||
| ASSOCIATE HEAD | 40.00 | $142,123 | $0 | $13,278 | Yes (X) | |
| ARTURO BEGUIRISTAIN | ||||||
| DIR OF FACILITIES & SECURI | 40.00 | $105,607 | $0 | $10,686 | Yes (X) | |
| JUAN GOMEZ | ||||||
| DIR OF DEVELOPMENT | 40.00 | $224,587 | $0 | $19,061 | Yes (X) | |
| ASHLEY CHAPMAN | ||||||
| UPPER SCHOOL DIVISION HEAD | 40.00 | $175,474 | $0 | $15,142 | Yes (X) | |
| PETER TOLMACH | ||||||
| MIDDLE SCHOOL DIVISION HEA | 40.00 | $150,957 | $0 | $104,873 | Yes (X) | |
| SANDRA CURTIS | ||||||
| CHAPLIN | 40.00 | $44,152 | $0 | $11,104 | Yes (X) | |
| ADRIANNA TRUBY | ||||||
| DEAN OF ACADEMICS | 40.00 | $128,750 | $0 | $12,740 | Yes (X) | |
| DAVID LANHAM | ||||||
| ATHLETIC DIRECTOR | 40.00 | $130,033 | $0 | $57,506 | Yes (X) | |
| SUSANA CETTA | ||||||
| SCHOOL COUNSELOR | 40.00 | $105,241 | $0 | $9,729 | Yes (X) | |
| GEORGE GARCIA-MONTES | ||||||
| DIR OF ANNUAL FUND | 40.00 | $129,672 | $0 | $56,525 | Yes (X) | |
| ADRIANA MUNOZ | ||||||
| SCHOOL COUNSELOR | 40.00 | $112,275 | $0 | $9,226 | Yes (X) | |
| BROOK DE MELO GOMES | ||||||
| DEAN OF STUDENTS | 40.00 | $92,027 | $0 | $7,903 | Yes (X) | |
| GUSTAVO SABOGAL | ||||||
| DIR OF TECHNOLOGY | 40.00 | $119,882 | $0 | $9,616 | Yes (X) | |
| ANDREA FRESCO | ||||||
| DIRECTOR OF STUDENT LIFE | 40.00 | $107,646 | $0 | $8,841 | Yes (X) | |
| JORGE ROUGE | ||||||
| SENIOR NETWORK ADMINISTRATOR | 40.00 | $111,401 | $0 | $8,912 | Yes (X) | |
| JUDITH JENNINGS | ||||||
| FACULTY-PHYSICAL EDUCATION | 40.00 | $102,096 | $0 | $9,519 | Yes (X) | |
| EMILY WILKEN | ||||||
| ACADEMIC DEAN | 40.00 | $102,039 | $0 | $8,253 | Yes (X) | |
| BEVERLY WILLIAMS-HEW | ||||||
| HR & PAYROLL COORDINATOR | 40.00 | $144,655 | $0 | $12,888 | Yes (X) | |
| ROSANA YANES | ||||||
| CONTROLLER | 40.00 | $118,601 | $0 | $10,198 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,250,136 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $754,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICE | |||||
| 1402 YORK ROAD STE 100 | LUTHERVILLE | MD | 21093 | CATERING | $1,622,328 |
| CBM COASTAL BUILDING MAINTENANCE INC | |||||
| 15405 NW 7TH AVENUE | MIAMI | FL | 33169 | JANITORIAL/MAINTENANCE | $937,067 |
| FRANMAR CORPORATION | |||||
| 10400 SW 187TH STREET | CUTLER BAY | FL | 33157 | STUDENT BUS SERVICES | $685,660 |
| NATURAL TOUCH LAWN MAINTENANCE LLC | |||||
| PO BOX 562946 | MIAMI | FL | 332562946 | LANDSCAPING AND FIELD UPKEEP | $681,463 |
| NATIONAL SENTINEL | |||||
| 15715 SO DIXIE HWY STE 227 | PALMETTO BAY | FL | 33157 | SECURITY SERVICES | $487,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $118,445 | FundraisingAmt |
| All Other Contributions | $5,139,457 | AllOtherContributionsAmt |
| Total Contributions | $5,257,902 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Total Revenue Column | $40,035,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,035,988 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,035,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,652 | TotalRevenueColumnAmt |
| Exclusion | $12,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,182 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,445 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,182 | TotalRevenueColumnAmt |
| Exclusion | $38,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $406 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,595 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,189 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT PPP/ERC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $890,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $890,163 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $890,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,233,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,924,962 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,475,900 | TotalAmt |
| Program Services | $5,475,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,881,357 | TotalAmt |
| Program Services | $3,881,357 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,380,136 | TotalAmt |
| Program Services | $6,640,083 | ProgramServicesAmt |
| Management And General | $3,245,853 | ManagementAndGeneralAmt |
| Fundraising | $494,200 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,386 | TotalAmt |
| Program Services | $700,270 | ProgramServicesAmt |
| Management And General | $300,116 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,101,450 | TotalAmt |
| Program Services | $1,471,015 | ProgramServicesAmt |
| Management And General | $630,435 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,396 | TotalAmt |
| Program Services | $642,177 | ProgramServicesAmt |
| Management And General | $275,219 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,278 | TotalAmt |
| Program Services | $208,222 | ProgramServicesAmt |
| Management And General | $52,056 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,417 | TotalAmt |
| Program Services | $93,543 | ProgramServicesAmt |
| Management And General | $16,757 | ManagementAndGeneralAmt |
| Fundraising | $1,117 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,421 | TotalAmt |
| Program Services | $747,954 | ProgramServicesAmt |
| Management And General | $133,563 | ManagementAndGeneralAmt |
| Fundraising | $8,904 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,833 | TotalAmt |
| Program Services | $1,747,060 | ProgramServicesAmt |
| Management And General | $311,975 | ManagementAndGeneralAmt |
| Fundraising | $20,798 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,525 | TotalAmt |
| Program Services | $1,315,041 | ProgramServicesAmt |
| Management And General | $234,829 | ManagementAndGeneralAmt |
| Fundraising | $15,655 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT SVC EXPENSE | $2,746,624 | $2,746,624 | |
| REPAIR & MAINTENANCE | $1,123,734 | $898,987 | $224,747 |
| LANDSCAPING | $1,102,238 | $881,790 | $220,448 |
| EDUCATIONAL DEPARTMENT | $757,593 | $757,593 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,357,951 | TotalAmt |
| Program Services | $3,266,282 | ProgramServicesAmt |
| Management And General | $966,014 | ManagementAndGeneralAmt |
| Fundraising | $125,655 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,752,239 | TotalAmt |
| Program Services | $31,473,898 | ProgramServicesAmt |
| Management And General | $6,612,012 | ManagementAndGeneralAmt |
| Fundraising | $666,329 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,767,802 | BOYAmt |
| EOY | $33,948,924 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,465 | BOYAmt |
| EOY | $2,987,542 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,476 | BOYAmt |
| EOY | $35,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,448,317 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,105,696 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,591,321 | BOYAmt |
| EOY | $45,342,621 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,642,389 | BOYAmt |
| EOY | $37,200,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465 | BOYAmt |
| EOY | $230,481 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,347,918 | BOYAmt |
| EOY | $119,745,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,240 | BOYAmt |
| EOY | $387,206 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,170,806 | BOYAmt |
| EOY | $19,552,468 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,169,216 | BOYAmt |
| EOY | $22,652,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,837,262 | BOYAmt |
| EOY | $42,592,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,190,656 | BOYAmt |
| EOY | $76,833,400 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| 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 | $64,510,656 | BOYAmt |
| EOY | $77,153,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,347,918 | BOYAmt |
| EOY | $119,745,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,481,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,161,285 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $24,479,891 | BeginningYearBalanceAmt |
| Contributions | $3,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,159,721 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $30,639,612 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,744,730 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,735,161 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,479,891 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,585,106 | BeginningYearBalanceAmt |
| Contributions | $4,441,880 | ContributionsAmt |
| Investment Earnings Or Losses | $1,717,744 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,744,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,219,204 | BeginningYearBalanceAmt |
| Contributions | $252,703 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,886,801 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,585,106 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,627,110 | BeginningYearBalanceAmt |
| Contributions | $2,154,112 | ContributionsAmt |
| Investment Earnings Or Losses | $3,437,982 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,219,204 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98960 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.01040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,196,489 | OtherCostOrOtherBasisAmt |
| Book Value | $23,196,489 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,631,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,105,696 | DepreciationAmt |
| Book Value | $17,525,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,774,236 | OtherCostOrOtherBasisAmt |
| Book Value | $3,774,236 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $846,246 | OtherCostOrOtherBasisAmt |
| Book Value | $846,246 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,342,621 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,920,678 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,161,285 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,474,305 | OtherRevenueAmt |
| Revenue Not Reported | -$313,020 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,233,698 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,233,698 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,277,934 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$5,474,305 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$5,474,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,752,239 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,752,239 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC NO 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC NO 740"). ASC 740 REQUIRED THAT THE IMPACT OF TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. AT 6/30/25, THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS WITH US FEDERAL AND OTHER TAX AUTHORITIES FOR WHICH STATUE LIMITATIONS MAY GO BACK TO THE YEAR ENDED 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -5,475,900. COST OF SALE OF INVENTORY 1,595. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -5,475,900. COST OF SALE OF INVENTORY 1,595. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING EVENTS | Event1Nm |
| Gross Receipts Event1 | $156,627 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $118,445 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,182 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $156,627 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,445 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,182 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $38,182 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AIDS | GrantTypeTxt |
| Non Cash Assistance | $5,475,900 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK ROBERTS | ||||||||||||||
| HEAD OF SCHOOL | $502,644 | $0 | $0 | $0 | $0 | $0 | $27,600 | $0 | $293,200 | $0 | $823,444 | $0 | $0 | $0 |
| PETER TOLMACH | ||||||||||||||
| MIDDLE SCHOOL DIVISION HEA | $150,957 | $0 | $0 | $0 | $0 | $0 | $12,873 | $0 | $92,000 | $0 | $255,830 | $0 | $0 | $0 |
| JUAN GOMEZ | ||||||||||||||
| DIR OF DEVELOPMENT | $224,587 | $0 | $0 | $0 | $0 | $0 | $19,061 | $0 | $0 | $0 | $243,648 | $0 | $0 | $0 |
| JOSE CHAO | ||||||||||||||
| CFO | $216,863 | $0 | $0 | $0 | $0 | $0 | $20,366 | $0 | $0 | $0 | $237,229 | $0 | $0 | $0 |
| DANNY REYNOLDS | ||||||||||||||
| ASSOCIATE HEAD | $183,411 | $0 | $0 | $0 | $0 | $0 | $17,180 | $0 | $0 | $0 | $200,591 | $0 | $0 | $0 |
| ASHLEY CHAPMAN | ||||||||||||||
| UPPER SCHOOL DIVISION HEAD | $175,474 | $0 | $0 | $0 | $0 | $0 | $15,142 | $0 | $0 | $0 | $190,616 | $0 | $0 | $0 |
| DAVID LANHAM | ||||||||||||||
| ATHLETIC DIRECTOR | $130,033 | $0 | $0 | $0 | $0 | $0 | $11,506 | $0 | $46,000 | $0 | $187,539 | $0 | $0 | $0 |
| GEORGE GARCIA-MONTES | ||||||||||||||
| DIR OF ANNUAL FUND | $129,672 | $0 | $0 | $0 | $0 | $0 | $10,525 | $0 | $46,000 | $0 | $186,197 | $0 | $0 | $0 |
| BEVERLY WILLIAMS-HEW | ||||||||||||||
| HR & PAYROLL COORDINATOR | $144,655 | $0 | $0 | $0 | $0 | $0 | $12,888 | $0 | $0 | $0 | $157,543 | $0 | $0 | $0 |
| SUZANNE GOTTLIEB CALLEJA | ||||||||||||||
| ASSOCIATE HEAD | $142,123 | $0 | $0 | $0 | $0 | $0 | $13,278 | $0 | $0 | $0 | $155,401 | $0 | $0 | $0 |
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 DEVELOP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521662816 | BondIssuerEIN |
| Bond Issued | 2023-10-15 | BondIssuedDt |
| Issue Price | $25,600,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION & RENOVATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,600,000 | TotalProceedsAmt |
| Capital Expenditures | $25,600,000 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 25.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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 EFFECT EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES HAS AN INDEPENDENT COMMITTEE THAT REVIEWS 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, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | STUDENT TRANSPORT EXPENSE: PROGRAM SERVICE EXPENSES 680,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 680,000. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 518,540. MANAGEMENT AND GENERAL EXPENSES 92,597. FUNDRAISING EXPENSES 6,173. TOTAL EXPENSES 617,310. TECHZONE: PROGRAM SERVICE EXPENSES 450,146. MANAGEMENT AND GENERAL EXPENSES 112,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 562,683. SECURITY SVC & EQUIPMENT: PROGRAM SERVICE EXPENSES 309,869. MANAGEMENT AND GENERAL EXPENSES 77,467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387,336. UTILITIES: PROGRAM SERVICE EXPENSES 307,701. MANAGEMENT AND GENERAL EXPENSES 54,947. FUNDRAISING EXPENSES 3,663. TOTAL EXPENSES 366,311. MARCOM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 343,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 343,807. FACULTY EXPENSES: PROGRAM SERVICE EXPENSES 304,086. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,086. BANK CHARGES EXPENSE: PROGRAM SERVICE EXPENSES 203,877. MANAGEMENT AND GENERAL EXPENSES 36,407. FUNDRAISING EXPENSES 2,427. TOTAL EXPENSES 242,711. SAFELY & SECURITY: PROGRAM SERVICE EXPENSES 112,521. MANAGEMENT AND GENERAL EXPENSES 20,093. FUNDRAISING EXPENSES 1,340. TOTAL EXPENSES 133,954. HEAD OF SCHOOL/BOARD DISCR. FUND: PROGRAM SERVICE EXPENSES 107,662. MANAGEMENT AND GENERAL EXPENSES 19,225. FUNDRAISING EXPENSES 1,282. TOTAL EXPENSES 128,169. DEVELOPMENT DEPT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 97,694. TOTAL EXPENSES 97,694. PTPA/PARENT RELATIONS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 93,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,187. COPIER: PROGRAM SERVICE EXPENSES 73,476. MANAGEMENT AND GENERAL EXPENSES 13,121. FUNDRAISING EXPENSES 875. TOTAL EXPENSES 87,472. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 54,363. MANAGEMENT AND GENERAL EXPENSES 9,708. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 64,718. TELEPHONE: PROGRAM SERVICE EXPENSES 50,619. MANAGEMENT AND GENERAL EXPENSES 9,039. FUNDRAISING EXPENSES 603. TOTAL EXPENSES 60,261. ADMISSIONS DEPT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,174. WASTE PICK-UP: PROGRAM SERVICE EXPENSES 36,402. MANAGEMENT AND GENERAL EXPENSES 9,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,503. STUDENT SCHOOL PROGRAMS EXP: PROGRAM SERVICE EXPENSES 24,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,119. MEMBERSHIP DUES: PROGRAM SERVICE EXPENSES 14,428. MANAGEMENT AND GENERAL EXPENSES 2,576. FUNDRAISING EXPENSES 172. TOTAL EXPENSES 17,176. FINANCE DEPT: PROGRAM SERVICE EXPENSES 9,667. MANAGEMENT AND GENERAL EXPENSES 1,726. FUNDRAISING EXPENSES 115. TOTAL EXPENSES 11,508. FIRE ALARM MONITORING: PROGRAM SERVICE EXPENSES 8,646. MANAGEMENT AND GENERAL EXPENSES 1,544. FUNDRAISING EXPENSES 103. TOTAL EXPENSES 10,293. CREDIT CARD UNALLOCATED COSTS: PROGRAM SERVICE EXPENSES 5,480. MANAGEMENT AND GENERAL EXPENSES 979. FUNDRAISING EXPENSES 65. TOTAL EXPENSES 6,524. DEVELOPMENT ALUMNI: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,946. TOTAL EXPENSES 5,946. LICENSES & TAXES: PROGRAM SERVICE EXPENSES 3,874. MANAGEMENT AND GENERAL EXPENSES 692. FUNDRAISING EXPENSES 46. TOTAL EXPENSES 4,612. DEVELOPMENT AUDIT/FEASIBILITY STUDY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,485. TOTAL EXPENSES 4,485. ACCREDIATION: PROGRAM SERVICE EXPENSES 1,522. MANAGEMENT AND GENERAL EXPENSES 272. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 1,812. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 84. MANAGEMENT AND GENERAL EXPENSES 15. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 100. |
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