Civic Intelligence

Palmer Trinity Private School Inc.

990 • Fiscal year 2019 • EIN 23-7098500

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 23, 2020

7900 SW 176 StreetPalmetto Bay, FL 33157

(305) 251-2230

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.57x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.53x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

65th percentile

9.1%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$373,578

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-1.2%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$75,084,071

Up $9,402,985 (+14%) from 2018

Net Assets

Up

$32,026,325

Up $2,718,636 (+9.3%) from 2018

Liabilities

Up

$43,057,746

Up $6,684,349 (+18%) from 2018

Revenue

Down

$28,209,888

Down $355,898 (-1.2%) from 2018

Expenses

Up

$25,629,607

Up $1,444,580 (+6.0%) from 2018

Net Income

Down

$2,580,281

Down $1,800,478 (-41%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $34,310,069Liabilities 2010: $23,752,918Net Assets 2010: $10,557,1512010Assets 2011: $35,908,963Liabilities 2011: $24,033,037Net Assets 2011: $11,875,9262011Assets 2013: $37,779,492Liabilities 2013: $25,173,235Net Assets 2013: $12,606,2572013Assets 2014: $40,406,563Liabilities 2014: $26,576,216Net Assets 2014: $13,830,3472014Assets 2015: $42,437,719Liabilities 2015: $28,513,400Net Assets 2015: $13,924,3192015Assets 2017: $55,576,979Liabilities 2017: $32,289,114Net Assets 2017: $23,287,8652017Assets 2018: $65,681,086Liabilities 2018: $36,373,397Net Assets 2018: $29,307,6892018Assets 2019: $75,084,071Liabilities 2019: $43,057,746Net Assets 2019: $32,026,3252019Assets 2020: $79,986,246Liabilities 2020: $44,717,416Net Assets 2020: $35,268,8302020Assets 2021: $88,437,962Liabilities 2021: $43,687,747Net Assets 2021: $44,750,2152021Assets 2022: $91,390,503Liabilities 2022: $42,211,868Net Assets 2022: $49,178,6352022Assets 2025: $119,745,490Liabilities 2025: $42,592,090Net Assets 2025: $77,153,4002025

Highlighted filing

2019

Assets$75,084,071
Liabilities$43,057,746
Net Assets$32,026,325

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $14,335,6412010Expenses 2011: $14,592,0682011Expenses 2013: $15,940,0542013Revenue 2014: $18,428,609Expenses 2014: $18,316,719Net Income 2014: $111,8902014Revenue 2015: $20,195,827Expenses 2015: $20,262,025Net Income 2015: -$66,1982015Revenue 2017: $27,623,676Expenses 2017: $22,941,519Net Income 2017: $4,682,1572017Revenue 2018: $28,565,786Expenses 2018: $24,185,027Net Income 2018: $4,380,7592018Revenue 2019: $28,209,888Expenses 2019: $25,629,607Net Income 2019: $2,580,2812019Revenue 2020: $30,349,034Expenses 2020: $26,241,816Net Income 2020: $4,107,2182020Revenue 2021: $31,670,823Expenses 2021: $26,691,854Net Income 2021: $4,978,9692021Revenue 2022: $34,552,191Expenses 2022: $28,935,689Net Income 2022: $5,616,5022022Revenue 2025: $46,233,698Expenses 2025: $38,752,239Net Income 2025: $7,481,4592025

Highlighted filing

2019

Revenue$28,209,888
Expenses$25,629,607
Net Income$2,580,281
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 23, 2020
Return Version
2018v3.1
Gross Receipts
$28,289,588
Mission and Program Overview

Mission

Palmer trinity school provides a rigorous college-preparatory education grounded in character development, global citizenship, spiritual growth, and service to others.

An independent episcopal school that serves over 747 students in grades 6- 12th, on a beautiful 55 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,264,408$38,533,450▲ $1,269,042
Cash and Non-Interest-Bearing Accounts$14,488,028$21,288,630▲ $6,800,602
Investments in Publicly Traded Securities$10,465,724$12,016,792▲ $1,551,068
Pledges and Grants Receivable$3,164,916$2,697,277▼ $467,639
Prepaid Expenses and Deferred Charges$0$373,036▲ $373,036
Accounts Receivable$100,394$128,443▲ $28,049
Inventories for Sale or Use$41,925$46,443▲ $4,518
Total Assets$65,681,086$75,084,071▲ $9,402,985
Other Assets Total$155,691$0▼ $155,691
Liabilities
Tax Exempt Bond Liabilities$19,787,557$25,453,216▲ $5,665,659
Deferred Revenue$14,151,634$15,040,539▲ $888,905
Other Liabilities$1,324,634$2,219,213▲ $894,579
Accounts Payable and Accrued Expenses$1,109,572$344,778▼ $764,794
Total Liabilities$36,373,397$43,057,746▲ $6,684,349
Net Assets / Fund Balance
Unrestricted Net Assets$28,533,023$31,381,952▲ $2,848,929
Temporarily Rstr Net Assets$454,666$324,373▼ $130,293
Permanently Rstr Net Assets$320,000$320,000→ $0
Total Net Assets Fund Balance$29,307,689$32,026,325▲ $2,718,636
Total Liabilities and Net Assets / Fund Balance$65,681,086$75,084,071▲ $9,402,985

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,113,886$14,032,595$27,146,481
Land$22,730,725-$22,730,725
Equipment$312,852$3,591,871$3,904,723
Other Land Buildings$2,375,987$530,346$2,906,333

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$9,831,270-▲ $887,598-$11,314,744
2017$9,025,114-▲ $806,156-$9,831,270
2016$7,925,727-▲ $1,099,387-$9,025,114
2015$7,986,803-▼ $61,076-$7,925,727
2014$7,112,043$400,000▲ $474,760-$7,986,803
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick RobertsHead of SchoolFT$345,844$27,734$373,578
Paul ZamekAssociate HeadFT$177,839$15,778$193,617
Juan GomezDirector of DevelopmentFT$177,476$14,917$192,393
Manjula SalomonAssociate HeadFT$172,048$13,047$185,095
Jose ChaoCFOFT$171,129$13,926$185,055
Danny ReynoldsAssociate HeadFT$163,439$12,348$175,787
Ashley ChapmanUpper School Division HeadFT$115,925$10,533$126,458
Suzanne Gottlieb CallejaAssociate HeadFT$109,814$9,191$119,005
Peter TolmachMiddle School Division HeadFT$107,958$8,927$116,885

Board Members and Trustees

NameTitle
Michael BaiamonteChairman
Beth Brockway SerrateBrd Trustees
Camilo MontanaBrd Trustees
Elizabeth BacardiBrd Trustees
Emilio FernandezBrd Trustees
Harvey SperlingBrd Trustees
Hugo MantillaBrd Trustees
Jack BrumbaughBrd Trustees
Jared KaplanBrd Trustees
Jeffrey BassBrd Trustees
Jesus SocorroBrd Trustees
Lynne KellerBrd Trustees
Marcel NavarroBrd Trustees
Rev Frank J CorbishleyBrd Trustees
Rev the Rt Peter EatonBrd Trustees
SONIA O'DONNELLBrd Trustees
Vivian CortinasBrd Trustees
William MorrisonBrd Trustees
Rachel MaluegTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Arellano Construction CoGen. Contractor7051 SW 12TH ST, Miami, FL 33144$1,526,567
Sage Dining ServiceCatering1402 YORK ROAD STE 100, Lutherville, MD 21093$1,072,961
Coastal Building MaintenanceJanitorialPO BOX 2153 DEPT 5180, Birmingham, AL 35287$687,357
Franmar CorporationBus ServicePO BOX 970783, Miami, FL 33197$483,800
Natural TouchLandscapingPO BOX 56-2946, Miami, FL 33256$409,117
Revenue and Support

Revenue Composition

Contributions and Grants
$2,493,172
Program Service Revenue
$25,673,439
Investment Income
$5,318
Other Revenue
$37,959
All Other Contributions
$1,716,584
Change in Net Assets
$2,580,281

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,209,888
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,574,829
Total Revenue per Audited Statements
$25,635,059
Total Revenue per Form 990
$28,209,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,562,699
Other Expenses$9,319,544
Grants and Similar Amounts Paid$2,747,364
Total Fundraising Expense$725,634
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,097,226$2,470,730$615,000$9,182,956
Grants to Domestic Individuals$2,747,364--$2,747,364
All Other Expenses$1,472,281$562,946$78,013$2,113,240
Depreciation Depletion$1,398,010$249,645$16,642$1,664,297
Current Officers, Directors, Trustees, and Key Employees$1,629,998--$1,629,998
Other Employee Benefits$910,248$390,106-$1,300,354
Pension Plan Contributions$534,430$229,042-$763,472
Interest$633,510$113,127$7,542$754,179
Payroll Taxes$480,143$205,776-$685,919
Insurance$549,681$98,157$6,544$654,382
Other Expenses$476,100$98,934-$476,100
Information Technology$180,233$45,059-$225,292
Office Expenses$158,984$28,390$1,893$189,267
Fees for Services Legal$107,283$26,821-$134,104
Total Functional Expenses$20,385,240$4,518,733$725,634$25,629,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,629,607
Total Expenses per Form 990$25,629,607
Total Expenses per Audited Statements$22,916,423
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,713,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,802
Fundraising Direct Expenses$45,520
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$776,588---
INT'L FESTIVAL$69,802$69,802$45,520$24,282
Total Events$846,390$69,802$45,520$24,282
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fair Value of Interest Rate Swap$2,219,213

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMiami-dade County Industrial Develop2010-02-26$14,300,000Construction & renovation

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,300,000---

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Palmer Trinity Private School Inc
EIN
23-7098500
Phone
3052512230
Address
7900 SW 176 STREET, PALMETTO BAY, FL 33157

Signing Officer

Name
Jose Chao
Title
CFO
Phone
3052512230
Signed
2020-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Roberts
Formed
1971
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
193
Volunteers
343

Preparer

Firm
Verdeja De Armas & Trujillo Llp
Address
255 ALHAMBRA CIR STE 560, CORAL GABLES, FL 33134-7417
Preparer
Octavio a Verdeja
Phone
3054463177
Supplemental Narrative

Financial Statement Notes

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 6/30/19, 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 2016.

Part XI, Line 2D

Financial aid - ($2,747,364) cost of goods sold - $34,180

Part XII

Financial aid - ($2,747,364) cost of goods sold - $34,180

Raw XML AppendixShowing 400 of 811 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 747 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 55 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.
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IRS990/Desc0PALMER TRINITY IS A PRIVATE INDEPENDENT SCHOOL FOUNDED IN 1971 AND SERVES OVER 747 STUDENTS IN GRADES 6-12TH. LOCATED ON 57 ACRES IN PALMETTO BAY, AN AREA SOUTH OF DOWNTOWN MIAMI, THE TRANQUIL AND BEAUTIFUL OPEN SPACE OF THE CAMPUS PROVIDES AN IDEAL BACKDROP TO THE DYNAMIC AND DIVERSE CURRICULAR AND CO-CURRICULAR PROGRAMS THAT FOSTER PERSONAL GROWTH AND SELF-ACTUALIZATION, CRITICAL THINKING, INQUIRY BASED LEARNING, SPIRITUAL FORMATION, CHARACTER AND GLOBAL CITIZENSHIP IN EACH STUDENT. PALMER TRINITY IS A STUDENT- CENTERED, COLLEGE PREPARATORY, EPISCOPAL INSTITUTION WHOSE MISSION IS REFLECTED IN OUR MOTTO, VIRTUS, HUMINATAS ET SPIRITUS, SUPPORTING THE POWER OF VIRTUE, HUMANITY AND SPIRIT.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1927734
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2013926
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2112348
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2213047
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt239191
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2415778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2514917
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2610533
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt278927
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL BAIAMONTE
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY BASS
IRS990/Form990PartVIISectionAGrp/PersonNm2REV FRANK J CORBISHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3REV THE RT PETER EATON
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH BACARDI
IRS990/Form990PartVIISectionAGrp/PersonNm5JARED KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LYNNE KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm7VIVIAN CORTINAS
IRS990/Form990PartVIISectionAGrp/PersonNm8EMILIO FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9RACHEL MALUEG
IRS990/Form990PartVIISectionAGrp/PersonNm10HUGO MANTILLA
IRS990/Form990PartVIISectionAGrp/PersonNm11CAMILO MONTANA
IRS990/Form990PartVIISectionAGrp/PersonNm12MARCEL NAVARRO
IRS990/Form990PartVIISectionAGrp/PersonNm13SONIA O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm14BETH BROCKWAY SERRATE
IRS990/Form990PartVIISectionAGrp/PersonNm15JESUS SOCORRO
IRS990/Form990PartVIISectionAGrp/PersonNm16HARVEY SPERLING
IRS990/Form990PartVIISectionAGrp/PersonNm17JACK BRUMBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm19PATRICK ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSE CHAO
IRS990/Form990PartVIISectionAGrp/PersonNm21DANNY REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm22MANJULA SALOMON
IRS990/Form990PartVIISectionAGrp/PersonNm23SUZANNE GOTTLIEB CALLEJA
IRS990/Form990PartVIISectionAGrp/PersonNm24PAUL ZAMEK
IRS990/Form990PartVIISectionAGrp/PersonNm25JUAN GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm26ASHLEY CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm27PETER TOLMACH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19345844
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20171129
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21163439
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22172048
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23109814
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24177839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25177476
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26115925
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27107958
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt2BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt3BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt4BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt5BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt6BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt7BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt8BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt11BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt12BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt13BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt14BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt15BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt16BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt17BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt18BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOCIATE HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOCIATE HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSOCIATE HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSOCIATE HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26UPPER SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt27MIDDLE SCHOOL DIVISION HEAD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0776588
IRS990/FundraisingDirectExpensesAmt045520
IRS990/FundraisingGrossIncomeAmt069802
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02747364
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02747364
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02747364
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt028289588
IRS990/GrossSalesOfInventoryAmt047857
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt045059
IRS990/InformationTechnologyGrp/ProgramServicesAmt0180233
IRS990/InformationTechnologyGrp/TotalAmt0225292
IRS990/InsuranceGrp/FundraisingAmt06544
IRS990/InsuranceGrp/ManagementAndGeneralAmt098157
IRS990/InsuranceGrp/ProgramServicesAmt0549681
IRS990/InsuranceGrp/TotalAmt0654382
IRS990/InterestGrp/FundraisingAmt07542
IRS990/InterestGrp/ManagementAndGeneralAmt0113127
IRS990/InterestGrp/ProgramServicesAmt0633510
IRS990/InterestGrp/TotalAmt0754179
IRS990/InventoriesForSaleOrUseGrp/BOYAmt041925
IRS990/InventoriesForSaleOrUseGrp/EOYAmt046443
IRS990/InvestmentIncomeGrp/ExclusionAmt05318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05318
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010465724
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012016792
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018154812
IRS990/LandBldgEquipBasisNetGrp/BOYAmt037264408
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038533450
IRS990/LandBldgEquipCostOrOtherBssAmt056688262
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 747 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 55 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029307689
IRS990/NetAssetsOrFundBalancesEOYAmt032026325
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt024282
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024282
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013677
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt013677
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0138355
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01893
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028390
IRS990/OfficeExpensesGrp/ProgramServicesAmt0158984
IRS990/OfficeExpensesGrp/TotalAmt0189267
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0155691
IRS990/OtherAssetsTotalGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$42.6$77.2$46.2$38.8$7.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.4$42.2$49.2$34.6$28.9$5.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.4$43.7$44.8$31.7$26.7$4.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.0$44.7$35.3$30.3$26.2$4.11
2019Detailed filing. Detailed filing data is available for this year.$75.1$43.1$32.0$28.2$25.6$2.58
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.7$36.4$29.3$28.6$24.2$4.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.6$32.3$23.3$27.6$22.9$4.68
2015Detailed filing. Detailed filing data is available for this year.$42.4$28.5$13.9$20.2$20.3$0.07
2014Detailed filing. Detailed filing data is available for this year.$40.4$26.6$13.8$18.4$18.3$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$25.2$12.6$15.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$24.0$11.9$14.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$23.8$10.6$14.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $50M-$100M nonprofits