Civic Intelligence

Palmer Trinity Private School Inc.

990 • Fiscal year 2020 • EIN 23-7098500

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 19, 2021

7900 SW 176 StreetPalmetto Bay, FL 33157-0000

(305) 969-4205

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.56x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

1.47x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$390,215

Higher top officer pay than 58% of similar nonprofits.

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.5%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

7.6%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$79,986,246

Up $4,902,175 (+6.5%) from 2019

Net Assets

Up

$35,268,830

Up $3,242,505 (+10%) from 2019

Liabilities

Up

$44,717,416

Up $1,659,670 (+3.9%) from 2019

Revenue

Up

$30,349,034

Up $2,139,146 (+7.6%) from 2019

Expenses

Up

$26,241,816

Up $612,209 (+2.4%) from 2019

Net Income

Up

$4,107,218

Up $1,526,937 (+59%) from 2019

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

2020

Assets$79,986,246
Liabilities$44,717,416
Net Assets$35,268,830

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

2020

Revenue$30,349,034
Expenses$26,241,816
Net Income$4,107,218
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Gross Receipts
$30,443,465
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$38,533,450$40,477,698▲ $1,944,248
Cash and Non-Interest-Bearing Accounts$21,288,630$24,164,517▲ $2,875,887
Investments in Publicly Traded Securities$12,016,792$12,456,256▲ $439,464
Pledges and Grants Receivable$2,697,277$2,384,318▼ $312,959
Prepaid Expenses and Deferred Charges$373,036$365,193▼ $7,843
Accounts Receivable$128,443$104,253▼ $24,190
Inventories for Sale or Use$46,443$34,011▼ $12,432
Total Assets$75,084,071$79,986,246▲ $4,902,175
Liabilities
Tax Exempt Bond Liabilities$25,453,216$25,036,416▼ $416,800
Deferred Revenue$15,040,539$13,670,413▼ $1,370,126
Other Liabilities$2,219,213$3,521,447▲ $1,302,234
Mortgage Notes Payable Secured by Investment Property-$2,099,232-
Accounts Payable and Accrued Expenses$344,778$389,908▲ $45,130
Total Liabilities$43,057,746$44,717,416▲ $1,659,670
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,381,952$34,680,750▲ $3,298,798
Net Assets With Donor Restrictions$644,373$588,080▼ $56,293
Total Net Assets Fund Balance$32,026,325$35,268,830▲ $3,242,505
Total Liabilities and Net Assets / Fund Balance$75,084,071$79,986,246▲ $4,902,175

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,014,920$15,407,908$28,422,828
Land$22,774,401-$22,774,401
Other Land Buildings$4,569,493$532,827$5,102,320
Equipment$118,884$3,909,424$4,028,308

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$11,314,744$107,793▲ $204,573-$11,627,110
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick RobertsHead of SchoolFT$360,044$30,171$390,215
Paul ZamekAssociate HeadFT$185,251$16,291$201,542
Juan GomezDirector of DevelopmentFT$185,455$14,917$200,372
Manjula SalomonAssociate HeadFT$177,083$14,458$191,541
Jose ChaoCFOFT$176,101$14,370$190,471
Danny ReynoldsAssociate HeadFT$165,909$13,662$179,571
Ashley ChapmanUpper School Division HeadFT$120,819$10,957$131,776
Peter TolmachMiddle School Division HeaFT$114,594$9,421$124,015
Suzanne Gottlieb CallejaAssociate HeadFT$112,241$9,667$121,908

Board Members and Trustees

NameTitle
Hugo MantillaChairman
Marcel NavarroVice Chair
Camilo MontanaBrd Trustees
Elizabeth BacardiBrd Trustees
Emilio FernandezBrd Trustees
Harvey SperlingBrd Trustees
Jared KaplanBrd Trustees
Jeffrey BassBrd Trustees
Jesus SocorroBrd Trustees
Lynne KellerBrd Trustees
Rev Frank J CorbishleyBrd Trustees
Rev the Rt Peter EatonBrd Trustees
SONIA O'DONNELLBrd Trustees
Vivian CortinasBrd Trustees
Jack BrumbaughTrustee Emeritus
Michael BaiamonteTrustee Emeritus
William MorrisonTrustee Emeritus
Beth Brockway SerrateSecretary
Rachel MaluegTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Arellano Construction CoGen. Contractor9675 NW 117 AVE STE 108, Miami, FL 33178$1,860,080
Sage Dining ServiceCatering1402 YORK ROAD STE 100, Lutherville, MD 21093$885,431
Coastal Building MaintenanceJanitorial15405 NW 7TH AVE, Miami, FL 33169$724,487
Natural TouchLandscapingPO BOX 562946, Miami, FL 33256$506,731
Chelle ConstructionGen. Contractor18557 SW 104TH AVE, Cutler Bay, FL 33157$345,737
Revenue and Support

Revenue Composition

Contributions and Grants
$2,520,585
Program Service Revenue
$27,796,057
Investment Income
$576
Other Revenue
$31,816
All Other Contributions
$2,347,583
Change in Net Assets
$4,107,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,349,034
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,798,454
Total Revenue per Audited Statements
$26,550,580
Total Revenue per Form 990
$30,349,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,986,269
Other Expenses$9,278,371
Grants and Similar Amounts Paid$2,977,176
Total Fundraising Expense$748,453
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,382,626$2,481,371$635,000$9,498,997
Grants to Domestic Individuals$2,977,176--$2,977,176
All Other Expenses$1,644,590$490,960$79,076$2,214,626
Current Officers, Directors, Trustees, and Key Employees$1,718,437--$1,718,437
Depreciation Depletion$1,424,092$254,302$16,953$1,695,347
Other Employee Benefits$928,321$397,852-$1,326,173
Interest$745,867$133,191$8,879$887,937
Insurance$627,941$112,132$7,475$747,548
Payroll Taxes$505,305$216,559-$721,864
Pension Plan Contributions$504,559$216,239-$720,798
Other Expenses$337,974$84,494-$422,468
Information Technology$185,567$46,392-$231,959
Fees for Services Other$88,848$22,212-$111,060
Office Expenses$89,827$16,041$1,070$106,938
Total Functional Expenses$20,903,492$4,589,871$748,453$26,241,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,241,816
Total Expenses per Form 990$26,241,816
Total Expenses per Audited Statements$23,308,075
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,933,741
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$89,804
Fundraising Direct Expenses$50,996
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
INT'L FESTIVAL$85,777$85,777$50,996$34,781
Fundraising Events$177,029$4,027-$4,027
Total Events$262,806$89,804$50,996$38,808
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$3,521,447

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 35% controlled entity
No
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
3059694205
Address
7900 SW 176 STREET, PALMETTO BAY, FL 33157-0000

Signing Officer

Name
Jose Chao
Title
CFO
Phone
3052512230
Signed
2021-01-19
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
215
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 6/30/20, 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 2017.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid -2,977,176. Cost of sale of inventory 43,435.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Financial aid -2,977,176. Cost of sale of inventory 43,435.

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

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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 776 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/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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IRS990/Form990PartVIISectionAGrp/OfficerInd9X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2014370
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt239667
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2514917
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2610957
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt279421
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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19360044
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22177083
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27114594
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt0TRUSTEE EMERITUS
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/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt16BRD TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE EMERITUS
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 HEA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0173002
IRS990/FundraisingDirectExpensesAmt050996
IRS990/FundraisingGrossIncomeAmt089804
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02977176
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02977176
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02977176
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt030443465
IRS990/GrossSalesOfInventoryAmt036443
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt046392
IRS990/InformationTechnologyGrp/ProgramServicesAmt0185567
IRS990/InformationTechnologyGrp/TotalAmt0231959
IRS990/InsuranceGrp/FundraisingAmt07475
IRS990/InsuranceGrp/ManagementAndGeneralAmt0112132
IRS990/InsuranceGrp/ProgramServicesAmt0627941
IRS990/InsuranceGrp/TotalAmt0747548
IRS990/InterestGrp/FundraisingAmt08879
IRS990/InterestGrp/ManagementAndGeneralAmt0133191
IRS990/InterestGrp/ProgramServicesAmt0745867
IRS990/InterestGrp/TotalAmt0887937
IRS990/InventoriesForSaleOrUseGrp/BOYAmt046443
IRS990/InventoriesForSaleOrUseGrp/EOYAmt034011
IRS990/InvestmentIncomeGrp/ExclusionAmt0576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0576
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012016792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012456256
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019850159
IRS990/LandBldgEquipBasisNetGrp/BOYAmt038533450
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IRS990/LandBldgEquipCostOrOtherBssAmt060327857
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt02099232
IRS990/NetAssetsOrFundBalancesBOYAmt032026325
IRS990/NetAssetsOrFundBalancesEOYAmt035268830
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038808
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038808
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-6992
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-6992
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-864713
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031381952
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt034680750
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01070
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016041
IRS990/OfficeExpensesGrp/ProgramServicesAmt089827

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$80.0$44.7$35.3$30.3$26.2$4.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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