Civic Intelligence

Trinity School Inc.

990 • Fiscal year 2019 • EIN 73-1116920

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 15, 2020

3200 N Walker AveOklahoma City, OK 73118

(405) 949-0189

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$86,158

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-0.2%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,306,061

Up $268,639 (+13%) from 2018

Net Assets

Up

$2,303,731

Up $266,309 (+13%) from 2018

Liabilities

Up

$2,330

Up $2,330 from 2018

Revenue

Down

$1,586,247

Down $2,475 (-0.2%) from 2018

Expenses

Up

$1,319,937

Up $57,832 (+4.6%) from 2018

Net Income

Down

$266,310

Down $60,307 (-18%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $678,544Liabilities 2011: $135,128Net Assets 2011: $543,4162011Assets 2012: $851,427Liabilities 2012: $142,454Net Assets 2012: $708,9732012Assets 2013: $834,557Liabilities 2013: $88,677Net Assets 2013: $745,8802013Assets 2014: $1,010,349Liabilities 2014: $191,663Net Assets 2014: $818,6862014Assets 2015: $1,312,544Liabilities 2015: $196,139Net Assets 2015: $1,116,4052015Assets 2016: $1,628,641Liabilities 2016: $167,821Net Assets 2016: $1,460,8202016Assets 2017: $1,804,346Liabilities 2017: $95,555Net Assets 2017: $1,708,7912017Assets 2018: $2,037,422Liabilities 2018: $0Net Assets 2018: $2,037,4222018Assets 2019: $2,306,061Liabilities 2019: $2,330Net Assets 2019: $2,303,7312019Assets 2020: $2,795,255Liabilities 2020: $203,208Net Assets 2020: $2,592,0472020Assets 2021: $2,223,299Liabilities 2021: $210,965Net Assets 2021: $2,012,3342021Assets 2022: $2,079,917Liabilities 2022: $204,319Net Assets 2022: $1,875,5982022Assets 2023: $2,004,371Liabilities 2023: $84,517Net Assets 2023: $1,919,8542023Assets 2024: $2,102,254Liabilities 2024: $144,858Net Assets 2024: $1,957,3962024

Highlighted filing

2019

Assets$2,306,061
Liabilities$2,330
Net Assets$2,303,731

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $683,965Expenses 2011: $609,412Net Income 2011: $74,5532011Revenue 2012: $925,724Expenses 2012: $760,167Net Income 2012: $165,5572012Expenses 2013: $867,9212013Revenue 2014: $1,103,967Expenses 2014: $1,031,161Net Income 2014: $72,8062014Revenue 2015: $1,323,277Expenses 2015: $1,025,558Net Income 2015: $297,7192015Revenue 2016: $1,511,077Expenses 2016: $1,166,662Net Income 2016: $344,4152016Revenue 2017: $1,462,571Expenses 2017: $1,215,584Net Income 2017: $246,9872017Revenue 2018: $1,588,722Expenses 2018: $1,262,105Net Income 2018: $326,6172018Revenue 2019: $1,586,247Expenses 2019: $1,319,937Net Income 2019: $266,3102019Revenue 2020: $1,952,821Expenses 2020: $1,664,506Net Income 2020: $288,3152020Revenue 2021: $1,821,202Expenses 2021: $2,400,915Net Income 2021: -$579,7132021Revenue 2022: $2,303,747Expenses 2022: $2,440,483Net Income 2022: -$136,7362022Revenue 2023: $2,813,644Expenses 2023: $2,769,388Net Income 2023: $44,2562023Revenue 2024: $3,145,758Expenses 2024: $3,111,933Net Income 2024: $33,8252024

Highlighted filing

2019

Revenue$1,586,247
Expenses$1,319,937
Net Income$266,310
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Gross Receipts
$1,586,247
Mission and Program Overview

Mission

To provide services in the are of education to enable students to reach their potential while recognizing individual learning differences and styles.

To provide services in the area of education to enable students to reach their potential while recongnizing individual learning differences and styles.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,482,170$1,918,397▲ $436,227
Cash and Non-Interest-Bearing Accounts$399,399$278,756▼ $120,643
Accounts Receivable$75,786$77,359▲ $1,573
Investments in Publicly Traded Securities$17,243$17,485▲ $242
Land, Buildings, and Equipment, Net$32,637$14,064▼ $18,573
Total Assets$2,037,422$2,306,061▲ $268,639
Other Assets Total$30,187--
Liabilities
Accounts Payable and Accrued Expenses-$2,330-
Total Liabilities$0$2,330▲ $2,330
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,993,257$2,259,429▲ $266,172
Permanently Rstr Net Assets$44,165$44,303▲ $138
Unrestricted Net Assets-$-1-
Total Net Assets Fund Balance$2,037,422$2,303,731▲ $266,309
Total Liabilities and Net Assets / Fund Balance$2,037,422$2,306,061▲ $268,639

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,454$367,686$378,140
Equipment$3,610$127,020$130,630
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa SchadeChief Operating OfficerFT$86,158$86,158

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$64,195
Program Service Revenue
$1,501,449
Investment Income
$20,603
Other Revenue
$0
All Other Contributions
$64,195
Change in Net Assets
$266,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,586,247
Total Revenue per Audited Statements
$1,586,247
Total Revenue per Form 990
$1,586,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$698,803
Other Expenses$621,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$537,739--$537,739
Occupancy-$293,080-$293,080
Current Officers, Directors, Trustees, and Key Employees$86,158--$86,158
Office Expenses-$56,856-$56,856
Payroll Taxes$46,239--$46,239
Fees for Services Other$29,495--$29,495
Other Employee Benefits$28,667--$28,667
Fees for Services Accounting-$21,942-$21,942
Depreciation Depletion-$21,584-$21,584
Advertising-$17,688-$17,688
Information Technology-$6,622-$6,622
Other Expenses$5,622--$5,622
Fees for Services Legal-$843-$843
Total Functional Expenses$901,322$418,615$0$1,319,937

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,319,937
Total Expenses per Audited Statements$1,319,937
Total Expenses per Form 990$1,319,937
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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 governing body review Part VI line 11

The form 990 will be signed and reveiwed by the schools board members at the next board meeting.

Conflict of interest policy compliance Part VI line 12C

The board activily monitors for any confilcts of interest.

CEO executive director top management comp Part VI line 15A

The school board determines the schools executive directors salary

Other officer or key employee compensation Part VI line 15B

The school board determines the schools administrators salary.

Form 990 availability to public Part VI line 18

Other documents are made available upon request.

Governing documents etc available to public Part VI line 19

Upon request

Filing and Contact Details

Filer

Filer Name
Trinity School Inc
EIN
73-1116920
Address
3200 N Walker Ave, Oklahoma City, OK 73118

Signing Officer

Name
Lisa Schade
Title
Chief Operating
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Ok
Voting Board Members
0
Independent Board Members
0
Employees
25

Preparer

Firm
dwg inc
Address
1912 N Drexel Blvd, Oklahoma City, OK 73107
Preparer
David W Gandall CFE CPA
Phone
4059490189
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030187
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028667
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028667
IRS990/OtherExpensesGrp/Desc0Accademic Expenditures
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/ProgramServicesAmt0167402
IRS990/OtherExpensesGrp/ProgramServicesAmt15622
IRS990/OtherExpensesGrp/TotalAmt0167402
IRS990/OtherExpensesGrp/TotalAmt15622
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0537739
IRS990/OtherSalariesAndWagesGrp/TotalAmt0537739
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt046239
IRS990/PayrollTaxesGrp/TotalAmt046239
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt044165
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt044303
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01501449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01501449
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0266310
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01482170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01918397
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127020
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130630
IRS990ScheduleD/ExpensesSubtotalAmt01319937
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010454
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0367686
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0378140
IRS990ScheduleD/RevenueSubtotalAmt01586247
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014064
IRS990ScheduleD/TotalExpensesPerForm990Amt01319937
IRS990ScheduleD/TotalRevenuePerForm990Amt01586247
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01586247
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01319937
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE SIGNED AND REVEIWED BY THE SCHOOLS BOARD MEMBERS AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ACTIVILY MONITORS FOR ANY CONFILCTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL BOARD DETERMINES THE SCHOOLS EXECUTIVE DIRECTORS SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL BOARD DETERMINES THE SCHOOLS ADMINISTRATORS SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01993257
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02259429
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02037422
IRS990/TotalAssetsEOYAmt02306061
IRS990/TotalAssetsGrp/BOYAmt02037422
IRS990/TotalAssetsGrp/EOYAmt02306061
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt064195
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0418615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0901322
IRS990/TotalFunctionalExpensesGrp/TotalAmt01319937
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02330
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02330
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02037422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02303731
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0901322
IRS990/TotalProgramServiceRevenueAmt01501449
IRS990/TotalReportableCompFromOrgAmt086158
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01522052
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01586247
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02037422
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02306061
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Schade
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Operating
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trinity School Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRIN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.14$1.96$3.15$3.11$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.08$1.92$2.81$2.77$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.20$1.88$2.30$2.44$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.21$2.01$1.82$2.40$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.20$2.59$1.95$1.66$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.30$1.59$1.32$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$1.59$1.26$0.33
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.10$1.71$1.46$1.22$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.17$1.46$1.51$1.17$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.20$1.12$1.32$1.03$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.19$0.82$1.10$1.03$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.09$0.75$0.87
2012Summary only. Only limited summary data is available for this year.$0.85$0.14$0.71$0.93$0.76$0.17
2011Summary only. Only limited summary data is available for this year.$0.68$0.14$0.54$0.68$0.61$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits