Civic Intelligence

Trinity Charter School

990 • Fiscal year 2023 • EIN 74-2314606

Sep 01, 2022 to Aug 31, 2023 • Filed on Apr 01, 2024

P O Box 140767Austin, TX 78714

(512) 459-1000

Siviq Scores

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

Liabilities / Assets

61st percentile

0.22x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.11x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

32nd percentile

-2.7%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$124,094

Higher top officer pay than 49% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

53rd percentile

6.4%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

6.4%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,035,243

Up $303,359 (+6.4%) from 2022

Net Assets

Down

$3,914,245

Down $271,094 (-6.5%) from 2022

Liabilities

Up

$1,120,998

Up $574,453 (+105%) from 2022

Revenue

Up

$9,861,288

Up $589,963 (+6.4%) from 2022

Expenses

Up

$10,132,382

Up $791,526 (+8.5%) from 2022

Net Income

Down

-$271,094

Down $201,563 (-290%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,027,680Liabilities 2010: $282,996Net Assets 2010: $2,744,6842010Assets 2011: $2,708,239Liabilities 2011: $227,508Net Assets 2011: $2,480,7312011Assets 2012: $1,823,952Liabilities 2012: $243,956Net Assets 2012: $1,579,9962012Assets 2013: $1,263,226Liabilities 2013: $250,967Net Assets 2013: $1,012,2592013Assets 2014: $1,480,250Liabilities 2014: $271,986Net Assets 2014: $1,208,2642014Assets 2015: $1,944,007Liabilities 2015: $352,521Net Assets 2015: $1,591,4862015Assets 2016: $3,051,921Liabilities 2016: $459,341Net Assets 2016: $2,592,5802016Assets 2017: $3,774,112Liabilities 2017: $594,235Net Assets 2017: $3,179,8772017Assets 2018: $4,508,860Liabilities 2018: $765,996Net Assets 2018: $3,742,8642018Assets 2019: $4,382,344Liabilities 2019: $633,784Net Assets 2019: $3,748,5602019Assets 2020: $4,468,579Liabilities 2020: $558,604Net Assets 2020: $3,909,9752020Assets 2021: $4,991,188Liabilities 2021: $736,318Net Assets 2021: $4,254,8702021Assets 2022: $4,731,884Liabilities 2022: $546,545Net Assets 2022: $4,185,3392022Assets 2023: $5,035,243Liabilities 2023: $1,120,998Net Assets 2023: $3,914,2452023Assets 2024: $4,727,976Liabilities 2024: $869,258Net Assets 2024: $3,858,7182024

Highlighted filing

2023

Assets$5,035,243
Liabilities$1,120,998
Net Assets$3,914,245

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,072,3772010Revenue 2011: $5,635,606Expenses 2011: $5,899,559Net Income 2011: -$263,9532011Revenue 2012: $3,915,428Expenses 2012: $4,816,163Net Income 2012: -$900,7352012Expenses 2013: $3,431,9402013Revenue 2014: $5,135,835Expenses 2014: $4,939,832Net Income 2014: $196,0032014Revenue 2015: $8,371,308Expenses 2015: $7,988,086Net Income 2015: $383,2222015Revenue 2016: $9,043,201Expenses 2016: $8,042,107Net Income 2016: $1,001,0942016Revenue 2017: $9,141,971Expenses 2017: $8,554,674Net Income 2017: $587,2972017Revenue 2018: $9,206,631Expenses 2018: $8,643,644Net Income 2018: $562,9872018Revenue 2019: $9,287,067Expenses 2019: $9,281,371Net Income 2019: $5,6962019Revenue 2020: $9,262,803Expenses 2020: $8,972,312Net Income 2020: $290,4912020Revenue 2021: $9,466,480Expenses 2021: $9,121,585Net Income 2021: $344,8952021Revenue 2022: $9,271,325Expenses 2022: $9,340,856Net Income 2022: -$69,5312022Revenue 2023: $9,861,288Expenses 2023: $10,132,382Net Income 2023: -$271,0942023Revenue 2024: $10,609,376Expenses 2024: $10,664,903Net Income 2024: -$55,5272024

Highlighted filing

2023

Revenue$9,861,288
Expenses$10,132,382
Net Income-$271,094
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Apr 1, 2024
Return Version
2022v5.0
Gross Receipts
$9,861,288
Mission and Program Overview

Mission

The trinity charter schools' system has nine campuses in texas. All nine campuses work with youth who have emotional difficulties, requiring a high level of care and placement in a residential treatment center. These campuses are located at new life children's center in canyon lake, krause children's center in katy, pegasus schools in lockhart, and azleway campuses in tyler. The azleway campuses were added in september 2014.

The trinity charter school system has 11 campuses in texas. All 11 campuses (cont'd on sch. O) work with youth who have emotional difficulties, and need active engagement in planning and guiding their own academic careers through sutdent led credit acceleration and recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,701,109$2,318,738▼ $382,371
Pledges and Grants Receivable$1,162,541$1,135,107▼ $27,434
Land, Buildings, and Equipment, Net$733,393$699,269▼ $34,124
Prepaid Expenses and Deferred Charges$14,290$229,088▲ $214,798
Accounts Receivable$120,551$19,262▼ $101,289
Total Assets$4,731,884$5,035,243▲ $303,359
Other Assets Total$0$633,779▲ $633,779
Liabilities
Other Liabilities$0$633,779▲ $633,779
Accounts Payable and Accrued Expenses$546,545$487,219▼ $59,326
Total Liabilities$546,545$1,120,998▲ $574,453
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,320,857$2,945,703▼ $375,154
Net Assets Without Donor Restrictions$864,482$968,542▲ $104,060
Total Net Assets Fund Balance$4,185,339$3,914,245▼ $271,094
Total Liabilities and Net Assets / Fund Balance$4,731,884$5,035,243▲ $303,359

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$651,648$260,648$912,296
Other Land Buildings$44,512$74,076$118,588
Equipment$3,109$4,664$7,773
Other Assets Org$633,779--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keely ReynoldsSuperintendentFT$119,162$4,932$124,094
Nicole WarrenDistrict Finance CoordinatorFT$30,893$1,760$32,653

Board Members and Trustees

NameTitle
Andrew GoerdelPresident
Becky Ann BishopDirector
Dallas LuskDirector
Gale BrownDirector
Gerald AndersonDirector
Sandra GraveonorDirector
Andrew Benscoter EddCEO
Brittany Perkins 2023Chief Growth & Finance Officer
Richard FritscheSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$7,901,381
Program Service Revenue
$1,959,907
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-271,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,861,288
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,861,288
Total Revenue per Form 990
$9,861,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,804,233
Other Expenses$2,328,149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,997,493$575,402-$6,572,895
Other Employee Benefits$817,592$72,805-$890,397
Fees for Services Other$342,140$294,402-$636,542
Office Expenses$560,251$72,468-$632,719
Occupancy$4,300$411,652-$415,952
Payroll Taxes$183,556$7,330-$190,886
Current Officers, Directors, Trustees, and Key Employees$136,919$13,136-$150,055
Fees for Services Accounting-$120,665-$120,665
Information Technology$54,388$46,799-$101,187
Travel$75,739$16,288-$92,027
Depreciation Depletion-$81,960-$81,960
Fees for Services Legal-$62,862-$62,862
Other Expenses$53,512$23,853-$53,512
Insurance$31,393$143-$31,536
Total Functional Expenses$8,332,617$1,799,765$0$10,132,382

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,132,382
Total Expenses per Audited Statements$10,132,382
Total Expenses per Form 990$10,132,382
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Leases, Net of Current Position$344,510
Current Portion of Capital Leases Payable$289,269
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 was reviewed by ccfo and superintendent of trinity charter school. Then, it is sent to the ceo and board president of trinity charter school for their review. Finally, a copy of the form 990 was presented to the board of directors at the next available board meeting prior to the due date of the tax return.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is included in the employee handbook. The board of directors approved and adopted the policy. If a conflict of interest arises, then the individual must follow the written grievance policy. The organization will evaluate the significance and implication of the conflict. The organization may implement procedural changes or take disciplinary action. There have been no notifications of potential conflicts of interest among board members.

Form 990, Part VI, Section B, Line 15A

The organization's ceo position is a donated service to the organization. The ceo is reviewed on an annual basis by the board. The executive director's (superintendent) compensation is determined by the ceo and hr. The ceo determines a competitive market rate based on analysis completed by hr. Determining factors include, but are not limited to, experience,education, and recommendation letters. Trinity charter school also reviews the rate of pay in the local area for similar positions.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Trinity Charter School
EIN
74-2314606
Phone
5124591000
Address
P O BOX 140767, AUSTIN, TX 78714

Signing Officer

Name
Andrew Goerdel
Title
President
Phone
5124591000
Signed
2024-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Goerdel
Formed
1984
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
128
Volunteers
22

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has not changed either its audit oversight process or the process it uses to select an independent auditor.

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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/MissionDesc0THE TRINITY CHARTER SCHOOLS SYSTEM HAS 11 CAMPUSES IN TEXAS. ALL 11 CAMPUSES WORK WITH YOUTH WHO HAVE EMOTIONAL DIFFICULTIES, AND NEED ACTIVE ENGAGEMENT IN PLANNING AND GUIDING THEIR OWN ACADEMIC CAREERS THROUGH STUDENT LED CREDIT ACCELERATION AND RECOVERY.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03914245
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0864482
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0968542
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0411652
IRS990/OccupancyGrp/ProgramServicesAmt04300
IRS990/OccupancyGrp/TotalAmt0415952
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt072468
IRS990/OfficeExpensesGrp/ProgramServicesAmt0560251
IRS990/OfficeExpensesGrp/TotalAmt0632719
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0633779
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt072805
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0817592
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0890397
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023853
IRS990/OtherExpensesGrp/ProgramServicesAmt075334
IRS990/OtherExpensesGrp/ProgramServicesAmt153512
IRS990/OtherExpensesGrp/TotalAmt099187
IRS990/OtherExpensesGrp/TotalAmt153512
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0633779
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0575402
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05997493
IRS990/OtherSalariesAndWagesGrp/TotalAmt06572895
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07330
IRS990/PayrollTaxesGrp/ProgramServicesAmt0183556
IRS990/PayrollTaxesGrp/TotalAmt0190886
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01162541
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01135107
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014290
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0229088
IRS990/PrincipalOfficerNm0ANDREW GOERDEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAM SE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01959907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01959907
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07920848
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02137946
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01350477
IRS990/PYRevenuesLessExpensesAmt0-69531
IRS990/PYSalariesCompEmpBnftPaidAmt07202910
IRS990/PYTotalExpensesAmt09340856
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09271325
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-271094
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01959907
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0651648
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0260648
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0912296
IRS990ScheduleD/EquipmentGrp/BookValueAmt03109
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04664
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07773
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010132382
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0633779
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE RIGHT OF USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044512
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074076
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0118588
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0289269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1344510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT PORTION OF CAPITAL LEASES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL LEASES, NET OF CURRENT POSITION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09861288
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0699269
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0633779
IRS990ScheduleD/TotalExpensesPerForm990Amt010132382
IRS990ScheduleD/TotalLiabilityAmt0633779
IRS990ScheduleD/TotalRevenuePerForm990Amt09861288
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09861288
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010132382
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0AT LEAST ANNUALLY, THE SCHOOL PUBLICIZES ITS POLICY OF NON-DISCRIMINATION IN THE ADMISSION OF STUDENTS AND THE EMPLOYMENT OF STAFF IN THE PUBLIC MEDIA.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECIEVED FUNDING FROM THE TEXAS EDUCATION AGENCY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED BY CCFO AND SUPERINTENDENT OF TRINITY CHARTER SCHOOL. THEN, IT IS SENT TO THE CEO AND BOARD PRESIDENT OF TRINITY CHARTER SCHOOL FOR THEIR REVIEW. FINALLY, A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS AT THE NEXT AVAILABLE BOARD MEETING PRIOR TO THE DUE DATE OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK. THE BOARD OF DIRECTORS APPROVED AND ADOPTED THE POLICY. IF A CONFLICT OF INTEREST ARISES, THEN THE INDIVIDUAL MUST FOLLOW THE WRITTEN GRIEVANCE POLICY. THE ORGANIZATION WILL EVALUATE THE SIGNIFICANCE AND IMPLICATION OF THE CONFLICT. THE ORGANIZATION MAY IMPLEMENT PROCEDURAL CHANGES OR TAKE DISCIPLINARY ACTION. THERE HAVE BEEN NO NOTIFICATIONS OF POTENTIAL CONFLICTS OF INTEREST AMONG BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CEO POSITION IS A DONATED SERVICE TO THE ORGANIZATION. THE CEO IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD. THE EXECUTIVE DIRECTOR'S (SUPERINTENDENT) COMPENSATION IS DETERMINED BY THE CEO AND HR. THE CEO DETERMINES A COMPETITIVE MARKET RATE BASED ON ANALYSIS COMPLETED BY HR. DETERMINING FACTORS INCLUDE, BUT ARE NOT LIMITED TO, EXPERIENCE,EDUCATION, AND RECOMMENDATION LETTERS. TRINITY CHARTER SCHOOL ALSO REVIEWS THE RATE OF PAY IN THE LOCAL AREA FOR SIMILAR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR THE PROCESS IT USES TO SELECT AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRINITY CHARTER SCHOOL
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CASA GRACIA NCLLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0355395
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt01799018
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt08305 CROSS PARK DR
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0AUSTIN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd078754
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LUTHERAN SOCIAL SERVICES OF THE SOUTH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741109745
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVING VULNERABLE CHILDREN, FAMILIES, AND COMMUNITIES IN TEXAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 140767
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AUSTIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078714
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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.$4.73$0.87$3.86$10.6$10.7$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.04$1.12$3.91$9.86$10.1$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.55$4.19$9.27$9.34$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.74$4.25$9.47$9.12$0.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.56$3.91$9.26$8.97$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.63$3.75$9.29$9.28$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.77$3.74$9.21$8.64$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.59$3.18$9.14$8.55$0.59
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.46$2.59$9.04$8.04$1.00
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.35$1.59$8.37$7.99$0.38
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.27$1.21$5.14$4.94$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.25$1.01$3.43
2012Summary only. Only limited summary data is available for this year.$1.82$0.24$1.58$3.92$4.82$0.90
2011Summary only. Only limited summary data is available for this year.$2.71$0.23$2.48$5.64$5.90$0.26
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.28$2.74$6.07