Civic Intelligence

Trinity Episcopal School Expansion and Excellence Fund

990 • Fiscal year 2022 • EIN 74-6078119

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 14, 2023

Organization ProfileN/A
720 TremontGalveston, TX 77550

(409) 765-9391

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

89th percentile

$183,302

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 293.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-8.8%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,122,752

Down $108,638 (-8.8%) from 2021

Net Assets

Down

$1,122,752

Down $108,638 (-8.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Down

$62,548

Down $32,298 (-34%) from 2021

Expenses

Down

$0

Down $117,467 (-100%) from 2021

Net Income

Up

$62,548

Up $85,169 (+377%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,138,878Net Assets 2010: $1,138,8782010Assets 2011: $1,208,308Liabilities 2011: $0Net Assets 2011: $1,208,3082011Assets 2012: $1,150,435Liabilities 2012: $0Net Assets 2012: $1,150,4352012Assets 2013: $1,169,541Liabilities 2013: $0Net Assets 2013: $1,169,5412013Assets 2014: $1,207,137Liabilities 2014: $0Net Assets 2014: $1,207,1372014Assets 2015: $1,104,197Liabilities 2015: $0Net Assets 2015: $1,104,1972015Assets 2016: $1,048,443Liabilities 2016: $0Net Assets 2016: $1,048,4432016Assets 2017: $1,075,771Liabilities 2017: $0Net Assets 2017: $1,075,7712017Assets 2018: $1,133,414Liabilities 2018: $64,466Net Assets 2018: $1,068,9482018Assets 2019: $1,115,797Liabilities 2019: $79,445Net Assets 2019: $1,036,3522019Assets 2020: $1,140,825Liabilities 2020: $105,593Net Assets 2020: $1,035,2322020Assets 2021: $1,231,390Liabilities 2021: $0Net Assets 2021: $1,231,3902021Assets 2022: $1,122,752Liabilities 2022: $0Net Assets 2022: $1,122,7522022Assets 2023: $764,714Liabilities 2023: $0Net Assets 2023: $764,7142023Assets 2024: $872,067Liabilities 2024: $0Net Assets 2024: $872,0672024

Highlighted filing

2022

Assets$1,122,752
Liabilities$0
Net Assets$1,122,752
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2010: $151,381Expenses 2010: $61,016Net Income 2010: $90,3652010Revenue 2011: $58,189Expenses 2011: $92,209Net Income 2011: -$34,0202011Expenses 2012: $97,7352012Expenses 2013: $104,0582013Revenue 2014: $220,117Expenses 2014: $89,091Net Income 2014: $131,0262014Revenue 2015: $39,130Expenses 2015: $116,959Net Income 2015: -$77,8292015Revenue 2016: $35,529Expenses 2016: $91,283Net Income 2016: -$55,7542016Revenue 2017: $58,659Expenses 2017: $72,144Net Income 2017: -$13,4852017Revenue 2018: $38,794Expenses 2018: $87,813Net Income 2018: -$49,0192018Revenue 2019: $44,537Expenses 2019: $67,037Net Income 2019: -$22,5002019Revenue 2020: $33,712Expenses 2020: $64,401Net Income 2020: -$30,6892020Revenue 2021: $94,846Expenses 2021: $117,467Net Income 2021: -$22,6212021Revenue 2022: $62,548Expenses 2022: $0Net Income 2022: $62,5482022Revenue 2023: $94,056Expenses 2023: $425,777Net Income 2023: -$331,7212023Revenue 2024: $29,786Expenses 2024: $6,832Net Income 2024: $22,9542024

Highlighted filing

2022

Revenue$62,548
Expenses$0
Net Income$62,548
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 14, 2023
Return Version
2021v4.2
Gross Receipts
$62,548
Mission and Program Overview

Mission

To support Trinity Episcopal School.

Trinity Episcopal School Expansion and Excellence Fund is a Texas non-profit trust created in December 1966 solely to benefit the School, principally through improvement and support of faculty, capital maintenance, scholarships, and program support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,231,390$1,122,752▼ $108,638
Total Assets$1,231,390$1,122,752▼ $108,638
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$671,172$634,968▼ $36,204
Net Assets Without Donor Restrictions$560,218$487,784▼ $72,434
Total Net Assets Fund Balance$1,231,390$1,122,752▼ $108,638
Total Liabilities and Net Assets / Fund Balance$1,231,390$1,122,752▼ $108,638

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,231,390-▼ $108,638-$1,122,752
2020$1,035,232$45,627▲ $267,995$117,464$1,231,390
2019$1,036,352-▲ $59,057$60,177$1,035,232
2018$1,068,948-▲ $27,979$60,575$1,036,352
2017$1,075,771-▲ $73,833$75,256$1,068,948
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Mary Patricia AdamsPresident
Charles WorthenTrustee
Dotsy BalentineTrustee
Mark RavelliHead of School (to Jan 2022)
Marie Heller KiddInterim Head of School (fr Jan 2022)
Rev Jimmy AbbottRector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,548
Other Revenue
$0
Change in Net Assets
$62,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
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
No
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 A, line 7A

“Line 7a explanation - The Board of Directors for the Trinity Episcopal School appoints the Trustees.”

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

“Line 11b Explanation - A draft of Form 990 is initially reviewed by the Chairman and Head of School. A copy is then e-mailed to all board members prior to filing with the IRS.”

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

“Trustees complete and review a questionnaire related to the written conflict of interest policy provided for this purpose. This is done at the Trustee level.”

Form 990, Part VI, Section C, line 19

“This information is kept with the official minutes of the Trust in the offices of Trinity Episcopal School and is available upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Episcopal School E&E Trust
EIN
74-6078119
Phone
4097659391
Address
720 Tremont, Galveston, TX 77550

Signing Officer

Name
Marie Heller Kidd
Title
Interim Head of School
Phone
4097659391
Signed
2023-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marie Heller Kidd
Formed
1966
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Endowment funds are used solely to benefit the Trinity Episcopal School, principally through improvement and support of faculty, capital maintenance, scholarships, and program support.”

Raw XML Appendix395 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Trinity Episcopal School Expansion and Excellence Fund is a Texas non-profit trust created in December 1966 solely to benefit the School, principally through improvement and support of faculty, capital maintenance, scholarships, and program support.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Marie Heller Kidd
IRS990/BooksInCareOfDetail/PhoneNum04097659391
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 Tremont
IRS990/BooksInCareOfDetail/USAddress/CityNm0Galveston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077550
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt062548
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt062548
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062548
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Trinity Episcopal School Expansion and Excellence Trust provides financial support for the educational programs and facilities of The Trinity Episcopal School.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0671172
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0634968
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt423302
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Rev Jimmy Abbott
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Patricia Adams
IRS990/Form990PartVIISectionAGrp/PersonNm2Dotsy Balentine
IRS990/Form990PartVIISectionAGrp/PersonNm3Charles Worthen
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Ravelli
IRS990/Form990PartVIISectionAGrp/PersonNm5Marie Heller Kidd
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4160000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Rector
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Head of School (to Jan 2022)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Interim Head of School (fr Jan 2022)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt062548
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt062548
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062548
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01231390
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01122752
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support Trinity Episcopal School.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01231390
IRS990/NetAssetsOrFundBalancesEOYAmt01122752
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-171186
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0560218
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0487784
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Marie Heller Kidd
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt045627
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0117467
IRS990/PYInvestmentIncomeAmt049219
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-22621
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0117467
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094846
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062548
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746003674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Trinity Episcopal School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.43450
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01231390
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01122752
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-108638
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01035232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045627
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01231390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0267995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0117464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01036352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01035232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059057
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt060177
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01068948
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01036352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt060575
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01075771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01068948
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073833
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt075256
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are used solely to benefit the Trinity Episcopal School, principally through improvement and support of faculty, capital maintenance, scholarships, and program support.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.23350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0160000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09960
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Mark Ravelli
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Head of School (to Jan 2022)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0183302
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 7a explanation - The Board of Directors for the Trinity Episcopal School appoints the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11b Explanation - A draft of Form 990 is initially reviewed by the Chairman and Head of School. A copy is then e-mailed to all board members prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees complete and review a questionnaire related to the written conflict of interest policy provided for this purpose. This is done at the Trustee level.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This information is kept with the official minutes of the Trust in the offices of Trinity Episcopal School and is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Trinity Episcopal School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0746003674
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0720 Tremont Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Galveston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077550
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01231390
IRS990/TotalAssetsEOYAmt01122752
IRS990/TotalAssetsGrp/BOYAmt01231390
IRS990/TotalAssetsGrp/EOYAmt01122752
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01231390
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01122752
IRS990/TotalOtherCompensationAmt023302
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt062548
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062548
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01231390
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01122752
IRS990/TotReportableCompRltdOrgAmt0160000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0720 Tremont
IRS990/USAddress/CityNm0Galveston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077550
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marie Heller Kidd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Interim Head of School
ReturnHeader/BusinessOfficerGrp/PhoneNum04097659391
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trinity Episcopal School E&E Trust
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0746078119
ReturnHeader/Filer/PhoneNum04097659391
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 Tremont
ReturnHeader/Filer/USAddress/CityNm0Galveston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02023-06-14T16:44:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Heller Kidd
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,122,752
Liabilities
$0
Net assets
$1,122,752
Revenue
$62,548
Expenses
$0
Net income
$62,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.01$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.09$0.43$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.00$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.11$1.04$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.08$1.04$0.04$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.06$1.07$0.04$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.22$0.09$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.10
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.06$0.09$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.14$0.15$0.06$0.09