Civic Intelligence

Trinity Episcopal School Endowment Trust

990 • Fiscal year 2015 • EIN 74-6374061

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 12, 2016

Organization ProfileWWW.TECVICTORIA.ORG
1504 N MoodyVictoria, TX 77901

(361) 573-3220

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

97th percentile

76%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$788,269

Down $104,052 (-12%) from 2014

Net Assets

Up

$788,269

Up $17,757 (+2.3%) from 2014

Liabilities

Down

$0

Down $121,809 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$34,133

Up $5,677 (+20%) from 2014

Expenses

Down

$8,188

Down $365 (-4.3%) from 2014

Net Income

Up

$25,945

Up $6,042 (+30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $712,870Liabilities 2010: $0Net Assets 2010: $712,8702010Assets 2011: $787,931Liabilities 2011: $59,875Net Assets 2011: $728,0562011Assets 2012: $735,110Liabilities 2012: $0Net Assets 2012: $735,1102012Assets 2013: $864,416Liabilities 2013: $113,807Net Assets 2013: $750,6092013Assets 2014: $892,321Liabilities 2014: $121,809Net Assets 2014: $770,5122014Assets 2015: $788,269Liabilities 2015: $0Net Assets 2015: $788,2692015Assets 2016: $774,680Liabilities 2016: $0Net Assets 2016: $774,6802016Assets 2017: $865,515Liabilities 2017: $0Net Assets 2017: $865,5152017Assets 2018: $904,659Liabilities 2018: $0Net Assets 2018: $904,6592018Assets 2019: $914,280Liabilities 2019: $0Net Assets 2019: $914,2802019Assets 2020: $926,141Liabilities 2020: $0Net Assets 2020: $926,1412020Assets 2021: $1,207,580Liabilities 2021: $0Net Assets 2021: $1,207,5802021Assets 2022: $967,371Liabilities 2022: $0Net Assets 2022: $967,3712022Assets 2023: $1,088,967Liabilities 2023: $0Net Assets 2023: $1,088,9672023Assets 2024: $1,191,277Liabilities 2024: $0Net Assets 2024: $1,191,2772024Assets 2025: $1,327,580Liabilities 2025: $0Net Assets 2025: $1,327,5802025

Highlighted filing

2015

Assets$788,269
Liabilities$0
Net Assets$788,269
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KExpenses 2010: $28,6012010Expenses 2011: $26,9402011Expenses 2012: $17,9552012Expenses 2013: $9,3232013Revenue 2014: $28,456Expenses 2014: $8,553Net Income 2014: $19,9032014Revenue 2015: $34,133Expenses 2015: $8,188Net Income 2015: $25,9452015Revenue 2016: -$6,556Expenses 2016: $8,718Net Income 2016: -$15,2742016Revenue 2017: $24,170Expenses 2017: $34,106Net Income 2017: -$9,9362017Revenue 2018: $55,544Expenses 2018: $23,783Net Income 2018: $31,7612018Revenue 2019: $37,151Expenses 2019: $25,701Net Income 2019: $11,4502019Revenue 2020: $46,922Expenses 2020: $19,884Net Income 2020: $27,0382020Revenue 2021: $363,562Expenses 2021: $5,471Net Income 2021: $358,0912021Revenue 2022: -$35,694Expenses 2022: $40,000Net Income 2022: -$75,6942022Revenue 2023: $29,406Expenses 2023: $40,000Net Income 2023: -$10,5942023Revenue 2024: $47,701Expenses 2024: $43,500Net Income 2024: $4,2012024Revenue 2025: $89,993Expenses 2025: $47,500Net Income 2025: $42,4932025

Highlighted filing

2015

Revenue$34,133
Expenses$8,188
Net Income$25,945
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 12, 2016
Return Version
2014v6.0
Gross Receipts
$216,761
Mission and Program Overview

Mission

Financial support for the educational programs of the Trinity Episcopal School.

Financial support for educational programs of trinity episcopal school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$699,233$755,192▲ $55,959
Other Notes and Loans Receivable, Net$124,144--
Savings and Temporary Cash Investments$68,944$33,077▼ $35,867
Total Assets$892,321$788,269▼ $104,052
Liabilities
Deferred Revenue$121,809--
Total Liabilities$121,809$0▼ $121,809
Net Assets / Fund Balance
Permanently Rstr Net Assets$712,870$712,870→ $0
Unrestricted Net Assets$57,642$75,399▲ $17,757
Total Net Assets Fund Balance$770,512$788,269▲ $17,757
Total Liabilities and Net Assets / Fund Balance$892,321$788,269▼ $104,052
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike BrownHeadmasterFT$102,309$9,388$111,697

Board Members and Trustees

NameTitle
Kristy NelsonPresident
Alfred KopeckyTrustee
Byron BurrisTrustee
Dante GarzaTrustee
Donald BreechTrustee
Jamie GilliamTrustee
Kevin MeinhartTrustee
Penni GietzTrustee
Robert BriggsTrustee
Sara DotterTrustee
Tenna ThompsonTrustee
Tita LlompartTrustee
Tom StockerTrustee
Vanessa HeinoldTrustee
Mark MooreSecretary
Jennifer AdamsTreasurer
Lee FergusonTreasurer
Wendy MchaneyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34,133
Other Revenue
$0
Change in Net Assets
$25,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$67-$67
Total Functional Expenses$0$8,188$0$8,188
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Trustees review form 990 and provide copies to the organization upon request.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Episcopal School
EIN
74-6374061
Phone
3615733220
Address
1504 N MOODY, VICTORIA, TX 77901

Signing Officer

Name
Wendy Mchaney
Title
President
Phone
3615733220
Signed
2016-01-12

Organization Details

Principal Officer
Wendy Mchaney
Formed
1989
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Bumgardner Morrison & Co Llp
Address
PO BOX 3750, VICTORIA, TX 77903
Preparer
Jerome G Kotzur CPA
Phone
3615750271
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“OTHER DECREASES -8,188”

Raw XML AppendixShowing 400 of 406 raw XML fields

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

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IRS990/OtherExpensesGrp/Desc0TRUSTEE FEES - ENDOWMENT
IRS990/OtherExpensesGrp/Desc1TAX PREP FEES - ENDOWMENT
IRS990/OtherExpensesGrp/Desc2TRUSTEE FEES - GILLIAM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt267
IRS990/OtherExpensesGrp/TotalAmt07821
IRS990/OtherExpensesGrp/TotalAmt1300
IRS990/OtherExpensesGrp/TotalAmt267
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0124144
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0712870
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0712870
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WENDY MCHANEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028456
IRS990/PYOtherExpensesAmt08553
IRS990/PYRevenuesLessExpensesAmt019903
IRS990/PYTotalExpensesAmt08553
IRS990/PYTotalRevenueAmt028456
IRS990/ReconcilationRevenueExpnssAmt025945
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068944
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033077
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741621896
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE PARISH SCHOOL DBA TRINITY EPISCOPAL SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0THE PARISH SCHOOL DBA TRINITY EPISCOPAL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES REVIEW FORM 990 AND PROVIDE COPIES TO THE ORGANIZATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER DECREASES -8,188
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0892321
IRS990/TotalAssetsEOYAmt0788269
IRS990/TotalAssetsGrp/BOYAmt0892321
IRS990/TotalAssetsGrp/EOYAmt0788269
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121809
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0121809
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0770512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0788269
IRS990/TotalOtherCompensationAmt09388
IRS990/TotalReportableCompFromOrgAmt0102309
IRS990/TotalRevenueGrp/ExclusionAmt030011
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034133
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0892321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0788269
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt057642
IRS990/UnrestrictedNetAssetsGrp/EOYAmt075399
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01504 N MOODY
IRS990/USAddress/CityNm0VICTORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077901
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.TECVICTORIA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY MCHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03615733220
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY EPISCOPAL SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0746374061
ReturnHeader/Filer/PhoneNum03615733220
ReturnHeader/Filer/USAddress/AddressLine1Txt01504 N MOODY
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741194944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUMGARDNER MORRISON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077903
ReturnHeader/PreparerPersonGrp/PhoneNum03615750271
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-23

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,269
Liabilities
$0
Net assets
$788,269
Revenue
$34,133
Expenses
$8,188
Net income
$25,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.36$0.01$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.02$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.02$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.01$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.12$0.77$0.03$0.01$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.11$0.75$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.03