Civic Intelligence

Trinity Valley School

990 • Fiscal year 2022 • EIN 75-1099126

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 17, 2023

7500 Dutch Branch RoadFort Worth, TX 76132

(817) 321-0100

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.21x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.77x

Higher debt load relative to revenue than 66% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$394,572

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

45th percentile

-3.1%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

6.1%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Down

$125,849,584

Down $4,004,197 (-3.1%) from 2021

Net Assets

Down

$99,911,503

Down $5,200,204 (-4.9%) from 2021

Liabilities

Up

$25,938,081

Up $1,196,007 (+4.8%) from 2021

Revenue

Up

$33,870,817

Up $1,941,083 (+6.1%) from 2021

Expenses

Up

$30,530,901

Up $2,447,264 (+8.7%) from 2021

Net Income

Down

$3,339,916

Down $506,181 (-13%) from 2021

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $78,723,852Liabilities 2010: $22,365,853Net Assets 2010: $56,357,9992010Assets 2011: $87,340,997Liabilities 2011: $24,093,866Net Assets 2011: $63,247,1312011Assets 2012: $90,043,026Liabilities 2012: $24,942,742Net Assets 2012: $65,100,2842012Assets 2013: $94,913,096Liabilities 2013: $24,609,963Net Assets 2013: $70,303,1332013Assets 2014: $102,589,030Liabilities 2014: $24,794,289Net Assets 2014: $77,794,7412014Assets 2015: $113,860,243Liabilities 2015: $30,268,284Net Assets 2015: $83,591,9592015Assets 2016: $111,581,239Liabilities 2016: $28,236,222Net Assets 2016: $83,345,0172016Assets 2017: $112,642,435Liabilities 2017: $26,318,252Net Assets 2017: $86,324,1832017Assets 2018: $110,619,788Liabilities 2018: $22,782,197Net Assets 2018: $87,837,5912018Assets 2019: $116,229,597Liabilities 2019: $23,743,133Net Assets 2019: $92,486,4642019Assets 2020: $115,369,415Liabilities 2020: $22,952,490Net Assets 2020: $92,416,9252020Assets 2021: $129,853,781Liabilities 2021: $24,742,074Net Assets 2021: $105,111,7072021Assets 2022: $125,849,584Liabilities 2022: $25,938,081Net Assets 2022: $99,911,5032022Assets 2023: $126,736,194Liabilities 2023: $24,603,021Net Assets 2023: $102,133,1732023Assets 2024: $130,562,249Liabilities 2024: $26,782,991Net Assets 2024: $103,779,2582024

Highlighted filing

2022

Assets$125,849,584
Liabilities$25,938,081
Net Assets$99,911,503

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $18,666,3602010Revenue 2011: $22,703,217Expenses 2011: $18,852,195Net Income 2011: $3,851,0222011Expenses 2012: $19,531,3152012Expenses 2013: $21,198,3082013Revenue 2014: $26,529,078Expenses 2014: $21,838,284Net Income 2014: $4,690,7942014Revenue 2015: $31,989,591Expenses 2015: $22,661,826Net Income 2015: $9,327,7652015Revenue 2016: $25,144,165Expenses 2016: $24,366,849Net Income 2016: $777,3162016Revenue 2017: $25,551,348Expenses 2017: $25,853,359Net Income 2017: -$302,0112017Revenue 2018: $26,445,071Expenses 2018: $26,882,178Net Income 2018: -$437,1072018Revenue 2019: $31,602,047Expenses 2019: $27,857,262Net Income 2019: $3,744,7852019Revenue 2020: $27,962,422Expenses 2020: $28,056,860Net Income 2020: -$94,4382020Revenue 2021: $31,929,734Expenses 2021: $28,083,637Net Income 2021: $3,846,0972021Revenue 2022: $33,870,817Expenses 2022: $30,530,901Net Income 2022: $3,339,9162022Revenue 2023: $33,198,768Expenses 2023: $32,399,798Net Income 2023: $798,9702023Revenue 2024: $34,647,863Expenses 2024: $34,719,331Net Income 2024: -$71,4682024

Highlighted filing

2022

Revenue$33,870,817
Expenses$30,530,901
Net Income$3,339,916
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 17, 2023
Return Version
2021v4.2
Gross Receipts
$35,059,010
Mission and Program Overview

Mission

Trinity valley school has four main objectives for its students: fine scholarship with its fulfillment at college; the development of wide constructive interests; intelligent citizenship; and spiritual and moral development which promotes lasting values.additionally, trinity valley school's goal is to provide students with a foundation to become imaginative, innovative leaders of all kinds. Personal growth is equally as important as academic growth. Trinity valley school recognizes that there are many types of intelligence: linguistic, spatial, musical, kinesthetic, natural, manipulative, and interpersonal, among others. A tvs education does not focus on just one or two to the neglect of the others. The college preparatory curriculum at tvs is carefully designed by remarkable educators to give students the freedom to expand the streams of thought by which they understand, examine, and solve problems they have never before encountered. Tvs is about timeless education.

Trinity valley school has four main objectives for its students; fine scholarship with its fulfillment at college; the development of wide constructive interests; intelligent citizenship; and spiritual and moral development which promotes lasting values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$52,151,493$49,031,633▼ $3,119,860
Land, Buildings, and Equipment, Net$44,265,303$43,539,739▼ $725,564
Cash and Non-Interest-Bearing Accounts$16,189,102$17,754,540▲ $1,565,438
Accounts Receivable$9,098,345$9,070,844▼ $27,501
Investments in Publicly Traded Securities$6,404,068$5,513,740▼ $890,328
Prepaid Expenses and Deferred Charges$789,269$624,328▼ $164,941
Pledges and Grants Receivable$956,201$314,760▼ $641,441
Total Assets$129,853,781$125,849,584▼ $4,004,197
Liabilities
Deferred Revenue$21,152,078$21,993,712▲ $841,634
Accounts Payable and Accrued Expenses$2,361,976$3,135,267▲ $773,291
Mortgage Notes Payable Secured by Investment Property$1,160,000$790,000▼ $370,000
Other Liabilities$68,020$19,102▼ $48,918
Total Liabilities$24,742,074$25,938,081▲ $1,196,007
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$59,607,489$57,337,271▼ $2,270,218
Net Assets With Donor Restrictions$45,504,218$42,574,232▼ $2,929,986
Total Net Assets Fund Balance$105,111,707$99,911,503▼ $5,200,204
Total Liabilities and Net Assets / Fund Balance$129,853,781$125,849,584▼ $4,004,197

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,967,204$23,647,922$59,615,126
Equipment$1,590,266$7,443,935$9,034,201
Other Land Buildings$2,502,269$1,868,341$4,370,610
Land$3,480,000-$3,480,000
Other Securities$37,256--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$50,311,268$2,264,509▼ $3,845,697-$46,982,374
2020$38,165,917$467,230▲ $13,059,114-$50,311,268
2019$38,384,789$539,980▲ $878,327-$38,165,917
2018$36,209,821$273,511▲ $3,663,008-$38,384,789
2017$34,720,818$118,367▲ $3,232,751-$36,209,821
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Blair LowryHead of SchoolFT$357,366$37,206$394,572
Margaret RiemitisChief Financial OfficerFT$174,604$26,582$201,186
Sandra McnuttHead of Lower SchoolFT$172,197$22,675$194,872
Jeffrey SnyderAssistant Head of SchoolFT$137,475$53,298$190,773
Kyle KahudaHead of Upper SchoolFT$128,166$46,740$174,906
Lawrence KahnChief Technology OfficerFT$119,677$18,535$138,212

Board Members and Trustees

NameTitle
Mindy HegiAudit Chair
Adrianne DeemBuildings & Grounds Chair
Christy PevetoDevelopment Chair
Steve WillmannFinance Committee Chair
Amy JacobsGovernance Chair
Woei MingEx Officio, Alumni Board President
Heather BreiterEX OFFICIO, PARENTS' CLUB PRESIDENT (AS OF 07/21)
Joe GallagherPresident
Jennifer RosellVice President
Brant MartinBoard Member
Marc GoldmanBoard Member
Ann RanelleTrustee
Bea KutzlerTrustee
Bryan LynchTrustee
David NoletTrustee
Kelly HanleyTrustee
Mike PavellTrustee
Willie HoustonTrustee
Geeth ChettiarDiversity, Equity & Inclusion
Maxwell LeaTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
The Faulk CompanyJanitorial ServicesPO BOX 100533, Fort Worth, TX 76185$354,194
Turf And Soil ManagementAthletic Field Lawn Care Services4531 S INTERSTATE 35W, Alvarado, TX 76009$161,526
Trinity River Lawn Care & LandscapingLawn Care & Landscaping ServicesPO BOX 63, Aledo, TX 76008$127,284
Revenue and Support

Revenue Composition

Contributions and Grants
$3,454,501
Program Service Revenue
$26,040,176
Investment Income
$4,058,578
Other Revenue
$317,562
All Other Contributions
$3,327,893
Change in Net Assets
$3,339,916

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$25,000-
Securities Publicly Traded8$16,003Fair Market Value (FMV)
Other Non Cash Contri Table1$10,000-
Total Noncash Contributions11$51,003-

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,743,184
Revenue Not Reported on Financial Statements
$3,127,633
Revenue Not Reported on Form 990
$-8,540,120
Other Revenue Adjustments
$2,661,882
Total Revenue per Audited Statements
$22,203,064
Total Revenue per Form 990
$33,870,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,156,573
Other Expenses$9,566,327
Grants and Similar Amounts Paid$2,808,001
Total Fundraising Expense$656,273
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,335,818$1,231,504$427,861$12,995,183
Other Employee Benefits$2,696,182$254,168$72,885$3,023,235
Grants to Domestic Individuals$2,808,001--$2,808,001
Depreciation Depletion$2,015,390$41,257$6,189$2,062,836
Occupancy$1,883,330$38,553$5,783$1,927,666
Payroll Taxes$820,759$121,109$32,078$973,946
Current Officers, Directors, Trustees, and Key Employees$118,864$559,827$23,772$702,463
Advertising$26,163$443,060$73,809$543,032
Information Technology$469,593$9,105$1,366$480,064
Fees for Service Investment Mgmnt Fees-$465,751-$465,751
Office Expenses-$464,962-$464,962
Pension Plan Contributions$422,496$28,005$11,245$461,746
Insurance$418,636$8,570$1,285$428,491
All Other Expenses$13,290$233,944-$247,234
Fees for Services Accounting-$96,475-$96,475
Fees for Services Legal-$70,513-$70,513
Other Expenses$17,129$42,028-$59,157
Interest$49,168--$49,168
Fees for Services Other-$9,539-$9,539
Total Functional Expenses$25,720,195$4,154,433$656,273$30,530,901

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,530,901
Total Expenses per Audited Statements$27,403,268
Expenses per Audited Statements$27,255,198
Expenses Not Reported on Financial Statements$3,275,703
Other Expense Adjustments$2,809,952
Expenses Not Reported on Form 990$148,070
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$289,659
Fundraising Direct Expenses$148,070
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parents Club Auction$334,384$280,259$64,064$216,195
Booster Club Clay Shoot$25,100$9,400$3,200$6,200
Total Events$359,484$289,659$148,070$141,589
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Daughter of CFOEmploymentNo$36,648
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Derivative Financial Instrument$19,102

Bond Issues

BondIssuerIssuedIssue PricePurpose
ASimonton Education Facilities Corporation2004-12-01$5,000,000Facilities-acquire, renovate, construct & equip educational facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A--$4,210,000$67,763

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Section B, Line 11B

Form 990 review: the form 990 is prepared by an independent accountant and reviewed by management. A redacted copy of the form 990 is electronically provided to the board of trustees for review prior to filing with the internal revenue service.

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

Conflict of interest policy: board of trustee members sign a conflict of interest disclosure statement individually which is reviewed by the chief of financial officer upon submission. Any potential conflict will be discussed with the board chair.

Form 990, Part VI, Section B, Line 15

Compensation policy: the human resources committee of the board of trustees determines the salary of the head of school. During the process, the committee uses a combination of the following information: - isas, index and nais statistics - employment search firms/consultants - experience - job performance

Form 990, Part VI, Section C, Line 19

Public availability of documents: trinity valley school makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Trinity Valley School
EIN
75-1099126
Phone
8173210100
Address
7500 DUTCH BRANCH ROAD, FORT WORTH, TX 76132

Signing Officer

Name
Blair Lowry
Title
Head of School
Phone
8173210110
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blair Lowry
Formed
1959
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
333
Volunteers
600

Preparer

Firm
Armanino Llp
Address
15950 N DALLAS PKWY 600, DALLAS, TX 75248
Preparer
Matthew Petroski
Phone
9726611843
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Gain on uncollectibles 23,734. Change in interest rate swap 48,918. Rent expenses netted against income 5,632.

Financial Statement Notes

PART X, LINE 2:

The school is a qualified organization exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. The school has evaluated its current tax positions and has concluded that as of june 30, 2022 and 2021, the school does not have any significant uncertain tax positions for which a reserve would be considered necessary.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in interest rate swap 48,918. Gain on uncollectibles 23,734. Rent expenses netted against income 5,632.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Casualty loss expenses 1,951. Financial aid 2,808,001. Special event expenses netted against revenue -148,070.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses netted against income 148,070.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid 2,808,001. Casualty loss expenses 1,951.

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IRS990/ActivityOrMissionDesc0TRINITY VALLEY SCHOOL HAS FOUR MAIN OBJECTIVES FOR ITS STUDENTS; FINE SCHOLARSHIP WITH ITS FULFILLMENT AT COLLEGE; THE DEVELOPMENT OF WIDE CONSTRUCTIVE INTERESTS; INTELLIGENT CITIZENSHIP; AND SPIRITUAL AND MORAL DEVELOPMENT WHICH PROMOTES LASTING VALUES.
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IRS990/Desc0TRINITY VALLEY SCHOOL IS A K-12 EDUCATIONAL INSTITUTION WITH AN ENROLLMENT OF 1,003 STUDENTS. THE TRINITY VALLEY SCHOOL CLASS OF 2022 HAD 89 GRADUATES ACCEPTED INTO 153 DIFFERENT COLLEGES AND RECEIVED $11 MILLION IN SCHOLARSHIPS. 5 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERITS FINALISTS, 12 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERIT COMMENDED SCHOLARS, 4 MEMBERS OF THE CLASS RECEIVED NATIONAL AFRICAN AMERICAN RECOGNITION AND 5 MEMBERS OF THE CLASS RECEIVED NATIONAL HISPANIC RECOGNITION. 4 MEMBERS WERE RECRUITED ATHLETES COMMITTED TO PLAYING COLLEGIATE SPORTS. ADDITIONALLY, THE CLASS OF 2022 COMPLETED 9,116 COMMUNITY SERVICE HOURS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2518535
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER ROSELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MAXWELL LEA
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE WILLMANN
IRS990/Form990PartVIISectionAGrp/PersonNm5MINDY HEGI
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTY PEVETO
IRS990/Form990PartVIISectionAGrp/PersonNm7GEETH CHETTIAR
IRS990/Form990PartVIISectionAGrp/PersonNm8ADRIANNE DEEM
IRS990/Form990PartVIISectionAGrp/PersonNm9WOEI MING
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER BREITER
IRS990/Form990PartVIISectionAGrp/PersonNm11BRANT MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARC GOLDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13KELLY HANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIE HOUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm15BEA KUTZLER
IRS990/Form990PartVIISectionAGrp/PersonNm16BRYAN LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID NOLET
IRS990/Form990PartVIISectionAGrp/PersonNm18MIKE PAVELL
IRS990/Form990PartVIISectionAGrp/PersonNm19ANN RANELLE
IRS990/Form990PartVIISectionAGrp/PersonNm20BLAIR LOWRY
IRS990/Form990PartVIISectionAGrp/PersonNm21MARGARET RIEMITIS
IRS990/Form990PartVIISectionAGrp/PersonNm22KYLE KAHUDA
IRS990/Form990PartVIISectionAGrp/PersonNm23JEFFREY SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm24SANDRA MCNUTT
IRS990/Form990PartVIISectionAGrp/PersonNm25LAWRENCE KAHN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AUDIT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DEVELOPMENT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIVERSITY, EQUITY & INCLUSION
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUILDINGS & GROUNDS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX OFFICIO, ALUMNI BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EX OFFICIO, PARENTS' CLUB PRESIDENT (AS OF 07/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24HEAD OF LOWER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF TECHNOLOGY OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt069825
IRS990/FundraisingDirectExpensesAmt0148070
IRS990/FundraisingGrossIncomeAmt0289659
IRS990/GainOrLossGrp/OtherAmt025358
IRS990/GainOrLossGrp/SecuritiesAmt03834448
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt056783
IRS990/GrantAmt02808001
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02808001
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt025358
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04868939
IRS990/GrossReceiptsAmt035059010
IRS990/GrossRentsGrp/PersonalAmt051217
IRS990/GrossRentsGrp/RealAmt01817
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0469593
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IRS990/InsuranceGrp/FundraisingAmt01285
IRS990/InsuranceGrp/ManagementAndGeneralAmt08570
IRS990/InsuranceGrp/ProgramServicesAmt0418636
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IRS990/InterestGrp/TotalAmt049168
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IRS990/LessRentalExpensesGrp/PersonalAmt05632
IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRINITY VALLEY SCHOOL HAS FOUR MAIN OBJECTIVES FOR ITS STUDENTS; FINE SCHOLARSHIP WITH ITS FULFILLMENT AT COLLEGE; THE DEVELOPMENT OF WIDE CONSTRUCTIVE INTERESTS; INTELLIGENT CITIZENSHIP; AND SPIRITUAL AND MORAL DEVELOPMENT WHICH PROMOTES LASTING VALUES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01160000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0790000
IRS990/NetAssetsOrFundBalancesBOYAmt0105111707
IRS990/NetAssetsOrFundBalancesEOYAmt099911503
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03842337
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03859806
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt017469
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0141589
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0141589
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01817
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt047402
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt045585
IRS990/NetUnrelatedBusTxblIncmAmt065991
IRS990/NetUnrlzdGainsLossesInvstAmt0-8618404
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt059607489
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt057337271
IRS990/NoncashContributionsAmt051003
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05783
IRS990/OccupancyGrp/ManagementAndGeneralAmt038553
IRS990/OccupancyGrp/ProgramServicesAmt01883330
IRS990/OccupancyGrp/TotalAmt01927666
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0464962
IRS990/OfficeExpensesGrp/TotalAmt0464962

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$131$26.8$104$34.6$34.7$0.07
2023Detailed filing. Detailed filing data is available for this year.$127$24.6$102$33.2$32.4$0.80
2022Detailed filing. Detailed filing data is available for this year.$126$25.9$99.9$33.9$30.5$3.34
2021Detailed filing. Detailed filing data is available for this year.$130$24.7$105$31.9$28.1$3.85
2020Detailed filing. Detailed filing data is available for this year.$115$23.0$92.4$28.0$28.1$0.09
2019Detailed filing. Detailed filing data is available for this year.$116$23.7$92.5$31.6$27.9$3.74
2018Detailed filing. Detailed filing data is available for this year.$111$22.8$87.8$26.4$26.9$0.44
2017Detailed filing. Detailed filing data is available for this year.$113$26.3$86.3$25.6$25.9$0.30
2016Detailed filing. Detailed filing data is available for this year.$112$28.2$83.3$25.1$24.4$0.78
2015Detailed filing. Detailed filing data is available for this year.$114$30.3$83.6$32.0$22.7$9.33
2014Detailed filing. Detailed filing data is available for this year.$103$24.8$77.8$26.5$21.8$4.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.9$24.6$70.3$21.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.0$24.9$65.1$19.5
2011Summary only. Only limited summary data is available for this year.$87.3$24.1$63.2$22.7$18.9$3.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.7$22.4$56.4$18.7