Civic Intelligence

Holy Trinity Episcopal School

EIN 76-0452648 • 501(c)3 • Houston, TX

Profile

To operate a religious private academic school serving grades k-12

C/O Christopher R Murray Ttee1400 PHouston, TX 77056

www.hteshouston.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$162,064

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1583%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,800,909

Down $109,498 (-1.9%) from 2023

Liabilities

Up

$3,591,316

Up $118,546 (+3.4%) from 2023

Net Assets

Down

$2,209,593

Down $228,044 (-9.4%) from 2023

Revenue

Down

$32,228

Down $1,107,991 (-97%) from 2023

Expenses

Down

$446,498

Down $1,100,112 (-71%) from 2023

Net Income

Down

-$414,270

Down $7,879 (-1.9%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,340,931Liabilities 2010: $2,721,025Net Assets 2010: $619,9062010Assets 2011: $3,346,066Liabilities 2011: $2,480,324Net Assets 2011: $865,7422011Assets 2012: $3,328,321Liabilities 2012: $2,324,099Net Assets 2012: $1,004,2222012Assets 2013: $2,987,749Liabilities 2013: $1,425,631Net Assets 2013: $1,562,1182013Assets 2014: $3,137,766Liabilities 2014: $1,374,837Net Assets 2014: $1,762,9292014Assets 2015: $2,791,894Liabilities 2015: $1,317,528Net Assets 2015: $1,474,3662015Assets 2016: $2,610,737Liabilities 2016: $1,200,491Net Assets 2016: $1,410,2462016Assets 2017: $2,763,414Liabilities 2017: $1,167,424Net Assets 2017: $1,595,9902017Assets 2018: $2,593,843Liabilities 2018: $1,032,264Net Assets 2018: $1,561,5792018Assets 2019: $2,644,745Liabilities 2019: $1,114,485Net Assets 2019: $1,530,2602019Assets 2020: $2,792,816Liabilities 2020: $2,007,905Net Assets 2020: $784,9112020Assets 2021: $4,679,841Liabilities 2021: $2,453,279Net Assets 2021: $2,226,5622021Assets 2022: $6,625,810Liabilities 2022: $3,620,239Net Assets 2022: $3,005,5712022Assets 2023: $5,910,407Liabilities 2023: $3,472,770Net Assets 2023: $2,437,6372023Assets 2024: $5,800,909Liabilities 2024: $3,591,316Net Assets 2024: $2,209,5932024

Highlighted filing

2024

Assets$5,800,909
Liabilities$3,591,316
Net Assets$2,209,593

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,594,5712010Expenses 2011: $1,743,4922011Expenses 2012: $1,499,4862012Expenses 2013: $1,550,0302013Revenue 2014: $1,684,742Expenses 2014: $1,519,255Net Income 2014: $165,4872014Revenue 2015: $1,359,200Expenses 2015: $1,647,763Net Income 2015: -$288,5632015Revenue 2016: $1,571,665Expenses 2016: $1,635,785Net Income 2016: -$64,1202016Revenue 2017: $1,590,446Expenses 2017: $1,400,310Net Income 2017: $190,1362017Revenue 2018: $1,524,941Expenses 2018: $1,497,060Net Income 2018: $27,8812018Revenue 2019: $1,506,709Expenses 2019: $1,538,028Net Income 2019: -$31,3192019Revenue 2020: $864,623Expenses 2020: $1,403,073Net Income 2020: -$538,4502020Revenue 2021: $2,829,973Expenses 2021: $1,388,322Net Income 2021: $1,441,6512021Revenue 2022: $1,892,728Expenses 2022: $1,450,506Net Income 2022: $442,2222022Revenue 2023: $1,140,219Expenses 2023: $1,546,610Net Income 2023: -$406,3912023Revenue 2024: $32,228Expenses 2024: $446,498Net Income 2024: -$414,2702024

Highlighted filing

2024

Revenue$32,228
Expenses$446,498
Net Income-$414,270

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$3.59$2.21$0.03$0.45$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$3.47$2.44$1.14$1.55$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$3.62$3.01$1.89$1.45$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$2.45$2.23$2.83$1.39$1.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$2.01$0.78$0.86$1.40$0.54
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$1.11$1.53$1.51$1.54$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$1.03$1.56$1.52$1.50$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$1.17$1.60$1.59$1.40$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$1.20$1.41$1.57$1.64$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.79$1.32$1.47$1.36$1.65$0.29
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$1.37$1.76$1.68$1.52$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$1.43$1.56$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$2.32$1.00$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$2.48$0.87$1.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$2.72$0.62$2.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$32,228
Mission and Program Overview

Mission

Operate a religious private academic school serving grades prek3 through 5th grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,834,159$5,699,845▼ $134,314
Cash and Non-Interest-Bearing Accounts$1,687$37,787▲ $36,100
Intangible Assets$33,806$31,552▼ $2,254
Accounts Receivable$2,550$2,500▼ $50
Total Assets$5,910,407$5,800,909▼ $109,498
Other Assets Total$38,205$29,225▼ $8,980
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,417,259$3,439,722▲ $22,463
Accounts Payable and Accrued Expenses$55,511$151,594▲ $96,083
Other Liabilities$0$0→ $0
Total Liabilities$3,472,770$3,591,316▲ $118,546
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,437,637$2,209,593▼ $228,044
Total Net Assets Fund Balance$2,437,637$2,209,593▼ $228,044
Total Liabilities and Net Assets / Fund Balance$5,910,407$5,800,909▼ $109,498

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,203,155-$4,203,155
Buildings$2,530,560-$2,530,560
Land$565,947-$565,947
Equipment$42,249-$42,249
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
1 Michael WallerInterim Head of SchoolFT$75,833$75,833
Michael Waller--$75,833$75,833

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,362
Program Service Revenue
$66
Investment Income
$0
Other Revenue
$28,800
All Other Contributions
$3,362
Change in Net Assets
$-414,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$359,333
Salaries, Compensation, and Employee Benefits$87,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$216,093$24,010$0$240,103
Other Salaries and Wages$0$75,833$0$75,833
Insurance$1,164$36,169$0$37,333
Interest$17,052$1,895$0$18,947
All Other Expenses$0$16,024$0$16,024
Occupancy$14,927$962$0$15,889
Fees for Services Accounting$0$10,990$0$10,990
Pension Plan Contributions$0$4,942$0$4,942
Payroll Taxes$-872$5,734$0$4,862
Fees for Services Other$2,718$106$0$2,824
Information Technology$0$2,088$0$2,088
Other Employee Benefits$0$1,528$0$1,528
Office Expenses$0$137$0$137
Other Expenses$13$12$0$25
Total Functional Expenses$254,668$191,830$0$446,498
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
Federal Income Tax$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
HOLY TRINITY EPISCOPAL SCHOOL OF GREATER HOUSTON INC BANKRUPTCY CASE #24-30
EIN
76-0452648
Phone
2814594323
Address
C/O CHRISTOPHER R MURRAY TTEE1400 P, HOUSTON, TX 77056

Signing Officer

Name
Christopher R Murray
Title
Trustee
Phone
2814594323
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Waller
Formed
1995
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Munshi CPA Pc
Address
1600 HIGHWAY 6 STE 250, SUGAR LAND, TX 77478
Preparer
Imtiaz Munshi
Phone
2815470001
Supplemental Narrative

Additional Explanations

Other

Holy trinity episcopal scholl of greater housnton inc 11810 lockwood road houston, tx 7044 employer indentification number: 76-0452648 for the year ending june 30,2024 holy trinity episcopal school of greater housnton inc is making the de minimis safe harbor election under reg sec. 1.263(a)-1(f)

Pt VI, Line 2

Directors tamersen critichlow-glenn and ronnie rudd have a family relationship

Pt VI, Line 11B

A copy was provied to the board before filing

Pt VI, Line 12C

The conflict of interest policy is included in the new board member packet at the beginning of the term. Also, any time a board member suggests a vendor, the question is asked regarding relationship between the board member and the vendor.

Pt VI, Line 15B

Compensation of top management offical and key employees are based on reasearch of similar non-profit organizations and written employment contracts. The last compensation review was performed on june 2, 2020.

Pt VI, Line 15A

Compensation of top management offical and key employees are based on reasearch of similar non-profit organizations and written employment contracts. The last compensation review was performed on june 2, 2020.

Pt VI, Line 19

All information is available upon request

Financial Statement Notes

Pt X, Line 2

The school is a nonprofit corporation and is exempt from federal income taxes under section 501(c)3 of the u.s internal revenue code (code) and comparable state law, and contributions to it are tax deductible within the limitations prescribed by the code. The school conducted no materal unrelated business activities for the years ended june 30, 2023 and 2022. Therefore the school has made no proviosion for federal income taxes in the accompanying financial statements. In addition, the school qualifies for the charitable contribution deduction and has been classified as a public charity under section 170(b)(1)(a)(vi) of the internal revenue code. The school applies the provision of fasb topic 740, income taxes, which prescribes a recognition threshold and measurement attributable for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Topic 740 also provides guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosures and transition. Tax penalty expense for late filing of the schools information returns for the years ended june 30, 2023 and 2022 was $0 and $0, respectively. The schools believes that it has approriate support for any tax position taken, and as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML AppendixShowing 400 of 475 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/MissionDesc0OPERATE A RELIGIOUS PRIVATE ACADEMIC SCHOOL SERVING GRADES PREK3 THROUGH 5TH GRADE. CURRENTLY IN TRANSITION WITH NO STUDENTS ENROLLED
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IRS990/PrincipalOfficerNm0MICHAEL WALLER
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042249
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL INCOME TAX
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE U.S INTERNAL REVENUE CODE (CODE) AND COMPARABLE STATE LAW, AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE SCHOOL CONDUCTED NO MATERAL UNRELATED BUSINESS ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THEREFORE THE SCHOOL HAS MADE NO PROVIOSION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE SCHOOL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE SCHOOL APPLIES THE PROVISION OF FASB TOPIC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTABLE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TOPIC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURES AND TRANSITION. TAX PENALTY EXPENSE FOR LATE FILING OF THE SCHOOLS INFORMATION RETURNS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022 WAS $0 AND $0, RESPECTIVELY. THE SCHOOLS BELIEVES THAT IT HAS APPRORIATE SUPPORT FOR ANY TAX POSITION TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WE HAVE PUBLISHED OUR NONDISCRIMINATORY POLICY ON OUR PRINTED MATERALS SUCH AS THE VIEWBOOK, PARENT/STUDENT HAND BOOK AND FACULTY HANDBOOK
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Michael Waller
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF TOP MANAGEMENT OFFICALS ARE BASED ON REASEARCH OF SIMILAR NON-PROFIT ORGANIZATIONS AND WRITTEN EMPLOYMENT CONTRACT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLY TRINITY EPISCOPAL SCHOLL OF GREATER HOUSNTON INC 11810 LOCKWOOD ROAD HOUSTON, TX 7044 EMPLOYER INDENTIFICATION NUMBER: 76-0452648 FOR THE YEAR ENDING JUNE 30,2024 HOLY TRINITY EPISCOPAL SCHOOL OF GREATER HOUSNTON INC IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG SEC. 1.263(A)-1(F)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS TAMERSEN CRITICHLOW-GLENN AND RONNIE RUDD HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY WAS PROVIED TO THE BOARD BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE NEW BOARD MEMBER PACKET AT THE BEGINNING OF THE TERM. ALSO, ANY TIME A BOARD MEMBER SUGGESTS A VENDOR, THE QUESTION IS ASKED REGARDING RELATIONSHIP BETWEEN THE BOARD MEMBER AND THE VENDOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF TOP MANAGEMENT OFFICAL AND KEY EMPLOYEES ARE BASED ON REASEARCH OF SIMILAR NON-PROFIT ORGANIZATIONS AND WRITTEN EMPLOYMENT CONTRACTS. THE LAST COMPENSATION REVIEW WAS PERFORMED ON JUNE 2, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF TOP MANAGEMENT OFFICAL AND KEY EMPLOYEES ARE BASED ON REASEARCH OF SIMILAR NON-PROFIT ORGANIZATIONS AND WRITTEN EMPLOYMENT CONTRACTS. THE LAST COMPENSATION REVIEW WAS PERFORMED ON JUNE 2, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL INFORMATION IS AVAILABLE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
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