2024-01-23T10:54:02-06:00 2023-06-30 204989621 VERDEJA DE ARMAS TRUJILLO ALVAREZ LLP 255 ALHAMBRA CIR STE 630 CORAL GABLES FL 331347417 990 2022-07-01 237098500 PALMER TRINITY PRIVATE SCHOOL INC PALM 3059694205 7900 SW 176 STREET PALMETTO BAY FL 331570000 JOSE CHAO CFO 3052512230 2024-01-23 1 JOSE CHAO XXX-XX-XXXX 1 OCTAVIO A VERDEJA P00640853 3054463177 2024-01-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK ROBERTS 18121 SW 82ND AVE MIAMI FL 33157 35433597 0 X WWW.PALMERTRINITY.ORG X 1971 FL AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 778 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 57 ACRE CAMPUS BASED IN SOUTH FLORIDA. STUDENTS ARE PREPARED TO LIVE IN A DIVERSE, MULTICULTURAL WORLD, WITH THE HIGHEST IDEALS OF TOLERANCE, PERSONAL INTEGRITY, AND SOCIAL RESPONSIBILITY. 17 17 208 0 0 0 3596491 1856955 30964981 31733220 318 283 -9599 1795011 34552191 35385469 4050302 4140815 0 0 14328626 15295894 0 0 615351 10556761 12127476 28935689 31564185 5616502 3821284 91390503 98083628 42211868 41729572 49178635 56354056 X AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 766 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 57 ACRE CAMPUS BASED IN SOUTH FLORIDA. STUDENTS ARE PREPARED TO LIVE IN A DIVERSE, MULTICULTURAL WORLD, WITH THE HIGHEST IDEALS OF TOLERANCE, PERSONAL INTEGRITY, AND SOCIAL RESPONSIBILITY. 0 0 25605636 4140815 33496170 PALMER TRINITY IS A PRIVATE INDEPENDENT SCHOOL FOUNDED IN 1971 AND SERVES OVER 766 STUDENTS IN GRADES 6-12TH. LOCATED ON 57 ACRES IN PALMETTO BAY, AN AREA SOUTH OF DOWNTOWN MIAMI, THE TRANQUIL AND BEAUTIFUL OPEN SPACE OF THE CAMPUS PROVIDES AN IDEAL BACKDROP TO THE DYNAMIC AND DIVERSE CURRICULAR AND CO-CURRICULAR PROGRAMS THAT FOSTER PERSONAL GROWTH AND SELF-ACTUALIZATION, CRITICAL THINKING, INQUIRY BASED LEARNING, SPIRITUAL FORMATION, CHARACTER AND GLOBAL CITIZENSHIP IN EACH STUDENT. PALMER TRINITY IS A STUDENT- CENTERED, COLLEGE PREPARATORY, EPISCOPAL INSTITUTION WHOSE MISSION IS REFLECTED IN OUR MOTTO, VIRTUS, HUMINATAS ET SPIRITUS, SUPPORTING THE POWER OF VIRTUE, HUMANITY AND SPIRIT. 25605636 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 208 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X JOSE CHAO 3059694205 7900 SW 176 ST PALMETTO BAY FL 33157 MICHAEL BAIAMONTE TRUSTEE EMERITUS 1.00 X 0 0 0 KIM VINAS BRD TRUSTEES 1.00 X 0 0 0 LYNLEY CIOROBEA BRD TRUSTEES 1.00 X 0 0 0 REV THE RT PETER EATON BRD TRUSTEES 1.00 X 0 0 0 ELIZABETH BACARDI SECRETARY 1.00 X X 0 0 0 JARED KAPLAN TREASURER 1.00 X X 0 0 0 DANIEL DIAZ LEYVA BRD TRUSTEES 1.00 X 0 0 0 VIVIAN CORTINAS BRD TRUSTEES 1.00 X 0 0 0 EMILIO FERNANDEZ BRD TRUSTEES 1.00 X 0 0 0 RICHARD GRILLO BRD TRUSTEES 1.00 X 0 0 0 PATRICIA CORNISH BRD TRUSTEES 1.00 X 0 0 0 MARCEL NAVARRO CHAIRMAN 1.00 X X 0 0 0 JESUS SOCORRO VICE CHAIR 1.00 X X 0 0 0 DOUG ROTHFELDT BRD TRUSTEES 1.00 X 0 0 0 JACK BRUMBAUGH TRUSTEE EMERITUS 1.00 X 0 0 0 WILLIAM MORRISON TRUSTEE EMERITUS 1.00 X 0 0 0 RUSSELL WILSON BRD TRUSTEES 1.00 X 0 0 0 PATRICK ROBERTS HEAD OF SCHOOL 40.00 X 428037 0 24700 JOSE CHAO CFO 40.00 X 159421 0 16286 DANNY REYNOLDS ASSOCIATE HEAD 40.00 X 163980 0 15786 SUZANNE GOTTLIEB CALLEJA ASSOCIATE HEAD 40.00 X 123616 0 11690 PAUL ZAMEK ASSOCIATE HEAD 40.00 X 195768 0 18106 JUAN GOMEZ DIR OF DEVELOPMENT 40.00 X 193882 0 17076 ASHLEY CHAPMAN UPPER SCHOOL DIVISION HEAD 40.00 X 142808 0 12957 PETER TOLMACH MIDDLE SCHOOL DIVISION HEA 40.00 X 124561 0 10983 MARY ELLEN CASSINI CHAPLIN 40.00 X 96317 0 0 ADRIANNA TRUBY DEAN OF ACADEMICS 40.00 X 98837 0 11249 DAVID LANHAM ATHLETIC DIRECTOR 40.00 X 105976 0 10165 1833203 0 148998 9 0 1 0 SAGE DINING SERVICE 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 CATERING 1369319 CBM COASTAL BUILDING MAINTENANCE INC 15405 NW 7TH AVENUE MIAMI FL 33169 JANITORIAL/MAINTENANCE 828051 NATURAL TOUCH LAWN MAINTENANCE LLC PO BOX 562946 MIAMI FL 332562946 LANDSCAPING AND FIELD UPKEEP 814738 FRANMAR CORPORATION 10400 SW 187TH STREET CUTLER BAY FL 33157 STUDENT BUS SERVICES 673235 SECURITAS SECURITY SERVICES USA INC 6030 HOLLYWOOD BLVD 210 HOLLYWOOD FL 33024 SECURITY SERVICES 383079 6 153860 1703095 1856955 TUITION AND FEES 31733220 31733220 31733220 283 283 32061 153860 0 32061 32061 70661 48128 22533 22533 ERTC 1740417 1740417 1740417 35385469 33496170 0 32344 4140815 4140815 2133549 2133549 10007564 6725140 2788224 494200 1198 839 359 2301129 1610790 690339 852454 596718 255736 195018 156015 39003 74121 62261 11118 742 840828 706296 126124 8408 1977592 1661177 296639 19776 899214 755340 134882 8992 STUDENT SVC EXPENSE 2639254 2639254 LANDSCAPING 837188 669750 167438 REPAIR & MAINTENANCE 826344 661075 165269 EDUCATIONAL DEPARTMENT 799615 799615 3038302 2287002 668067 83233 31564185 25605636 5343198 615351 16238693 20577448 1566374 611555 177284 141584 33830 69937 954670 68219641 21055793 47681293 47163848 25693029 28413789 0 150797 91390503 98083628 415908 916435 16818393 17147121 24142816 23666016 834751 0 42211868 41729572 X 48858635 56034056 320000 320000 49178635 56354056 91390503 98083628 3821284 3354136 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15585106 4441880 1717744 21744730 17219204 252703 -1886801 15585106 11627110 2154112 3437982 17219204 11314744 107793 204573 11627110 9831270 887598 11314744 0.98530 0.01470 0 0 22774401 22774401 40372264 17549812 22822452 3380522 2897722 482800 1692454 608259 1084195 47163848 X 34646918 3354136 -4092687 -738551 35385469 0 35385469 27471497 -4092687 -4092687 31564184 0 31564184 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC NO 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC NO 740"). ASC 740 REQUIRED THAT THE IMPACT OF TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. AT 6/30/23, THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS WITH US FEDERAL AND OTHER TAX AUTHORITIES FOR WHICH STATUE LIMITATIONS MAY GO BACK TO THE YEAR ENDED 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,140,815. COST OF SALE OF INVENTORY 48,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -4,140,815. COST OF SALE OF INVENTORY 48,128. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PALMER TRINITY SCHOOL ADMITS QUALIFIED STUDENTS, IRRESPECTIVE OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION OR DISABILITY. ALL STUDENTS ARE AFFORDED THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO PALMER TRINITY SCHOOL STUDENTS. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION OR DISABILITY IN THE ADMINISTRATION OF ITS EDUCATIONAL PROGRAM, ADMISSION, FINANCIAL AID, ATHLETIC OR OTHER SCHOOL POLICIES. FUNDRAISING EVENTS 185921 153860 32061 185921 153860 32061 32061 0 FINANCIAL AIDS 4140815 FMV FINANCIAL AID 0 0 0 0 0 0 0 0 0 PATRICK ROBERTS HEAD OF SCHOOL 360712 0 67325 0 0 0 24700 0 0 0 452737 0 0 0 PAUL ZAMEK ASSOCIATE HEAD 195768 0 0 0 0 0 18106 0 0 0 213874 0 0 0 JUAN GOMEZ DIR OF DEVELOPMENT 193882 0 0 0 0 0 17076 0 0 0 210958 0 0 0 DANNY REYNOLDS ASSOCIATE HEAD 163980 0 0 0 0 0 15786 0 0 0 179766 0 0 0 JOSE CHAO CFO 159421 0 0 0 0 0 16286 0 0 0 175707 0 0 0 ASHLEY CHAPMAN UPPER SCHOOL DIVISION HEAD 142808 0 0 0 0 0 12957 0 0 0 155765 0 0 0 A MIAMI-DADE COUNTY INDUSTRIAL DEVELOP 521662816 2023-10-15 25600000 CONSTRUCTION & RENOVATION 0 0 0 A 25600000 25600000 0 0 1 1 A 0 0 0 0 0 0 0 A 1 1 1 MORGAN STANLEY 25.000000000000 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE THE FILING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES AND THE HEAD OF SCHOOL ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND ARE REQUIRED TO SIGN A STATEMENT TO THAT EFFECT EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES HAS AN INDEPENDENT COMMITTEE THAT REVIEWS THE COMPENSATION OF THE HEAD OF SCHOOL BEFORE EACH CONTRACT RENEWAL DATE. THE COMMITTEE REVIEWS THE COMPARABLE COMPENSATION PACKAGES AT OTHER LOCAL AND STATE SCHOOLS AS PART OF ITS DECISION MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.