2021-04-29T08:46:54-05:00 2020-06-30 EISNERAMPER LLP 733 THIRD AVENUE NEW YORK NY 100172703 990 2019-07-01 135563003 TRINITY EPISCOPAL SCHOOL % JOAN DANNENBERG CFO TRIN 2129326857 139 WEST 91ST STREET NEW YORK NY 10024 JOAN DANNENBERG CFO 2129326857 2021-04-28 true CANDICE METH P01306891 2129498700 2019 2022-09-23 18:48:47Z JOAN DANNENBERG 139 WEST 91ST STREET NEW YORK NY 10024 117861929 false X WWW.TRINITYSCHOOLNYC.ORG X 1709 NY THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. 29 29 433 125 119205 -18350 13468562 12143764 54008182 57023341 3360214 7982292 930416 842317 71767374 77991714 8995091 9118508 0 0 37879089 39523509 27486 18866 2112503 23817799 21857077 70719465 70517960 1047909 7473754 251113010 253578391 58523572 59106427 192589438 194471964 THE SCHOOL PROVIDES EDUCATION TO APPROXIMATELY 1,000 STUDENTS, IN VARIOUS CLASSES FROM KINDERGARTEN THROUGH TWELFTH GRADE. false false 50226124 9118508 54796146 EDUCATIONAL INSTITUTION WITH A STUDENT BODY OF APPROXIMATELY 1,000 IN KINDERGARTEN THROUGH 12TH GRADE. 1589983 1868788 FOOD SERVICES PROVIDED FOR STUDENTS. 412071 358407 AFTER SCHOOL PROGRAMS PROVIDE SUPPLEMENTAL EDUCATION AND RECREATION FOR APPROXIMATELY 250 STUDENTS. 52228178 true true false true false false false false false true true false false false true true false true true false false false false true false false false false true true false false false false false false false false true false false false true true false false false true 68 0 true 433 true true true false false false false true true false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true true false NY X JOAN DANNENBERG CFO 2129326857 139 WEST 91ST STREET NEW YORK NY 10024 JOHN ALLMAN HEAD OF SCHOOL 40.0 0.0 X 856648 0 271383 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 40.0 2.0 X 485743 0 83956 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 40.0 0.0 X 361077 0 60477 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 40.0 0.0 X 298599 0 50592 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 40.0 0.0 X 265296 0 39951 SUZANNE JABLONSKI DIRECTOR OF OPERATIONS AND AUX 40.0 0.0 X 245471 0 56830 JAN BURTON Director of Admissions 40.0 0.0 X 239988 0 53408 ALEXIS MULVIHILL ASST HOS - ACADEMIC AFFAIRS 40.0 0.0 X 236875 0 37662 PHILIP BERNEY PRESIDENT 4.0 0.0 X X 0 0 0 DAVID BURGSTAHLER SECRETARY 2.0 0.0 X X 0 0 0 ANDREA C ROBERTS TREASURER 2.0 0.0 X X 0 0 0 JEFF BLAU VICE PRESIDENT 2.0 0.0 X X 0 0 0 JAMES DEUTSCH VICE PRESIDENT 2.0 0.0 X X 0 0 0 FRANK JOSEPH VICE PRESIDENT 2.0 0.0 X X 0 0 0 MARIA GARZON VICE PRESIDENT 2.0 0.0 X X 0 0 0 IGOR KIRMAN ESQ VICE PRESIDENT 2.0 0.0 X X 0 0 0 LISA KOHL VICE PRESIDENT 2.0 0.0 X X 0 0 0 SERENA MOON Vice President 2.0 0.0 X X 0 0 0 DAVID PEREZ VICE PRESIDENT 2.0 0.0 X X 0 0 0 JEFFREY SCRUGGS VICE PRESIDENT 2.0 0.0 X X 0 0 0 MATTHEW TIERNEY VICE PRESIDENT 2.0 0.0 X X 0 0 0 JOSEPH BARATTA TRUSTEE 2.0 0.0 X 0 0 0 ADRIENNE BARR TRUSTEE 2.0 0.0 X 0 0 0 LISA CAPUTO TRUSTEE 2.0 0.0 X 0 0 0 REX CHUNG TRUSTEE 2.0 0.0 X 0 0 0 ANDREW FARKAS TRUSTEE 2.0 0.0 X 0 0 0 SHIVA FAROUKI TRUSTEE 2.0 0.0 X 0 0 0 CAMILLE HACKNEY THORNTON TRUSTEE 2.0 0.0 X 0 0 0 MARGARET HESS CHI TRUSTEE 2.0 0.0 X 0 0 0 MAHMOOD KHIMIJI TRUSTEE 2.0 0.0 X 0 0 0 EMILY MANDELSTAM TRUSTEE 2.0 0.0 X 0 0 0 MATTHEW MCLENNAN TRUSTEE 2.0 0.0 X 0 0 0 SAMUEL ROSENBLATT Trustee 2.0 0.0 X 0 0 0 JOHN SEXTON Trustee 2.0 0.0 X 0 0 0 ALYSSA TABLADA Trustee 2.0 0.0 X 0 0 0 ROBERT WOLK Trustee 2.0 0.0 X 0 0 0 YADWA YAWAND-WOSSEN Trustee 2.0 0.0 X 0 0 0 2989697 0 654259 104 false true false ARCHSTONE BUILDERS 242 West 30th St NEW YORK NY 10001 construction manager 2627151 Alliance Maintenance 318 W 39th Street 7th Floor NEW YORK NY 10018 MAINTENANCE 2614545 FLIK Compass Group PO Box 91337 CHICAGO NY 60693 dining services 1599204 Alliance Security PO Box 828854 PHILADELPHIA PA 19182 security services 1069858 COVINGTON BURLING LLP 850 TENTH ST NW WASHINGTON DC 20001 LEGAL 763702 16 638647 11505117 973569 12143764 TUITION & FEES 611710 54796146 54796146 FOOD SERVICE 611710 1868788 1868788 AFTER SCHOOL PROGRAM 611710 358407 358407 57023341 2400762 2400762 0 0 755608 82383 673225 0 673225 630335 42890 45369364 39787832 5581532 5581530 5581530 0 0 0 0 0 0 0 0 0 SWIM AND TENNIS 713940 76315 76315 MISCELLANEOUS 900099 92777 92777 169092 77991714 57746453 119205 7982292 0 9118508 9118508 0 0 2068569 2068569 0 28774671 19462741 8072006 1239924 3070301 2124648 835122 110531 3453097 2292503 1011121 149473 2156871 1499025 569414 88432 0 1073745 1073745 102500 102500 50280 50280 18866 18866 90948 90948 113681 113681 0 2187931 509147 1173507 505277 452452 17574 434878 0 5183917 4678485 505432 8359 8359 0 0 1153746 1153746 0 5027938 4537714 490224 631134 569598 61536 FOOD SERVICES 1589983 1589983 AFTER SCHOOL PROGRAM SUPPLIES 412071 412071 PREP FOR PREP 437765 437765 ATHLETIC EQUIPMENT/SUPPLIES 840911 840911 2499716 2068936 430780 70517960 52228178 16177279 2112503 5193450 4751707 9134190 8193073 3371672 1558674 397846 1011011 0 0 0 0 0 0 0 0 1518878 1766973 190591152 36962634 149819473 153628518 64240984 70391595 17048085 11836757 0 0 0 0 388432 440083 251113010 253578391 5035321 6108268 0 0 11927612 12038009 0 0 0 0 0 0 37139507 35809901 0 0 4421132 5150249 58523572 59106427 X 138235527 137752557 54353911 56719407 192589438 194471964 251113010 253578391 X 7473754 -4869307 -721921 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 50280 false false 50280 false false PART II-B NARRATIVE OF LOBBYING ACTIVITIES THE SCHOOL HAS RETAINED THE SERVICES OF A LOBBYING CONSULTANT TO REPRESENT THE SCHOOL IN MATTERS PERTAINING TO TRINITY HOUSE. 73560388 538040 2631298 3135298 73594428 71065256 1650648 3983697 3139213 73560388 69221715 456569 4263807 2876835 71065256 64220895 407950 8156150 3563280 69221715 68307953 370830 -803516 3654372 64220895 0.38000 0.48000 0.14000 false false 1155575 1155575 178517099 31610132 146906967 6870586 5352502 1518084 4047892 4047892 153628518 0 AGENCY FUNDS 333757 ACCRUED PENSION LIABILITY 3153020 ACC POST-RET BENEFIT LIABILITY 1663472 5150249 X PART V, #4 INTENDED USE OF ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, EITHER DESIGNATED BY DONORS TO BE PERMANENTLY RESTRICTED ENDOWMENT FUNDS OR DESIGNATED BY THE BOARD OF TRUSTEES AS UNRESTRICTED QUASI-ENDOWMENT. THE PURPOSE OF THESE FUNDS IS TO GENERATE INCOME TO SUPPORT SCHOLARSHIPS, FACULTY SUPPORT AND ACADEMIC PROGRAMS. PART X, #2 INCOME TAX UNCERTAINTIES: The School is subject to the provisions of the Financial Accounting Standards Board's Accounting Standards Codification Topic 740, Income Taxes, as it relates to accounting and reporting for uncertainty in income taxes. The School pays unrelated business income on certain rental activities. Because the School has always recognized the liability related to this unrelated business income tax and because of the School's general tax-exempt status, management believes ASC Topic 740 has not had, and is not expected to have, a material impact on the School's consolidated financial statements. true true true true true true true false false false false false false false false true false true PART I, #2 RACIALLY NONDISCRIMINATORY POLICY: THE SCHOOL PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS. ALL INFORMATION IS OPEN TO THE PUBLIC AND AVAILABLE UPON REQUEST. PART I, #6A ASSISTANCE FROM GOVERNMENT AGENCY: NEW YORK MANDATED SERVICES FUNDS RECEIVED FOR PERFORMANCE OF DESIGNATEd SERVICES AMOUNTED TO $638,647. X X X X true SERAPIS CAMPAIGN STRATEGY false 18866 18866 NY true FINANCIAL AID 212 9118508 FMV TUITION REDUCTION PART I, #2 FINANCIAL AID PROCESS: AT THE SCHOOL, ALL FINANCIAL AID IS NEED BASED. THE DEGREE OF NEED IS DETERMINED BY AN ANALYSIS OF BOTH THE SCHOOL AND STUDENT SERVICE FINANCIAL AID FORMS (SSS) AND THE FAMILY'S MOST RECENT FEDERAL INCOME TAX RETURN WITH SUPPORTING DOCUMENTS (E.G. W-2S, 1099S, ETC.) MANY FAMILIES RECEIVE PARTIAL AID. FINANCIAL AID AT TRINITY COVERS NOT ONLY TUITION, BUT ALSO LUNCH, MEMBERSHIP IN THE PARENT'S ASSOCIATION AND ADDITIONAL CHARGES FOR REQUIRED ACTIVITIES. AN ADDITIONAL ALLOWANCE IS GIVEN FOR BOOKS AND REQUIRED SUPPLIES. X X X X true true X X X X X false true false false false false false true false JOHN ALLMAN HEAD OF SCHOOL 751348 0 105300 0 0 0 47250 0 224133 0 1128031 0 0 0 JOAN DANNENBERG CHIEF FINANCIAL OFFICER 485743 0 0 0 0 0 51375 0 32581 0 569699 0 0 0 MYLES AMEND ASSOC HEAD OF SCHOOL FOR ADV 361077 0 0 0 0 0 40992 0 19485 0 421554 0 0 0 LAWRENCE MOMO DIRECTOR OF COLLEGE COUNSELING 298599 0 0 0 0 0 33612 0 16980 0 349191 0 0 0 STEPHEN KOLMAN PRINCIPAL, UPPER SCHOOL 265296 0 0 0 0 0 22101 0 17850 0 305247 0 0 0 JAN BURTON Director of Admissions 239988 0 0 0 0 0 27351 0 26057 0 293396 0 0 0 ALEXIS MULVIHILL ASST HOS - ACADEMIC AFFAIRS 236875 0 0 0 0 0 20643 0 17019 0 274537 0 0 0 SUZANNE JABLONSKI DIRECTOR OF OPERATIONS AND AUX 245471 0 0 0 0 0 22348 0 34482 0 302301 0 0 0 PART I, #1A OTHER BENEFITS PROVIDED BY SCHOOL TO HEAD OF SCHOOL: IN ORDER TO DISCHARGE THE DUTIES PROPERLY REQUIRED OF A HEAD OF SCHOOL, THE HEAD OF SCHOOL AND HIS FAMILY ARE REQUIRED AS A CONDITION OF EMPLOYMENT TO ACCEPT AND LIVE IN THE BROWNSTONE OWNED BY THE SCHOOL THAT IS ADJACENT TO THE SCHOOL. In addition, he is reimbursed for the cost of housekeeping services provided to him and his family. The School also reimburses the Head of School for allowable expenses incurred in carrying out matters of the School. Expenses are reimbursed in accordance with the School's travel and expense reimbursement policy. PART I, #4B PARTICIPATION IN NON-QUALIFIED RETIREMENT PLAN: THE FOLLOWING SCHOOL EMPLOYEES REPORTED ON FORM 990, PART VII, SECTION A PARTICIPATE IN A NON-QUALIFIED RETIREMENT PLAN OF THE SCHOOL: JOHN ALLMAN, HEAD OF SCHOOL - $19,500 JOAN DANNENBERG, CHIEF FINANCIAL OFFICER - $19,500 MYLES AMEND, ASSOCIATE HEAD OF SCHOOL FOR ADVANCEMENT - $9,117 LAWRENCE MOMO, DIRECTOR OF COLLEGE COUNSELING - $1,737 ALEXIS MULVIHILL, ASSISTANT HEAD OF SCHOOL FOR ACADEMIC AFFAIRS - $425 PART I, #7 The Head of School's annual incentive award is determined following the annual performance review. The award shall range between 0% to 15% with the target opportunity to equal 10% of the Head of School's annual base salary. X 45 973569 FMV false true true PART I, #32A THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL ITS DONATED SECURITIES. GOVERNANCE, MANAGEMENT AND DISCLOSURES: PART VI, SECTION B, #11B THE SCHOOL'S ACCOUNTING FIRM PREPARES THE FORM 990 WHICH IS REVIEWED BY THE CFO AND THEN PRESENTED TO THE FULL BOARD OF TRUSTEES PRIOR TO ITS BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE. PART VI, SECTION B, #12C THE SCHOOL HAS A WRITTEN CONFLICT-OF-INTEREST POLICY AND TRUSTEES AND OFFICERS HAVE BEEN REQUIRED TO DISCLOSE POSSIBLE CONFLICTS ON AN ANNUAL BASIS. PART VI, SECTION B, #15A & #15B THE CFO AND HEAD OF SCHOOL REVIEW COMPARABLE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ON AN ANNUAL BASIS. THE PRESIDENT OF THE BOARD OF TRUSTEES, THE COMPENSATION COMMITTEE, AND THE EXECUTIVE COMMITTEE REVIEW COMPARABLE COMPENSATION FOR THE HEAD OF SCHOOL EVERY THREE YEARS WHEN THE EMPLOYMENT AGREEMENT IS UP FOR RENEWAL. SUBSTANTIAL INCREASES ABOVE THE STANDARD INCREASE APPROVED BY THE BOARD OF TRUSTEES ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE AND/OR THE EXECUTIVE COMMITTEE OF THE BOARD. The HEAD OF SCHOOL recommends the CFO's salary to the Compensation Committee of the Board. The Compensation Committee reviews the recommendation against comparable data from peer schools and makes a recommendation to the Board. THE SCHOOL FREQUENTLY RETAINS A SEARCH FIRM WHEN HIRING OFFICERS AND/OR KEY EMPLOYEES WHICH ALSO PROVIDES INDEPENDENT ADVICE AND DATA RELATED TO COMPENSATION. THE COMPARABLE DATA AND MINUTES OF THE FINANCE, COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND BOARD MEETINGS PROVIDE SUBSTANTIATION OF THE DISCUSSION AND DECISIONS RELATED TO COMPENSATION. PART VI, SECTION C, #18 & #19 THE SCHOOL MAKES THE FORM 990 AND ITS CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICTS-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. PART XI, LINE 9 RECONCILIATION OF NET ASSETS: PENSION LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS $(609,459) POST RETIREMENT LIABILITY ADJUSTMENT OTHER THAN PERIODIC COSTS (56,762) LOSS ON UNCOLLECTIBLE AMOUNTS (55,700) TOTAL OTHER CHANGES IN NET ASSETS $(721,921) EXTENSION OF TIME TO FILE APPLICATION FOR EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION WAS FILED ELECTRONICALLY. 134 WEST 92ND STREET ASSOCIATES LLC C/O THE SCHOOL 139 WEST 91ST STREET NEW YORK NY 10024 473187578 REAL ESTATE NY -10657 4673009 TRINITY SCH 136 WEST 92ND STREET ASSOCIATES LLC C/O THE SCHOOL 139 WEST 91ST STREET NEW YORK NY 10024 842587513 REAL ESTATE NY -136924 4464476 TRINITY SCH TRINITY SCHOOL REALTY HOLDING CORP 139 WEST 91ST STREET NEW YORK NY 10024 133481756 HOLDING CORP NY 501 (C) (2) N/A TRINITY SCH false TRINITY HOUSING COMPANY C/O M M LLP 1461 RXRP PLAZA UNIONDALE NY 11556 132646541 RENTAL PROPER NY TRINITY SCHOOL C CORP -143135 3167452 1.00000 false false false false false false false false false false false true false false false true false false false false TRINITY HOUSING COMPANY INC K 271199 FMV