2015-02-13T08:08:48-06:00 2014-06-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2013-07-01 630586676 TRINITY PRESBYTERIAN SCHOOL TRIN 3342132124 1700 EAST TRINITY BLVD MONTGOMERY AL 361062810 GUICE SLAWSON PRESIDENT OF BOARD OF TRUSTEES 3342132124 2015-02-12 1 LUCINDA S BOLLINGER P00187613 3348347660 2015-02-11 2013 2016-02-25 16:41:14Z KERRY PALMER 1700 EAST TRINITY BLVD MONTGOMERY AL 361062810 10677325 0 X TRINITYWILDCATS.COM X 1970 AL TRINITY PRESBYTERIAN SCHOOL IS A COLLEGE PREPARATORY SCHOOL; KINDERGARTEN THROUGH TWELFTH GRADE. 18 18 175 431 0 0 313745 358522 10135662 10245763 900 -11986 17865 13796 10468172 10606095 279227 322668 0 0 6609736 6619571 0 0 231371 4136132 4200132 11025095 11142371 -556923 -536276 17800300 16864910 5792085 5326488 12008215 11538422 TO GLORIFY GOD BY PROVIDING FOR STUDENTS THE HIGHEST QUALITYCOLLEGE-PREPARATORY EDUCATION, TRAINING THEM IN THE BIBLICAL WORLD ANDLIFE VIEW, THUS ENABLING THEM TO SERVE GOD IN SPIRIT, MIND AND BODY. 0 0 8570152 322668 9622641 TRINITY IS MONTGOMERY'S FOREMOST EDUCATIONAL INSTITUTION BINDING ACADEMIC EXCELLENCE WITH CHRISTIAN PERSPECTIVE. PROVIDING A CHALLENGING COLLEGE-PREPARATORY EDUCATION FOR GRADES PRE-KINDERGARTEN THROUGH 12TH GRADE, TRINITY OFFERS A RIGOROUS ACADEMIC PROGRAM, COMMITTED EDUCATORS, OUTSTANDING ATHLETICS AND ARTS, AND A NURTURING FAMILY ENVIRONMENT. ONE HUNDRED PERCENT OF TRINITY GRADUATES ARE ACCEPTED IN POST-SECONDARY INSTITUTIONS. AT TRINITY, WE HIRE MASTER EDUCATORS WHO THOUGHTFULLY AND STRATEGICALLY UTILIZE TECHNOLOGY AS A TOOL TO ENHANCE TEACHING AND LEARNING. TRINITY'S INTENSE COMMITMENT TO THE ARTS IS READILY APPARENT BY STATE-OF-THE-ART AREAS FOR DANCE, CHORAL, INSTRUMENTAL, ART AND SPEECH. TRINITY IS THE ONLY INDEPENDENT SCHOOL IN MONTGOMERY THAT OFFERS A FULL-TIME DANCE PROGRAM. 333880 353369 THE ATHLETIC PROGRAM AT TRINITY IS DESIGNED TO PROVIDE OPPORTUNITIES FOR COMPETITIVE ATHLETICS WHILE ENRICHING THE TOTAL EDUCATIONAL EXPERIENCE OF EACH STUDENT-ATHLETE. TRINITY FIELDS 36 INTERSCHOLASTIC SPORT TEAMS, INCLUDING FOOTBALL, VOLLEYBALL, BASKETBALL, TENNIS, BASEBALL, SOFTBALL, GOLF, SOCCER, TRACK AND CROSS COUNTRY, IN ADDITION TO AWARD-WINNING CHEERLEADERS. OVER 84% OF OUR STUDENTS PARTICIPATE IN AT LEAST ONE SPORT. WE CONSISTENTLY PRODUCE CHAMPIONSHIP TEAMS AND ALL-STATE ATHLETES. TRINITY'S SKILLED COACHING STAFF HAS BUILT A REPUTATION FOR EXCELLENCE AND INTEGRITY. THE COACHES WORK TO INSTILL IN EACH STUDENT ATHLETE A DESIRE TO EXCEL, BOTH ON AND OFF THE FIELD/COURT. TRINITY ATHLETES PRACTICE AND COMPETE ON SOME OF THE AREA'S FINEST FIELDS AND INDOOR FACILITIES. 302937 269753 STUDENTS INSPIRED BY SPECIFIC ACADEMIC STUDIES AND INTERESTS SUPPLEMENT THEIR CLASSROOM EXPERIENCES THROUGH NUMEROUS CLUBS AND SERVICE GROUPS, INCLUDING MISSIONS, DANCE TEAMS, BAND, DRAMA, FORENSICS, STUDENT COUNCILS, KEY CLUB, YEARBOOK AND JOURNALISM. OUR THEATRE DEPARTMENT PRODUCES A FULL-SCALE MUSICAL WITH A CAST OF MORE THAN 100 UPPER SCHOOL STUDENTS. TRINITY OFFERS A SUPERIOR BAND PROGRAM, INCLUDING THE AWARD-WINNING WILDCAT PRIDE MARCHING BAND, THE MIDDLE SCHOOL CONCERT BAND, AND THE SYMPHONIC BAND, PLUS A FIFTH GRADE BAND, THE FIRST OF ITS KIND IN THE CITY. TRINITY'S MISSION PROJECT, CHANGE 4 CHANGE, WAS RECOGNIZED AS THE RIVER REGION VOLUNTEER OF THE YEAR IN THE YOUTH CATEGORY (18 AND UNDER) IN RECOGNITION OF SERVING OTHERS AND THEIR POSITIVE IMPACT ON THE COMMUNITY. 9206969 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 52 0 1 175 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X DEBRA DOROUGH 3342132124 1700 EAST TRINITY BLVD MONTGOMERY AL 361062810 DR FRANK YOUNG PRESIDENT 2.00 X X 0 0 0 GUICE SLAWSON VICE PRESIDENT 1.50 X X 0 0 0 TODD PARSONS TREASURER 1.50 X X 0 0 0 REV PATRICK CURLES SECRETARY 1.50 X X 0 0 0 COLE PORTIS MEMBER AT LARGE 1.50 X 0 0 0 ANN AMSTER BOARD MEMBER 1.00 X 0 0 0 JEANNINE BIRMINGHAM BOARD MEMBER 1.00 X 0 0 0 JOHN BRICKEN BOARD MEMBER 1.00 X 0 0 0 FARROW BURKS BOARD MEMBER 1.00 X 0 0 0 DR ALLEN CLARK BOARD MEMBER 1.00 X 0 0 0 DAVID MCCLINTON BOARD MEMBER 1.00 X 0 0 0 STEPHEN MORRIS BOARD MEMBER 1.00 X 0 0 0 DR SCOTT PARMA BOARD MEMBER 1.00 X 0 0 0 PHILLIP POUNCEY BOARD MEMBER 1.00 X 0 0 0 JIMMY RUTLAND BOARD MEMBER 1.00 X 0 0 0 TROY TEEL BOARD MEMBER 1.00 X 0 0 0 NANCY TRUMBULL BOARD MEMBER 1.00 X 0 0 0 PAT WILLIAMS BOARD MEMBER 1.00 X 0 0 0 REV CLAUDE MCROBERTS III EX-OFFICIO 1.50 X 0 0 0 KERRY PALMER HEAD OF SCHOOL 40.00 X 124938 0 9786 DEBRA DOROUGH DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 81818 0 10328 206756 0 20114 1 0 0 0 SAGE DINING SERVICES INC 222 BOSLEY AVENUE SUITE B7 TOWSON MD 21204 DINING MANAGEMENT 576845 1 87768 43270 227484 5612 358522 TUITION AND FEES 900099 8718187 8718187 AUXILIARY SERVICES 611710 1430912 1430912 OTHER PROGRAMS 611710 96664 96664 10245763 1204 1204 20456 33646 -13190 -13190 -13190 51380 43270 37584 13796 13796 10606095 10245763 0 1810 322668 322668 224981 7048 161547 56386 5180006 4415260 709677 55069 266479 218272 42739 5468 539801 441512 86877 11412 408304 334441 65485 8378 11500 11500 40070 40070 49040 49040 237155 92682 144473 197077 157267 39810 605958 580235 25723 8095 8095 33638 23484 10154 110326 2596 107730 1158443 984463 173980 LUNCH PROGRAM 608518 596348 12170 ATHLETIC PROGRAMS 329384 327028 2356 CLUBS AND PTO 315331 254110 8165 53056 ARTS, LIBRARY & DEPTS 209246 208553 693 286351 200932 43817 41602 11142371 9206969 1704031 231371 2165343 1965801 335360 182241 16042 83497 144845 22065474 8368092 14423984 13697382 792116 858599 17800300 16864910 950314 923878 1622517 1530108 3219254 2872502 5792085 5326488 X 11945734 11461819 16097 29479 46384 47124 12008215 11538422 17800300 16864910 X -536276 66483 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 792116 3359 95525 32400 858600 777009 2284 44113 31290 792116 820712 2749 -12112 34340 777009 729590 1780 118100 28758 820712 653449 14309 80422 18590 729590 0.93490 0.05490 0.01020 0 1 1 1271532 1271532 15562837 4953753 10609084 5231105 3414339 1816766 13697382 INTEREST IN NET ASSETS OF TRUST 858599 858599 10710162 104067 104067 10606095 0 10606095 11179955 37584 37584 11142371 0 11142371 PART V, LINE 4: THE TRINITY PRESBYTERIAN SCHOOL CHARITABLE TRUST SUPPORTS AND FURTHERS THE RELIGIOUS, CHARITABLE, AND EDUCATIONAL PROGRAMS AND OTHER PURPOSES OF THE SCHOOL. THE FUNDS CAN BE USED FOR FINANCIAL AID AND ACADEMIC SCHOLARSHIPS FOR STUDENTS. PROVISIONS OF FUNDS CAN BE FOR THE PHYSICAL FACILITIES OF THE SCHOOL OR EQUIPMENT, INCLUDING TECHNOLOGICAL ADVANCEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE OF FUNDRAISING EVENTS 37,584. CHANGE IN INTEREST IN NET ASSETS OF TRUST 66,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE OF FUNDRAISING EVENTS 37,584. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 TO THE BEST OF OUR KNOWLEDGE, THE SCHOOL HAS SATISFIED THE APPLICABLE REQUIREMENTS OF PUBLICIZING OUR RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER ADS DURING THE PERIOD OF OPEN ENROLLMENT AND REGISTRATION OF NEW STUDENTS. THE STATEMENT OF OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL OF OUR BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. 5K 22640 15170 7470 100 2934 3670 AUCTION & LINKS N LOBS 72010 28100 43910 4753 6795 1000 18332 94650 43270 51380 100 7687 6795 1000 22002 37584 13796 1 FINANCIAL AID FOR TUITION 93 322668 JENNIFER BRICKEN SPOUSE OF BOARD TRUSTEE 45541 ART TEACHER 0 KASI PARSONS SPOUSE OF BOARD TRUSTEE 44719 5TH GRADE TEACHER 0 LEAH SLAWSON SPOUSE OF BOARD TRUSTEE 36909 ENGLISH TEACHER 0 FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO ITS FILING WITH THE IRS, THE FORM 990 WILL BE REVIEWED BY THE BUSINESS COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST IN THE PURCHASE OF GOODS OR SERVICES FROM BOARD MEMBERS, FACULTY AND STAFF, AND PARENTS, ALL TRANSACTIONS MUST BE ARMS-LENGTH, TO INCLUDE COMPETITIVE BIDDING. THE SCHOOL DOES NOT PURCHASE GOODS OR SERVICES FROM ANY MEMBER OF THE BOARD, ANY SPOUSE, OR CHILD OR PARENT OF A BOARD MEMBER, OR ANY BUSINESS IN WHICH THE BOARD MEMBER OR HIS OR HER SPOUSE, CHILD OR PARENT HAS A SIGNIFICANT FINANCIAL INTEREST WITHOUT COMPETITIVE BIDDING, FULL DISCLOSURE AND PRIOR APPROVAL OF ANY SUCH TRANSACTIONS BY THE BOARD IN A REGULAR MEETING OR SPECIAL MEETING CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE SELECTION AND DECISION ON COMPENSATION OF THE HEAD OF SCHOOL WAS THE RESULT OF A 3RD PARTY SEARCH AND A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. THE SELECTION AND DECISION ON COMPENSATION FOR THE NEW MIDDLE AND UPPER SCHOOL PRINCIPAL WAS REVIEWED AND APPROVED BY THE HEAD OF SCHOOL AND THEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL PROVIDES COPIES OF THE FORM 990 UPON REQUEST. THE FORM 990 INCLUDES THE SCHOOL'S FINANCIAL INFORMATION. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE GENERAL PUBLIC, EXCEPT AS DISCLOSED IN THE FORM 990. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF TRUST 66,483. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THIS TAX YEAR. TRINITY SCHOOL CHARITABLE TRUST 1700 E TRINITY BLVD MONTGOMERY AL 36106 636200857 SUPPORT OF TRINITY PRESBYTERIAN SCHOOL AL 501(C)(3) 11D 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0