Trinity Valley School
- Assets
- $129.9m
- Revenue
- $31.9m
- Investments
- $52.2m
- Employees
- 309
- Location
- Fort Worth, TX
- Founding
- 01/1964
- Data as of
- 06/2021
- EIN
- 75-1099126
Organization Overview
Trinity Valley School is located in Fort Worth, TX. The organization was established in 1964. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2021, Trinity Valley School employed 309 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trinity Valley School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Trinity Valley School generated $31.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $28.1m during the year ending 06/2021. While expenses have increased by 2.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
TRINITY VALLEY SCHOOL IS A K-12 EDUCATIONAL INSTITUTION WITH AN ENROLLMENT OF 1,017 STUDENTS. THE TRINITY VALLEY SCHOOL CLASS OF 2021 HAD 86 GRADUATES ACCEPTED INTO 174 DIFFERENT COLLEGES AND RECEIVED $12 MILLION IN SCHOLARSHIPS. 3 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERITS FINALISTS, 4 MEMBERS OF THE CLASS WERE RECOGNIZED AS NATIONAL MERIT COMMENDED SCHOLARS AND 1 MEMBERS OF THE CLASS RECEIVED THE NATIONAL HISPANIC RECOGNITION. 1 MEMBER OF THE CLASS WAS APPOINTED TO THE US MILITARY ACADEMY AT WEST POINT, AND 2 MEMBERS WERE RECRUITED ATHLETES COMMITTED TO PLAYING COLLEGIATE SPORTS. ADDITIONALLY, THE CLASS OF 2021 COMPLETED 9,124 COMMUNITY SERVICE HOURS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Blair Lowry Head Of School | Officer | 55 | $217,065 |
Ian Craig Head Of School (thru 06/30/20) | 55 | $210,073 | |
Margaret Riemitis Chief Financial Officer | Officer | 55 | $171,598 |
Sandra Mcnutt Head Of Lower School | 55 | $140,416 | |
Susan Clare Pritchett Director Of External Affairs & Major Gifts | 55 | $125,973 | |
Jeffrey Snyder Head Of Middle School | 55 | $123,639 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Scott Tucker Construction Company Llc Construction Services | 6/29/21 | $731,941 |
Trinity River Lawn Care & Landscaping Lawn Care & Irrigation Services | 6/29/21 | $119,167 |
The Faulk Company Janitorial Services | 6/29/21 | $369,358 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $451,490 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,690,954 |
| Noncash contributions included in lines 1a–1f | $30,823 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,142,444 |
| Total Program Service Revenue | $24,612,508 |
| Investment income | $211,219 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $65,265 |
| Net Rental Income | $49,439 |
| Net Gain/Loss on Asset Sales | $4,848,015 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $31,929,734 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $3,228,840 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $609,767 |
| Compensation of current officers, directors, key employees. | $489,293 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,832,840 |
| Pension plan accruals and contributions | $646,121 |
| Other employee benefits | $2,717,965 |
| Payroll taxes | $967,455 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $67,977 |
| Fees for services: Accounting | $98,612 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $96,187 |
| Fees for services: Other | $0 |
| Advertising and promotion | $229,024 |
| Office expenses | $198,355 |
| Information technology | $393,595 |
| Royalties | $0 |
| Occupancy | $1,789,217 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $33,877 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,966,317 |
| Insurance | $337,634 |
| All other expenses | $270,227 |
| Total functional expenses | $28,083,637 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $16,189,102 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $956,201 |
| Accounts receivable, net | $9,098,345 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $789,269 |
| Net Land, buildings, and equipment | $44,265,303 |
| Investments—publicly traded securities | $6,404,068 |
| Investments—other securities | $52,151,493 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $129,853,781 |
| Accounts payable and accrued expenses | $2,361,976 |
| Grants payable | $0 |
| Deferred revenue | $21,152,078 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,160,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $68,020 |
| Total liabilities | $24,742,074 |
| Net assets without donor restrictions | $59,607,489 |
| Net assets with donor restrictions | $45,504,218 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $129,853,781 |
Grants Recieved
Over the last fiscal year, we have identified 20 grants that Trinity Valley School has recieved totaling $185,731.
| Awarding Organization | Amount |
|---|---|
Robert J And Edith K Schumacher Foundation Fort Worth, TX PURPOSE: GENERAL SUPPORT | $50,000 |
Frill Foundation Houston, TX PURPOSE: TO FURTHER THEIR EXCLUSIVELY CHARITABLE PURPOSES | $35,000 |
Martha Sue Parr Tr Chicago, IL PURPOSE: OUTDOOR PLAY ENHANCEMENTS | $25,000 |
Pate Foundation Fort Worth, TX PURPOSE: EDUCATIONAL SCHOLARSHIPS | $15,000 |
National Christian Charitable Foundation Inc Alpharetta, GA PURPOSE: GROWTH | $12,000 |
Kalpakis Family Foundation Fort Worth, TX PURPOSE: GENERAL SUPPORT | $10,200 |
Endowment Analysis
| Beg. Balance | $38,165,917 |
| Earnings | $12,967,856 |
| Admin Expense | $25,993 |
| Net Contributions | $467,230 |
| Grants | $1,355,000 |
| Ending Balance | $50,220,010 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Inspirenola Charter Schools New Orleans, LA | $22,382,887 | $74,884,221 |
Kinkaid School Inc Houston, TX | $122,042,370 | $52,090,713 |
St Johns School Houston, TX | $423,318,238 | $58,605,665 |
Hockaday School Dallas, TX | $327,432,445 | $61,281,462 |
Trinity Basin Preparatory Inc Grand Prairie, TX | $147,305,445 | $57,426,553 |
Greenhill School Addison, TX | $147,490,301 | $53,613,950 |
St Marks School Of Texas Dallas, TX | $307,638,954 | $39,530,532 |
Tlc Academy San Angelo, TX | $61,295,304 | $42,259,776 |
Episcopal School Of Dallas Inc Dallas, TX | $115,874,541 | $40,283,303 |
John Cooper School The Woodlands, TX | $108,804,128 | $40,380,579 |
Fort Worth Country Day School Inc Fort Worth, TX | $119,263,068 | $39,582,011 |
Faith Family Kids Inc Desoto, TX | $30,662,985 | $39,123,210 |