2026-02-02T10:43:00-06:00 2025-06-30 204989621 VERDEJA & ALVAREZ LLP 255 ALHAMBRA CIR STE 630 CORAL GABLES FL 331347417 990 2024-07-01 237098500 PALMER TRINITY PRIVATE SCHOOL INC PALM 3059694205 7900 SW 176 STREET PALMETTO BAY FL 331570000 JOSE CHAO CFO 3052512230 2026-02-02 1 1 OCTAVIO A VERDEJA P00640853 3054463177 2026-02-02 2024 2025-03-06 01:10:19Z PATRICK ROBERTS 18121 SW 82ND AVE MIAMI FL 33157 46235293 0 X WWW.PALMERTRINITY.ORG X 1971 FL AN INDEPENDENT EPISCOPAL SCHOOL THAT SERVES OVER 800 STUDENTS IN GRADES 6- 12TH, ON A BEAUTIFUL 60 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. FOR MORE INFORMATION VISIT WWW.PALMERTRINITY.ORG 21 21 217 0 0 0 1709370 5257902 36590382 40035988 4615 12652 -9885 927156 38294482 46233698 4812000 5475900 0 0 16587877 18280725 0 0 666329 12839234 14995614 34239111 38752239 4055371 7481459 107347918 119745490 42837262 42592090 64510656 77153400 X PALMER TRINITY SCHOOL PROVIDES A RIGOROUS COLLEGE-PREPARATORY EDUCATION GROUNDED IN CHARACTER DEVELOPMENT, GLOBAL CITIZENSHIP, SPIRITUAL GROWTH, AND SERVICE TO OTHERS. 0 0 31473898 5475900 40924962 THE SCHOOL PROVIDED A COMPREHENSIVE ACADEMIC CURRICULUM TO APPROXIMATELY 800 STUDENTS IN GRADES 6-12. INSTRUCTION INCLUDED STEM, HUMANITIES, WORLD LANGUAGES, AND THE ARTS, SUPPORTED BY ACADEMIC ADVISING, LEARNING SERVICES, AND COLLEGE COUNSELING. THESE PROGRAMS PREPARED STUDENTS FOR ADMISSION TO A WIDE RANGE OF HIGHER-EDUCATION INSTITUTIONS. STUDENTS COMPLETED 18,927 COMMUNITY SERVICE HOURS, TRACKED THROUGH THE MOBILESERVE APP, IN PARTNERSHIP WITH LOCAL NONPROFIT ORGANIZATIONS AND COMMUNITY AGENCIES. PROGRAMMING EMPHASIZED LEADERSHIP, CHARACTER DEVELOPMENT, AND CIVIC ENGAGEMENT CONSISTENT WITH THE SCHOOL'S MISSION. THE ATHLETICS PROGRAM SERVED 510 STUDENT-ATHLETES ACROSS MIDDLE AND UPPER SCHOOL TEAMS. THE ARTS PROGRAM SERVED 403 STUDENTS, PROVIDING OPPORTUNITIES IN VISUAL AND PERFORMING ARTS AND PRODUCING 8-10 PERFORMANCES AND SHOWCASES ANNUALLY. THESE PROGRAMS SUPPORTED STUDENT DEVELOPMENT, WELLNESS, AND CREATIVE EXPRESSION THE SCHOOL'S SPIRITUAL LIFE PROGRAM PROVIDED REGULAR CHAPEL SERVICES, ADVISORY PROGRAMMING, PASTORAL SUPPORT, AND VALUES-BASED EDUCATION CONSISTENT WITH THE SCHOOL'S EPISCOPAL IDENTITY. ACTIVITIES ENCOURAGED REFLECTION, ETHICAL DECISION-MAKING, AND PERSONAL GROWTH FOR STUDENTS ACROSS ALL GRADE LEVELS.THE GLOBAL STUDIES PROGRAM OFFERED COURSEWORK, STUDENT EXCHANGES, CULTURAL LEARNING EXPERIENCES, AND INTERNATIONAL PARTNERSHIPS DESIGNED TO BROADEN STUDENTS' GLOBAL AWARENESS. THE PROGRAM SUPPORTED THE SCHOOL'S FOCUS ON GLOBAL CITIZENSHIP AND CROSS-CULTURAL UNDERSTANDING THROUGH CURRICULAR INTEGRATION AND EXPERIENTIAL LEARNING OPPORTUNITIES. 31473898 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 12 0 1 217 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 THE RT REV 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 JUDY ANDREWS BRD TRUSTEES 1.00 X 0 0 0 RICHARD GRILLO BRD TRUSTEES 1.00 X 0 0 0 WALTER GONZALEZ 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 DAVID NEITHARDT 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 CARLOS PENZINI BRD TRUSTEES 1.00 X 0 0 0 DOUG ROTHFELDT BRD TRUSTEES 1.00 X 0 0 0 HUDSON SMITH BRD TRUSTEES 1.00 X 0 0 0 TRAVIS SULLIVAN BRD TRUSTEES 1.00 X 0 0 0 PATRICK ROBERTS HEAD OF SCHOOL 40.00 X 502644 0 320800 JOSE CHAO CFO 40.00 X 216863 0 20366 DANNY REYNOLDS ASSOCIATE HEAD 40.00 X 183411 0 17180 SUZANNE GOTTLIEB CALLEJA ASSOCIATE HEAD 40.00 X 142123 0 13278 ARTURO BEGUIRISTAIN DIR OF FACILITIES & SECURI 40.00 X 105607 0 10686 JUAN GOMEZ DIR OF DEVELOPMENT 40.00 X 224587 0 19061 ASHLEY CHAPMAN UPPER SCHOOL DIVISION HEAD 40.00 X 175474 0 15142 PETER TOLMACH MIDDLE SCHOOL DIVISION HEA 40.00 X 150957 0 104873 SANDRA CURTIS CHAPLIN 40.00 X 44152 0 11104 ADRIANNA TRUBY DEAN OF ACADEMICS 40.00 X 128750 0 12740 DAVID LANHAM ATHLETIC DIRECTOR 40.00 X 130033 0 57506 SUSANA CETTA SCHOOL COUNSELOR 40.00 X 105241 0 9729 GEORGE GARCIA-MONTES DIR OF ANNUAL FUND 40.00 X 129672 0 56525 ADRIANA MUNOZ SCHOOL COUNSELOR 40.00 X 112275 0 9226 BROOK DE MELO GOMES DEAN OF STUDENTS 40.00 X 92027 0 7903 GUSTAVO SABOGAL DIR OF TECHNOLOGY 40.00 X 119882 0 9616 ANDREA FRESCO DIRECTOR OF STUDENT LIFE 40.00 X 107646 0 8841 JORGE ROUGE SENIOR NETWORK ADMINISTRATOR 40.00 X 111401 0 8912 JUDITH JENNINGS FACULTY-PHYSICAL EDUCATION 40.00 X 102096 0 9519 EMILY WILKEN ACADEMIC DEAN 40.00 X 102039 0 8253 BEVERLY WILLIAMS-HEW HR & PAYROLL COORDINATOR 40.00 X 144655 0 12888 ROSANA YANES CONTROLLER 40.00 X 118601 0 10198 3250136 0 754346 20 0 1 0 SAGE DINING SERVICE 1402 YORK ROAD STE 100 LUTHERVILLE MD 21093 CATERING 1622328 CBM COASTAL BUILDING MAINTENANCE INC 15405 NW 7TH AVENUE MIAMI FL 33169 JANITORIAL/MAINTENANCE 937067 FRANMAR CORPORATION 10400 SW 187TH STREET CUTLER BAY FL 33157 STUDENT BUS SERVICES 685660 NATURAL TOUCH LAWN MAINTENANCE LLC PO BOX 562946 MIAMI FL 332562946 LANDSCAPING AND FIELD UPKEEP 681463 NATIONAL SENTINEL 15715 SO DIXIE HWY STE 227 PALMETTO BAY FL 33157 SECURITY SERVICES 487136 5 118445 5139457 5257902 TUITION AND FEES 40035988 40035988 40035988 12652 12652 38182 118445 0 38182 38182 406 1595 -1189 -1189 GRANT PPP/ERC 900099 890163 890163 890163 46233698 40924962 0 50834 X 5475900 5475900 3881357 3881357 10380136 6640083 3245853 494200 1000386 700270 300116 2101450 1471015 630435 917396 642177 275219 260278 208222 52056 111417 93543 16757 1117 890421 747954 133563 8904 2079833 1747060 311975 20798 1565525 1315041 234829 15655 STUDENT SVC EXPENSE 2746624 2746624 REPAIR & MAINTENANCE 1123734 898987 224747 LANDSCAPING 1102238 881790 220448 EDUCATIONAL DEPARTMENT 757593 757593 4357951 3266282 966014 125655 38752239 31473898 6612012 666329 29767802 33948924 268465 2987542 75476 35865 70448317 25105696 46591321 45342621 30642389 37200057 2465 230481 107347918 119745490 497240 387206 19170806 19552468 23169216 22652416 42837262 42592090 X 64190656 76833400 320000 320000 64510656 77153400 107347918 119745490 7481459 5161285 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24479891 3000000 3159721 30639612 21744730 2735161 24479891 15585106 4441880 1717744 21744730 17219204 252703 -1886801 15585106 11627110 2154112 3437982 17219204 0.98960 0.01040 0 0 23196489 23196489 42631346 25105696 17525650 3774236 3774236 846246 846246 45342621 X 45920678 5161285 -5474305 -313020 46233698 0 46233698 33277934 -5474305 -5474305 38752239 0 38752239 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 6/30/25, 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 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -5,475,900. COST OF SALE OF INVENTORY 1,595. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -5,475,900. COST OF SALE OF INVENTORY 1,595. 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 156627 118445 38182 156627 118445 38182 38182 0 FINANCIAL AIDS 5475900 FMV FINANCIAL AID X 1 0 0 0 0 0 0 0 0 0 0 PATRICK ROBERTS HEAD OF SCHOOL 502644 0 0 0 0 0 27600 0 293200 0 823444 0 0 0 PETER TOLMACH MIDDLE SCHOOL DIVISION HEA 150957 0 0 0 0 0 12873 0 92000 0 255830 0 0 0 JUAN GOMEZ DIR OF DEVELOPMENT 224587 0 0 0 0 0 19061 0 0 0 243648 0 0 0 JOSE CHAO CFO 216863 0 0 0 0 0 20366 0 0 0 237229 0 0 0 DANNY REYNOLDS ASSOCIATE HEAD 183411 0 0 0 0 0 17180 0 0 0 200591 0 0 0 ASHLEY CHAPMAN UPPER SCHOOL DIVISION HEAD 175474 0 0 0 0 0 15142 0 0 0 190616 0 0 0 DAVID LANHAM ATHLETIC DIRECTOR 130033 0 0 0 0 0 11506 0 46000 0 187539 0 0 0 GEORGE GARCIA-MONTES DIR OF ANNUAL FUND 129672 0 0 0 0 0 10525 0 46000 0 186197 0 0 0 BEVERLY WILLIAMS-HEW HR & PAYROLL COORDINATOR 144655 0 0 0 0 0 12888 0 0 0 157543 0 0 0 SUZANNE GOTTLIEB CALLEJA ASSOCIATE HEAD 142123 0 0 0 0 0 13278 0 0 0 155401 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. FORM 990, PART IX, LINE 24E STUDENT TRANSPORT EXPENSE: PROGRAM SERVICE EXPENSES 680,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 680,000. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 518,540. MANAGEMENT AND GENERAL EXPENSES 92,597. FUNDRAISING EXPENSES 6,173. TOTAL EXPENSES 617,310. TECHZONE: PROGRAM SERVICE EXPENSES 450,146. MANAGEMENT AND GENERAL EXPENSES 112,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 562,683. SECURITY SVC & EQUIPMENT: PROGRAM SERVICE EXPENSES 309,869. MANAGEMENT AND GENERAL EXPENSES 77,467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387,336. UTILITIES: PROGRAM SERVICE EXPENSES 307,701. MANAGEMENT AND GENERAL EXPENSES 54,947. FUNDRAISING EXPENSES 3,663. TOTAL EXPENSES 366,311. MARCOM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 343,807. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 343,807. FACULTY EXPENSES: PROGRAM SERVICE EXPENSES 304,086. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,086. BANK CHARGES EXPENSE: PROGRAM SERVICE EXPENSES 203,877. MANAGEMENT AND GENERAL EXPENSES 36,407. FUNDRAISING EXPENSES 2,427. TOTAL EXPENSES 242,711. SAFELY & SECURITY: PROGRAM SERVICE EXPENSES 112,521. MANAGEMENT AND GENERAL EXPENSES 20,093. FUNDRAISING EXPENSES 1,340. TOTAL EXPENSES 133,954. HEAD OF SCHOOL/BOARD DISCR. FUND: PROGRAM SERVICE EXPENSES 107,662. MANAGEMENT AND GENERAL EXPENSES 19,225. FUNDRAISING EXPENSES 1,282. TOTAL EXPENSES 128,169. DEVELOPMENT DEPT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 97,694. TOTAL EXPENSES 97,694. PTPA/PARENT RELATIONS EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 93,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,187. COPIER: PROGRAM SERVICE EXPENSES 73,476. MANAGEMENT AND GENERAL EXPENSES 13,121. FUNDRAISING EXPENSES 875. TOTAL EXPENSES 87,472. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 54,363. MANAGEMENT AND GENERAL EXPENSES 9,708. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 64,718. TELEPHONE: PROGRAM SERVICE EXPENSES 50,619. MANAGEMENT AND GENERAL EXPENSES 9,039. FUNDRAISING EXPENSES 603. TOTAL EXPENSES 60,261. ADMISSIONS DEPT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,174. WASTE PICK-UP: PROGRAM SERVICE EXPENSES 36,402. MANAGEMENT AND GENERAL EXPENSES 9,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,503. STUDENT SCHOOL PROGRAMS EXP: PROGRAM SERVICE EXPENSES 24,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,119. MEMBERSHIP DUES: PROGRAM SERVICE EXPENSES 14,428. MANAGEMENT AND GENERAL EXPENSES 2,576. FUNDRAISING EXPENSES 172. TOTAL EXPENSES 17,176. FINANCE DEPT: PROGRAM SERVICE EXPENSES 9,667. MANAGEMENT AND GENERAL EXPENSES 1,726. FUNDRAISING EXPENSES 115. TOTAL EXPENSES 11,508. FIRE ALARM MONITORING: PROGRAM SERVICE EXPENSES 8,646. MANAGEMENT AND GENERAL EXPENSES 1,544. FUNDRAISING EXPENSES 103. TOTAL EXPENSES 10,293. CREDIT CARD UNALLOCATED COSTS: PROGRAM SERVICE EXPENSES 5,480. MANAGEMENT AND GENERAL EXPENSES 979. FUNDRAISING EXPENSES 65. TOTAL EXPENSES 6,524. DEVELOPMENT ALUMNI: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,946. TOTAL EXPENSES 5,946. LICENSES & TAXES: PROGRAM SERVICE EXPENSES 3,874. MANAGEMENT AND GENERAL EXPENSES 692. FUNDRAISING EXPENSES 46. TOTAL EXPENSES 4,612. DEVELOPMENT AUDIT/FEASIBILITY STUDY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,485. TOTAL EXPENSES 4,485. ACCREDIATION: PROGRAM SERVICE EXPENSES 1,522. MANAGEMENT AND GENERAL EXPENSES 272. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 1,812. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 84. MANAGEMENT AND GENERAL EXPENSES 15. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 100.