Nonprofit · EIN 23-7098500
PALMER TRINITY PRIVATE SCHOOL INC
Tax-exempt · PALMETTO BAY, FL 33157
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $46,233,698 | $38,752,239 | $7,481,459 | $119,745,490 | $42,592,090 | $77,153,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,257,902
- Program service revenue
- $40,035,988
- Investment income
- $12,652
- Net income from fundraising events
- $38,182
- Net income from sales of inventory
- -$1,189
- Other revenue
- $927,156
Expenses
- Grants and similar amounts paid
- $5,475,900
- Compensation of officers, directors and key employees
- $3,881,357
- Other salaries and wages
- $10,380,136
- Salaries, compensation and benefits (total)
- $18,280,725
- Professional fundraising fees
- $0
- Depreciation
- $2,079,833
- Program services (functional)
- $31,473,898
- Management and general (functional)
- $6,612,012
- Fundraising (functional)
- $666,329
Balance sheet and other
- Total assets, start of year
- $107,347,918
- Total assets, end of year
- $119,745,490
- Total liabilities, end of year
- $42,592,090
- Net assets, end of year
- $77,153,400
- Land, buildings and equipment
- $45,342,621
- Publicly traded securities
- $37,200,057
- Net assets without donor restrictions
- $76,833,400
- Net assets with donor restrictions
- $320,000
- Gross receipts
- $46,235,293
- Employees
- 217
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK ROBERTS | HEAD OF SCHOOL Officer | 40 | $502,644 | $320,800 |
| PETER TOLMACH | MIDDLE SCHOOL DIVISION HEA Officer | 40 | $150,957 | $104,873 |
| JUAN GOMEZ | DIR OF DEVELOPMENT Officer | 40 | $224,587 | $19,061 |
| JOSE CHAO | CFO Officer | 40 | $216,863 | $20,366 |
| DANNY REYNOLDS | ASSOCIATE HEAD Officer | 40 | $183,411 | $17,180 |
| ASHLEY CHAPMAN | UPPER SCHOOL DIVISION HEAD Officer | 40 | $175,474 | $15,142 |
| DAVID LANHAM | ATHLETIC DIRECTOR Officer | 40 | $130,033 | $57,506 |
| GEORGE GARCIA-MONTES | DIR OF ANNUAL FUND Officer | 40 | $129,672 | $56,525 |
| BEVERLY WILLIAMS-HEW | HR & PAYROLL COORDINATOR Officer | 40 | $144,655 | $12,888 |
| SUZANNE GOTTLIEB CALLEJA | ASSOCIATE HEAD Officer | 40 | $142,123 | $13,278 |
| ADRIANNA TRUBY | DEAN OF ACADEMICS Officer | 40 | $128,750 | $12,740 |
| GUSTAVO SABOGAL | DIR OF TECHNOLOGY Officer | 40 | $119,882 | $9,616 |
| ROSANA YANES | CONTROLLER Officer | 40 | $118,601 | $10,198 |
| ADRIANA MUNOZ | SCHOOL COUNSELOR Officer | 40 | $112,275 | $9,226 |
| JORGE ROUGE | SENIOR NETWORK ADMINISTRATOR Officer | 40 | $111,401 | $8,912 |
28 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREA FRESCO | DIRECTOR OF STUDENT LIFE Officer | 40 | $107,646 | $8,841 |
| ARTURO BEGUIRISTAIN | DIR OF FACILITIES & SECURI Officer | 40 | $105,607 | $10,686 |
| SUSANA CETTA | SCHOOL COUNSELOR Officer | 40 | $105,241 | $9,729 |
| JUDITH JENNINGS | FACULTY-PHYSICAL EDUCATION Officer | 40 | $102,096 | $9,519 |
| EMILY WILKEN | ACADEMIC DEAN Officer | 40 | $102,039 | $8,253 |
| BROOK DE MELO GOMES | DEAN OF STUDENTS Officer | 40 | $92,027 | $7,903 |
| SANDRA CURTIS | CHAPLIN Officer | 40 | $44,152 | $11,104 |
| MICHAEL BAIAMONTE | TRUSTEE EMERITUS Trustee or director | 1 | $0 | $0 |
| KIM VINAS | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| LYNLEY CIOROBEA | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| THE RT REV PETER EATON | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| ELIZABETH BACARDI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JARED KAPLAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANIEL DIAZ LEYVA | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| VIVIAN CORTINAS | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| JUDY ANDREWS | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| RICHARD GRILLO | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| WALTER GONZALEZ | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| MARCEL NAVARRO | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JESUS SOCORRO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID NEITHARDT | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| JACK BRUMBAUGH | TRUSTEE EMERITUS Trustee or director | 1 | $0 | $0 |
| WILLIAM MORRISON | TRUSTEE EMERITUS Trustee or director | 1 | $0 | $0 |
| RUSSELL WILSON | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| CARLOS PENZINI | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| DOUG ROTHFELDT | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| HUDSON SMITH | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
| TRAVIS SULLIVAN | BRD TRUSTEES Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7900 SW 176TH ST, PALMETTO BAY, FL 33157-6242
- Principal officer (990 for 2024)
- PATRICK ROBERTS, 18121 SW 82ND AVE, MIAMI, FL 33157
- Signed the 990
- JOSE CHAO, CFO
- Phone
- (305) 969-4205
- Return prepared by
- VERDEJA & ALVAREZ LLP
Mission
PALMER TRINITY SCHOOL PROVIDES A RIGOROUS COLLEGE-PREPARATORY EDUCATION GROUNDED IN CHARACTER DEVELOPMENT, GLOBAL CITIZENSHIP, SPIRITUAL GROWTH, AND SERVICE TO OTHERS.
Program accomplishments
- 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.Expenses $31,473,898 · grants $5,475,900 · revenue $40,924,962
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7098500
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $119,745,490
- Income (IRS master file)
- $46,235,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $38,294,482 | $34,239,111 | $107,347,918 | IRS |
| 990 | June 2023 | $35,385,469 | $31,564,185 | $98,083,628 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about PALMER TRINITY PRIVATE SCHOOL INC
- What is the EIN of PALMER TRINITY PRIVATE SCHOOL INC?
- The employer identification number (EIN) of PALMER TRINITY PRIVATE SCHOOL INC is 23-7098500.
- Is PALMER TRINITY PRIVATE SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to PALMER TRINITY PRIVATE SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALMER TRINITY PRIVATE SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PALMER TRINITY PRIVATE SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PALMER TRINITY PRIVATE SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PALMER TRINITY PRIVATE SCHOOL INC?
- The 990 for the year ended June 30, 2025 names PATRICK ROBERTS.
- Who are the officers and directors of PALMER TRINITY PRIVATE SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 43 people; 22 received compensation from the organization, the highest $502,644 (PATRICK ROBERTS, HEAD OF SCHOOL).
- How much revenue does PALMER TRINITY PRIVATE SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $46,233,698, expenses of $38,752,239 and total assets of $119,745,490 at year end.
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