Nonprofit · EIN 74-2918235
AUSTIN TRINITY SCHOOL
Also known as TRINITY EPISCOPAL SCHOOL-AUSTIN
Tax-exempt · W LAKE HILLS, TX 78746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,509,901 | $23,126,840 | $383,061 | $64,978,765 | $24,775,866 | $40,202,899 |
| June 30, 2024 | 990 | $23,082,390 | $21,960,019 | $1,122,371 | $59,305,843 | $20,072,314 | $39,233,529 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,985,162
- Program service revenue
- $20,369,234
- Investment income
- $200,676
- Net rental income
- $102,832
- Net gain from sales of assets
- -$4,442
- Net income from fundraising events
- -$148,003
- Other revenue
- -$45,171
Expenses
- Grants and similar amounts paid
- $1,703,747
- Compensation of officers, directors and key employees
- $1,034,517
- Other salaries and wages
- $11,303,864
- Salaries, compensation and benefits (total)
- $14,818,465
- Professional fundraising fees
- $0
- Legal fees
- $11,151
- Accounting fees
- $44,125
- Occupancy
- $1,013,287
- Travel
- $423,832
- Depreciation
- $1,768,358
- Program services (functional)
- $19,342,436
- Management and general (functional)
- $2,377,199
- Fundraising (functional)
- $1,407,205
Balance sheet and other
- Total assets, start of year
- $59,305,843
- Total assets, end of year
- $64,978,765
- Total liabilities, end of year
- $24,775,866
- Net assets, end of year
- $40,202,899
- Land, buildings and equipment
- $46,758,482
- Publicly traded securities
- $5,752,116
- Net assets without donor restrictions
- $31,851,411
- Net assets with donor restrictions
- $8,351,488
- Gross unrelated business income
- $20,747
- Gross receipts
- $26,314,273
- Employees
- 305
- Volunteers
- 350
- Year formed
- 1999
- State of legal domicile
- TX
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 |
|---|---|---|---|---|
| JENNIFER MORGAN | HEAD OF SCHOOL Officer | 40 | $370,877 | $64,950 |
| BRYAN DENNEY | CHIEF FINANCIAL OFFICER Officer | 40 | $320,075 | $26,646 |
| KRISTI KATZ | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $226,186 | $25,784 |
| SHANNA WEISS | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $127,806 | $15,302 |
| POLLY WILLIAMS | HEAD OF PRESCHOOL Highest-paid employee | 40 | $125,282 | $15,142 |
| MARTHA MONREAL | DIRECTOR OF H/R & OPERATIO Highest-paid employee | 40 | $122,846 | $12,509 |
| SHANNA HINES | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $119,253 | $15,916 |
| ANNE HARRINGTON | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MILAM NEWBY | TREASURER (FROM 8/22/24) Trustee or director, Officer | 5 | $0 | $0 |
| LEYLA ABOU-SAMRA | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| HOPE BENKO | CLERGY REP Trustee or director | 5 | $0 | $0 |
| BRIAN BARROW | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JIM BOHART | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KEFFRELYN BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KELLY CUNNINGHAM | TRUSTEE Trustee or director | 5 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE DELL | TRUSTEE Trustee or director | 5 | $0 |
| EMILIE GRAHAM | TRUSTEE Trustee or director | 5 | $0 |
| VAUGHN MANKEY | TRUSTEE Trustee or director | 5 | $0 |
| DANIEL SCARDINO | TRUSTEE Trustee or director | 5 | $0 |
| MATT SCHATZ | TRUSTEE Trustee or director | 5 | $0 |
| LISLE WHITWORTH | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER MORGAN | HEAD OF SCHOOL Officer | 40 | $383,231 | $63,639 |
| BRYAN DENNEY | CHIEF FINANCIAL OFFICER Officer | 40 | $328,110 | $26,763 |
| KRISTI KATZ | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $232,873 | $28,071 |
| SHANNA WEISS | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $140,864 | $14,804 |
| POLLY WILLIAMS | HEAD OF PRESCHOOL Highest-paid employee | 40 | $130,809 | $14,279 |
| MARTHA MONREAL | DIRECTOR OF H/R & OPERATIONS Highest-paid employee | 40 | $124,741 | $12,101 |
| SHANNA HINES | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $120,441 | $15,682 |
| LISLE WHITWORTH | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KEFFRELYN BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MARWIN BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SANDRA BROWN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HOPE BENKO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ANNE HARRINGTON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRIS HESTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DANIEL SCARDINO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EMELIE GRAHAM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EVAN KASTNER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMIE DELL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JIM BOHART | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KATHERINE JONES | TRUSTEE Trustee or director | 5 | $0 | $0 |
| KELLY CUNNINGHAM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LEYLA ABOU-SAMRA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SUSAN ESPINOZA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| VAUGHN MANKEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3901 BEE CAVES RD, W LAKE HILLS, TX 78746-6403
- In care of
- % JAMES HORN
- Principal officer (990 for 2024)
- BRYAN DENNEY, 3901 BEE CAVE RD, AUSTIN, TX 78746
- Signed the 990
- BRYAN DENNEY, CFO
- Phone
- (512) 472-9525
- Website
- WWW.AUSTINTRINITY.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TRINITY EPISCOPAL SCHOOL (TRINITY) IS A NOT-FOR-PROFIT INDEPENDENT SCHOOL WHOSE MISSION IS TO PROVIDE AN ENRICHED ACADEMIC CURRICULUM IN A CHRISTIAN ENVIRONMENT. TRINITY IS NOT AFFILIATED WITH OR SPONSORED BY ANY PARISH. WE WILL NURTURE EACH CHILD ACADEMICALLY, PHYSICALLY, EMOTIONALLY AND SPIRITUALLY. WE WILL HONOR EACH CHILD'S SPIRIT FOR LEARNING AND LIFE, EVER MINDFUL THAT WE ARE ALL CHILDREN OF GOD.
Program accomplishments
- TRINITY EPISCOPAL SCHOOL IS AN INDEPENDENT, PK-8, CO-ED, DAY SCHOOL IN SOUTHWEST AUSTIN, TEXAS. OUR INCREDIBLE FACULTY DELIVER A FORWARD-THINKING, EVIDENCE-BASED CURRICULUM IN A WELCOMING AND NURTURING ENVIRONMENT. 655 STUDENTS WERE ENROLLED IN FISCAL YEAR 2024 - 2025.Expenses $19,342,436 · grants $1,703,747 · revenue $20,369,234
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
- 74-2918235
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $64,978,765
- Income (IRS master file)
- $26,314,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,509,901 | $23,126,840 | $64,978,765 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $23,082,390 | $21,960,019 | $59,305,843 | IRS |
| 990 | June 2023 | $21,185,295 | $19,174,586 | $58,017,743 | IRS |
| 990 | June 2022 | $21,621,395 | $19,305,204 | $50,769,451 | 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 AUSTIN TRINITY SCHOOL
- What is the EIN of AUSTIN TRINITY SCHOOL?
- The employer identification number (EIN) of AUSTIN TRINITY SCHOOL is 74-2918235.
- Is AUSTIN TRINITY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to AUSTIN TRINITY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AUSTIN TRINITY SCHOOL 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 AUSTIN TRINITY SCHOOL 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 AUSTIN TRINITY SCHOOL 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 AUSTIN TRINITY SCHOOL?
- The 990 for the year ended June 30, 2025 names BRYAN DENNEY.
- Who are the officers and directors of AUSTIN TRINITY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 21 people; 7 received compensation from the organization, the highest $370,877 (JENNIFER MORGAN, HEAD OF SCHOOL).
- How much revenue does AUSTIN TRINITY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,509,901, expenses of $23,126,840 and total assets of $64,978,765 at year end.
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