Nonprofit · EIN 75-1099126
TRINITY VALLEY SCHOOL
Tax-exempt · FORT WORTH, TX 76132
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,566,504 | $35,754,279 | -$187,775 | $133,820,534 | $27,470,251 | $106,350,283 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,755,519
- of which government grants
- $5,695
- Program service revenue
- $30,171,647
- Investment income
- $3,249,153
- Royalties
- $46,716
- Net rental income
- $63,542
- Net gain from sales of assets
- $2,229,034
- Net income from fundraising events
- $256,082
- Other revenue
- $390,185
Expenses
- Grants and similar amounts paid
- $3,289,355
- Compensation of officers, directors and key employees
- $577,510
- Other salaries and wages
- $15,243,186
- Salaries, compensation and benefits (total)
- $20,900,375
- Professional fundraising fees
- $0
- Legal fees
- $240,412
- Accounting fees
- $85,953
- Occupancy
- $2,032,839
- Depreciation
- $2,255,648
- Program services (functional)
- $29,041,187
- Management and general (functional)
- $6,112,473
- Fundraising (functional)
- $600,619
Balance sheet and other
- Total assets, start of year
- $130,562,249
- Total assets, end of year
- $133,820,534
- Total liabilities, end of year
- $27,470,251
- Net assets, end of year
- $106,350,283
- Land, buildings and equipment
- $41,899,506
- Publicly traded securities
- $5,954,911
- Net assets without donor restrictions
- $57,318,450
- Net assets with donor restrictions
- $49,031,833
- Gross unrelated business income
- $65,303
- Gross receipts
- $35,387,646
- Employees
- 339
- Volunteers
- 600
- Year formed
- 1959
- 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 |
|---|---|---|---|---|
| BLAIR LOWRY | FORMER HEAD OF SCHOOL Former | 0 | $468,494 | $35,413 |
| ADAM WOJTELWICZ | CHIEF FINANCIAL OFFICER (THRU 1/25) Officer | 55 | $273,995 | $33,497 |
| JEFFREY SNYDER | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 55 | $160,966 | $36,824 |
| SANDRA MCNUTT | HEAD OF LOWER SCHOOL/ASST TO BOARD & COMM LIASON Highest-paid employee | 55 | $168,841 | $21,725 |
| KYLE KAHUDA | HEAD OF UPPER SCHOOL Highest-paid employee | 55 | $149,519 | $35,356 |
| GEORGE KING JR | INTERIM HEAD OF SCHOOL Officer | 55 | $168,551 | $8,628 |
| JULIE KNUDSEN | HEAD OF MIDDLE SCHOOL/LOWER SCHOOL Highest-paid employee | 55 | $122,818 | $18,993 |
| CAGE BASS | DIRECTOR OF CAPITAL PROJECTS Highest-paid employee | 55 | $114,254 | $20,852 |
| BRANT MARTIN | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KIT ULRICH | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MAXWELL LEA | SECRETARY & ENDOWMENT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MINDY HEGI | TREASURER & FINANCE COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| GEETH CHETTIAR | GOVERNANCE CHAIR Trustee or director | 5 | $0 | $0 |
| PALMER LUMMIS | AUDIT COMMITTEE CHAIR Trustee or director | 5 | $0 | $0 |
| DAVID NOLET | ADVANCEMENT COMMITTEE CHAIR Trustee or director | 5 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT AHDIEH | TRUSTEE Trustee or director | 2 | $0 |
| HEATHER BREITER | TRUSTEE Trustee or director | 2 | $0 |
| DENNIS DECET | TRUSTEE (7/24 - 3/25) Trustee or director | 2 | $0 |
| ADRIANNE DEEM | TRUSTEE Trustee or director | 2 | $0 |
| MEGAN DEEN | TRUSTEE Trustee or director | 2 | $0 |
| RICK GENOVESE | TRUSTEE (7/24 - 2/25) Trustee or director | 2 | $0 |
| FRANK HERNANDEZ | TRUSTEE (THRU 4/25) Trustee or director | 2 | $0 |
| MARY HO | TRUSTEE (7/24 - 3/25) Trustee or director | 2 | $0 |
| MARK KALPKAKIS | TRUSTEE Trustee or director | 2 | $0 |
| DAVID KOSTOHRYZ | TRUSTEE (THRU 4/25) Trustee or director | 2 | $0 |
| BLAKE LIPSCOMB | TRUSTEE Trustee or director | 2 | $0 |
| BRYAN LYNCH | TRUSTEE Trustee or director | 2 | $0 |
| WOEI MING | TRUSTEE Trustee or director | 2 | $0 |
| JENNIFER ROSELL | TRUSTEE Trustee or director | 2 | $0 |
| TOSIN SMITH | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL STEADMAN | TRUSTEE Trustee or director | 5 | $0 |
| AMAR TANNA | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 DUTCH BRANCH RD, FORT WORTH, TX 76132-4110
- In care of
- % MARGARET RIEMITIS
- Principal officer (990 for 2024)
- MICHAEL MCCARTHY, 7500 DUTCH BRANCH ROAD, FORT WORTH, TX 76132
- Signed the 990
- MICHAEL MCCARTHY, CFO
- Phone
- (817) 321-0100
- Return prepared by
- ARMANINO ADVISORY LLC
Mission
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.
Program accomplishments
- TRINITY VALLEY SCHOOL IS A PRE-K-12 EDUCATIONAL INSTITUTION WITH AN ENROLLMENT OF 1,021 STUDENTS. THE 80 GRADUATES OF THE TRINITY VALLEY SCHOOL CLASS OF 2025 WERE ACCEPTED INTO 154 DIFFERENT COLLEGES AND 29 UNIQUE HONORS PROGRAMS AND RECEIVED 15.9 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 11 WERE NAMED COLLEGE BOARD NATIONAL RECOGNIZED SCHOLARS. 6 MEMBERS WERE RECRUITED ATHLETES COMMITTED TO PLAYING COLLEGIATE SPORTS. ADDITIONALLY, THE CLASS OF 2025 COMPLETED OVER 7700 COMMUNITY SERVICE HOURS.Expenses $29,041,187 · grants $3,289,355 · revenue $30,171,647
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
- 75-1099126
- 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
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $133,820,534
- Income (IRS master file)
- $35,387,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,198,768 | $32,399,798 | $126,736,194 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $33,870,817 | $30,530,901 | $125,849,584 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 TRINITY VALLEY SCHOOL
- What is the EIN of TRINITY VALLEY SCHOOL?
- The employer identification number (EIN) of TRINITY VALLEY SCHOOL is 75-1099126.
- Is TRINITY VALLEY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to TRINITY VALLEY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRINITY VALLEY 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 TRINITY VALLEY 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 TRINITY VALLEY 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 TRINITY VALLEY SCHOOL?
- The 990 for the year ended June 30, 2025 names MICHAEL MCCARTHY.
- Who are the officers and directors of TRINITY VALLEY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 32 people; 8 received compensation from the organization, the highest $468,494 (BLAIR LOWRY, FORMER HEAD OF SCHOOL).
- How much revenue does TRINITY VALLEY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,566,504, expenses of $35,754,279 and total assets of $133,820,534 at year end.
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