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PALMER TRINITY PRIVATE SCHOOL INC

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Public IRS 990 nonprofit record

PALMER TRINITY PRIVATE SCHOOL INC

EIN 23-7098500 · Education (B)

What they do

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

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $81.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders43 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.08%of revenue went to mission work81.2% of expenses · Program services
1.44%of revenue went to fundraising1.7% of expenses
$83.82spent for every $100 of revenueRevenue covered expenses this year.
14.30%of revenue went to management and office costs17.1% of expenses
$3.09in assets for every $1 spent this yearSome assets cannot be spent right away.
11.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $823,444 for PATRICK ROBERTS (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$46,233,698
Mission workProgram services$31,473,89868.08% of revenue81.2% of expenses
ManagementOffice and general costs$6,612,01214.30% of revenue17.1% of expenses
FundraisingAsking for donations$666,3291.44% of revenue1.7% of expenses
Revenue left after expensesReported annual surplus$7,481,45916.18% of revenueShown in gray on the chart
Total expenses$38,752,23983.82% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 81.2% mission · 17.1% management · 1.7% fundraisingTotal expenses: 83.82% of revenue
2023Expense mix: 82.0% mission · 16.2% management · 1.8% fundraisingTotal expenses: 89.41% of revenue
2022Expense mix: 81.1% mission · 16.9% management · 1.9% fundraisingTotal expenses: 89.20% of revenue
2021Expense mix: 80.9% mission · 17.1% management · 2.0% fundraisingTotal expenses: 83.74% of revenue
2020Expense mix: 79.9% mission · 17.8% management · 2.3% fundraisingTotal expenses: 84.28% of revenue
2019Expense mix: 79.7% mission · 17.5% management · 2.9% fundraisingTotal expenses: 86.47% of revenue
2018Expense mix: 79.5% mission · 17.6% management · 2.8% fundraisingTotal expenses: 90.85% of revenue
2017Expense mix: 76.3% mission · 21.9% management · 1.8% fundraisingTotal expenses: 84.66% of revenue

Money in and money out

Revenue$46,233,698
Expenses$38,752,239
Annual surplus $7,481,459 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$31,473,898 · 81.2% of expenses
Management and office costs$6,612,012 · 17.1% of expenses
Fundraising$666,329 · 1.7% of expenses
See all reported dollar amounts
Revenue$46,233,698
Expenses$38,752,239
Assets$119,745,490
Income$46,235,293
Contributions$5,257,902
Mission work (program services)$31,473,898
Fundraising$666,329
Management and general$6,612,012
Stocks and bonds$37,200,057
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PATRICK ROBERTSHEAD OF SCHOOL · 40 hrs/week $823,444Base $502,644 · Other $320,800
PETER TOLMACHMIDDLE SCHOOL DIVISION HEA · 40 hrs/week $255,830Base $150,957 · Other $104,873
JUAN GOMEZDIR OF DEVELOPMENT · 40 hrs/week $243,648Base $224,587 · Other $19,061
JOSE CHAOCFO · 40 hrs/week $237,229Base $216,863 · Other $20,366
DANNY REYNOLDSASSOCIATE HEAD · 40 hrs/week $200,591Base $183,411 · Other $17,180
ASHLEY CHAPMANUPPER SCHOOL DIVISION HEAD · 40 hrs/week $190,616Base $175,474 · Other $15,142
DAVID LANHAMATHLETIC DIRECTOR · 40 hrs/week $187,539Base $130,033 · Other $57,506
GEORGE GARCIA-MONTESDIR OF ANNUAL FUND · 40 hrs/week $186,197Base $129,672 · Other $56,525
BEVERLY WILLIAMS-HEWHR & PAYROLL COORDINATOR · 40 hrs/week $157,543Base $144,655 · Other $12,888
SUZANNE GOTTLIEB CALLEJAASSOCIATE HEAD · 40 hrs/week $155,401Base $142,123 · Other $13,278
ADRIANNA TRUBYDEAN OF ACADEMICS · 40 hrs/week $141,490Base $128,750 · Other $12,740
GUSTAVO SABOGALDIR OF TECHNOLOGY · 40 hrs/week $129,498Base $119,882 · Other $9,616

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (43)

PATRICK ROBERTSHEAD OF SCHOOL

PETER TOLMACHMIDDLE SCHOOL DIVISION HEA

JUAN GOMEZDIR OF DEVELOPMENT

JOSE CHAOCFO

DANNY REYNOLDSASSOCIATE HEAD

ASHLEY CHAPMANUPPER SCHOOL DIVISION HEAD

DAVID LANHAMATHLETIC DIRECTOR

GEORGE GARCIA-MONTESDIR OF ANNUAL FUND

BEVERLY WILLIAMS-HEWHR & PAYROLL COORDINATOR

SUZANNE GOTTLIEB CALLEJAASSOCIATE HEAD

ADRIANNA TRUBYDEAN OF ACADEMICS

GUSTAVO SABOGALDIR OF TECHNOLOGY

ROSANA YANESCONTROLLER

ADRIANA MUNOZSCHOOL COUNSELOR

JORGE ROUGESENIOR NETWORK ADMINISTRATOR

ANDREA FRESCODIRECTOR OF STUDENT LIFE

ARTURO BEGUIRISTAINDIR OF FACILITIES & SECURI

SUSANA CETTASCHOOL COUNSELOR

JUDITH JENNINGSFACULTY-PHYSICAL EDUCATION

EMILY WILKENACADEMIC DEAN

BROOK DE MELO GOMESDEAN OF STUDENTS

SANDRA CURTISCHAPLIN

MICHAEL BAIAMONTETRUSTEE EMERITUS

WILLIAM MORRISONTRUSTEE EMERITUS

WALTER GONZALEZBRD TRUSTEES

VIVIAN CORTINASBRD TRUSTEES

TRAVIS SULLIVANBRD TRUSTEES

THE RT REV PETER EATONBRD TRUSTEES

RUSSELL WILSONBRD TRUSTEES

RICHARD GRILLOBRD TRUSTEES

CARLOS PENZINIBRD TRUSTEES

MARCEL NAVARROCHAIRMAN

LYNLEY CIOROBEABRD TRUSTEES

KIM VINASBRD TRUSTEES

JUDY ANDREWSBRD TRUSTEES

DANIEL DIAZ LEYVABRD TRUSTEES

DAVID NEITHARDTBRD TRUSTEES

DOUG ROTHFELDTBRD TRUSTEES

JESUS SOCORROVICE CHAIR

JARED KAPLANTREASURER

JACK BRUMBAUGHTRUSTEE EMERITUS

HUDSON SMITHBRD TRUSTEES

ELIZABETH BACARDISECRETARY

About this charity

Recognized since
January 1971
Location
7900 SW 176TH ST, PALMETTO BAY, FL 33157-6242
County
Miami-Dade
In care of
JOSE CHAO
Primary officer
JOSE CHAO, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
VERDEJA & ALVAREZ LLP
NTEE classification
Education (B)
IRS tax category
Education

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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