AUSTIN TRINITY SCHOOL Charity Report

Public IRS 990 nonprofit record

AUSTIN TRINITY SCHOOL

EIN 74-2918235 · Education N.E.C. (B99)

What they do

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 CHILDS SPIRIT for LEARNING and LIFE, EVER MINDFUL THAT WE ARE ALL CHILDREN of GOD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.60 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 leaders21 people are listed in the latest report.

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

Money made simple

82.27%of revenue went to mission work83.6% of expenses · Program services

5.99%of revenue went to fundraising6.1% of expenses

$98.37spent for every $100 of revenueRevenue covered expenses this year.

10.11%of revenue went to management and office costs10.3% of expenses

$2.81in assets for every $1 spent this yearSome assets cannot be spent right away.

12.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
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 $435,827 for JENNIFER MORGAN (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.

$100revenue

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$23,509,901

Mission workProgram services$19,342,43682.27% of revenue83.6% of expenses

ManagementOffice and general costs$2,377,19910.11% of revenue10.3% of expenses

FundraisingAsking for donations$1,407,2055.99% of revenue6.1% of expenses

Revenue left after expensesReported annual surplus$383,0611.63% of revenueShown in gray on the chart

Total expenses$23,126,84098.37% 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: 83.6% mission · 10.3% management · 6.1% fundraisingTotal expenses: 98.37% of revenue

2023Expense mix: 83.1% mission · 8.8% management · 8.1% fundraisingTotal expenses: 95.14% of revenue

2022Expense mix: 83.3% mission · 9.2% management · 7.5% fundraisingTotal expenses: 90.51% of revenue

2021Expense mix: 78.6% mission · 9.8% management · 11.6% fundraisingTotal expenses: 89.29% of revenue

2020Expense mix: 82.1% mission · 10.3% management · 7.6% fundraisingTotal expenses: 94.54% of revenue

2019Expense mix: 81.3% mission · 10.5% management · 8.2% fundraisingTotal expenses: 77.48% of revenue

2018Expense mix: 84.2% mission · 9.6% management · 6.2% fundraisingTotal expenses: 91.42% of revenue

2017Expense mix: 83.3% mission · 9.5% management · 7.2% fundraisingTotal expenses: 93.25% of revenue

Money in and money out

Revenue$23,509,901

Expenses$23,126,840

Annual surplus $383,061 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)$19,342,436 · 83.6% of expenses

Management and office costs$2,377,199 · 10.3% of expenses

Fundraising$1,407,205 · 6.1% of expenses

See all reported dollar amounts

Revenue$23,509,901

Expenses$23,126,840

Assets$64,978,765

Income$26,314,273

Contributions$2,985,162

Mission work (program services)$19,342,436

Fundraising$1,407,205

Grants given$49,377

Average grant$24,689

Management and general$2,377,199

Executive compensation (total)$576,655

Stocks and bonds$5,752,116

Accounting fees$44,125

Investing fees$28,234

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

JENNIFER MORGANHEAD OF SCHOOL · 40 hrs/week $435,827Base $370,877 · Other $64,950

BRYAN DENNEYCHIEF FINANCIAL OFFICER · 40 hrs/week $346,721Base $320,075 · Other $26,646

KRISTI KATZCHIEF DEVELOPMENT OFFICER · 40 hrs/week $251,970Base $226,186 · Other $25,784

SHANNA WEISSHEAD OF MIDDLE SCHOOL · 40 hrs/week $143,108Base $127,806 · Other $15,302

POLLY WILLIAMSHEAD OF PRESCHOOL · 40 hrs/week $140,424Base $125,282 · Other $15,142

MARTHA MONREALDIRECTOR OF H/R & OPERATIO · 40 hrs/week $135,355Base $122,846 · Other $12,509

SHANNA HINESHEAD OF LOWER SCHOOL · 40 hrs/week $135,169Base $119,253 · Other $15,916

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 (21)

JENNIFER MORGANHEAD OF SCHOOL

BRYAN DENNEYCHIEF FINANCIAL OFFICER

KRISTI KATZCHIEF DEVELOPMENT OFFICER

SHANNA WEISSHEAD OF MIDDLE SCHOOL

POLLY WILLIAMSHEAD OF PRESCHOOL

MARTHA MONREALDIRECTOR OF H/R & OPERATIO

SHANNA HINESHEAD OF LOWER SCHOOL

KELLY CUNNINGHAMTRUSTEE

VAUGHN MANKEYTRUSTEE

MILAM NEWBYTREASURER (FROM 8/22/24)

MATT SCHATZTRUSTEE

LISLE WHITWORTHTRUSTEE

LEYLA ABOU-SAMRASECRETARY

ANNE HARRINGTONCHAIR

KEFFRELYN BROWNTRUSTEE

JIM BOHARTTRUSTEE

JAMIE DELLTRUSTEE

HOPE BENKOCLERGY REP

EMILIE GRAHAMTRUSTEE

DANIEL SCARDINOTRUSTEE

BRIAN BARROWTRUSTEE

About this charity

Recognized since: January 1999
Location: 3901 BEE CAVES RD, W LAKE HILLS, TX 78746-6403
County: Travis
In care of: % JAMES HORN
Primary officer: BRYAN DENNEY, CFO

How to reach them

WebsiteVisit the charity’s website Phone(512) 472-9525

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CHERRY BEKAERT ADVISORY LLC
NTEE classification: Education N.E.C. (B99)
IRS tax category: Education N.E.C.
Grant-giving organization: Yes

AUSTIN TRINITY SCHOOL

AUSTIN TRINITY SCHOOL

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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