Austin Trinity School: Nonprofit Profile, Financials & Form 990 (EIN 74-2918235)

Revenue by fiscal year
FY2020	$19.6M
FY2021	$16.9M
FY2022	$21.6M
FY2023	$21.2M
FY2024	$23.1M
FY2025	$23.5M

Expenses by fiscal year
FY2020	$15.2M
FY2021	$16.0M
FY2022	$19.3M
FY2023	$19.2M
FY2024	$22.0M
FY2025	$23.1M

Net assets by fiscal year
FY2020	$32.7M
FY2021	$34.6M
FY2022	$35.9M
FY2023	$38.1M
FY2024	$39.2M
FY2025	$40.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

84%

Program services 84% · $19.3M Management & general 10% · $2.4M Fundraising 6% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Jennifer Morgan

Head of School

$370,877Pt VII · Sec A

Bryan Denney

Chief Financial Officer

$320,075Pt VII · Sec A

Kristi Katz

Chief Development Officer

$226,186Pt VII · Sec A

Shanna Weiss

Head of Middle School

$127,806Pt VII · Sec A

Polly Williams

Head of Preschool

$125,282Pt VII · Sec A

Martha Monreal

Director of H/R & Operatio

$122,846Pt VII · Sec A

Shanna Hines

Head of Lower School

$119,253Pt VII · Sec A

Kelly Cunningham

Trustee

$0Pt VII · Sec A

Jennifer Morgan’s $371K as Head of School is at the 76th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jennifer Morgan	$370,877	$383,231	$347,551	$302,799	$204,105	—
Marie Kidd	—	—	—	—	$266,560	$328,683
Bryan Denney	$320,075	$328,110	$308,394	$269,173	$259,442	$247,972
Kristi Katz	$226,186	$232,873	$219,792	$193,309	$188,217	$182,671
Kenneth Malcolm	—	—	—	$179,324	—	—
Ken Malcolm	—	—	—	—	$171,636	$152,368
Shanna Weiss	$127,806	$140,864	$138,967	$116,935	$124,471	—
Polly Williams	$125,282	$130,809	$111,667	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers an enriched academic curriculum within a Christian environment.

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Provided by the organization

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1 program · $19.3M · in their own filed words · FY2024

01

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.

$19.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Fidelity Investments Charitable Gift FundFY2024$141K

The Crain FoundationFY2024$75K

National Philanthropic TrustFY2024$68K

Donor Advised Charitable Giving INCFY2024$61K

American Online Giving Foundation INCFY2024$42K

Natl Christian Charitable Fdn INCFY2024$31K

Morgan Stanley Global Impact Funding Trust INCFY2024$25K

Oklahoma City Community Foundation INCFY2024$25K

Total grants receivedfrom 8 funders$467K

See all 8 funders →

Grants paid · 3 grants · $1.3M · 2019–2024

El Buen Samaritano Episcopal MissionTX · FY2024$42,477

El Buen Samaritano Episcopal MissionTX · FY2022$6,900

Unitemized GrantFY2019$1,202,763

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$23.5M

Ln 12

Fees for servicesLn 2g$20.4M

Gifts and grantsLn 1h$3.0M

Investment incomeLn 3$201K

Money outPt IX

$23.1M

Ln 25

Programscol B$19.3M

Managementcol C$2.4M

Fundraisingcol D$1.4M

Owns and owesPt X

$40.2M

net assets · Ln 32

Cash and savingsLn 1–2$8.7M

Total assetsLn 16$65.0M

LiabilitiesLn 26$24.8M

PeoplePt VI, VII

21

listed · VII A

PaidVII A7

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3.0M

Noncash giftsLn 1g$205K

Fundraising eventsLn 1c$841K

Fees for servicesLn 2g$20.4M

Investment incomeLn 3$201K

Gains on assetsLn 7−$4K

Total revenueLn 12$23.5M

Assets in detailPt X, end of year

CashLn 1$649K

SavingsLn 2$8.1M

Cash and savings togetherLn 1–2$8.7M

InvestmentsLn 11–13$5.8M

Land, buildings, equipmentLn 10c$46.8M

Other assetsLn 15$825K

Total assetsLn 16$65.0M

LiabilitiesLn 26$24.8M

Net assetsLn 32$40.2M

OperationsPt I, VI

EmployeesI 5305

VolunteersI 6350

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$8.9M	$8.7M
InvestmentsLn 11–13	$5.2M	$5.8M
Land, buildings, equipmentLn 10c	$41.2M	$46.8M
Total assetsLn 16	$59.3M	$65.0M
LiabilitiesLn 26	$20.1M	$24.8M
Net assetsLn 32	$39.2M	$40.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$42K	$42K
Grants to domestic individualsLn 2	$1.7M	$1.7M
Pay of current officers, directors and key staffLn 5	$1.0M	$870K	$98K	$67K
Other salaries and wagesLn 7	$11.3M	$9.5M	$1.1M	$733K
Pension plan contributionsLn 8	$832K	$711K	$73K	$47K
Other employee benefitsLn 9	$804K	$687K	$71K	$46K
Payroll taxesLn 10	$844K	$716K	$78K	$50K
Legal feesLn 11b	$11K		$11K
Accounting feesLn 11c	$44K		$44K
Investment management feesLn 11f	$28K		$28K
Other fees for servicesLn 11g	$114K	$58K	$49K	$7K
Office expensesLn 13	$754K	$484K	$213K	$57K
OccupancyLn 16	$1.0M	$882K	$60K	$72K
TravelLn 17	$424K	$424K
InterestLn 20	$508K	$314K	$152K	$42K
Depreciation, depletion and amortizationLn 22	$1.8M	$1.5M	$137K	$127K
InsuranceLn 23	$133K	$120K	$2K	$11K
Other expenses (24a–d)Ln 24	$1.7M	$1.3M	$280K	$116K
All other expensesLn 24e	$77K	$32K	$11K	$33K
Total functional expensesLn 25	$23.1M	$19.3M	$2.4M	$1.4M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$23.5M	$23.1M	$383K	$40.2M	990 PDF
FY2024	$23.1M	$22.0M	$1.1M	$39.2M	990 PDF
FY2023	$21.2M	$19.2M	$2.0M	$38.1M	990 PDF
FY2022	$21.6M	$19.3M	$2.3M	$35.9M	990 PDF
FY2021	$16.9M	$16.0M	$924K	$34.6M	990 PDF
FY2020	$19.6M	$15.2M	$4.4M	$32.7M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $23,509,901 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $3,176,539$2,985,162

I-9 Program service revenuePrior year $19,055,926$20,369,234

I-10 Investment incomePrior year $672,115$200,676

I-11 Other revenuePrior year $177,810−$45,171

I-12 Total revenuePrior year $23,082,390$23,509,901

I-13 Grants and similar amounts paidPrior year $1,540,985$1,703,747

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $13,733,440$14,818,465

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $6,685,594$6,604,628

I-18 Total expensesPrior year $21,960,019$23,126,840

I-19 Revenue less expensesPrior year $1,122,371$383,061

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $23,509,901 across 10 lines filed

VIII-1c Fundraising events$841,212

VIII-1f All other contributions, gifts and grants$2,143,950

VIII-1g Noncash contributions (included above)$205,213

VIII-1h Total contributions, gifts and grants$2,985,162

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,369,234$20,369,234

VIII-3 Investment incomeExcluded from tax $205,118$205,118

VIII-6 Net rental income or lossUnrelated business $20,747 · Excluded from tax $82,085$102,832

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,442−$4,442

VIII-8 Net income from fundraising eventsExcluded from tax −$148,003−$148,003

VIII-12 Total revenueRelated to mission $20,369,234 · Unrelated business $20,747 · Excluded from tax $134,758$23,509,901

Part IX · Statement of functional expenses $23,126,840 across 19 lines filed

IX-1 Grants to domestic organizationsPrograms $42,477$42,477

IX-2 Grants to domestic individualsPrograms $1,661,270$1,661,270

IX-5 Pay of current officers, directors and key staffPrograms $869,630 · Management $97,774 · Fundraising $67,113$1,034,517

IX-7 Other salaries and wagesPrograms $9,502,189 · Management $1,068,349 · Fundraising $733,326$11,303,864

IX-8 Pension plan contributionsPrograms $711,464 · Management $73,004 · Fundraising $47,172$831,640

IX-9 Other employee benefitsPrograms $686,902 · Management $71,099 · Fundraising $46,224$804,225

IX-10 Payroll taxesPrograms $716,097 · Management $78,042 · Fundraising $50,080$844,219

IX-11b Legal feesManagement $11,151$11,151

IX-11c Accounting feesManagement $44,125$44,125

IX-11f Investment management feesManagement $28,234$28,234

IX-11g Other fees for servicesPrograms $58,450 · Management $48,564 · Fundraising $6,549$113,563

IX-13 Office expensesPrograms $484,312 · Management $213,362 · Fundraising $56,632$754,306

IX-16 OccupancyPrograms $881,522 · Management $59,851 · Fundraising $71,914$1,013,287

IX-17 TravelPrograms $423,832$423,832

IX-20 InterestPrograms $314,225 · Management $152,464 · Fundraising $41,503$508,192

IX-22 Depreciation, depletion and amortizationPrograms $1,504,120 · Management $137,357 · Fundraising $126,881$1,768,358

IX-23 InsurancePrograms $120,484 · Management $2,108 · Fundraising $10,649$133,241

IX-24 Other expenses (24a–d)Programs $1,333,581 · Management $280,479 · Fundraising $115,712$1,729,772

IX-24e All other expensesPrograms $31,881 · Management $11,236 · Fundraising $33,450$76,567

IX-25 Total functional expensesPrograms $19,342,436 · Management $2,377,199 · Fundraising $1,407,205$23,126,840

Part X · Balance sheet $64,978,765 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $422,227$648,640

X-2 Savings and temporary cash investmentsStart of year $8,461,843$8,082,052

X-3 Pledges and grants receivableStart of year $1,440,273$1,021,664

X-4 Accounts receivableStart of year $1,069,031$1,212,321

X-9 Prepaid expenses and deferred chargesStart of year $286,710$238,282

X-10c Land, buildings and equipment, netStart of year $41,243,799$46,758,482

X-11 Publicly traded securitiesStart of year $5,234,954$5,752,116

X-14 Intangible assetsStart of year $520,000$440,000

X-15 Other assetsStart of year $627,006$825,208

X-16 Total assetsStart of year $59,305,843$64,978,765

X-17 Accounts payable and accrued expensesStart of year $275,541$423,280

X-19 Deferred revenueStart of year $6,126,617$6,607,423

X-25 Other liabilitiesStart of year $1,309,676$784,492

X-26 Total liabilitiesStart of year $20,072,314$24,775,866

X-27 Net assets without donor restrictionsStart of year $31,177,682$31,851,411

X-28 Net assets with donor restrictionsStart of year $8,055,847$8,351,488

X-32 Total net assets or fund balancesStart of year $39,233,529$40,202,899

X-33 Total liabilities and net assetsStart of year $59,305,843$64,978,765

Part XI · Reconciliation of net assets $40,202,899 net assets at year end

XI-1 Total revenue$23,509,901

XI-2 Total expenses$23,126,840

XI-3 Revenue less expenses$383,061

XI-4 Net assets at start of year$39,233,529

XI-5 Net unrealized gains (losses) on investments$586,309

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$40,202,899

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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