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.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.3M a year · 4% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $45.0M in investments, Pt X · Ln 11–13
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$23.0M
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$28.0M
Spent
$28.1M
To programs
73%
Net assets
$92.4M
By yearFY2020–FY2025
Revenue
$28.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$28.0M
FY2021$31.9M
FY2022$33.9M
FY2023$33.2M
FY2024$34.6M
FY2025$35.6M
Expenses
$28.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$28.1M
FY2021$28.1M
FY2022$30.5M
FY2023$32.4M
FY2024$34.7M
FY2025$35.8M
Net assets
$92.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$92.4M
FY2021$105.1M
FY2022$99.9M
FY2023$102.1M
FY2024$103.8M
FY2025$106.4M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1964.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $20.4M Management & general 25% · $6.9M Fundraising 2% · $689K

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

31 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Head of School
$413,371Pt VII · Sec A
Chief Financial Officer
$155,859Pt VII · Sec A
Head of Lower School
$135,550Pt VII · Sec A
Head of Upper School
$121,517Pt VII · Sec A
Director of External Affairs &
$121,202Pt VII · Sec A
Director of Advancement
$112,936Pt VII · Sec A
Chief Technology Officer
$112,503Pt VII · Sec A
Campus Life Chair
$0Pt VII · Sec A

Blair Lowry’s $468K as Former Head of School is at the 86th 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Blair Lowry$468,494$404,862$385,457$365,639$217,065—
Ian Craig————$210,073$413,371
Adam Wojtelwicz$273,995$237,975$97,818———
Margaret Riemitis—$122,816$180,663$176,443$171,598$155,859
Lisa Grider—$175,177$165,335———
Sandra McNutt$168,841$153,315$149,440$174,774$140,416$135,550
George King JR$168,551—————
Jeffrey Snyder$160,966$152,760$153,172$139,805$123,639—

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

Educates students for college, broad interests, citizenship, and moral development.

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Provided by the organization

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1 program · $20.4M · in their own filed words · FY2019
01

Trinity valley school is a k-12 educational institution with an enrollment of 1,014 students. The trinity valley school class of 2020 had 92 graduates accepted into 134 different colleges and received $11.2 million in scholarships.

$20.4Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$20K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$28.0M
Ln 12
Fees for servicesLn 2g$25.0M
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$1.1M
Money outPt IX
$28.1M
Ln 25
Programscol B$20.4M
Managementcol C$6.9M
Fundraisingcol D$689K
Owns and owesPt X
$92.4M
net assets · Ln 32
Cash and savingsLn 1–2$14.8M
Total assetsLn 16$115.4M
LiabilitiesLn 26$23.0M
PeoplePt VI, VII
31
listed · VII A
PaidVII A7
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Noncash giftsLn 1g$344K
Fundraising eventsLn 1c$8K
Fees for servicesLn 2g$25.0M
Investment incomeLn 3$1.1M
Other incomeLn 4–11$121K
Gains on assetsLn 7$706K
Total revenueLn 12$28.0M
Assets in detailPt X, end of year
CashLn 1$13.6M
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$14.8M
InvestmentsLn 11–13$45.0M
Land, buildings, equipmentLn 10c$45.5M
Other assetsLn 15$12K
Total assetsLn 16$115.4M
LiabilitiesLn 26$23.0M
Net assetsLn 32$92.4M
OperationsPt I, VI
EmployeesI 5339
VolunteersI 6600
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$14.8M$14.8M
InvestmentsLn 11–13$45.4M$45.0M
Land, buildings, equipmentLn 10c$46.3M$45.5M
Total assetsLn 16$116.2M$115.4M
LiabilitiesLn 26$23.7M$23.0M
Net assetsLn 32$92.5M$92.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$4.1M$4.1M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$633K$108K$503K$22K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$12.1M$8.7M$2.9M$468K
Pension plan contributionsLn 8$623K$450K$148K$25K
Other employee benefitsLn 9$1.7M$1.2M$434K$69K
Payroll taxesLn 10$905K$628K$243K$35K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$51K$51K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$341K$341K
Other fees for servicesLn 11g$834K$834K
Advertising and promotionLn 12$58K$58K
Office expensesLn 13$365K$120K$244K
Information technologyLn 14$117K$9K$108K
RoyaltiesLn 15$0
OccupancyLn 16$910K$409K$500K$1K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$38K$6K$32K
InterestLn 20$121K$121K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2.0M$2.0M$46K$6K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$2.7M$2.7M$31K
All other expensesLn 24e$359K$296K$63K
Total functional expensesLn 25$28.1M$20.4M$6.9M$689K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $35.6M$35.8M−$188K$106.4M 990 PDF
FY2024 $34.6M$34.7M−$71K$103.8M 990 PDF
FY2023 $33.2M$32.4M$799K$102.1M 990 PDF
FY2022 $33.9M$30.5M$3.3M$99.9M 990 PDF
FY2021 $31.9M$28.1M$3.8M$105.1M 990 PDF
FY2020 Viewing $28.0M$28.1M−$94K$92.4M 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 FY2020 990 (6 parts)
Part I · Summary $27,962,422 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,263,645$1,773,107
I-9 Program service revenuePrior year $25,716,584$25,006,273
I-10 Investment incomePrior year $1,436,421$1,062,113
I-11 Other revenuePrior year $185,397$120,929
I-12 Total revenuePrior year $31,602,047$27,962,422
I-13 Grants and similar amounts paidPrior year $4,136,986$4,147,886
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,501,142$15,964,285
I-16a Professional fundraising feesPrior year $812$0
I-17 Other expensesPrior year $8,218,322$7,944,689
I-18 Total expensesPrior year $27,857,262$28,056,860
I-19 Revenue less expensesPrior year $3,744,785−$94,438
Part VI · Governance 24 of 24 board members independent, 2 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $27,962,422 across 11 lines filed
Lines not itemized here account for $397 of total revenue; see the IRS return.
VIII-1c Fundraising events$8,400
VIII-1f All other contributions, gifts and grants$1,764,707
VIII-1g Noncash contributions (included above)$344,095
VIII-1h Total contributions, gifts and grants$1,773,107
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $25,006,273$25,006,273
VIII-3 Investment incomeExcluded from tax $355,939$355,939
VIII-5 RoyaltiesExcluded from tax $63,546$63,546
VIII-6 Net rental income or lossUnrelated business $49,033$49,033
VIII-7 Net gain or loss on sales of assetsExcluded from tax $706,174$706,174
VIII-8 Net income from fundraising eventsExcluded from tax $7,953$7,953
VIII-12 Total revenueRelated to mission $25,006,273 · Unrelated business $49,033 · Excluded from tax $1,134,009$27,962,422
Part IX · Statement of functional expenses $28,056,860 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $4,147,886$4,147,886
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $107,931 · Management $503,188 · Fundraising $21,586$632,705
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $8,671,755 · Management $2,937,738 · Fundraising $467,801$12,077,294
IX-8 Pension plan contributionsPrograms $450,154 · Management $147,875 · Fundraising $25,295$623,324
IX-9 Other employee benefitsPrograms $1,222,153 · Management $433,997 · Fundraising $69,316$1,725,466
IX-10 Payroll taxesPrograms $627,951 · Management $242,647 · Fundraising $34,898$905,496
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $50,580$50,580
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $340,965$340,965
IX-11g Other fees for servicesManagement $834,287$834,287
IX-12 Advertising and promotionManagement $58,276$58,276
IX-13 Office expensesPrograms $120,407 · Management $244,268$364,675
IX-14 Information technologyPrograms $8,758 · Management $108,331$117,089
IX-15 Royalties$0
IX-16 OccupancyPrograms $408,693 · Management $499,648 · Fundraising $1,260$909,601
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $5,732 · Management $31,865$37,597
IX-20 InterestManagement $121,341$121,341
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,987,437 · Management $46,150 · Fundraising $6,109$2,039,696
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $2,681,315 · Management $30,607$2,711,922
IX-24e All other expensesManagement $295,512 · Fundraising $63,148$358,660
IX-25 Total functional expensesPrograms $20,440,172 · Management $6,927,275 · Fundraising $689,413$28,056,860
Part X · Balance sheet $115,369,415 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $13,581,949$13,648,838
X-2 Savings and temporary cash investmentsStart of year $1,173,809$1,169,110
X-3 Pledges and grants receivableStart of year $1,419,221$929,975
X-4 Accounts receivableStart of year $7,701,539$8,446,701
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $601,970$710,213
X-10c Land, buildings and equipment, netStart of year $46,293,255$45,474,731
X-11 Publicly traded securitiesStart of year $4,998,654$4,575,221
X-12 Other securitiesStart of year $40,431,702$40,403,090
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $27,498$11,536
X-16 Total assetsStart of year $116,229,597$115,369,415
X-17 Accounts payable and accrued expensesStart of year $2,179,825$2,106,323
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $19,523,285$19,216,017
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $190,023$115,150
X-26 Total liabilitiesStart of year $23,743,133$22,952,490
X-27 Net assets without donor restrictionsStart of year $54,808,906$52,856,777
X-28 Net assets with donor restrictionsStart of year $37,677,558$39,560,148
X-32 Total net assets or fund balancesStart of year $92,486,464$92,416,925
X-33 Total liabilities and net assetsStart of year $116,229,597$115,369,415
Part XI · Reconciliation of net assets $92,416,925 net assets at year end
XI-1 Total revenue$27,962,422
XI-2 Total expenses$28,056,860
XI-3 Revenue less expenses−$94,438
XI-4 Net assets at start of year$92,486,464
XI-5 Net unrealized gains (losses) on investments$24,899
XI-10 Net assets at end of year$92,416,925

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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