PALMER TRINITY PRIVATE SCHOOL INC (EIN 237098500) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

PATRICK ROBERTS

Phone

3059694205

Tax Period

2024-07-01 to 2025-06-30

PALMER TRINITY PRIVATE SCHOOL INC, founded in 1971, is a mid-sized nonprofit that reported $46.2M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.5M, a strong 16% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,257,902

Program Service Revenue $40,035,988

Investment Income $12,652

Other Revenue $927,156

TOTAL REVENUE $46,233,698

Expense Breakdown

Grants Paid $5,475,900

Salaries & Benefits $18,280,725

Fundraising Expenses $666,329

Program Expenses $31,473,898

Other Expenses $14,995,614

TOTAL EXPENSES $38,752,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,233,698	$38,294,482	+0.2%
Expenses	$38,752,239	$34,239,111	+0.1%
Net Income	$7,481,459	$4,055,371	+0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

217

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,004,482

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BAIAMONTE	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
KIM VINAS	BRD TRUSTEES	1.00	Director	$0	$0	$0
LYNLEY CIOROBEA	BRD TRUSTEES	1.00	Director	$0	$0	$0
THE RT REV PETER EATON	BRD TRUSTEES	1.00	Director	$0	$0	$0
ELIZABETH BACARDI	SECRETARY	1.00	Officer Director	$0	$0	$0
JARED KAPLAN	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL DIAZ LEYVA	BRD TRUSTEES	1.00	Director	$0	$0	$0
VIVIAN CORTINAS	BRD TRUSTEES	1.00	Director	$0	$0	$0
JUDY ANDREWS	BRD TRUSTEES	1.00	Director	$0	$0	$0
RICHARD GRILLO	BRD TRUSTEES	1.00	Director	$0	$0	$0
WALTER GONZALEZ	BRD TRUSTEES	1.00	Director	$0	$0	$0
MARCEL NAVARRO	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JESUS SOCORRO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID NEITHARDT	BRD TRUSTEES	1.00	Director	$0	$0	$0
JACK BRUMBAUGH	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
WILLIAM MORRISON	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
RUSSELL WILSON	BRD TRUSTEES	1.00	Director	$0	$0	$0
CARLOS PENZINI	BRD TRUSTEES	1.00	Director	$0	$0	$0
DOUG ROTHFELDT	BRD TRUSTEES	1.00	Director	$0	$0	$0
HUDSON SMITH	BRD TRUSTEES	1.00	Director	$0	$0	$0
TRAVIS SULLIVAN	BRD TRUSTEES	1.00	Director	$0	$0	$0
PATRICK ROBERTS	HEAD OF SCHOOL	40.00	Officer	$502,644	$320,800	$823,444
JOSE CHAO	CFO	40.00	Officer	$216,863	$20,366	$237,229
DANNY REYNOLDS	ASSOCIATE HEAD	40.00	Officer	$183,411	$17,180	$200,591
SUZANNE GOTTLIEB CALLEJA	ASSOCIATE HEAD	40.00	Officer	$142,123	$13,278	$155,401
ARTURO BEGUIRISTAIN	DIR OF FACILITIES & SECURI	40.00	Officer	$105,607	$10,686	$116,293
JUAN GOMEZ	DIR OF DEVELOPMENT	40.00	Officer	$224,587	$19,061	$243,648
ASHLEY CHAPMAN	UPPER SCHOOL DIVISION HEAD	40.00	Officer	$175,474	$15,142	$190,616
PETER TOLMACH	MIDDLE SCHOOL DIVISION HEA	40.00	Officer	$150,957	$104,873	$255,830
SANDRA CURTIS	CHAPLIN	40.00	Officer	$44,152	$11,104	$55,256
ADRIANNA TRUBY	DEAN OF ACADEMICS	40.00	Officer	$128,750	$12,740	$141,490
DAVID LANHAM	ATHLETIC DIRECTOR	40.00	Officer	$130,033	$57,506	$187,539
SUSANA CETTA	SCHOOL COUNSELOR	40.00	Officer	$105,241	$9,729	$114,970
GEORGE GARCIA-MONTES	DIR OF ANNUAL FUND	40.00	Officer	$129,672	$56,525	$186,197
ADRIANA MUNOZ	SCHOOL COUNSELOR	40.00	Officer	$112,275	$9,226	$121,501
BROOK DE MELO GOMES	DEAN OF STUDENTS	40.00	Officer	$92,027	$7,903	$99,930
GUSTAVO SABOGAL	DIR OF TECHNOLOGY	40.00	Officer	$119,882	$9,616	$129,498
ANDREA FRESCO	DIRECTOR OF STUDENT LIFE	40.00	Officer	$107,646	$8,841	$116,487
JORGE ROUGE	SENIOR NETWORK ADMINISTRATOR	40.00	Officer	$111,401	$8,912	$120,313
JUDITH JENNINGS	FACULTY-PHYSICAL EDUCATION	40.00	Officer	$102,096	$9,519	$111,615
EMILY WILKEN	ACADEMIC DEAN	40.00	Officer	$102,039	$8,253	$110,292
BEVERLY WILLIAMS-HEW	HR & PAYROLL COORDINATOR	40.00	Officer	$144,655	$12,888	$157,543
ROSANA YANES	CONTROLLER	40.00	Officer	$118,601	$10,198	$128,799

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$46,233,698	$38,752,239	$119,745,490	$7,481,459
2024	$38,294,482	$34,239,111	$107,347,918	$4,055,371
2023	$35,385,469	$31,564,185	$98,083,628	$3,821,284
2022	$34,552,191	$28,935,689	$91,390,503	$5,616,502
2021	$31,670,823	$26,691,854	$88,437,962	$4,978,969
2020	$30,349,034	$26,241,816	$79,986,246	$4,107,218
2019	$28,209,888	$25,629,607	$75,084,071	$2,580,281

PALMER TRINITY PRIVATE SCHOOL INC