Civic Intelligence

St Lukes Episcopal School

EIN 26-2913141 • 501(c)3 • San Antonio, TX

Profile

St. Luke's episcopal permanent endowment fund is organized exclusively for the benefit of, to perform the functions of, and to carry out the purposes of st. Luke's episcopal school (sles). The organization shall carry out its specific purposes by receiving and holding contributions, endowments, gifts, donations, and gratuities from the general public for the support of sles, and by paying over income from and principal of such amounts to or for the benefit of sles from time to time as the board of directors of the organization shall determine.

15 Saint Lukes LaneSan Antonio, TX 78209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

903%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$3,725,016

Up $862,209 (+30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,725,016

Up $862,209 (+30%) from 2024

Revenue

Up

$792,214

Up $713,191 (+903%) from 2024

Expenses

Up

$146,130

Up $21,975 (+18%) from 2024

Net Income

Up

$646,084

Up $691,216 (+1532%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,841,440Liabilities 2015: $0Net Assets 2015: $2,841,4402015Assets 2016: $2,496,491Liabilities 2016: $0Net Assets 2016: $2,496,4912016Assets 2017: $2,574,114Liabilities 2017: $0Net Assets 2017: $2,574,1142017Assets 2018: $2,278,192Liabilities 2018: $0Net Assets 2018: $2,278,1922018Assets 2019: $2,177,870Liabilities 2019: $0Net Assets 2019: $2,177,8702019Assets 2020: $2,093,493Liabilities 2020: $0Net Assets 2020: $2,093,4932020Assets 2021: $2,492,242Liabilities 2021: $0Net Assets 2021: $2,492,2422021Assets 2022: $2,183,986Liabilities 2022: $0Net Assets 2022: $2,183,9862022Assets 2023: $2,591,184Liabilities 2023: $0Net Assets 2023: $2,591,1842023Assets 2024: $2,862,807Liabilities 2024: $0Net Assets 2024: $2,862,8072024Assets 2025: $3,725,016Liabilities 2025: $0Net Assets 2025: $3,725,0162025

Highlighted filing

2025

Assets$3,725,016
Liabilities$0
Net Assets$3,725,016

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $299,559Expenses 2015: $99,145Net Income 2015: $200,4142015Revenue 2016: $141,367Expenses 2016: $19,868Net Income 2016: $121,4992016Revenue 2017: $346,187Expenses 2017: $147,944Net Income 2017: $198,2432017Revenue 2018: $204,193Expenses 2018: $480,676Net Income 2018: -$276,4832018Revenue 2019: $56,809Expenses 2019: $100,495Net Income 2019: -$43,6862019Revenue 2020: -$1,656Expenses 2020: $133,274Net Income 2020: -$134,9302020Revenue 2021: $522,995Expenses 2021: $129,008Net Income 2021: $393,9872021Revenue 2022: $115,983Expenses 2022: $138,274Net Income 2022: -$22,2912022Revenue 2023: $486,839Expenses 2023: $125,652Net Income 2023: $361,1872023Revenue 2024: $79,023Expenses 2024: $124,155Net Income 2024: -$45,1322024Revenue 2025: $792,214Expenses 2025: $146,130Net Income 2025: $646,0842025

Highlighted filing

2025

Revenue$792,214
Expenses$146,130
Net Income$646,084

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$792,214
Mission and Program Overview

Mission

St. Luke's episcopal permanent endowment fund is organized exclusively for the benefit of, to perform the functions of, and to carry out the purposes of st. Luke's episcopal school (sles). The organization shall carry out its specific purposes by receiving and holding contributions, endowments, gifts, donations, and gratuities from the general public for the support of sles, and by paying over income from and principal of such amounts to or for the benefit of sles from time to time as the board of directors of the organization shall determine.

St. Luke's episcopal permanent endowment fund is organized exclusively for the benefit of, to perform the functions of, and to carry out the purposes of st. Luke's episcopal school (sles). Sles is a christian community dedicated to academic and personal excellence, lifelong learning and services to others. Sles is a mission-driven school community for grades k - 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,765,173$3,561,024▲ $795,851
Pledges and Grants Receivable$0$115,003▲ $115,003
Savings and Temporary Cash Investments$97,634$48,989▼ $48,645
Total Assets$2,862,807$3,725,016▲ $862,209
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,302,925$2,957,364▲ $654,439
Net Assets Without Donor Restrictions$559,882$767,652▲ $207,770
Total Net Assets Fund Balance$2,862,807$3,725,016▲ $862,209
Total Liabilities and Net Assets / Fund Balance$2,862,807$3,725,016▲ $862,209

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,862,807$701,550▲ $306,787$41,539$3,725,016
2023$2,591,184$1,052▲ $394,726$39,155$2,862,807
2022$2,183,986$510,568▲ $22,283$45,116$2,591,184
2021$2,492,242$1,384▼ $171,365$43,275$2,183,986
2020$2,093,493$5,389▲ $522,368$39,008$2,492,242
Compensation and Service Providers

Board Members and Trustees

NameTitle
Seth MccabePresident
Taylor CollinsVice President
Andrew FreidmanDirector
Lee MckennaDirector
Paul CoxDirector
Peggy WalkerDirector
Sandy WalkerDirector
Steve DuttonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$701,553
Program Service Revenue
$0
Investment Income
$90,661
Other Revenue
$0
All Other Contributions
$115,500
Change in Net Assets
$646,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,589
Other Expenses$41,541
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,589--$104,589
Fees for Service Investment Mgmnt Fees$23,120--$23,120
Fees for Services Other-$18,421-$18,421
Total Functional Expenses$127,709$18,421$0$146,130
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIOSan Antonio, TX501(c)(3)School Support$104,589
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The president will review and approve the form 990 for filing. The board will review a copy of the filed return.

Form 990, Part VI, Section B, Line 12C

Directors and committee members are required to disclose any actual or potential conflicts of interest or any situation that might give appearance of a conflict of interest. Additionally, upon request, directors and members must submit a written statement disclosing business and financial transactions under-taken since the beginning of the preceding calendar year.

Form 990, Part VI, Section C, Line 18

UPON REQUEST.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
St Lukes Episcopal School
EIN
26-2913141
Phone
2108260664
Address
15 SAINT LUKES LANE, SAN ANTONIO, TX 78209

Signing Officer

Name
Seth Mccabe
Title
President
Phone
2108260664
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Seth Mccabe
Formed
2008
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Calvetti Ferguson
Address
250 W NOTTINGHAM DR SUITE 100, SAN ANTONIO, TX 78209
Preparer
Kimiko Baca
Phone
2105363200
Supplemental Narrative

Additional Explanations

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

St lukes episcopal school permanent endowment fund 15 saint luke's lane san antonio, tx 78209 employer identification number: 26-2913141 for the year ending may 31, 2025 st lukes episcopal school permanent endowment fund is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

Form 990, Part IX, Line 11G

Other fees: program service expenses 0. Management and general expenses 18,421. Fundraising expenses 0. Total expenses 18,421.

Form 990, Part XII, Line 2C

The organization's process for assuming responsibility for oversight of the audit, review, or compilation of its financial statements and the selection of an independent auditor are handled by st. Luke's episcopal school.

Financial Statement Notes

PART V, LINE 4:

St. Luke's episcopal school permanent endowment fund consists of numerous funds established for a variety of purposes such as financial aid, scholarships, art, and professional development. The fund has a policy of appropriating for distribution each year a maximum of 5% of its endowment fund's fair value in order to protect capital and account for fees. The fair market value is the three-year rolling average value of the endowment (or portion of the endowment), with valuations taken at the end of the calendar year, on december 31, for the previous three years.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST LUKE'S EPISCOPAL SCHOOL
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ST. LUKE'S EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND CONSISTS OF NUMEROUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS FINANCIAL AID, SCHOLARSHIPS, ART, AND PROFESSIONAL DEVELOPMENT. THE FUND HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A MAXIMUM OF 5% OF ITS ENDOWMENT FUND'S FAIR VALUE IN ORDER TO PROTECT CAPITAL AND ACCOUNT FOR FEES. THE FAIR MARKET VALUE IS THE THREE-YEAR ROLLING AVERAGE VALUE OF THE ENDOWMENT (OR PORTION OF THE ENDOWMENT), WITH VALUATIONS TAKEN AT THE END OF THE CALENDAR YEAR, ON DECEMBER 31, FOR THE PREVIOUS THREE YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.56806
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO
IRS990ScheduleI/RecipientTable/RecipientEIN0741166903
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015 ST LUKES LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078209
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL DISTRIBUTIONS ARE MADE FOR THE BENEFIT OF ST. LUKE'S EPISCOPAL SCHOOL. NO SELECTION PROCESS IS NECESSARY. ADDITIONALLY, THE OVERLAPPING MANAGEMENT AND CLOSE WORKING RELATIONSHIP OF THE TWO ORGANIZATIONS ENSURES THAT THE ST. LUKE'S SCHOOL PERMANENT ENDOWMENT FUND IS ABLE TO MONITOR WHETHER RESOURCES ARE USED FOR THE TWO ORGANIZATIONS' SHARED EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST LUKES EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND 15 SAINT LUKE'S LANE SAN ANTONIO, TX 78209 EMPLOYER IDENTIFICATION NUMBER: 26-2913141 FOR THE YEAR ENDING MAY 31, 2025 ST LUKES EPISCOPAL SCHOOL PERMANENT ENDOWMENT FUND IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT WILL REVIEW AND APPROVE THE FORM 990 FOR FILING. THE BOARD WILL REVIEW A COPY OF THE FILED RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR ANY SITUATION THAT MIGHT GIVE APPEARANCE OF A CONFLICT OF INTEREST. ADDITIONALLY, UPON REQUEST, DIRECTORS AND MEMBERS MUST SUBMIT A WRITTEN STATEMENT DISCLOSING BUSINESS AND FINANCIAL TRANSACTIONS UNDER-TAKEN SINCE THE BEGINNING OF THE PRECEDING CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,421. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR ARE HANDLED BY ST. LUKE'S EPISCOPAL SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL UNDER THE GROUP RULING TO PROTESTANT EPISCOPAL CHURCH IN THE USA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ST. LUKE'S EPISCOPAL SCHOOL (SLES), THE SUPPORTED ORGANIZATION, IS THE SOLE MEMBER OF ST. LUKE'S EPISCOPAL SCHOOL PERMANENT ENDOWMENT (PEF) FUND AND ELECTS THE BOARD OF DIRECTORS OF THE PEF.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART V
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