Civic Intelligence

St. Lukes Episcopal School Permanent Endowment Fund

990 • Fiscal year 2016 • EIN 26-2913141

Jun 01, 2015 to May 31, 2016 • Filed on Apr 05, 2017

Organization ProfileN/A
15 Saint Lukes LaneSan Antonio, TX 78209

(210) 826-0664

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,496,491

Down $344,949 (-12%) from 2015

Net Assets

Down

$2,496,491

Down $344,949 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Down

$141,367

Down $158,192 (-53%) from 2015

Expenses

Down

$19,868

Down $79,277 (-80%) from 2015

Net Income

Down

$121,499

Down $78,915 (-39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$2,496,491
Liabilities$0
Net Assets$2,496,491
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$141,367
Expenses$19,868
Net Income$121,499
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$141,367
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$2,540,911$2,163,168▼ $377,743
Cash and Non-Interest-Bearing Accounts$300,529$333,323▲ $32,794
Total Assets$2,841,440$2,496,491▼ $344,949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,821,384$1,480,385▼ $340,999
Unrestricted Net Assets$563,710$559,760▼ $3,950
Permanently Rstr Net Assets$456,346$456,346→ $0
Total Net Assets Fund Balance$2,841,440$2,496,491▼ $344,949
Total Liabilities and Net Assets / Fund Balance$2,841,440$2,496,491▼ $344,949

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,841,440$1,000▼ $326,081$19,868$2,496,491
2014$2,683,366$78,515▲ $249,896$95,337$2,841,440
2013$2,210,815$147,006▲ $347,688$22,143$2,683,366
2012$1,858,797$1,100▲ $414,553$63,635$2,210,815
2011$1,922,755$102,600▼ $2,743$163,815$1,858,797
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mark JohnsonPresident
Ann Wellsdirector
Frank Zochdirector
Jill VassarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$140,367
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$121,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,868
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$12,997-$12,997
Fees for Service Investment Mgmnt Fees-$6,759-$6,759
Insurance-$112-$112
Total Functional Expenses$0$19,868$0$19,868
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
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 11

“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 12

“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
Jill Vassar
Title
Treasurer
Phone
2108260664
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Vassar
Formed
2008
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Randy Walker & Co
Address
7800 IH 10 West Ste 505, San Antonio, TX 78230
Preparer
Randy L Walker CPA
Phone
2103669430
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, 2016 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 12,997. Fundraising expenses 0. Total expenses 12,997.”

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.”

Raw XML Appendix377 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ST. 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.
IRS990/AllOtherContributionsAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0AJ STURM
IRS990/BooksInCareOfDetail/PhoneNum02109129469
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02161 NW MILITARY HWY STE 103
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078213
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0300529
IRS990/CashNonInterestBearingGrp/EOYAmt0333323
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140367
IRS990/CYOtherExpensesAmt019868
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0121499
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019868
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0141367
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PURPOSE OF THE CORPORATION IS TO MAINTAIN AN ENDOWMENT FUND TO BE USED FOR THE BENEFIT OF AND IN FURTHERANCE OF THE PURPOSES OF ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO, TEXAS, FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012997
IRS990/FeesForServicesOtherGrp/TotalAmt012997
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06759
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06759
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK ZOCH
IRS990/Form990PartVIISectionAGrp/PersonNm1ANN WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JILL VASSAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0director
IRS990/Form990PartVIISectionAGrp/TitleTxt1director
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt060613
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060613
IRS990/GrossReceiptsAmt0141367
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0112
IRS990/InsuranceGrp/TotalAmt0112
IRS990/InvestmentIncomeGrp/ExclusionAmt079754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079754
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02540911
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02163168
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ST. 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02841440
IRS990/NetAssetsOrFundBalancesEOYAmt02496491
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt060613
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt060613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-466448
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0456346
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0456346
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JILL VASSAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt078515
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075000
IRS990/PYInvestmentIncomeAmt0221044
IRS990/PYOtherExpensesAmt024145
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0200414
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt099145
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0299559
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0121499
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741166903
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST LUKE'S EPISCOPAL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.22420
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02841440
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02496491
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-326081
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt019868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02683366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt078515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02841440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt075000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0249896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt095337
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02210815
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0147006
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02683366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0347688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt022143
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01858797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02210815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0414553
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt063635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01922755
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0102600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01858797
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2743
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0163815
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.18280
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.59300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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, 2016 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 12,997. Fundraising expenses 0. Total expenses 12,997.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741166903
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL UNDER THE GROUP RULING TO PROTESTANT EPISCOPAL CHURCH IN THE USA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt015 ST LUKES LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
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
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01821384
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01480385
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02841440
IRS990/TotalAssetsEOYAmt02496491
IRS990/TotalAssetsGrp/BOYAmt02841440
IRS990/TotalAssetsGrp/EOYAmt02496491
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02841440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02496491
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140367
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141367
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02841440
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02496491
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0563710
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0559760
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt015 SAINT LUKES LANE
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078209
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL VASSAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02108260664
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST LUKES EPISCOPAL SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PERMANENT ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STLU
ReturnHeader/Filer/EIN0262913141
ReturnHeader/Filer/PhoneNum02108260664
ReturnHeader/Filer/USAddress/AddressLine1Txt015 SAINT LUKES LANE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203992693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANDY WALKER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 IH 10 West Ste 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103669430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Randy L Walker CPA
ReturnHeader/ReturnTs02017-04-12T10:26:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,496,491
Liabilities
$0
Net assets
$2,496,491
Revenue
$141,367
Expenses
$19,868
Net income
$121,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.79$0.15$0.65
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.08$0.12$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.49$0.13$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.52$0.13$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.00$0.13$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.06$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.20$0.48$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.35$0.15$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.14$0.02$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.30$0.10$0.20