Civic Intelligence

St George'S Episcopal School Endowment Fund

990 • Fiscal year 2013 • EIN 72-1311329

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 16, 2014

Organization ProfileN/A
923 Napolean Avenue70115

(504) 891-5509

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

88th percentile

44%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

797%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$964,061

Up $294,617 (+44%) from 2012

Net Assets

Up

$964,061

Up $294,617 (+44%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$207,542

Up $184,393 (+797%) from 2012

Expenses

Up

$11,577

Up $774 (+7.2%) from 2012

Net Income

Up

$195,965

Up $183,619 (+1487%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $616,079Liabilities 2010: $0Net Assets 2010: $616,0792010Assets 2011: $599,023Liabilities 2011: $0Net Assets 2011: $599,0232011Assets 2012: $669,444Liabilities 2012: $0Net Assets 2012: $669,4442012Assets 2013: $964,061Liabilities 2013: $0Net Assets 2013: $964,0612013Assets 2014: $1,116,500Liabilities 2014: $0Net Assets 2014: $1,116,5002014Assets 2015: $1,103,809Liabilities 2015: $0Net Assets 2015: $1,103,8092015Assets 2016: $1,170,727Liabilities 2016: $0Net Assets 2016: $1,170,7272016Assets 2017: $1,306,527Liabilities 2017: $0Net Assets 2017: $1,306,5272017Assets 2018: $1,189,190Liabilities 2018: $1,454Net Assets 2018: $1,187,7362018Assets 2019: $1,362,222Liabilities 2019: $1,503Net Assets 2019: $1,360,7192019Assets 2020: $1,435,782Liabilities 2020: $67Net Assets 2020: $1,435,7152020Assets 2021: $1,555,815Liabilities 2021: $2,164Net Assets 2021: $1,553,6512021Assets 2022: $1,202,448Liabilities 2022: $1,839Net Assets 2022: $1,200,6092022Assets 2023: $1,392,709Liabilities 2023: $0Net Assets 2023: $1,392,7092023Assets 2024: $1,456,150Liabilities 2024: $0Net Assets 2024: $1,456,1502024

Highlighted filing

2013

Assets$964,061
Liabilities$0
Net Assets$964,061
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $8,3382010Expenses 2011: $9,4082011Revenue 2012: $23,149Expenses 2012: $10,803Net Income 2012: $12,3462012Revenue 2013: $207,542Expenses 2013: $11,577Net Income 2013: $195,9652013Revenue 2014: $210,098Expenses 2014: $17,707Net Income 2014: $192,3912014Revenue 2015: $78,324Expenses 2015: $70,972Net Income 2015: $7,3522015Revenue 2016: $83,362Expenses 2016: $69,471Net Income 2016: $13,8912016Revenue 2017: $73,350Expenses 2017: $72,379Net Income 2017: $9712017Revenue 2018: $125,192Expenses 2018: $77,838Net Income 2018: $47,3542018Revenue 2019: $88,074Expenses 2019: $79,287Net Income 2019: $8,7872019Revenue 2020: $108,941Expenses 2020: $82,089Net Income 2020: $26,8522020Revenue 2021: $113,607Expenses 2021: $87,528Net Income 2021: $26,0792021Revenue 2022: $69,545Expenses 2022: $90,648Net Income 2022: -$21,1032022Revenue 2023: $72,975Expenses 2023: $86,081Net Income 2023: -$13,1062023Revenue 2024: $106,183Expenses 2024: $90,493Net Income 2024: $15,6902024

Highlighted filing

2013

Revenue$207,542
Expenses$11,577
Net Income$195,965
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 16, 2014
Return Version
2013v3.0
Gross Receipts
$510,340
Mission and Program Overview

Mission

NONE

St. George's episcopal school endowment fund is an entity established for the purpose of serving and supporting the mission of st. George's episcopal school, an episcopal, independent school offering instruction from pre-k through grade 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$641,274$907,972▲ $266,698
Cash and Non-Interest-Bearing Accounts$28,170$56,089▲ $27,919
Total Assets$669,444$964,061▲ $294,617
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$504,277$683,422▲ $179,145
Temporarily Rstr Net Assets$165,167$280,639▲ $115,472
Total Net Assets Fund Balance$669,444$964,061▲ $294,617
Total Liabilities and Net Assets / Fund Balance$669,444$964,061▲ $294,617

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,902--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$669,444$147,144▲ $159,050-$964,061
2012$599,023$2,000▲ $79,224-$669,444
2011$616,079$100▼ $7,748-$599,023
2010$554,188$6,100▲ $64,129-$616,079
2009$453,434$500▲ $107,414-$554,188
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Carrie RobinsonTrustee
Merritt TalbotTrustee
Paul CordesTrustee
Robert BergeronTrustee
Warner ThomasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$147,144
Program Service Revenue
$0
Investment Income
$60,398
Other Revenue
$0
All Other Contributions
$147,144
Change in Net Assets
$195,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,577
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
Other Expenses-$11,577-$11,577
Total Functional Expenses$0$11,577$0$11,577
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
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“St. George episcopal school board may elect one or more members to the board of trustees.”

Form 990, Part VI, Section A, Line 7B

“Approval is required by the board of trustees and school board.”

Form 990, Part VI, Section B, Line 11

“Trustees reviewed form 990 prior to filing.”

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

“Trustees are required to comply with the organization's conflict of interest policy at all times.”

Form 990, Part VI, Section C, Line 19

“All governing documents and policies can be accessed upon request.”

Filing and Contact Details

Filer

EIN
72-1311329
Phone
5048915509

Signing Officer

Name
Bettye Bagot
Title
Financial Administrator
Phone
5048915509
Signed
2014-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Eichberger
Formed
1994
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Eric F Fullmer
Phone
5048314949
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees and school board assume responsibility for the oversight of the audit and review.”

Financial Statement Notes

PART V, LINE 4:

“St. George's episcopal school endowment fund is an entity established for the purpose of serving and supporting the mission of st. George's episcopal school, an episcopal, independent school offering instruction from pre-k through grade 8. Endowment income will be directed primarily to the key, basic elements of any educational institution, including the faculty and the students.”

PART X, LINE 2:

“Accounting standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in an entitys financial statements. It requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained on examination. Tax years ended december 31, 2009 and later remain subject to examination by the taxing authorities. As of june 30, 2012, management of the school believes that it has no uncertain tax positions that either qualify for recognition or disclosure in the financial statements.”

Raw XML Appendix382 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. GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND IS AN ENTITY ESTABLISHED FOR THE PURPOSE OF SERVING AND SUPPORTING THE MISSION OF ST. GEORGE'S EPISCOPAL SCHOOL, AN EPISCOPAL, INDEPENDENT SCHOOL OFFERING INSTRUCTION FROM PRE-K THROUGH GRADE 8.
IRS990/AllOtherContributionsAmt0147144
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BETTYE BAGOT
IRS990/BooksInCareOfDetail/PhoneNum05048915509
IRS990/BooksInCareOfDetail/USAddress/AddressLine10923 NAPOLEAN AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0NEW ORLEANS
IRS990/BooksInCareOfDetail/USAddress/State0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode070115
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028170
IRS990/CashNonInterestBearingGrp/EOYAmt056089
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0147144
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060398
IRS990/CYOtherExpensesAmt011577
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0195965
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011577
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207542
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ST. GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND IS AN ENTITY ESTABLISHED FOR THE PURPOSE OF SERVING AND SUPPORTING THE MISSION OF ST. GEORGE'S EPISCOPAL SCHOOL, AN EPISCOPAL, INDEPENDENT SCHOOL OFFERING INSTRUCTION FROM PRE-K THROUGH GRADE 8.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BERGERON
IRS990/Form990PartVIISectionAGrp/PersonNm1CARRIE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MERRITT TALBOT
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL CORDES
IRS990/Form990PartVIISectionAGrp/PersonNm4WARNER THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt044049
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0346847
IRS990/GrossReceiptsAmt0510340
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016349
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016349
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0641274
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0907972
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0302798
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0669444
IRS990/NetAssetsOrFundBalancesEOYAmt0964061
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044049
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044049
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt098652
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011577
IRS990/OtherExpensesGrp/TotalAmt011577
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0504277
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0683422
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT EICHBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021149
IRS990/PYOtherExpensesAmt010803
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt012346
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010803
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023149
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0195965
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0720684077
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0147144
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST GEORGE'S EPISCOPAL SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0147144
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011577
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0669444
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0147144
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0964061
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0599023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0669444
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt09408
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0616079
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0599023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0554188
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0616079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0453434
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0554188
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107414
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0906070
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11902
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY SECURITIES, BONDS, MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70890
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ST. GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND IS AN ENTITY ESTABLISHED FOR THE PURPOSE OF SERVING AND SUPPORTING THE MISSION OF ST. GEORGE'S EPISCOPAL SCHOOL, AN EPISCOPAL, INDEPENDENT SCHOOL OFFERING INSTRUCTION FROM PRE-K THROUGH GRADE 8. ENDOWMENT INCOME WILL BE DIRECTED PRIMARILY TO THE KEY, BASIC ELEMENTS OF ANY EDUCATIONAL INSTITUTION, INCLUDING THE FACULTY AND THE STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITYS FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED ON EXAMINATION. TAX YEARS ENDED DECEMBER 31, 2009 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2012, MANAGEMENT OF THE SCHOOL BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT EITHER QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.29110
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0907972
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST. GEORGE EPISCOPAL SCHOOL BOARD MAY ELECT ONE OR MORE MEMBERS TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPROVAL IS REQUIRED BY THE BOARD OF TRUSTEES AND SCHOOL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES REVIEWED FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE REQUIRED TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AT ALL TIMES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS AND POLICIES CAN BE ACCESSED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES AND SCHOOL BOARD ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ST GEORGES EPISCOPAL SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720684077
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10923 NAPOLEON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode070115
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0147144
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ST GEORGE'S EPISCOPAL SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0165167
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0280639
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0669444
IRS990/TotalAssetsEOYAmt0964061
IRS990/TotalAssetsGrp/BOYAmt0669444
IRS990/TotalAssetsGrp/EOYAmt0964061
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147144
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011577
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0669444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0964061
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060398
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207542
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0669444
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964061
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10923 NAPOLEAN AVENUE
IRS990/USAddress/City0NEW ORLEANS
IRS990/USAddress/State0LA
IRS990/USAddress/ZIPCode070115
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTYE BAGOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05048915509
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST GEORGE'S EPISCOPAL SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STGE
ReturnHeader/Filer/EIN0721311329
ReturnHeader/Filer/PhoneNum05048915509
ReturnHeader/Filer/USAddress/AddressLine10923 NAPOLEAN AVENUE
ReturnHeader/Filer/USAddress/City0NEW ORLEANS
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720136870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOURGEOIS BENNETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10111 VETERANS BLVD 17TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode070005
ReturnHeader/PreparerPersonGrp/PhoneNum05048314949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC F FULLMER
ReturnHeader/ReturnTs02014-05-14T10:41:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,061
Liabilities
$0
Net assets
$964,061
Revenue
$207,542
Expenses
$11,577
Net income
$195,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.11$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.07$0.09$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.07$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.55$0.11$0.09$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.11$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.09$0.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.13$0.08$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.07$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.08$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.21$0.02$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.21$0.01$0.20
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.02$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.01