Civic Intelligence

St George Episcopal Day School Permanent Endowment Fund

EIN 88-3316409 • 501(c)3 • San Antonio, TX

Profile

St. George episcopal day school permanent endowment fund is organized exclusively for the benefit of, to perform the functions of, and carry out the purposes of saint george episcopal day school, inc. (sges), a school described in section 170(b)(1)(a)(ii) of the internal revenue code. The endowment shall carry out its specific purposes by receiving and holding contributions, endowments, gifts, donations, and gratuities from the general public for the support of sges, and by paying over income from and principal of such amounts to or for the benefit of sges from time to time as the board of directors of the endowment shall determine.

6900 West AveSan Antonio, TX 78213

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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

98th percentile

254%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

141%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,368,346

Up $981,703 (+254%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,368,346

Up $981,703 (+254%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin100th percentile

Revenue

Up

$883,599

Up $516,662 (+141%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$883,599

Up $516,662 (+141%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $386,643Liabilities 2023: $0Net Assets 2023: $386,6432023Assets 2024: $1,368,346Liabilities 2024: $0Net Assets 2024: $1,368,3462024

Highlighted filing

2024

Assets$1,368,346
Liabilities$0
Net Assets$1,368,346
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $366,937Expenses 2023: $0Net Income 2023: $366,9372023Revenue 2024: $883,599Expenses 2024: $0Net Income 2024: $883,5992024

Highlighted filing

2024

Revenue$883,599
Expenses$0
Net Income$883,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,368,346
Liabilities
$0
Net assets
$1,368,346
Revenue
$883,599
Expenses
$0
Net income
$883,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.88$0.00$0.88
2023Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.37$0.00$0.37
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$883,599
Mission and Program Overview

Mission

St. George episcopal day school permanent endowment fund is organized exclusively for the benefit of, to perform the functions of, and carry out the purposes of saint george episcopal day school, inc. (sges), a school described in section 170(b)(1)(a)(ii) of the internal revenue code. The endowment shall carry out its specific purposes by receiving and holding contributions, endowments, gifts, donations, and gratuities from the general public for the support of sges, and by paying over income from and principal of such amounts to or for the benefit of sges from time to time as the board of directors of the endowment shall determine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$386,643$1,368,346▲ $981,703
Total Assets$386,643$1,368,346▲ $981,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$386,643$1,368,346▲ $981,703
Total Net Assets Fund Balance$386,643$1,368,346▲ $981,703
Total Liabilities and Net Assets / Fund Balance$386,643$1,368,346▲ $981,703

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$386,643$840,001▲ $141,702-$1,368,346
2022-$360,000▲ $26,643-$386,643
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Lindsay BlantonPresident
Andrew KeckBoard Member
Austin MillerBoard Member
David DraegerBoard Member
Rajeev PuriBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$840,001
Program Service Revenue
$0
Investment Income
$43,598
Other Revenue
$0
Change in Net Assets
$883,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
No
Audit committee
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 board will review the 990 form prior to filing the tax return.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St George Episcopal Day School
EIN
88-3316409
Phone
2103424261
Address
6900 WEST AVE, SAN ANTONIO, TX 78213

Signing Officer

Name
Lindsay Blanton
Title
President
Phone
2103424261
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsay Blanton
Formed
2022
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

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. George episcopal day school permanent endowment fund 6900 west avenue san antonio, tx 78213 employer identification number: 88-3316409 for the year ending june 30, 2024 st. George episcopal day school permanent endowment fund is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

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 have not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Upon the earlier of five years from endowment formation or the endowment balance reaching $3,000,000, the fund has a policy of appropriating for distribution up to 50% of the average income for the most recent 3 years that is to be used towards fortifying the annual budget, provided the distribution is not higher than 5% of the overall endowment balance. In establishing this policy, the fund considered the long-term expected return on its endowment. Accordingly, over the long term, the fund expects the current spending policy to allow its endowment to grow in excess of the average rate of inflation. This is consistent with the fund's objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term, as well as to provide additional real growth through new gifts and investment return.”

Raw XML Appendix362 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UPON THE EARLIER OF FIVE YEARS FROM ENDOWMENT FORMATION OR THE ENDOWMENT BALANCE REACHING $3,000,000, THE FUND HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION UP TO 50% OF THE AVERAGE INCOME FOR THE MOST RECENT 3 YEARS THAT IS TO BE USED TOWARDS FORTIFYING THE ANNUAL BUDGET, PROVIDED THE DISTRIBUTION IS NOT HIGHER THAN 5% OF THE OVERALL ENDOWMENT BALANCE. IN ESTABLISHING THIS POLICY, THE FUND CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE FUND EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW IN EXCESS OF THE AVERAGE RATE OF INFLATION. THIS IS CONSISTENT WITH THE FUND'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND 6900 WEST AVENUE SAN ANTONIO, TX 78213 EMPLOYER IDENTIFICATION NUMBER: 88-3316409 FOR THE YEAR ENDING JUNE 30, 2024 ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WILL REVIEW THE 990 FORM PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 HAVE NOT CHANGED FROM THE PRIOR YEAR.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST GEORGE EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ST GEORGE EPISCOPAL SCHOOL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741388598
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1741749002
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE RELIGIOUS SERVICES AND GUIDANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING ORGANIZATION FOR ST. GEORGE EPISCOPAL DAY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(I)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06904 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16900 WEST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078213
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd178213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0840001
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST GEORGE EPISCOPAL SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0386643
IRS990/TotalAssetsEOYAmt01368346
IRS990/TotalAssetsGrp/BOYAmt0386643
IRS990/TotalAssetsGrp/EOYAmt01368346
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0840001
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0386643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01368346
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0883599
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0386643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01368346
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06900 WEST AVE
IRS990/USAddress/CityNm0SAN ANTONIO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078213
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY BLANTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02103424261
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST GEORGE EPISCOPAL DAY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PERMANENT ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STGE
ReturnHeader/Filer/EIN0883316409
ReturnHeader/Filer/PhoneNum02103424261
ReturnHeader/Filer/USAddress/AddressLine1Txt06900 WEST AVE
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02025-05-13T11:13:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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