2022-11-14T20:05:38-06:00 2022-06-30 621738555 JEFF W WALTERS CPA PO BOX 38351 GERMANTOWN TN 38183 990 2021-07-01 621761850 ST GEORGE'S INDEPENDENT SCHOOL STGE 9014572000 1880 WOLF RIVER BOULEVARD COLLIERVILLE TN 380179052 BETH PORTER CHIEF FINANCIAL OFFICER 9017574000 2022-11-08 1 BETH PORTER 999009999 JEFF W WALTERS P00137066 9013168849 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID EAST 1880 WOLF RIVER BLVD COLLIERVILLE TN 380179052 20730211 0 X WWW.SGIS.ORG X 1999 TN CO-EDUCATIONAL PRIVATE SCHOOL FOR GRADES PRE-K TROUGH TWELVE ON 3 CAMPUSES IN THE MEMPHIS, TN AREA. 17 17 408 300 0 0 1249568 1263608 13993344 14887676 230 102 3567488 4578825 18810630 20730211 0 0 0 0 13069344 13488488 0 0 517514 6228095 6723703 19297439 20212191 -486809 518020 60663289 59834340 46301518 44954549 14361771 14879791 X ST. GEORGE'S INDEPENDENT SCHOOL IS AN EPISCOPAL SCHOOL DEDICATED TO THE PURSUIT OF EXCELLENCE, PREPARING STUDENTS FOR A LIFE OF LEARNING AND MEANINGFUL CONTRIBUTION IN AN INCLUSIVE LEARNING COMMUNITY THAT NURTURES OUTSTANDING ACADEMIC ACHIEVEMENT, RELATIONSHIPS, LEADERSHIP AND CHARACTER REINFORCED BY JUDEO-CHRISTIAN VALUES. 0 0 11272470 0 19466603 COEDUCATIONAL PRIVATE SCHOOL FOR GRADES PRE-K THROUGH TWELVE ON 3 CAMPUSES IN THE MEMPHIS, TN AREA. 11272470 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 39 0 1 408 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 9014572000 1880 WOLF RIVER BOULEVARD COLLIERVILLE TN 380179052 DR STEWART BURGESS VICE-CHAIRMAN 2.00 X X 0 0 0 DR TAMEECA FITZPATRICK DIRECTOR 2.00 X 0 0 0 MR RICK BROER DIRECTOR 2.00 X 0 0 0 MS LAUREN W YOUNG DIRECTOR 2.00 X 0 0 0 MR ANDREW C COWAN DIRECTOR 2.00 X 0 0 0 MS CINDY P DOBBS DIRECTOR 2.00 X 0 0 0 MS PATTI CRANE DIRECTOR 2.00 X 0 0 0 MR DAVID EAST CHAIRMAN 2.00 X X 0 0 0 MR KEVIN GIDDIS DIRECTOR 2.00 X 0 0 0 MR BENJAMIN MRVA DIRECTOR 2.00 X 0 0 0 MR SCOTT MURPHY TREASURER 2.00 X X 0 0 0 MR KEITH OKELLO DIRECTOR 2.00 X 0 0 0 MS LUANN T OPTICAN DIRECTOR 2.00 X 0 0 0 DR LISA J YOUNG DIRECTOR 2.00 X 0 0 0 MR GARY W DODSON DIRECTOR 2.00 X 0 0 0 MR GREGG GUMBERT DIRECTOR 2.00 X 0 0 0 MS SHERYL A JACKSON SECRETARY 2.00 X X 0 0 0 MS BETH PORTER CHIEF FINANCIAL OFFICER 40.00 X 115375 0 12275 MR TIMOTHY S GIBSON PRESIDENT OF SCHOOL 40.00 X 257562 0 17038 MR GILBERT L BRANDON DIRECTOR OF ADVANCEMENT 40.00 X 116435 0 12588 MR WILLIAM BLADT ASSISTANT HEAD OF SCHOOL 40.00 X 143835 0 14013 MS PAMELA MCCARTHY UPPER SCHOOL DIRECTOR 40.00 X 140293 0 8854 MR ANTHONY WHICKER DIRECTOR OF WELLNESS 40.00 X 106839 0 10252 MS LORI WILLIAMSON CHIEF EDUCATIONAL OFFICER 1.00 X 100917 0 6350 MR RICHARD FERGUSON FORMER HIGHEST COMPENSATED EMPLOYEE 0.00 X 259206 0 0 1240462 0 81370 9 1 1 0 JANIALL LLC 10232 HERONS POINTE LAKELAND TN 38002 CLEANING SERVICE 266499 JJ'S ROOFING 3090 BEAR DRIVE MEMPHIS TN 38118 ROOF CONTRACTOR 173102 2 1263608 1263608 TUITION 900099 12971713 12971713 DAYCARE 900099 1126627 1126627 SUMMER PROGRAMS 900099 297974 297974 AFTER SCHOOL CARE 900099 189935 189935 ATHLETIC FEES AND INCOME 900099 110916 110916 190511 190511 14887676 102 102 55529 0 55529 55529 55529 CHANGE IN INVESTMENT IN NET ASSET 900099 4523296 4523296 4523296 20730211 19466603 0 0 372937 372937 11123909 7105424 3762334 256151 547505 336431 196248 14826 629161 388819 225705 14637 814976 503437 291943 19596 9405 9405 22200 22200 33184 33184 89339 89339 119184 39118 80066 308446 150500 147846 10100 97884 97884 935371 935371 1581979 1500731 81248 220928 17802 203126 REPAIRS & MAINTENANCE 1177529 1177529 UTILITIES 598168 598168 ATHLETICS 367353 367353 ACTIVITIES 196010 196010 966723 608079 325845 32799 20212191 11272470 8422207 517514 X 3378488 106138 79214 3436515 9036695 8855339 66636 70771 63593697 31367512 33459801 32226185 14534647 15084311 107808 55081 60663289 59834340 7310 16435 12048422 11846413 31685000 30770000 595454 577301 1965332 1744400 46301518 44954549 X 1872306 4906566 12489465 9973225 14361771 14879791 60663289 59834340 518020 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10904313 500 -869339 461075 9574399 8818877 58716 2328668 301948 10904313 8933161 118315 66934 299533 8818877 8886725 112005 280686 346255 8933161 8689381 486238 288894 8886725 0.34000 0.66000 0 1 1 4404534 4404534 59189163 31367512 27821651 32226185 INVESTMENT IN NET ASSETS OF RELATED FOUNDATION 15084311 F 15084311 ACCRUED INTEREST 187786 ACCRUED SALARIES AND PAYROLL TAXES 1249227 DUE TO RELATED PARTY 307387 1744400 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY THE SCHOOL'S RELATED FOUNDATION AND WILL BE USED TO OFFSET FUTURE SALARY INCREASES AND FINANCIAL AID. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED IN FUND RAISING LITERATURE, BROCHURES, & ADVERTISING 1 X X X 0 1 0 0 0 0 0 0 0 MR TIMOTHY S GIBSON PRESIDENT OF SCHOOL 257562 0 0 0 0 0 11800 0 5238 0 274600 0 0 0 MR RICHARD FERGUSON FORMER HIGHEST COMPENSATED EMPLOYEE 0 0 0 0 259206 0 0 0 0 0 259206 0 0 0 MR WILLIAM BLADT ASSISTANT HEAD OF SCHOOL 143835 0 0 0 0 0 8865 0 5148 0 157848 0 0 0 PART I, LINE 4B RICHARD FERGUSON, A FORMER HIGHLY COMPENSATED EMPLOYEE, RECEIVED $259,206 FROM A RABBI TRUST NON-QUALIFIED RETIREMENT PLAN. A THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CO OF SHELBY TN 521283414 2015-02-27 32585000 REFUNDING OF PREVIOUSLY ISSUED TAX-EXEMPT BONDS 0 0 0 A 32585000 106936 2007 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B PRESENTED TO BOARD OF TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BY HOLDING REGULAR BOARD MEETINGS AND DISCUSSING ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF TRUSTEES APPROVES CONTRACT FOR "PRESIDENT OF THE SCHOOL AND PERFORMS AN ANNUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST. ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION 1880 WOLF RIVER BLVD COLLIERVILLE TN 38017 311633240 THE FOUNDATION RAISES FUND FOR THE SCHOOL AND HOLDS THE SCHOOL'S ENDOWMENT TN 501(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION C 3973632 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION L 212304 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION O 305210