2021-01-25T09:39:41-06:00 2020-06-30 621738555 JEFF W WALTERS CPA PO BOX 38351 GERMANTOWN TN 38183 990 2019-07-01 621761850 ST GEORGE'S INDEPENDENT SCHOOL STGE 9014572000 1880 WOLF RIVER BOULEVARD COLLIERVILLE TN 380179052 BETH PORTER CHIEF FINANCIAL OFFICER 9017574000 2021-01-25 1 JEFF W WALTERS P00137066 9013168849 X 2019 2022-09-23 18:48:47Z RICHARD MCDUFFIE 1880 WOLF RIVER BLVD COLLIERVILLE TN 380179052 21151710 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. 21 21 416 300 0 0 1040715 1122126 15750014 14389425 82011 88802 836014 5551357 17708754 21151710 0 2224713 0 0 13678478 13586432 0 0 559243 7084886 6471797 20763364 22282942 -3054610 -1131232 59691752 62976799 43711940 48128219 15979812 14848580 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 13552733 2224713 20029584 COEDUCATIONAL PRIVATE SCHOOL FOR GRADES PRE-K THROUGH TWELVE ON 3 CAMPUSES IN THE MEMPHIS, TN AREA. 13552733 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 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 50 0 416 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 MR DAVID EAST DIRECTOR 2.00 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 YOUNG DIRECTOR 2.00 X 0 0 0 MR JIMMY COLE DIRECTOR 2.00 X 0 0 0 DR LISA YOUNG DIRECTOR 2.00 X 0 0 0 MS SHERYL JACKSON DIRECTOR 2.00 X 0 0 0 MR RICHARD MCDUFFIE CHAIRMAN 2.00 X X 0 0 0 MR CHARLES SLATERY DIRECTOR 2.00 X 0 0 0 DR STEWART BURGESS DIRECTOR 2.00 X 0 0 0 MS RUBYE KNIGHT VICE-CHAIRMAN 2.00 X X 0 0 0 MR SCOTT MURPHY TREASURER 2.00 X X 0 0 0 MS PATTI CRANE DIRECTOR 2.00 X 0 0 0 MR LOWRY HOWELL DIRECTOR 2.00 X 0 0 0 MS WENDY MCCRORY DIRECTOR 2.00 X 0 0 0 MR RAJIV SUBRAMANIAM DIRECTOR 2.00 X 0 0 0 MR KEVIN GIDDIS DIRECTOR 2.00 X 0 0 0 MR GARY DODSON DIRECTOR 2.00 X 0 0 0 MS HELEN GRONAUER DIRECTOR 2.00 X 0 0 0 MS MOLLIE NEWMAN SECRETARY 2.00 X X 0 0 0 MR GREGG GUMBERT DIRECTOR 2.00 X 0 0 0 MS BETH PORTER CHIEF FINANCIAL OFFICER 40.00 X 129027 0 30508 MR ROSS PETERS PRESIDENT OF SCHOOL 40.00 X 308437 0 37217 MR TIMOTHY S GIBSON PRESIDENT OF SCHOOL 40.00 X 118832 0 13642 MR GILBERT L BRANDON DIRECTOR OF ADVANCEMENT 40.00 X 132574 0 15293 MR WILLIAM BLADT ASSISTANT HEAD OF SCHOOL 40.00 X 166632 0 17135 MS PAMELA MCCARTHY UPPER SCHOOL DIRECTOR 40.00 X 133298 0 8417 MR ANTHONY WHICKER DIRECTOR OF WELLNESS 40.00 X 104441 0 14226 MS TRACI OSTERHAGEN BROCK MIDDLE SCHOOL DIRECTOR 40.00 X 104372 0 27275 1197613 0 163713 8 0 1 0 JANIALL LLC 10232 HERONS POINTE LAKELAND TN 38002 CLEANING SERVICE 181804 1 1122126 1122126 TUITION 900099 13154924 13154924 DAYCARE 900099 685687 685687 AFTER SCHOOL CARE 900099 229030 229030 POOL INCOME 900099 84825 84825 FINANCE CHARGES 900099 75413 75413 159546 159546 14389425 88802 88802 77589 0 77589 77589 77589 CHANGE IN INVESTMENT IN NET ASSET 900099 5473768 5473768 5473768 21151710 20029584 0 0 2224713 2224713 556296 556296 10928095 7143094 3499761 285240 572585 363973 191498 17114 728487 444187 264269 20031 800969 510895 268253 21821 26401 26401 29625 29625 82005 82005 109210 109210 145602 49523 96079 269668 117608 152060 123521 123521 992333 992333 1689809 1582746 107063 197451 18797 178654 REPAIRS & MAINTENANCE 873654 873654 UTILITIES 506281 506281 ATHLETICS 298900 298900 SCHOOL SUPPLIES 226627 226627 900710 497672 393290 9748 22282942 13552733 8170966 559243 X 1869623 2848653 3755638 120953 2660670 9642540 20000 0 44495 56971 63101130 28143621 35905910 34957509 356851 364330 107 108 13153621 14891227 1924837 94508 59691752 62976799 362350 364751 7883340 10580463 32585000 32570000 1479565 612889 2251300 1401685 1748816 43711940 48128219 X 3576550 2282251 12403262 12566329 15979812 14848580 59691752 62976799 -1131232 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8933161 118315 66934 299533 8818877 8886725 112005 280686 346255 8933161 8689381 486238 288894 8886725 8182464 223653 549480 266216 8689381 8750896 35000 -369125 234307 8182464 0.29000 0.67000 0.04000 0 1 1 4404534 4404534 58696596 28143621 30552975 34957509 INVESTMENT IN NET ASSETS OF RELATED FOUNDATION 14891227 F 14891227 ACCRUED INTEREST 201010 ACCRUED SALARIES AND PAYROLL TAXES 1132117 DUE TO RELATED PARTY 415689 1748816 PART V, LINE 4: ENDOWMENT FUNDS ARE NOW 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 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION 1880 WOLF RIVER BLVD COLLIERVILLE TN 380179052 311633240 501(C)(3) 2224713 THE SCHOOL BUDGETS AMOUNTS TO SERVICE LONG-TERM DEBT, AND GRANTS THOSE FUNDS TO A RELATED FOUNDATION TO HOLD THOSE FUNDS FOR FUTURE DEBT SERVICE. 1 0 PART I, LINE 2: THE SCHOOL BUDGETS AMOUNTS TO SERVICE LONG-TERM DEBT, AND GRANTS THOSE FUNDS TO A RELATED FOUNDATION TO HOLD THOSE FUNDS FOR FUTURE DEBT SERVICE. 1 X X X 1 0 0 0 0 0 0 0 0 MS BETH PORTER CHIEF FINANCIAL OFFICER 129027 0 0 0 0 0 7742 0 22766 0 159535 0 0 0 MR ROSS PETERS PRESIDENT OF SCHOOL 308437 0 0 0 0 0 13751 0 23466 0 345654 0 0 0 MR WILLIAM BLADT ASSISTANT HEAD OF SCHOOL 166632 0 0 0 0 0 9998 0 7137 0 183767 0 0 0 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 ROSS PETERS ASSISTANCE IN MOVING AND PURCHASING A NEW HOME X 100000 0 0 1 1 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 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION C 3736162 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION L 215037 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION O 344206 ST GEORGE'S INDEPENDENT SCHOOLS FOUNDATION B 2224713