ST GEORGE EPISCOPAL DAY SCHOOL INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ST GEORGE EPISCOPAL DAY SCHOOL INC (EIN 74-1749002)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-07
- IRS object ID
- 201130389349300413
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-07T12:22:00-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY L WALKER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 IH 10 WEST SUITE 505 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741749002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GEORGE EPISCOPAL DAY SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STGE | NameControl |
| Phone | 2103424261 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 WEST AVENUE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78213 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles Bunk | Name |
| Title | President | Title |
| Phone | 2103424261 | Phone |
| Date Signed | 2011-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Randy L Walker CPA | Name |
| Phone | 2103669430 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Charles Bunk | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 WEST AVENUE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4428487 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SAINTGEORGESCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE A QUALITY CHRISTIAN EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 171157 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 218167 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4007113 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4174333 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29837 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7278 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4876 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2042 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4212983 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4401820 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 236621 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 267989 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2638018 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2729006 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1399853 | OtherExpensePriorYear |
| Other Expenses Current Year | 1367822 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4274492 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4364817 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -61509 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 37003 | RevenuesLessExpensesCY |
| Total Assets BOY | 2985983 | TotalAssetsBOY |
| Total Assets EOY | 2928214 | TotalAssetsEOY |
| Total Liabilities BOY | 1937468 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1842696 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1048515 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1085518 | NetAssetsOrFundBalancesEOY |
| Mission Description | Provide a quality christian education | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3429393 | Expense |
| Grants | 267989 | Grants |
| Revenue | 4176375 | Revenue |
| Description | PROVIDED A WELL-BALANCED PROGRAM OF ACADEMIC EXCELLENCE AND INDIVIDUAL, SPIRITUAL, EMOTIONAL, AND SOCIAL DEVELOPMENT TO APPROXIMATELY 490 STUDENTS IN GRADES PRE-KINDERGARTEN THRU EIGHTH GRADE. | Description |
| Total Program Service Expense | 3429393 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH KIEHNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2103424263 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 WEST AVENUE | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FATHER RAMIRO E LOPEZ | |||||||
| RECTOR | 5.00 | X | 0 | 0 | 0 | ||
| Hope Andrade | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL ARAMBULA | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MolLY MILLER | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| Tere Ferrell | |||||||
| SENIOR WARDEN | 1.00 | X | 0 | 0 | 0 | ||
| Steve Neiheisel | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LOURDES CAMPOS | |||||||
| PTO PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| JENNIFER ENDSLEY | |||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JUDY BAKER | |||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES BUNK | |||||||
| PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||
| HECTOR CARRISALEZ | |||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||
| JULABETH CARDEN | |||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | ||
| STACEY ISENBERG | |||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | ||
| ROBert DEVLIN | |||||||
| HEAD OF SCHOOL | 40.00 | 132734 | 0 | 7768 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 132734 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7768 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 218167 | AllOtherContributions |
| Total Contributions | 218167 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 3715703 | 3715703 |
| LUNCH PROGRAM | 611710 | 200192 | 200192 |
| EXTENDED CARE | 611710 | 143008 | 143008 |
| AFTER SCHOOL SPORTS | 611710 | 75436 | 75436 |
| OTHER STUDENT ACTIVITI | 611710 | 39994 | 39994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4174333 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7278 | TotalRevenueColumn |
| Exclusion | $7,278 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28709 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 26667 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2042 | TotalRevenueColumn |
| Exclusion | $2,042 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4401820 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4174333 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,320 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267989 | Total |
| Program Services | 267989 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132434 | Total |
| Program Services | 132434 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2354555 | Total |
| Program Services | 1769755 | ProgramServices |
| Management And General | 584800 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66230 | Total |
| Program Services | 41252 | ProgramServices |
| Management And General | 24978 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175787 | Total |
| Program Services | 136269 | ProgramServices |
| Management And General | 39518 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14118 | Total |
| Management And General | 14118 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Management And General | 200 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32688 | Total |
| Management And General | 32688 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452483 | Total |
| Program Services | 329522 | ProgramServices |
| Management And General | 122961 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272203 | Total |
| Program Services | 244982 | ProgramServices |
| Management And General | 27221 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21030 | Total |
| Management And General | 21030 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10476 | Total |
| Management And General | 10476 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105034 | Total |
| Program Services | 94531 | ProgramServices |
| Management And General | 10503 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105415 | Total |
| Program Services | 94873 | ProgramServices |
| Management And General | 10542 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 169866 | 169866 | |
| MAINTENANCE & REPAIR | 134028 | 120625 | 13403 |
| Bad Debt Expense | 27295 | 27295 | |
| Dues and Subscriptions | 12086 | 12086 | |
| FEASABILITY STUDY | 10900 | 10900 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4364817 | Total |
| Program Services | 3429393 | ProgramServices |
| Management And General | 935424 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 139 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1948175 | BOY |
| EOY | 1919075 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82362 | BOY |
| EOY | 80265 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18651 | BOY |
| EOY | 14522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1923428 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1009215 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 936595 | BOY |
| EOY | 914213 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2985983 | BOY |
| EOY | 2928214 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197237 | BOY |
| EOY | 10970 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1552459 | BOY |
| EOY | 1659816 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175904 | BOY |
| EOY | 166798 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11868 | BOY |
| EOY | 5112 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1937468 | BOY |
| EOY | 1842696 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 929770 | BOY |
| EOY | 971913 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118745 | BOY |
| EOY | 113605 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048515 | BOY |
| EOY | 1085518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2985983 | BOY |
| EOY | 2928214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 15000 | InvestmentCostOrOtherBasis |
| Book Value | 15000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1130592 | InvestmentCostOrOtherBasis |
| Depreciation | 417560 | Depreciation |
| Book Value | 713032 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 777836 | InvestmentCostOrOtherBasis |
| Depreciation | 591655 | Depreciation |
| Book Value | 186181 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 914213 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT ACTIVITY FUNDS | $4,151 |
| Other Liabilities | $961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5112 | TotalOfAmounts |
| Total Revenue | 4401820 | TotalRevenue |
| Total Expenses | 4364817 | TotalExpenses |
| Excess Or Deficit For Year | 37003 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 37003 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4160498 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -267989 | OtherRevenues |
| Revenue Not Rptd F990 | -267989 | RevenueNotRptdF990 |
| Revenue Subtotal | 4428487 | RevenueSubtotal |
| Other Revenues Not Included | -26667 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -26667 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4401820 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4123495 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 26667 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 26667 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4096828 | ExpensesSubtotal |
| Other Expenses Not Included | 267989 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 267989 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4364817 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Financial Aid & Discounts: -267989. |
| Part XII, Line 4b - Other Adjustments: | Special Events Direct Expenses: -26667. |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENTS DIRECT EXPENSES: 26667. |
| Part XIII, Line 4b - Other Adjustments: | FINANCIAL AID & DISCOUNTS: 267989. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | THE SCHOOL'S NONDISCRIMINATORY POLICY IS PUBLISHED IN THE LOCAL NEWSPAPER AT LEAST ONCE A YEAR AND IS PRINTED ON ALL PROMOTIONAL MATERIALS DISTRIBUTED TO THE PUBLIC BY THE CHURCH OR THE SCHOOL. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Book Fair | NameOfEvent1 |
| Gross Receipts Event1 | 28709 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 28709 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 26667 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 28709 | GrossReceiptsTotal |
| Gross Revenue Total Events | 28709 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 26667 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 26667 | DirectExpenseSummaryEvents |
| Net Income Summary | 2042 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Financial Assistance for Tuition | 80 | 228909 |
| Student Discount for Tuition | 180 | 39080 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The organization maintains records of all assistance granted to individuals. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Robert Devlin | NameOfInterestedPerson |
| Relationship With Organization | Board Member of Organization | RelationshipWithOrganization |
| Type Of Assistance | Tuition Discount (Employee Discount) Amount $ 15620. | TypeOfAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | SIGNIFICANT CHANGES TO THE BYLAWS DURING THE FISCAL YEAR WERE AS FOLLOWS: ARTICLE III - ADDITIONAL WORDING ADDED: "THE ownership of the School is vested in St. George Episcopal Church, San Antonio, Texas. The governing body of the School is the Board of Directors. The governing body of the Church is the Vestry." ARTICLE IV, SECTION 1 - ADDITIONAL WORDING ADDED: "The Vestry shall empower the Board of Directors to ensure the integrity of the mission of the School." ARTICLE IV, SECTION 2 - THE NUMBER OF ex-officio members OF THE BOARD OF Directors WAS CHANGED FROM FOUR (4) TO THREE (3). ARTICLE IV, SECTION 2 - EX-OFFICIO MEMBERS NO LONGER INCLUDE THE PRESIDENT OF THE PARENT TEACHER ORGANIZATION (PTO), OR, ALTERNATIVELY, A PTO MEMBER DESIGNATED BY THE HEAD OF SCHOOL. ARTICLE IV, SECTION 4 - ADDITIONAL WORDING ADDED: "The Board shall begin a search of possible candidates at its scheduled January meeting.", "The candidates of the Board shall be approved by the Vestry during its scheduled May meeting. The Vestry, at its discretion with cause and explanation, may not approve a candidate in which case the Board of Directors will elect a new candidate to be submitted to the Vestry for approval." ARTICLE IV, SECTION 15 - THE FOLLOWING ADDITIONAL WORDING ADDED: "The Board may create a Board of Regents and an Advisory Council in accordance with canonical requirements of the Diocese and mission of the school. The Board of Directors will remain the sole policy making and oversight governing body of St. George Episcopal School." ARTICLE IV, SECTION 16 - THE FOLLOWING ADDITIONAL WORDING ADDED: "Covenant of Understanding. A Covenant of understanding shall be adopted annually to discuss the specifics of the relation between the Church and the School, including but not limited to shared expenses. This shall be discussed and agreed on between the following parties: School Board President, Head of School, Rector, and Senior Warden." ARTICLE V, SECTION 3 & 5 - WORDING THAT DUTIES ARE ASSIGNED BY THE CHAIRMAN OF THE BOARD WAS REMOVED. ARTICLE V, SECTION 4 - WORDING THAT DUTIES ARE ASSIGNED BY THE CHAIRMAN OF THE BOARD AND PRESIDENT WAS REMOVED. ARTICLE VI - ADDED "Annual Meeting. The annual meeting of the Board shall be at a time and location within Bexar County, Texas agreed upon by the Vestry and Board of Directors." ARTICLE VI - ADDED "Resolutions. Resolutions shall remain in effect until such time as they may be amended, revoked or replaced." |
| Form 990, Part VI, Section B, line 11 | The Board of Trustees will review the 990 form prior to filing the tax return. |
| Form 990, Part VI, Section B, line 12c | All transactions are reviewed for compliance with the independence policy by the Head of School and the Board of Directors prior to approval of the transaction. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the Board of Directors sets the compensation for the organization's top management officials. The Head of School sets the compensation for officers or key employees. A written employment contract is signed by the employee. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements availabe to the public upon request. |
| THE ORGANIZATION DID NOT CHANGE ITS AUDIT OVERSIGHT & SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST GEORGE EPISCOPAL CHURCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6904 WEST AVENUE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78213 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741388598 | EIN |
| Primary Activities | PROVIDE RELIGIOUS SERVICES AND GUIDANCE | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST GEORGE EPISCOPAL CHURCH | |
| M | |
| ST GEORGE EPISCOPAL CHURCH | |
| O | 152831 |
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