ST ALBAN'S EPISCOPAL DAY SCHOOL INC

EIN: 263272923 501(c)(3) Education

HARLINGEN, TX

Total Revenue
$2,609,492
Total Expenses
$2,260,848
Total Assets
$4,411,624
Net Assets
$3,920,342
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
TX
Principal Officer
TRACY LAMON
Phone
9564282326
Tax Period
2024-06-01 to 2025-05-31

ST ALBAN'S EPISCOPAL DAY SCHOOL INC, founded in 2008, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 13% surplus.

Mission

TO PROVIDE A CHRISTIAN BASED EDUCATION FOR THE CHILDREN OF THE PARISH AND LARGER COMMUNITY. EMPHASIS IS PLACED ON A SUPERIOR EDUCATION THROUGH AN ENRICHED CURRICULUM, BASIC SKILLS AND GUIDED DESCIPLINE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $228,503
Program Service Revenue $2,082,945
Investment Income $298,044
Other Revenue $0
TOTAL REVENUE $2,609,492

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,636,059
Fundraising Expenses $9,787
Program Expenses $1,809,982
Other Expenses $624,789
TOTAL EXPENSES $2,260,848

Year-over-Year Comparison

2024 2023 Change
Revenue $2,609,492 $2,662,947 0.0%
Expenses $2,260,848 $2,218,892 +0.0%
Net Income $348,644 $444,055 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$85,000
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER LIMON PRESIDENT 2.00
Officer Director
$0 $0 $0
DON HAIRE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
REX WARREN TREASURER 2.00
Officer Director
$0 $0 $0
ANA MOORE SECRETARY 1.00
Officer Director
$0 $0 $0
REV JOHN INSERRA RECTOR 2.00
Director
$0 $0 $0
AMANDA BERCHER TRUSTEE 1.00
Director
$0 $0 $0
ISAAC FLORES TRUSTEE 1.00
Director
$0 $0 $0
ASHLEY O'BRIEN TRUSTEE 1.00
Director
$0 $0 $0
REY RODRIGUEZ TRUSTEE 1.00
Director
$0 $0 $0
JOHN SALAZAR TRUSTEE 1.00
Director
$0 $0 $0
SHANNON SPARKS TRUSTEE 1.00
Director
$0 $0 $0
MEREDITH SWANBERG TRUSTEE 1.00
Director
$0 $0 $0
QUITA WITTENBACH TRUSTEE 1.00
Director
$0 $0 $0
MARK YATES TRUSTEE 1.00
Director
$0 $0 $0
BROOKE NEWMAN HEAD OF SCHOOL 40.00
Officer
$85,000 $0 $85,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,609,492 $2,260,848 $4,411,624 $348,644
2024 $2,662,947 $2,218,892 $3,988,665 $444,055
2023 $2,156,682 $1,982,792 $3,545,241 $173,890
2022 $1,923,982 $1,732,568 $3,301,710 $191,414
2021 $2,446,519 $1,628,118 $3,273,714 $818,401
2020 $1,944,274 $1,768,295 $2,456,646 $175,979
2019 $1,880,029 $1,758,551 $2,113,875 $121,478
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