THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST

EIN: 752205213 501(c)(3)

DALLAS, TX

Total Revenue
$24,520,815
Total Expenses
$1,840,576
Total Assets
$75,250,014
Net Assets
$75,250,014
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
TX
Principal Officer
JAMIEL AKHTAR
Phone
2143584368
Tax Period
2024-07-01 to 2025-06-30

THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST, founded in 1974, is a mid-sized nonprofit that reported $24.5M in total revenue in fiscal year 2024. Revenue surged 479% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.7M, a strong 92% operating margin.

Mission

THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST OPERATES EXCLUSIVELY AS AN ENDOWMENT FUND FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,107,186
Program Service Revenue $0
Investment Income $1,413,629
Other Revenue $0
TOTAL REVENUE $24,520,815

Expense Breakdown

Grants Paid $1,441,541
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,441,541
Other Expenses $399,035
TOTAL EXPENSES $1,840,576

Year-over-Year Comparison

2024 2023 Change
Revenue $24,520,815 $4,235,830 +4.8%
Expenses $1,840,576 $1,562,733 +0.2%
Net Income $22,680,239 $2,673,097 +7.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
3
$937,812
Total Directors
9
$0
Key Employees
2
$589,431
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMIEL AKHTAR CHAIR 1.00
Officer Director
$0 $0 $0
DAMIAN ORNANI TRUSTEE 1.00
Director
$0 $0 $0
DREW MCKNIGHT TRUSTEE 1.00
Director
$0 $0 $0
JANE HANCOCK TRUSTEE 1.00
Director
$0 $0 $0
LAVANYA VISWANATHAN TRUSTEE 1.00
Director
$0 $0 $0
LAWRENCE HAWKINS TRUSTEE 1.00
Director
$0 $0 $0
ROBERT CATHEY TRUSTEE 1.00
Director
$0 $0 $0
ZACH WOOLDRIDGE TRUSTEE 1.00
Director
$0 $0 $0
CARTER TOLLESON TRUSTEE 1.00
Director
$0 $0 $0
DAVID L BAAD HEAD OF SCHOOL 2.00
Officer
$0 $26,491 $644,524
BLANCA MARY HERNANDEZ CHIEF FINANCIAL OFFICER 2.00
Officer
$0 $25,117 $293,288
RUTH BURKE ASSOCIATE HEAD OF SCHOOL 1.00
Key Emp
$0 $34,730 $306,212
DENIS M STOKES CHIEF ADVANCEMENT OFFICER 2.00
Key Emp
$0 $20,340 $283,219
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 $24,520,815 $1,840,576 $75,250,014 $22,680,239
2024 $4,235,830 $1,562,733 $48,385,058 $2,673,097
2023 $4,936,327 $1,166,688 $41,075,318 $3,769,639
2022 $1,572,835 $1,046,330 $33,813,165 $526,505
2021 $6,335,560 $1,166,429 $38,754,496 $5,169,131
2020 $2,676,870 $1,080,011 $27,302,318 $1,596,859
2019 $1,522,555 $1,094,842 $26,477,772 $427,713
2018 $4,609,901 $1,067,614 $25,385,259 $3,542,287
Explore More Nonprofits
Top 100 Nonprofits in Texas Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST with other nonprofits in Texas and across the country.