ST GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND (EIN 883316409) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

LINDSAY BLANTON

Phone

2103424261

Tax Period

2024-07-01 to 2025-06-30

ST GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND, founded in 2022, is a micro nonprofit in the Education sector that reported $51K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring.

Mission

ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF SAINT GEORGE EPISCOPAL DAY SCHOOL, INC. (SGES), A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT SHALL CARRY OUT ITS SPECIFIC PURPOSES BY RECEIVING AND HOLDING CONTRIBUTIONS, ENDOWMENTS, GIFTS, DONATIONS, AND GRATUITIES FROM THE GENERAL PUBLIC FOR THE SUPPORT OF SGES, AND BY PAYING OVER INCOME FROM AND PRINCIPAL OF SUCH AMOUNTS TO OR FOR THE BENEFIT OF SGES FROM TIME TO TIME AS THE BOARD OF DIRECTORS OF THE ENDOWMENT SHALL DETERMINE.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,000

Program Service Revenue $0

Investment Income $20,871

Other Revenue $0

TOTAL REVENUE $50,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,871	$883,599	-0.9%
Expenses	N/A	N/A	N/A
Net Income	N/A	$883,599	N/A

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY LANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DRAEGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW KECK	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY BLANTON	PRESIDENT	1.00	Officer Director	$0	$0	$0

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	$50,871	No data	$1,567,358	No data
2024	No data	No data	No data	No data
2023	$366,937	No data	$386,643	No data

ST GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND