The Episcopal School of Dallas Permanent Endowment Trust
The Episcopal School of Dallas Permanent Endowment Trust reported $24.5 million in revenue and $1.8 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $78.32 went to program services, $21.68 to management and general costs and $0.00 to fundraising. Its largest source of revenue was contributions and grants: 94.2% of the total. The highest compensation it reported for one person was $644,524 (HEAD OF SCHOOL). Revenue rose 816% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $1.8MFor context, the median across 5,499 covered education charities: $85.56 programs, $13.59 management, $0.85 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $25MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 78.3% | 84.4% |
| Management & general Part IX 25(C) ÷ 25(A) | 21.7% | 13.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.8% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.04 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 94.2% | 19.1% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 1.1% |
| Program service revenue share Part VIII 2g ÷ 12 | 0.0% | 69.9% |
| Highest reported compensation Part VII-A, columns D–F | $644,524 | $331,578 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 35.02% | 1.28% |
| People paid over $100,000 Part VII, line 2 | 0 | 8 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 490.6 | 13.3 |
| Independent voting board members Part VI 1a–1b | 9 of 9 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseHighest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| HEAD OF SCHOOL Officer, 2.00 hrs/week | $0 | $618,033 | $26,491 | $644,524 |
| ASSOCIATE HEAD OF SCHOOL Key employee, 1.00 hrs/week | $0 | $271,482 | $34,730 | $306,212 |
| CHIEF FINANCIAL OFFICER Officer, 2.00 hrs/week | $0 | $268,171 | $25,117 | $293,288 |
| CHIEF ADVANCEMENT OFFICER Key employee, 2.00 hrs/week | $0 | $262,879 | $20,340 | $283,219 |
0 people received more than $100,000 in reportable compensation from The Episcopal School of Dallas Permanent Endowment Trust (Part VII, line 2).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b9 · 9 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aNo
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 50
- Volunteers Part I, line 69
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| CAMBRIDGE ASSOCIATES Investment | $131,950 |
Individuals listed as contractors are left out. 1 contractors were paid more than $100,000 in all.
Correct a figure or respond
Every number above is copied from The Episcopal School of Dallas Permanent Endowment Trust's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Episcopal School of Dallas Permanent Endowment Trust, you can publish a response that is linked from this page.
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Of every $100 The Episcopal School of Dallas Permanent Endowment Trust spent in FY2025, $78.32 went to programs. The full breakdown, from its IRS Form 990:
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Questions people ask
How much of The Episcopal School of Dallas Permanent Endowment Trust's spending goes to programs?
In the fiscal year ending June 30, 2025, The Episcopal School of Dallas Permanent Endowment Trust reported that 78.3% of its $1.8 million in expenses went to program services, 21.7% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does The Episcopal School of Dallas Permanent Endowment Trust pay its top executive?
The largest total compensation The Episcopal School of Dallas Permanent Endowment Trust reported for one person in the fiscal year ending June 30, 2025 was $644,524, for the role of HEAD OF SCHOOL (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Episcopal School of Dallas Permanent Endowment Trust get its money?
Of $24.5 million in revenue in the fiscal year ending June 30, 2025, 94.2% came from contributions and grants and 0.0% from program service revenue (Form 990, Part VIII).
Is The Episcopal School of Dallas Permanent Endowment Trust a registered charity?
The IRS lists EIN 75-2205213 as a 501(c)(3) organization (supporting organization (509(a)(3))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202601329349302640 · read the filing · XML
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202521289349302752 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202431249349300633 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202341259349302629 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202231319349302708 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202111309349301591 · read the filing
All filings for EIN 75-2205213: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.