The Episcopal School of Dallas Inc

Nonprofit profile at a glance

EIN
751451116
IRS 990 coverage
2013–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Dallas, TX, USA
Phone
2143584368
Rating
82
Verdict
STRONG
Rating confidence
Standard
Affiliation
Christianity

Official website

Reported finances

Revenue
$52,949,037
Expenses
$50,229,056
Assets
$124,850,274
Liabilities
$53,427,338

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

37 people listed

Highest reported compensation

  • DAVID BAAD (HEAD OF SCHOOL): $660,586 total reported compensation
  • RUTH BURKE (ASSOCIATE HEAD OF SCHOOL): $306,212 total reported compensation
  • BLANCA MARY HERNANDEZ (CHIEF FINANCIAL OFFICER): $293,288 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

What it reported doing in 2024

In 1974, the episcopal school of dallas, inc. (esd) was founded on four founding tenets, which still guide the school today. We believe daily worship, experiences in community, and studies in ethical decision-making prepare esd students for service to others, the highest manifestation of god's presence in our lives. Nearly fifty years later, our goal remains steadfast.for esd, the standard for achievement is a personal and collective excellence within a school community that balances nurture and rigor of the whole child - spirit, mind, and body. With the dedication of faculty and community members, our students are prepared for lives of intellectual discovery, integrity, and purpose.by integrating rigorous academic programs, esd manages the dynamic and challenging educational experience of a child as a college-bound student from beginners through grade 12. Our curriculum incorporates the founding tenets of daily worship, community, ethical decision making, and service, along with fundamentals such as wellness for life and self-discovery, into academics in order to develop the educated conscience of each student.esd offers transformative educational experiences in an episcopal environment that seeks to foster the academic excellence and develop the moral compass of each student. Esd's faculty and staff provide its approximately 1,188 students with a wide range of opportunities in keeping with the school's funding tenets - daily worship, community, ethical decision making, and service to others.

Operating model

Revenue model
Other-operating. 87% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 87% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 88
  • Accountability: 100
  • Sustainability: 54
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.5%; rating input score 76
  • Program expense ratio: 78.2%; rating input score 78
  • Fundraising efficiency: $3.14 raised per $1 spent on fundraising; rating input score 11; 11th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.1%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 2.49; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 4.9%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: 0.9% per year; rating input score 100; 10th percentile among comparable filings
  • Revenue growth: 1.3% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: 2.7% per year; rating input score 100; 19th percentile among comparable filings

Details

  • Where the money goes: 75.5% of revenue deployed · 78.2% of spending went to programs
  • Governance: 28 of 28 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $39.3M in reported program spending
  • Leadership: top reported pay $661K · 37 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.4M reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 12 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 11/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.