St George's School: Nonprofit Profile, Financials & Form 990 (EIN 05-0259009)

Revenue by fiscal year
FY2020	$41.0M
FY2021	$43.6M
FY2022	$70.8M
FY2023	$49.9M
FY2024	$63.3M
FY2024	$54.2M

Expenses by fiscal year
FY2020	$33.8M
FY2021	$35.7M
FY2022	$39.7M
FY2023	$41.2M
FY2024	$44.0M
FY2024	$44.7M

Net assets by fiscal year
FY2020	$226.1M
FY2021	$268.2M
FY2022	$247.4M
FY2023	$279.5M
FY2024	$311.6M
FY2024	$333.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1947.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

79%

16%

Program services 79% · $35.5M Management & general 16% · $7.1M Fundraising 5% · $2.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation

Michael Wirtz

Head of School

$534,666Pt VII · Sec A

Jedd Whitlock

Director of Advancement

$281,293Pt VII · Sec A

Mervan Osborne

Associate Head of School

$199,939Pt VII · Sec A

Elizabeth Bickford

Associate Head of School

$197,736Pt VII · Sec A

George Staples

Director of Operations

$196,256Pt VII · Sec A

Ryan Mulhern

Dean of Enrollment Management

$173,602Pt VII · Sec A

Kelly Richards

Director of College Counse

$152,004Pt VII · Sec A

Edward Griffin

Chief Financial Officer (as of 07/24)

$148,951Pt VII · Sec A

Michael Wirtz’s $535K as Head of School is at the 91st percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2024	FY2023	FY2022	FY2021	FY2020
Michael Wirtz	$534,666	$242,079	—	—	—	—
Alexandra H Callen	—	$238,269	$461,186	$443,406	$421,170	$364,551
Jedd Whitlock	$281,293	$262,902	$251,482	$244,043	$236,255	$223,967
Elizabeth McGrath	—	$259,993	$245,044	$217,014	$191,856	$168,750
Elizabeth Bickford	$197,736	$201,139	$171,312	$156,175	$154,647	$133,981
Mervan Osborne	$199,939	$191,411	$174,315	$158,851	$158,312	$136,839
George Staples	$196,256	$189,403	$183,306	$178,441	$183,402	$166,975
Ryan Mulhern	$173,602	$163,840	$154,551	$140,751	$132,559	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See St George's School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops students' unique gifts and encourages their desire for lifelong service.

Provided by the organization

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1 program · $35.5M · in their own filed words · FY2024

01

ST. George's school primarily provides instruction and student education support to approximately 380 students in grades 9-12.

$35.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

South Texas Charitable FoundationFY2025$50K

Cerimon FundFY2025$17K

Johnston-Fix FoundationFY2025$10K

Frank G & Florence V Bohle Scholarship FoundationFY2025$6K

Elizabeth H and Thomas H Broadus JR Charitable FoundationFY2025$2K

Total grants receivedfrom 5 funders$86K

See all 5 funders →

Grants paid · 11 grants · $21.3M · 2019–2022

Unitemized GrantFY2022$5,422,790

Unitemized GrantFY2021$5,448,375

Unitemized GrantFY2021$26,363

Unitemized GrantFY2021$4,055

Unitemized GrantFY2020$5,282,435

Unitemized GrantFY2020$34,853

Unitemized GrantFY2020$3,700

Unitemized GrantFY2019$5,062,575

Unitemized GrantFY2019$10,279

Martin Luther King Community Center IncorporatedRI · FY2019$10,000

Unitemized GrantFY2019$3,260

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$54.2M

Ln 12

Fees for servicesLn 2g$27.7M

Investment incomeLn 3$15.7M

Gifts and grantsLn 1h$9.7M

Money outPt IX

$44.7M

Ln 25

Programscol B$35.5M

Managementcol C$7.1M

Fundraisingcol D$2.1M

Owns and owesPt X

$333.9M

net assets · Ln 32

Cash and savingsLn 1–2$13.8M

Total assetsLn 16$411.1M

LiabilitiesLn 26$77.2M

PeoplePt VI, VII

39

listed · VII A

PaidVII A10

Voting boardVI 1a29

IndependentVI 1b29

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$9.7M

Noncash giftsLn 1g$918K

Fundraising eventsLn 1c$85K

Fees for servicesLn 2g$27.7M

Investment incomeLn 3$15.7M

Other incomeLn 4–11$1.1M

Gains on assetsLn 7$10.8M

Total revenueLn 12$54.2M

Assets in detailPt X, end of year

CashLn 1$3.8M

SavingsLn 2$10.1M

Cash and savings togetherLn 1–2$13.8M

InvestmentsLn 11–13$250.6M

Land, buildings, equipmentLn 10c$119.2M

Other assetsLn 15$8.3M

Total assetsLn 16$411.1M

LiabilitiesLn 26$77.2M

Net assetsLn 32$333.9M

OperationsPt I, VI

EmployeesI 5237

VolunteersI 6150

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$13.6M	$13.8M
InvestmentsLn 11–13	$233.3M	$250.6M
Land, buildings, equipmentLn 10c	$107.0M	$119.2M
Total assetsLn 16	$389.7M	$411.1M
LiabilitiesLn 26	$78.1M	$77.2M
Net assetsLn 32	$311.6M	$333.9M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$6.4M	$6.4M
Pay of current officers, directors and key staffLn 5	$1.7M	$546K	$525K	$580K
Other salaries and wagesLn 7	$12.0M	$9.3M	$2.2M	$497K
Pension plan contributionsLn 8	$1.1M	$927K	$170K	$31K
Other employee benefitsLn 9	$2.4M	$1.7M	$648K	$75K
Payroll taxesLn 10	$916K	$706K	$152K	$58K
Legal feesLn 11b	$87K		$87K
Accounting feesLn 11c	$98K		$98K
Investment management feesLn 11f	$567K		$567K
Other fees for servicesLn 11g	$6.3M	$5.0M	$828K	$494K
Information technologyLn 14	$1.3M	$931K	$238K	$177K
OccupancyLn 16	$1.7M	$1.6M	$86K	$2K
InterestLn 20	$1.2M	$1.1M	$58K
Depreciation, depletion and amortizationLn 22	$4.8M	$4.6M	$265K
InsuranceLn 23	$860K		$860K
Other expenses (24a–d)Ln 24	$3.3M	$2.7M	$334K	$178K
Total functional expensesLn 25	$44.7M	$35.5M	$7.1M	$2.1M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024	$63.3M	$44.0M	$19.3M	$311.6M	990 PDF
FY2023	$49.9M	$41.2M	$8.8M	$279.5M	990 PDF
FY2022	$70.8M	$39.7M	$31.2M	$247.4M	990 PDF
FY2021	$43.6M	$35.7M	$7.8M	$268.2M	990 PDF
FY2020	$41.0M	$33.8M	$7.1M	$226.1M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $54,206,963 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $8,920,562$9,745,180

I-9 Program service revenuePrior year $27,109,561$27,715,534

I-10 Investment incomePrior year $26,311,093$15,672,176

I-11 Other revenuePrior year $994,792$1,074,073

I-12 Total revenuePrior year $63,336,008$54,206,963

I-13 Grants and similar amounts paidPrior year $6,116,486$6,426,354

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $17,334,500$18,097,227

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $20,566,368$20,225,591

I-18 Total expensesPrior year $44,017,354$44,749,172

I-19 Revenue less expensesPrior year $19,318,654$9,457,791

Part VI · Governance 29 of 29 board members independent, no flags

VI-1a Voting members of the governing body29

VI-1b Independent voting members29

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $54,206,963 across 11 lines filed

Lines not itemized here account for $175,595 of total revenue; see the IRS return.

VIII-1c Fundraising events$84,780

VIII-1f All other contributions, gifts and grants$9,660,400

VIII-1g Noncash contributions (included above)$918,404

VIII-1h Total contributions, gifts and grants$9,745,180

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,715,534$27,715,534

VIII-3 Investment incomeExcluded from tax $4,827,723$4,827,723

VIII-6 Net rental income or lossUnrelated business $3,734$3,734

VIII-7 Net gain or loss on sales of assetsExcluded from tax $10,844,453$10,844,453

VIII-8 Net income from fundraising eventsExcluded from tax $75,802$75,802

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $352,283 · Excluded from tax $466,659$818,942

VIII-12 Total revenueRelated to mission $28,243,412 · Unrelated business $3,734 · Excluded from tax $16,214,637$54,206,963

Part IX · Statement of functional expenses $44,749,172 across 16 lines filed

IX-2 Grants to domestic individualsPrograms $6,426,354$6,426,354

IX-5 Pay of current officers, directors and key staffPrograms $545,952 · Management $524,728 · Fundraising $579,671$1,650,351

IX-7 Other salaries and wagesPrograms $9,282,755 · Management $2,227,310 · Fundraising $496,854$12,006,919

IX-8 Pension plan contributionsPrograms $926,505 · Management $170,217 · Fundraising $31,217$1,127,939

IX-9 Other employee benefitsPrograms $1,673,856 · Management $647,740 · Fundraising $74,841$2,396,437

IX-10 Payroll taxesPrograms $705,562 · Management $151,925 · Fundraising $58,094$915,581

IX-11b Legal feesManagement $86,657$86,657

IX-11c Accounting feesManagement $97,666$97,666

IX-11f Investment management feesManagement $566,567$566,567

IX-11g Other fees for servicesPrograms $4,978,229 · Management $827,708 · Fundraising $494,011$6,299,948

IX-14 Information technologyPrograms $930,767 · Management $237,727 · Fundraising $177,253$1,345,747

IX-16 OccupancyPrograms $1,649,399 · Management $85,988 · Fundraising $1,737$1,737,124

IX-20 InterestPrograms $1,093,690 · Management $57,563$1,151,253

IX-22 Depreciation, depletion and amortizationPrograms $4,554,715 · Management $265,089$4,819,804

IX-23 InsuranceManagement $860,018$860,018

IX-24 Other expenses (24a–d)Programs $2,748,297 · Management $334,379 · Fundraising $178,131$3,260,807

IX-25 Total functional expensesPrograms $35,516,081 · Management $7,141,282 · Fundraising $2,091,809$44,749,172

Part X · Balance sheet $411,103,685 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $1,407,049$3,761,482

X-2 Savings and temporary cash investmentsStart of year $12,197,972$10,082,201

X-3 Pledges and grants receivableStart of year $11,641,670$6,073,157

X-4 Accounts receivableStart of year $15,828,426$12,463,856

X-8 Inventories for sale or useStart of year $198,029$201,790

X-9 Prepaid expenses and deferred chargesStart of year $479,755$371,766

X-10c Land, buildings and equipment, netStart of year $106,997,128$119,185,450

X-11 Publicly traded securitiesStart of year $233,311,848$250,649,794

X-15 Other assetsStart of year $7,630,146$8,314,189

X-16 Total assetsStart of year $389,692,023$411,103,685

X-17 Accounts payable and accrued expensesStart of year $5,436,921$3,727,076

X-19 Deferred revenueStart of year $19,663,492$21,171,128

X-20 Tax-exempt bond liabilitiesStart of year $52,813,574$52,170,988

X-25 Other liabilitiesStart of year $138,516$136,391

X-26 Total liabilitiesStart of year $78,052,503$77,205,583

X-27 Net assets without donor restrictionsStart of year $93,963,687$104,912,032

X-28 Net assets with donor restrictionsStart of year $217,675,833$228,986,070

X-32 Total net assets or fund balancesStart of year $311,639,520$333,898,102

X-33 Total liabilities and net assetsStart of year $389,692,023$411,103,685

Part XI · Reconciliation of net assets $333,898,102 net assets at year end

XI-1 Total revenue$54,206,963

XI-2 Total expenses$44,749,172

XI-3 Revenue less expenses$9,457,791

XI-4 Net assets at start of year$311,639,520

XI-5 Net unrealized gains (losses) on investments$12,246,219

XI-9 Other changes in net assets$554,572

XI-10 Net assets at end of year$333,898,102

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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