2022-05-09T06:33:53-07:00 2021-06-30 592142260 Christopher Smith Leonard Et Al 1515 Ringling Blvd Suite 900 Sarasota FL 34236 990 2020-07-01 591301635 Episcopal Day Private School of Manatee County Inc EPIS 9417462121 315 41st St W Bradenton FL 34209 Thomas M Hartnett CFO 2022-05-09 true Thomas M Hartnett 999009999 Randy C Dillingham P00280769 9419544040 0 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z Thomas M Hartnett 315 41st St W Bradenton FL 34209 16202448 false X www.saintstephens.org X 1970 FL Education - The School is committed to providing a superior academic program which prepares each student for a college or university compatible with the individual's academic ability, interest and needs (Pre-K through Grade 12). 20 19 230 338 0 519709 469207 14803802 14482465 18286 154416 603784 329370 15945581 15435458 1727382 1856436 0 9423091 9139917 30000 338320 4954140 4613674 16104613 15640027 -159032 -204569 25397372 25876327 13960996 14636635 11436376 11239692 Education - The School is committed to providing a superior academic program which prepares each student for a college or university compatible with the individual's academic ability, interest and needs (Pre-K through Grade 12). false false 13972013 1856436 14482465 The School provides a superior education program for students from pre-kindergarten to 12th grade to prepare them for admittance to colleges or universities compatible with their abilities and interests. 13972013 true true false false false false true false false true true false false false true true false true true false false false false true true false false false true true true false false false false false false false false false false false false false false false true true true false false true 13 0 false 230 true false false false false false true true false 0 false false false false false false false X 20 19 false false false false false false false true true false false true true true true true true true true false FL X X Thomas M Hartnett 9417462121 315 41st St W Bradenton FL 34209 Janet S Pullen Head of School 40.00 0.13 X X 287068 0 7029 Thomas M Hartnett CFO 40.00 0.00 X 156797 0 7029 Andrew Forrester Upper School Dir 40.00 0.00 130789 0 7029 Leonard Paoletti Athletic Director 40.00 0.00 101725 0 7029 John Neal President 0.74 0.00 X X 0 0 0 Meghan Davis Vice President 0.47 0.00 X X 0 0 0 Elizabeth Baran Vice President 0.69 0.00 X X 0 0 0 Steve Horn Treasurer 0.59 0.00 X X 0 0 0 Richard Lawrence Secretary 0.64 0.00 X X 0 0 0 Robert Barker Trustee 0.29 0.00 X 0 0 0 William Blalock Trustee 0.38 0.00 X 0 0 0 Debra Carter Trustee 0.25 0.00 X 0 0 0 Kelly Engel Trustee 0.29 0.00 X 0 0 0 Christopher Frano Trustee 0.37 0.00 X 0 0 0 Natalee Herrig Trustee 0.33 0.00 X 0 0 0 Jeff Kinkead Trustee 0.34 0.00 X 0 0 0 Steve Liebel Trustee 0.32 0.00 X 0 0 0 Neil McCurry Sr Trustee 0.19 0.00 X 0 0 0 Richard Norman Trustee 0.21 0.00 X 0 0 0 Patrick Ryskamp Trustee 0.22 0.00 X 0 0 0 Christine Sket Trustee 0.25 0.00 X 0 0 0 Douglas Van Dyke Trustee 0.30 0.00 X 0 0 0 Marsha Winterhalter Trustee 0.30 0.00 X 0 0 0 676379 28116 4 false true false 0 145150 164200 159857 469207 Athletic booster club 611710 65584 65584 Auxiliary activities 611710 318404 318404 Parents' assoc. income 611710 207265 207265 Sports activities 611710 35405 35405 Tuition and fees 611600 13855807 13855807 14482465 4305 4305 0 0 162199 26949 135250 135250 135250 753 859886 710528 753 149358 150111 150111 61372 145150 29513 31859 31859 0 0 Center for academic success 611710 99960 99960 Lunch program 611710 -5601 -5601 Other income 611710 67902 67902 162261 15435458 14482465 483786 0 1856436 1856436 0 0 464847 323692 141155 0 6913014 6246494 478705 187815 218035 197013 15098 5924 1004683 907816 69571 27296 539338 487337 37348 14653 0 5868 5868 53376 53376 0 30000 30000 0 52112 6017 46095 92022 12027 79788 207 14572 6857 7538 177 105047 96213 8834 0 398402 366886 31516 15222 14801 333 88 0 7429 6207 1123 99 374556 274490 52914 47152 0 1106960 1019392 87568 437129 402754 33618 757 Discounts 345625 345625 Maintenance and repairs 312801 287901 24900 Transportation activities 259392 259392 Equipment rental 201038 196053 4604 381 832123 658610 149742 23771 15640027 13972013 1329694 338320 805313 2914145 1958515 2024079 242782 159123 512421 323183 0 0 62278 0 312765 390941 36919021 16963393 21529759 19955628 35817 46950 0 0 0 0 25397372 25876327 1244999 1123090 5115194 7296239 3065800 700283 4141988 5348446 393015 168577 13960996 14636635 X 10499670 10652861 936706 586831 11436376 11239692 25397372 25876327 -204569 4728 3157 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 8 1 false false 6494057 101871 1322597 7918525 6224245 351342 72790 154320 6494057 5957700 174246 326337 234038 6224245 5626467 158542 390214 217523 5957700 5061120 167601 556697 158951 5626467 0.38780 0.61220 false true true 5430174 5430174 23606066 11404703 12201363 3630025 1872857 1757168 1127437 922945 204492 3125319 2762888 362431 19955628 Agency Accounts 168577 168577 X Part II, Line 9: Organization Reporting of conservation easements. The easement is reported on the balance sheet as part of the total land cost. There is no reporting of the easement in revenue or expenses. Part V, Line 4: Intended uses of the endowment fund. The General Endowment Fund was established to support charitable, scientific, and educational purposes or to pay any expenses of the school. Part X : FIN48 Footnote The School and the Trust are non-profit corporations exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Therefore, no provision for income taxes applicable to the excess of support and revenue over expenses is reflected in the accounts. The School adopted guidance issued by the FASB on accounting for uncertainty in tax positions. The adoption of this guidance had no effect on the Schools financial position. Management believes the School has no material uncertain tax positions, including any potential loss of its tax exempt status. The School has no ongoing federal, state or local tax audits; however, the Schools and the Trusts tax returns for the previous three fiscal years are open to examination. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized A brochure published and distributed by the School which describes the School's programs and policies. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X X X true Bob Carter Companies 2145 14th Ave Suite 26 Vero Beach FL 32960 false 80500 30000 50500 80500 30000 50500 FL Gala 139958 111288 28670 22 19021 Golf Tournament 66564 33862 32702 2424 8046 206522 145150 61372 2424 22 27067 29513 31859 Part I, Line 2b - Fundraiser Additional Information Consulting true 0 0 Financial aid and tuition reduction 149 1856436 Book value Financial aid Additional Supplemental Information In order to be awarded aid a parent must complete a financial aid worksheet. The parent must also supply some form of proof of income. The Tuition Assistance Committee which consists of the Head of School, CFO, division directors, and Director of Admissions must approve if the aid is granted.The aid is granted based on various attributes including: financial need, the student's involvement and grades, and student behavior. X true true X X X X false false false false false false false false false Janet S Pullen Head of School 258602 28466 7029 294097 Thomas M Hartnett CFO 156179 618 7029 163826 Part I, Line 1a: Relevant information in regards to selections on 1a. Janet S. Pullen, Head of School, receives an annual expense allowance of $9,600 plus reimbursement of physical exam expenses. A City of Bradenton 596000283 2011-12-30 3978000 Refinancing false false false B City of Bradenton 596000283 2011-12-30 1326000 Refinancing false false false A 3900000 78000 true false true true B 1300000 26000 true false true true A false false false false false false false B false false false false false false false A true false false false false B true false false false false A true B true Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by the CFO and the Finance Commitee initially who then discuss the return with the full Board of Trustees. A copy of the requirements is presented to the Board for review and discussion. If there are no comments or changes, the 990 is authorized for filing. After authorization, the return is signed and filed by the School. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each Trustee is required to sign a conflict of interest acknowledgement form, and any purchases of goods or services from firms in which any member has an interest are reviewed by independent members to ensure that the school obtains fair pricing and terms in connection with such purchases. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The School participates in surveys conducted by the National Association of Independent Schools (NAIS) and through NAIS obtains competitive salary information for key employees. These data can be segmented by geographic region and school size. Competitive information is provided to the Board of Trustees who then make recommendations as to the compensation to be paid. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The School participates in surveys conducted by the National Association of Independent Schools (NAIS) and through NAIS obtains competitive salary information for key employees. These data can be segmented by geographic region and school size. Competitive information is provided to the Board of Trustees who then make recommendations as to the compensation to be paid. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available All required disclosures are made available upon request or at Guidestar.org. St Stephens Episcopal School Endowment 315 41st St W Bradenton FL 34209 650771320 Endowment Fund to support the School FL 501(c)(3) Line 12 Type I N/A true false false true false false false false false false false false false false false true false true false false St Stephens Episcopal School Endowment c 164200 Value St Stephens Episcopal School Endowment o 24924 Value St Stephens Episcopal School Endowment q 5412 Value