2018-05-04T08:32:27-07:00 2017-06-30 ChristopherSmithLeonard Etal 1001 3rd Ave W Suite 700 Bradenton FL 34205 990 2016-07-01 591301635 Episcopal Day Private School of Manatee County Inc EPIS 9417462121 315 41st St W Bradenton FL 34209 Thomas M Hartnett CFO 2018-04-05 true Randy C Dillingham P00280769 9417481040 2016 2022-09-23 18:48:47Z Thomas M Hartnett 315 41st St W Bradenton FL 34209 15248439 false 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). 19 18 220 319 0 681053 497887 13205591 13987938 3193 -55273 629548 686742 14519385 15117294 1738201 1699917 0 8447504 8865967 0 0 5313158 5471442 15498863 16037326 -979478 -920032 26823638 25351618 14395344 13826643 12428294 11524975 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 9758983 1674130 13987938 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. 9758983 true true false false false false true false false true true false false false true true false true true false false false false false true false false true true true true false false false false false false false false false false true false false false false true true true false false true 26 0 true 220 true false false false false false false true true false 0 false false false false false false false false false false X 19 18 true false false false false false false true true false false true true true true true true true true false FL X X Thomas Hartnett 9417462121 315 41st Street West Bradenton FL 34209 Janet S Pullen Head of School 40.00 0.00 X X 247597 0 14780 Don Arendt Trustee 0.11 0.00 X 0 0 0 Elizabeth Moore Vice President 0.28 0.00 X X 0 0 0 Tom Brown Trustee 0.17 0.00 X 0 0 0 Melissa Dunlap Trustee 0.34 0.00 X 0 0 0 Elizabeth Baran Secretary 0.36 0.00 X X 0 0 0 Meghan Davis Trustee 0.16 0.00 X 0 0 0 Carol Ann Kalish Trustee 0.23 0.00 X 0 0 0 Rev Canon M Durning Trustee 0.19 0.00 X 0 0 0 John Neal Trustee 0.43 0.00 X 0 0 0 Robert Lindsay Trustee 0.19 0.00 X 0 0 0 Steven Popp Trustee 0.15 0.00 X 0 0 0 Garret Barnes Vice President 0.50 0.00 X X 0 0 0 Christopher Vining Treasurer 0.30 0.00 X X 0 0 0 Neil McCurry Jr Trustee 0.20 0.00 X 0 0 0 John Freeman Trustee 0.18 0.00 X 0 0 0 Rev Joel Morsch Trustee 0.13 0.00 X 0 0 0 Richard Walter President 1.05 0.12 X X 0 0 0 Veronica Van Dyke Trustee 0.25 0.00 X 0 0 0 Thomas M Hartnett CFO 40.00 0.00 X 134848 0 6972 Andrew Forrester Upper School Dir 40.00 0.00 X 126077 0 6972 James McDaniel Dir of Development 40.00 0.00 X 102555 0 6972 611077 35696 4 false true false 0 31192 35000 431695 25749 497887 Athletic Booster Club 611710 31956 31956 Auxiliary Activities 611710 420222 420222 Parents' Assoc. Income 611710 90101 90101 Sport Activities 611710 75615 75615 TUITION AND FEES 611600 13370044 13370044 13987938 834 834 0 0 176693 20788 155905 155905 155905 828 56935 828 -56935 -56107 -56107 101960 31192 53422 48538 48538 0 0 Center for Academic Succ. 611710 68719 68719 Lunch Program 611710 291863 291863 MISCELLANEOUS 611710 121717 121717 482299 15117294 14470237 149170 25787 25787 1674130 1674130 0 0 412342 247060 165282 0 6791561 4069249 2722312 200245 107253 92992 916170 497331 418839 545649 319932 225717 0 7016 7016 40575 40575 0 0 0 50990 50990 192674 192674 22148 22148 107970 107970 0 456458 456458 42673 42673 0 14389 14389 325712 325712 0 1172572 1172572 305955 305955 Discounts 675525 675525 REPAIR & MAINTENANCE 327743 327743 TRANSPORTATION 273196 273196 SPECIAL PROGRAMS 248155 248155 1207691 340823 866868 16037326 9758983 6278343 0 288267 301042 928093 784333 500833 128250 380421 503034 0 0 0 0 283103 298660 36130772 12829015 24188013 23301757 30846 34542 0 0 0 224062 0 26823638 25351618 1068509 833296 5728525 5905096 4122828 3859853 3278250 2867247 197232 361151 14395344 13826643 X 11438396 10903078 989898 621897 12428294 11524975 26823638 25351618 X -920032 12428 4285 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 8 1 false false 5061120 167601 556697 158951 5626467 5019106 172351 26656 156993 5061120 2368243 2720565 14389 84091 5019106 1927484 226740 271964 57945 2368243 1625681 225298 119957 43452 1927484 0.43890 0.54460 0.01650 false true true 4430075 4430075 24283489 8468434 15815055 819511 638866 180645 6597697 3721715 2875982 23301757 AGENCY ACCOUNTS 355543 DEFERRED RENT 5608 361151 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 SCHOOLS PROGRAMS AND POLICIES. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false Game Changers 69590 31192 38398 13208 6500 3000 8172 Gala 63562 63562 2300 14050 600 5592 133152 31192 101960 15508 20550 3600 13764 53422 48538 true ST Stephens Endowment 315 41st St W Bradenton FL 34209 650771320 501(c)(3) 25787 0 Endowment fund 1 0 Financial Aid and Tuition Reduction 147 1674130 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 consist 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 X true true X X X X false false false false false false false false false false Janet S Pullen Head of School 237997 9600 14780 262377 Part I, Line 1a: Relevant information in regards to selections on 1a. Part III, Additional Information Janet Pullen, Head of School, receives an annual expense allowance of $9,600 plus reimbursement of country club dues and 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 true B false false false true A true false false false false B true false false false false A true B true X 5 25749 FMV false true false Form 990, Part VI, Line 11b: Form 990 Review Process the form is reviewed by the cfo and the finance committee 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 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 by 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. Other Changes In Net Assets Or Fund Balances - Other Increases Adjustment for Net Assets Reported on Endowment Fund 990 = $4285 St Stephens Episcopal School Endowment 315 41st Street West Bradenton FL 34209 650771320 endowment fund to support the school FL 501(c)(3) 12 Type I NA true false true true false false false false false false false false false false false true false true false false St Stephens Episcopal School Endowment b 25787 Cost St Stephens Episcopal School Endowment c 97200 Cost St Stephens Episcopal School Endowment o 23611 Cost St Stephens Episcopal School Endowment q 38148 Cost