Civic Intelligence

St. Stephens Academy

990 • Fiscal year 2018 • EIN 11-3764984

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization Profilewww.ststephensacademy.com
7275 SW Hall BlvdBeaverton, OR 97008

(503) 646-4617

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.69x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.25x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

5th percentile

-24%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.1%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$756,897

Down $237,369 (-24%) from 2017

Net Assets

Down

$235,909

Down $36,392 (-13%) from 2017

Liabilities

Down

$520,988

Down $200,977 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin34th percentile

Revenue

Up

$2,046,677

Up $117,804 (+6.1%) from 2017

Expenses

Down

$2,081,777

Down $7,313 (-0.4%) from 2017

Net Income

Up

-$35,100

Up $125,117 (+78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,053,152Liabilities 2011: $306,061Net Assets 2011: $747,0912011Assets 2012: $1,026,646Liabilities 2012: $343,225Net Assets 2012: $683,4212012Assets 2014: $858,723Liabilities 2014: $291,665Net Assets 2014: $567,0582014Assets 2015: $860,198Liabilities 2015: $315,424Net Assets 2015: $544,7742015Assets 2016: $802,787Liabilities 2016: $370,269Net Assets 2016: $432,5182016Assets 2017: $994,266Liabilities 2017: $721,965Net Assets 2017: $272,3012017Assets 2018: $756,897Liabilities 2018: $520,988Net Assets 2018: $235,9092018Assets 2019: $538,278Liabilities 2019: $548,987Net Assets 2019: -$10,7092019Assets 2020: $993,560Liabilities 2020: $881,212Net Assets 2020: $112,3482020Assets 2021: $789,935Liabilities 2021: $190,596Net Assets 2021: $599,3392021Assets 2022: $946,011Liabilities 2022: $236,289Net Assets 2022: $709,7222022Assets 2023: $1,145,528Liabilities 2023: $328,619Net Assets 2023: $816,9092023Assets 2024: $1,092,467Liabilities 2024: $333,879Net Assets 2024: $758,5882024

Highlighted filing

2018

Assets$756,897
Liabilities$520,988
Net Assets$235,909
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $750,540Expenses 2011: $773,578Net Income 2011: -$23,0382011Revenue 2012: $684,635Expenses 2012: $748,305Net Income 2012: -$63,6702012Revenue 2014: $946,052Expenses 2014: $979,725Net Income 2014: -$33,6732014Revenue 2015: $1,184,015Expenses 2015: $1,206,299Net Income 2015: -$22,2842015Revenue 2016: $1,389,015Expenses 2016: $1,501,271Net Income 2016: -$112,2562016Revenue 2017: $1,928,873Expenses 2017: $2,089,090Net Income 2017: -$160,2172017Revenue 2018: $2,046,677Expenses 2018: $2,081,777Net Income 2018: -$35,1002018Revenue 2019: $1,897,551Expenses 2019: $2,144,169Net Income 2019: -$246,6182019Revenue 2020: $2,275,775Expenses 2020: $2,146,872Net Income 2020: $128,9032020Revenue 2021: $2,285,077Expenses 2021: $1,798,121Net Income 2021: $486,9562021Revenue 2022: $2,269,656Expenses 2022: $2,159,259Net Income 2022: $110,3972022Revenue 2023: $2,810,190Expenses 2023: $2,703,002Net Income 2023: $107,1882023Revenue 2024: $2,822,918Expenses 2024: $2,891,742Net Income 2024: -$68,8242024

Highlighted filing

2018

Revenue$2,046,677
Expenses$2,081,777
Net Income-$35,100
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.2
Gross Receipts
$2,046,677
Mission and Program Overview

Mission

As a classical Christian school, St. Stephens Academy aims to provide an academically excellent education in a grace-filled environment that develops Christian character and equips students with tools of learning that will last a lifetime. St. Stephens is a K-12 school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$396,546$334,642▼ $61,904
Cash and Non-Interest-Bearing Accounts$180,729$295,638▲ $114,909
Savings and Temporary Cash Investments$267,584--
Accounts Receivable$111,867$73,728▼ $38,139
Total Assets$992,974$756,897▼ $236,077
Other Assets Total$36,248$52,889▲ $16,641
Liabilities
Deferred Revenue$357,671$505,851▲ $148,180
Other Liabilities$339,728--
Accounts Payable and Accrued Expenses$24,566$15,137▼ $9,429
Total Liabilities$721,965$520,988▼ $200,977
Net Assets / Fund Balance
Unrestricted Net Assets$271,009$235,909▼ $35,100
Total Net Assets Fund Balance$271,009$235,909▼ $35,100
Total Liabilities and Net Assets / Fund Balance$992,974$756,897▼ $236,077

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$334,642$615,710-
Other Assets Org$37,778--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Erik HaralsonChairman
Craig LaurieVice Chairman
Brian BergeronDirector
Dan BrileyDirector
Joe StormDirector
Matthew FriendDirector
Ron ReichenDirector
Joshua ThompsonBusiness Manager
Travis KochHeadmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$556,658
Program Service Revenue
$1,490,019
Investment Income
$0
Other Revenue
$0
All Other Contributions
$455,975
Change in Net Assets
$-35,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,581,995
Other Expenses$499,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,134,266--$1,134,266
Payroll Taxes$344,113--$344,113
Occupancy$143,422--$143,422
Other Employee Benefits$69,849--$69,849
Depreciation Depletion$60,695--$60,695
All Other Expenses$44,929--$44,929
Pension Plan Contributions$33,767--$33,767
Office Expenses$28,149--$28,149
Information Technology$26,844--$26,844
Insurance$19,966--$19,966
Other Expenses$17,242--$17,242
Fees for Services Accounting$2,640--$2,640
Advertising$1,524--$1,524
Fees for Services Other$786--$786
Fees for Service Investment Mgmnt Fees$17--$17
Total Functional Expenses$2,081,777$0$0$2,081,777
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$100,683$100,683$9,075$91,608
Total Events$100,683$100,683$9,075$91,608
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The board of directors review and approve the form 990 tax return and associated schedules prior to being filed by the school.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy requires that the board of directors review and discuss conflicts of interest on an annual basis.”

CEO executive director top management comp Part VI line 15A

“The organization obtains wage comparatives from other similar schools to establish starting compensation and benchmark annual compensation adjustments. The board reviews headmaster compensation annually.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents and policies are available, upon request. The financial statements are included in the annual report, which is distributed to each school family, large donors and is also available upon request.”

Filing and Contact Details

Filer

Filer Name
St Stephens Academy
EIN
11-3764984
Address
7275 SW Hall Blvd, Beaverton, OR 97008

Signing Officer

Name
Travis Koch
Title
Headmaster
Phone
5036464617
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Haralson
Formed
1999
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
195

Preparer

Firm
Expert Tax Service
Address
4545 SW 96th ave, Beaverton, OR 97005
Preparer
Kerry Duffy
Phone
5037168389
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 TAX RETURN AND ASSOCIATED SCHEDULES PRIOR TO BEING FILED BY THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY REQUIRES THAT THE BOARD OF DIRECTORS REVIEW AND DISCUSS CONFLICTS OF INTEREST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION OBTAINS WAGE COMPARATIVES FROM OTHER SIMILAR SCHOOLS TO ESTABLISH STARTING COMPENSATION AND BENCHMARK ANNUAL COMPENSATION ADJUSTMENTS. THE BOARD REVIEWS HEADMASTER COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE, UPON REQUEST. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT, WHICH IS DISTRIBUTED TO EACH SCHOOL FAMILY, LARGE DONORS AND IS ALSO AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/WebsiteAddressTxt0www.ststephensacademy.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Travis Koch
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
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ReturnHeader/FilingSecurityInformation/IPDt02019-02-07
ReturnHeader/FilingSecurityInformation/IPTm017:26:49

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$756,897
Liabilities
$520,988
Net assets
$235,909
Revenue
$2,046,677
Expenses
$2,081,777
Net income
-$35,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.33$0.76$2.82$2.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.33$0.82$2.81$2.70$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.24$0.71$2.27$2.16$0.11
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.79$0.19$0.60$2.29$1.80$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.88$0.11$2.28$2.15$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.55$0.01$1.90$2.14$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.52$0.24$2.05$2.08$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.72$0.27$1.93$2.09$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.37$0.43$1.39$1.50$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.32$0.54$1.18$1.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.29$0.57$0.95$0.98$0.03
2012Summary only. Only limited summary data is available for this year.$1.03$0.34$0.68$0.68$0.75$0.06
2011Summary only. Only limited summary data is available for this year.$1.05$0.31$0.75$0.75$0.77$0.02