Civic Intelligence

St. Stephens Academy

990 • Fiscal year 2019 • EIN 11-3764984

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

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

93rd percentile

1.02x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.29x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

4th percentile

-29%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-7.3%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$538,278

Down $218,619 (-29%) from 2018

Net Assets

Down

-$10,709

Down $246,618 (-105%) from 2018

Liabilities

Up

$548,987

Up $27,999 (+5.4%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Down

$1,897,551

Down $149,126 (-7.3%) from 2018

Expenses

Up

$2,144,169

Up $62,392 (+3.0%) from 2018

Net Income

Down

-$246,618

Down $211,518 (-603%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2019

Assets$538,278
Liabilities$548,987
Net Assets-$10,709
Open 2019 Filing

Operations Trend

Revenue Growth25th 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

2019

Revenue$1,897,551
Expenses$2,144,169
Net Income-$246,618
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$1,897,551
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$334,642$273,947▼ $60,695
Cash and Non-Interest-Bearing Accounts$295,638$168,549▼ $127,089
Accounts Receivable$73,728$61,614▼ $12,114
Prepaid Expenses and Deferred Charges-$2,500-
Total Assets$756,897$538,278▼ $218,619
Other Assets Total$52,889$31,668▼ $21,221
Liabilities
Deferred Revenue$505,851$546,066▲ $40,215
Accounts Payable and Accrued Expenses$15,137--
Other Liabilities-$2,921-
Total Liabilities$520,988$548,987▲ $27,999
Net Assets / Fund Balance
Unrestricted Net Assets$235,909$-10,709▼ $246,618
Total Net Assets Fund Balance$235,909$-10,709▼ $246,618
Total Liabilities and Net Assets / Fund Balance$756,897$538,278▼ $218,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$273,947$676,836-
Other Assets Org$25,350--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$297,550
Program Service Revenue
$1,599,596
Investment Income
$405
Other Revenue
$0
All Other Contributions
$178,100
Change in Net Assets
$-246,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,673,604
Other Expenses$470,565
Total Fundraising Expense$14,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,180,128--$1,180,128
Payroll Taxes$372,563--$372,563
Occupancy$135,317--$135,317
Other Employee Benefits$93,363--$93,363
Depreciation Depletion$60,695--$60,695
All Other Expenses$35,195-$14,189$49,384
Pension Plan Contributions$27,550--$27,550
Office Expenses$26,177--$26,177
Insurance$22,437--$22,437
Information Technology$18,502--$18,502
Other Expenses$11,247--$11,247
Fees for Services Other$7,409-$11$7,420
Fees for Services Accounting$999--$999
Advertising$986--$986
Fees for Service Investment Mgmnt Fees$262--$262
Total Functional Expenses$2,129,969$0$14,200$2,144,169
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$119,450$119,450$12,474$106,976
Total Events$119,450$119,450$12,474$106,976
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
credit cards$2,921
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
Joshua Thompson
Title
Business Manage
Phone
5036464617
Signed
2019-11-05
Discuss with paid preparer
No

Organization Details

Principal Officer
Erik Haralson
Formed
1999
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
61

Preparer

Firm
Expert Tax Service
Address
4545 SW 96th ave, Beaverton, OR 97005
Preparer
Amy Fischer EA
Phone
5037168389
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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.
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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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Joshua Thompson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manage
ReturnHeader/BusinessOfficerGrp/PhoneNum05036464617
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Stephens Academy
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0113764984
ReturnHeader/Filer/USAddress/AddressLine1Txt07275 SW Hall Blvd
ReturnHeader/Filer/USAddress/CityNm0Beaverton
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-28
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.130.253
ReturnHeader/FilingSecurityInformation/IPDt02020-02-28
ReturnHeader/FilingSecurityInformation/IPTm013:41:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472829418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Expert Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04545 SW 96th ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,278
Liabilities
$548,987
Net assets
-$10,709
Revenue
$1,897,551
Expenses
$2,144,169
Net income
-$246,618
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
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.55$0.01$1.90$2.14$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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