Civic Intelligence

St Stephens Episcopal School

EIN 65-0771320 • 501(c)3 • Bradenton, FL

Profile

To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.

315 41st St WBradenton, FL 34209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,321,546

Up $552,743 (+7.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,321,546

Up $552,743 (+7.1%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin15th percentile

Revenue

Down

$323,922

Down $17,144 (-5.0%) from 2024

Expenses

Up

$378,309

Up $58,773 (+18%) from 2024

Net Income

Down

-$54,387

Down $75,917 (-353%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1,247,569Liabilities 2011: $0Net Assets 2011: $1,247,5692011Assets 2012: $1,491,543Liabilities 2012: $0Net Assets 2012: $1,491,5432012Assets 2013: $1,778,252Liabilities 2013: $0Net Assets 2013: $1,778,2522013Assets 2014: $2,008,958Liabilities 2014: $0Net Assets 2014: $2,008,9582014Assets 2015: $4,970,881Liabilities 2015: $0Net Assets 2015: $4,970,8812015Assets 2016: $5,406,376Liabilities 2016: $0Net Assets 2016: $5,406,3762016Assets 2017: $5,974,312Liabilities 2017: $0Net Assets 2017: $5,974,3122017Assets 2018: $6,312,722Liabilities 2018: $0Net Assets 2018: $6,312,7222018Assets 2019: $6,359,111Liabilities 2019: $0Net Assets 2019: $6,359,1112019Assets 2020: $6,509,640Liabilities 2020: $0Net Assets 2020: $6,509,6402020Assets 2021: $7,878,655Liabilities 2021: $0Net Assets 2021: $7,878,6552021Assets 2022: $6,801,259Liabilities 2022: $0Net Assets 2022: $6,801,2592022Assets 2023: $7,295,945Liabilities 2023: $0Net Assets 2023: $7,295,9452023Assets 2024: $7,768,803Liabilities 2024: $0Net Assets 2024: $7,768,8032024Assets 2025: $8,321,546Liabilities 2025: $0Net Assets 2025: $8,321,5462025

Highlighted filing

2025

Assets$8,321,546
Liabilities$0
Net Assets$8,321,546
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $36,5772011Revenue 2012: $293,173Expenses 2012: $49,199Net Income 2012: $243,9742012Expenses 2013: $43,1142013Revenue 2014: $289,491Expenses 2014: $58,785Net Income 2014: $230,7062014Revenue 2015: $3,047,862Expenses 2015: $85,939Net Income 2015: $2,961,9232015Revenue 2016: -$189,919Expenses 2016: $155,067Net Income 2016: -$344,9862016Revenue 2017: $473,414Expenses 2017: $166,129Net Income 2017: $307,2852017Revenue 2018: $493,030Expenses 2018: $217,462Net Income 2018: $275,5682018Revenue 2019: $366,017Expenses 2019: $330,268Net Income 2019: $35,7492019Revenue 2020: $589,515Expenses 2020: $237,598Net Income 2020: $351,9172020Revenue 2021: $2,120,288Expenses 2021: $222,874Net Income 2021: $1,897,4142021Revenue 2022: $175,024Expenses 2022: $289,739Net Income 2022: -$114,7152022Revenue 2023: $261,420Expenses 2023: $281,428Net Income 2023: -$20,0082023Revenue 2024: $341,066Expenses 2024: $319,536Net Income 2024: $21,5302024Revenue 2025: $323,922Expenses 2025: $378,309Net Income 2025: -$54,3872025

Highlighted filing

2025

Revenue$323,922
Expenses$378,309
Net Income-$54,387
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,321,546
Liabilities
$0
Net assets
$8,321,546
Revenue
$323,922
Expenses
$378,309
Net income
-$54,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.32$0.38$0.05
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.34$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.26$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$2.12$0.22$1.90
2020Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.59$0.24$0.35
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.37$0.33$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.49$0.22$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.47$0.17$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.19$0.16$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$3.05$0.09$2.96
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.29$0.06$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.04
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.29$0.05$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$2,155,893
Mission and Program Overview

Mission

To support and benefit the charitable, scientific, and educational purposes of Saint Stephens Episcopal School, which is a private school organized as a 501(c)(3) not-for-profit organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,762,812$8,317,546▲ $554,734
Pledges and Grants Receivable$5,991$4,000▼ $1,991
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,768,803$8,321,546▲ $552,743
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,930,326$5,329,291▲ $398,965
Net Assets Without Donor Restrictions$2,838,477$2,992,255▲ $153,778
Total Net Assets Fund Balance$7,768,803$8,321,546▲ $552,743
Total Liabilities and Net Assets / Fund Balance$7,768,803$8,321,546▲ $552,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,762,812$49,123▲ $883,920$43,667$8,317,546
2023$7,290,114$48,826▲ $743,408$39,284$7,762,812
2022$6,796,499$234,478▲ $540,565$36,837$7,290,114
2021$7,871,575$59,482▼ $844,819$36,743$6,796,499
2020$6,458,241$244,435▲ $1,391,773$30,336$7,871,576
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey BoydChairman
Andy MinorTrustee
Caroline EllersonTrustee
Cliff WaltersTrustee
Sharon HillstromTrustee
Trudy MoonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$47,132
Program Service Revenue
$0
Investment Income
$276,790
Other Revenue
$0
All Other Contributions
$47,132
Change in Net Assets
$-54,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,475
Other Expenses$43,284
Total Fundraising Expense$42,513
Salaries, Compensation, and Employee Benefits$32,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$302,475--$302,475
Fees for Service Investment Mgmnt Fees$32,167--$32,167
Other Salaries and Wages--$29,633$29,633
Other Expenses-$1,154$3,813$4,967
Advertising--$3,931$3,931
Payroll Taxes--$2,800$2,800
Conferences and Meetings--$2,065$2,065
Office Expenses--$154$154
Other Employee Benefits--$117$117
Total Functional Expenses$334,642$1,154$42,513$378,309
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Day Private SchoolBradenton, FL-Support purpose$302,475
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The Episcopal Day Private School of Manatee County, Inc.'s main Board of Trustees appoints the St. Stephens Episcopal School Endowment Fund Trust's Trustees based on the recommendation of the St. Stephens Episcopal School Endowment Trust's Board of Trustees.”

Form 990, Part VI, Section A, Line 7B

“Trustee appointments must be approved by the Board of Trustees of the Episcopal Day Private School of Manatee, the School this organization supports, and changes in the Trust Charter must be approved by Court.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed by the School's CFO initially, who then discusses the return with the full Board of Trustees. A copy of the requirements is presented to the Trustees for review and discussion. If there are no changes, the 990 is authorized for filing. After authorization, the return is signed and filed by a trustee.”

Form 990, Part VI, Section B, Line 12C

“Each Trustee is required to sign a conflict of interest acknowledgement form, when applicable. 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, Section C, Line 19

“All disclosures are made available upon request or at Guidestar.org.”

Filing and Contact Details

Filer

Filer Name
St Stephens Episcopal School
EIN
65-0771320
Phone
9417462121
Address
315 41st St W, Bradenton, FL 34209

Signing Officer

Name
Jeffrey Boyd
Title
Chairman
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Boyd
Formed
1995
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cs&l Cpas
Address
1515 RINGLING BLVD SUITE 900, SARASOTA, FL 34236
Preparer
Randy C Dillingham
Phone
9419544040
Supplemental Narrative

Additional Explanations

Form 990, Part V (Statements Regarding IRS Filings), Lines 2A and 2B

“The St. Stephens Episcopal School Endowment Fund Trust shares an employee with Episcopal Day Private School of Manatee County, Inc., a related organization, and reimburses this organization for services provided to the filing organization; therefore, all payroll returns are filed by Episcopal Day Prviate School of Manatee County, Inc. EIN: 59-1301635 and no payroll tax returns are filed by the filing organization.”

Financial Statement Notes

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. 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.”

Raw XML AppendixShowing 400 of 478 raw XML fields

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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IRS990/PrincipalOfficerNm0Jeffrey Boyd
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0302475
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Episcopal Day School of Manatee
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0302475
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt049123
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08317546
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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. 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0302475
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support purpose
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Episcopal Day Private School
IRS990ScheduleI/RecipientTable/RecipientEIN0591301635
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0315 41st St W
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bradenton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd034209
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Episcopal Day Private School of Manatee County, Inc.'s main Board of Trustees appoints the St. Stephens Episcopal School Endowment Fund Trust's Trustees based on the recommendation of the St. Stephens Episcopal School Endowment Trust's Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustee appointments must be approved by the Board of Trustees of the Episcopal Day Private School of Manatee, the School this organization supports, and changes in the Trust Charter must be approved by Court.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is reviewed by the School's CFO initially, who then discusses the return with the full Board of Trustees. A copy of the requirements is presented to the Trustees for review and discussion. If there are no changes, the 990 is authorized for filing. After authorization, the return is signed and filed by a trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each Trustee is required to sign a conflict of interest acknowledgement form, when applicable. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All disclosures are made available upon request or at Guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The St. Stephens Episcopal School Endowment Fund Trust shares an employee with Episcopal Day Private School of Manatee County, Inc., a related organization, and reimburses this organization for services provided to the filing organization; therefore, all payroll returns are filed by Episcopal Day Prviate School of Manatee County, Inc. EIN: 59-1301635 and no payroll tax returns are filed by the filing organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part V (Statements Regarding IRS Filings), Lines 2A and 2B
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2 - School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0315 41st St W
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Bradenton
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0302475
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt132550
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Episcopal Day Private School of Manatee
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b

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