Civic Intelligence

St Stephens Episcopal School Endowment Fund Trust

990 • Fiscal year 2020 • EIN 65-0771320

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

315 41st St WBradenton, FL 34209

(941) 746-2121

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$295,621

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 50.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

38th percentile

2.4%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,509,640

Up $150,529 (+2.4%) from 2019

Net Assets

Up

$6,509,640

Up $150,529 (+2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$589,515

Up $223,498 (+61%) from 2019

Expenses

Down

$237,598

Down $92,670 (-28%) from 2019

Net Income

Up

$351,917

Up $316,168 (+884%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$6,509,640
Liabilities$0
Net Assets$6,509,640

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$589,515
Expenses$237,598
Net Income$351,917
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$2,162,358
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.

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$6,185,118$6,458,240▲ $273,122
Pledges and Grants Receivable$173,993$51,400▼ $122,593
Total Assets$6,359,111$6,509,640▲ $150,529
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,857,720$3,707,718▼ $150,002
Net Assets Without Donor Restrictions$2,501,391$2,801,922▲ $300,531
Total Net Assets Fund Balance$6,359,111$6,509,640▲ $150,529
Total Liabilities and Net Assets / Fund Balance$6,359,111$6,509,640▲ $150,529

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,185,118$323,818▲ $449,161$28,925$6,458,241
2018$5,920,528$54,905▲ $439,953$25,098$6,185,118
2017$5,591,925$158,932▲ $387,233$102,500$5,920,528
2016$5,030,274$181,935▲ $545,844$62,200$5,591,925
2015$4,986,860$85,502▲ $112,979$62,800$5,030,274
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Janet S PullenEx-officio Trustee$261,400$34,221$295,621

Board Members and Trustees

NameTitle
Julie LeachChair
John NealEx-officio Trustee
Brenda KeatingTrustee
Clifford L WaltersTrustee
Garret BarnesTrustee
Jay TurnerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$323,818
Program Service Revenue
$0
Investment Income
$262,246
Other Revenue
$3,451
All Other Contributions
$323,818
Change in Net Assets
$351,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,900
Other Expenses$31,641
Total Fundraising Expense$30,467
Salaries, Compensation, and Employee Benefits$27,057
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,900--$178,900
Fees for Service Investment Mgmnt Fees$25,481--$25,481
Other Salaries and Wages--$25,063$25,063
Fees for Services Accounting$2,620--$2,620
Payroll Taxes--$1,917$1,917
Conferences and Meetings--$980$980
Advertising--$806$806
Other Employee Benefits--$77$77
Other Expenses$40-$695$40
Office Expenses--$29$29
Total Functional Expenses$207,131$0$30,467$237,598
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Day PrivateBradenton, FL501(c)(3)Support Purpose$178,900
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

Line 7a explanation - 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 recommendations of the st. Stephens episcopal school endowment fund trust's board of trustees.

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

Line 7b explanation - 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

Line 11b explanation - the form 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 comments or 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 required 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
Julie Leach
Title
Chair
Phone
9417462121
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Leach
Formed
1995
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
6

Preparer

Firm
Christopher Smith Leonard Et Al
Address
1001 3RD AVE W SUITE 700, BRADENTON, FL 34205
Preparer
Randy C Dillingham
Phone
9417481040
Supplemental Narrative

Additional Explanations

Form 990, Part V (statements Regarding Other 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 private school of manatee county inc. Ein: 59-1301635 and no payroll tax returns are filed by the filing organization.

Financial Statement Notes

PART X, LINE 2:

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 trust's tax returns for the previous three fiscal years are open to examination.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591301635
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0178900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL DAY SCHOOL OF MANATEE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0178900
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.40730
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt029772
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06185118
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0323818
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06458241
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0178900
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0449161
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028925
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt057062
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt058000
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0102500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt068928
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05030274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0181935
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05591925
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0545844
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04986860
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt085502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05030274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt037000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112979
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt062800
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59270
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. 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 TRUST'S TAX RETURNS FOR THE PREVIOUS THREE FISCAL YEARS ARE OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0178900
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL DAY PRIVATE
IRS990ScheduleI/RecipientTable/RecipientEIN0591301635
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0315 41ST STREET WEST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRADENTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd034209
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0261400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07029
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt027192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET S PULLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0295621
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 PRIVATE SCHOOL OF MANATEE COUNTY INC. EIN: 59-1301635 AND NO PAYROLL TAX RETURNS ARE FILED BY THE FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - 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 RECOMMENDATIONS OF THE ST. STEPHENS EPISCOPAL SCHOOL ENDOWMENT FUND TRUST'S BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7B EXPLANATION - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11B EXPLANATION - THE FORM 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 COMMENTS OR CHANGES, THE 990 IS AUTHORIZED FOR FILING. AFTER AUTHORIZATION, THE RETURN IS SIGNED AND FILED BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH 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/ExplanationTxt5ALL REQUIRED DISCLOSURES ARE MADE AVAILABLE UPON REQUEST OR AT GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V (STATEMENTS REGARDING OTHER IRS FILINGS), LINES 2A AND 2B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591301635
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE_2_SCHOOL_DESCRI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0315 41ST STREET WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRADENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd034209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0178900
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt127057
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt25335
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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