Liabilities / Assets
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2020 • EIN 65-0771320
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
7th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 50.1% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
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
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
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| Janet S Pullen | Ex-officio Trustee | $261,400 | $34,221 | $295,621 |
| Name | Title |
|---|---|
| Julie Leach | Chair |
| John Neal | Ex-officio Trustee |
| Brenda Keating | Trustee |
| Clifford L Walters | Trustee |
| Garret Barnes | Trustee |
| Jay Turner | Trustee |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Episcopal Day Private | Bradenton, FL | 501(c)(3) | Support Purpose | $178,900 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“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.”
“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.”
“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.”
“All required disclosures are made available upon request or at guidestar.org.”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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 |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 806 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 806 |
| IRS990/AllOtherContributionsAmt | 0 | 323818 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THOMAS HARTNETT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9417462121 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 315 41ST STREET WEST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BRADENTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34209 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 980 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 980 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 323818 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 178900 |
| IRS990/CYInvestmentIncomeAmt | 0 | 262246 |
| IRS990/CYOtherExpensesAmt | 0 | 31641 |
| IRS990/CYOtherRevenueAmt | 0 | 3451 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 351917 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 27057 |
| IRS990/CYTotalExpensesAmt | 0 | 237598 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 30467 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 589515 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO SUPPORT AND BENEFIT THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF SAINT STEPHENS EPISOCAL SCHOOL, WHICH IS A PRIVATE SCHOOL ORGANIZED AS A 501C(3) NOT-FOR-PROFIT ORGANIZATION. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 3857720 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3707718 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 207131 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 2620 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2620 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 25481 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 25481 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 7029 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRENDA KEATING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GARRET BARNES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JANET S PULLEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JULIE LEACH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JAY TURNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CLIFFORD L WALTERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN NEAL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 288592 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | EX-OFFICIO TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | EX-OFFICIO TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 67210 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 178900 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 178900 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 178900 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1640053 |
| IRS990/GrossReceiptsAmt | 0 | 2162358 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 195036 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 195036 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6185118 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6458240 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1572843 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6359111 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6509640 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 67210 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 67210 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -201388 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2501391 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2801922 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 29 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 29 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 77 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 77 |
| IRS990/OtherExpensesGrp/Desc | 0 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 1 | MEALS & ENTERTAINMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | POSTAGE |
| IRS990/OtherExpensesGrp/Desc | 3 | BANK FEES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 900 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 695 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 90 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 40 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 900 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 695 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 90 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 40 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 3451 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3451 |
| IRS990/OtherRevenueTotalAmt | 0 | 3451 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 25063 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 25063 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1917 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 1917 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 173993 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 51400 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JULIE LEACH |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 54905 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 174900 |
| IRS990/PYInvestmentIncomeAmt | 0 | 309084 |
| IRS990/PYOtherExpensesAmt | 0 | 132866 |
| IRS990/PYOtherRevenueAmt | 0 | 2028 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 35749 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 22502 |
| IRS990/PYTotalExpensesAmt | 0 | 330268 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 366017 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 351917 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 591301635 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 178900 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | EPISCOPAL DAY SCHOOL OF MANATEE |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 178900 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
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| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.40730 |
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| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 28925 |
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| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6185118 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 174900 |
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| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 387233 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 102500 |
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| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5591925 |
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| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 545844 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 62200 |
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| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5030274 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 37000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 112979 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 62800 |
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| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.59270 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 178900 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | SUPPORT PURPOSE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | EPISCOPAL DAY PRIVATE |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 591301635 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 315 41ST STREET WEST |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | BRADENTON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 34209 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | JANET S PULLEN |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ALL REQUIRED DISCLOSURES ARE MADE AVAILABLE UPON REQUEST OR AT GUIDESTAR.ORG. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART V (STATEMENTS REGARDING OTHER IRS FILINGS), LINES 2A AND 2B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 591301635 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
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| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 178900 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 27057 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 2 | 5335 |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 2 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.