Liabilities / Assets
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2021 • EIN 65-0771320
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
8th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$7,878,655
Up $1,369,015 (+21%) from 2020
Net Assets
Up$7,878,655
Up $1,369,015 (+21%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Up$2,120,288
Up $1,530,773 (+260%) from 2020
Expenses
Down$222,874
Down $14,724 (-6.2%) from 2020
Net Income
Up$1,897,414
Up $1,545,497 (+439%) from 2020
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 | $6,458,240 | $7,871,575 | ▲ $1,413,335 |
| Accounts Receivable | $51,400 | $7,080 | ▼ $44,320 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Savings and Temporary Cash Investments | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $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 | $6,509,640 | $7,878,655 | ▲ $1,369,015 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $3,707,718 | $4,807,825 | ▲ $1,100,107 |
| Net Assets Without Donor Restrictions | $2,801,922 | $3,070,830 | ▲ $268,908 |
| Total Net Assets Fund Balance | $6,509,640 | $7,878,655 | ▲ $1,369,015 |
| Total Liabilities and Net Assets / Fund Balance | $6,509,640 | $7,878,655 | ▲ $1,369,015 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $6,458,241 | $244,435 | ▲ $1,391,773 | $30,336 | $7,871,575 |
| 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 |
| Name | Title |
|---|---|
| Julie Leach | Chairman |
| Brenda Keating | Trustee |
| Clifford Walters | Trustee |
| Garret Barnes | Trustee |
| Jay Turner | Trustee |
| Janet S Pullen | Ex-Officio |
| John Neal | Ex-Officio |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $164,200 |
| Other Expenses | $33,749 |
| Total Fundraising Expense | $27,547 |
| Salaries, Compensation, and Employee Benefits | $24,925 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $164,200 | - | - | $164,200 |
| Fees for Service Investment Mgmnt Fees | $28,337 | - | - | $28,337 |
| Other Salaries and Wages | - | - | $21,977 | $21,977 |
| Payroll Taxes | - | - | $2,862 | $2,862 |
| Fees for Services Accounting | $2,620 | - | - | $2,620 |
| Advertising | - | - | $1,647 | $1,647 |
| Other Expenses | - | $170 | $588 | $758 |
| Office Expenses | - | - | $287 | $287 |
| Conferences and Meetings | - | - | $100 | $100 |
| Other Employee Benefits | - | - | $86 | $86 |
| Total Functional Expenses | $195,157 | $170 | $27,547 | $222,874 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Episcopal Day Private School | Bradenton, FL | 501(c)(3) | Support purpose | $164,200 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“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.”
“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.”
“The Form 900 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.”
“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 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 Prviate 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 Trusts 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 | false |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 51400 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 7080 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| 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 | 1647 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1647 |
| IRS990/AllOtherContributionsAmt | 0 | 244435 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Thomas Hartnett |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9417462121 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 315 41st St W |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Bradenton |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34209 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 100 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 100 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 244435 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 164200 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1875845 |
| IRS990/CYOtherExpensesAmt | 0 | 33749 |
| IRS990/CYOtherRevenueAmt | 0 | 8 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1897414 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 24925 |
| IRS990/CYTotalExpensesAmt | 0 | 222874 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 27547 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2120288 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 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/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 3707718 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 4807825 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 195157 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 2620 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2620 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 28337 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 28337 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.13 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.19 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.15 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.23 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.09 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.23 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.07 |
| 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 | 7029 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Janet S Pullen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Garret Barnes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Brenda Keating |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Julie Leach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jay Turner |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Clifford Walters |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | John Neal |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 287068 |
| 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 | Ex-Officio |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Ex-Officio |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1652612 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantAmt | 0 | 164200 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 164200 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 164200 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 7188267 |
| IRS990/GrossReceiptsAmt | 0 | 7655943 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 223233 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 223233 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6458240 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7871575 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5535655 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| 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 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6509640 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7878655 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1652612 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1652612 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -528399 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2801922 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3070830 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 287 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 287 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 86 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 86 |
| IRS990/OtherExpensesGrp/Desc | 0 | Miscellaneous Expenses |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 588 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 170 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 758 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other Income |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 8 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 8 |
| IRS990/OtherRevenueTotalAmt | 0 | 8 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 21977 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 21977 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2862 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 2862 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Julie Leach |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 323818 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 178900 |
| IRS990/PYInvestmentIncomeAmt | 0 | 262246 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 31641 |
| IRS990/PYOtherRevenueAmt | 0 | 3451 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 351917 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 27057 |
| IRS990/PYTotalExpensesAmt | 0 | 237598 |
| IRS990/PYTotalRevenueAmt | 0 | 589515 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1897414 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
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| 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 Trusts tax returns for the previous three fiscal years are open to examination. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X : FIN48 Footnote |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 | 2 | The Form 900 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/ExplanationTxt | 3 | 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 | 4 | All disclosures are made available upon request or at Guidestar.org. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part V (Statements Regarding IRS Filings), Lines 2A and 2B |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
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