Saint Stephen's Episcopal School
315 41st St W
Bradenton FL 34209
Mission

Saint Stephen’s Episcopal School will:

  • Provide a superior academic program which prepares each student for a college or university compatible with the individual’s academic ability, interest, and needs
  • Instill in each student a love of learning, an active respect for all members of the school community and a fundamental sense of integrity
  • Provide a nurturing environment which values independence and self-worth, physical health, spiritual awareness, and responsible global citizenship
Leadership
CEO/Executive Director Dr. Janet S. Pullen
Board Chair Mr. Richard Walter
Board Chair Affiliation Retired
General Info
Organization DBA
DBA
Saint Stephen's Episcopal School
Episcopal Day Private School of Manatee County
Tax Exempt Status Public Supported Charity
Incorporation Year 1970
State Charitable Solicitations Permit Exempt 0
State Registration 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $12,472,000.00
Projected Expenses $13,568,000.00
Impact Statement
  • The School completed and opened the Marine Science Center in the winter of 2016. This new waterfront facility, serving all grades from K-12th, is situated by the School's dock on the McLewis Bayou for easy access to the Manatee River and the Intercoastal Waterway for research and exploration.
  • The School opened its new East Campus for Grades K/1st in Lakewood Ranch.
  • The School created an on-campus crew program accessing the waters of the McLewis Bayou. The acquisition of 7 new crew shells and other associated items, a new boathouse, and a new crew dock all have made this offering another area of excellence in the School's programs.
  • The School's four academic initiatives begun in 2013 are fully integrated in its rigorous, college preparatory curriculum. The initiatives are iPads use at all grade levels, a comprehensive Global Education program, Marine Science, and Emotional Intelligence.
  • The School continues its proud tradition of producing National Merit Scholars, announcing five finalists for the 2015-16 school year. (Please visit this list of colleges to which Saint Stephen's students have been accepted from 2011- 2015.)
  • The School was the recipient of a bequest of $3.2 million that moved its endowment to over $5 million and has stimulated a goal to achieve a $10 million level by its 50th birthday in 2020.
Needs Statement
  1. Maintain and improve enrollment: Saint's Fund dollars help reduce the amount of extra fees our parents have to pay for their children to have the unique enrichment opportunities that come with a Saint Stephen's education. This most directly affects our families receiving financial aid, though this budget relief is distributed evenly among all families. Providing scholarship monies for qualified students to attend Saint Stephen's would benefit the School by ensuring enrollment numbers and would benefit the students by providing an excellent education preparing them for college. Cost: $20,000 per student covers tuition, books, and fees for one year.
  2. Capital projects: The next stage of the School's Master Site Plan is a new performing arts facility that will allow the talented students and faculty in the visual and performing arts programs a facility fully capable of maximizing their potential to present internal and community exhibits and performances. Cost has not yet been finalized.
  3. Enhancing faculty salaries and benefits: The current stimulation to the School's endowment fundraising from a recent bequest allows it to address the needs of the faculty in the area of benefits and salaries, providing enhanced operating budget relief. The establishment of a teaching chair that would assist toward this end is part of the plans the School looks to implement in the years leading up to the 50th anniversary celebration in 2020. Cost: $50,000 per year.
  4. Professional development: Providing monies for teachers to attend conferences, workshops, and continuing education courses would further the course offerings within the college preparatory program our teachers present to the students. Cost: $10,000 per year.
Background Statement

In 1970, a small group of community leaders met with their rector at Christ Episcopal Church and dreamed of a school to provide an education with high scholastic standards and small classes. The dream would become Saint Stephen's Episcopal School.

The first Headmaster was Reverend Rodman Kypke (1970-1971) and the entire student body numbered 198 students in K - 8th Grade. It was during the headmastership of the Reverend Louis Hayden, Jr. (1971-1976) that the first graduating class of 11 seniors received their diplomas in 1975.

A dedicated educator, the Reverend Bennett H. Barnes was appointed Headmaster in 1976. The Upper School enrollment doubled, new technology in the form of computers became commonplace and the foreign language curriculum was greatly strengthened. A site development plan for a permanent elementary building and administrative facilities emerged.

John Howard served as Headmaster from 1987 to 2003. Due to his vision and leadership, numerous advances in programs and upgrades of the physical plant were implemented over the course of 16 years. The Pre-K program for four-year-olds was born in 1988. In 1989, student enrollment grew to 222 and by 1995 to 447. In 1995, many of the original founders and past members of the Board of Trustees joined together to purchase seven acres for the athletic fields, which now hold 10 practice tennis courts, a soccer/football field, baseball and softball diamonds, and playgrounds for the Lower and Intermediate Divisions.

Another 5.2 acres of adjacent land known as the Eckerd Plaza was acquired in 1999, bringing the total campus land area to 35 naturally-wooded acres.

To maintain small class sizes and provide up-to-date learning facilities, the School launched a capital campaign to build 3 new Upper School buildings, totally over 60,000 square feet of space. Construction began in November of 2000 and all three buildings were completed by November 2003. The re-design of the campus increased visibility of the school from Manatee Avenue.

Dr. Janet Pullen became the new Head of School in 2003. She has brought a new leadership style combined with 24 years of Saint Stephen's experience as a faculty member, administrator, parent, and grandparent. Her administration launched a capital campaign in 2007, which resulted in the new LEED-certified Sunlight Middle School and increased gifts to the school's endowment. Today, the School serves 640 students in Pre-K - 12th Grade and sends 100% of its students to college.

Areas Served
Areas Served
Area
FL
FL- Hillsborough
FL- Manatee
FL-Pinellas
FL- Sarasota
International
Areas Served Comments
Service Categories
Primary Org Type Education
Secondary Org Type
Tertiary Org Type
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director

Saint Stephen's Episcopal School distinguishes itself in the Manatee/Sarasota area as a Pre-K through 12th grade independent, college preparatory, Episcopal school welcoming all faiths. Known for academic excellence, 100% of our seniors are accepted into a college or university each year. The dedicated Saint Stephen's faculty provides the students a rigorous academic program, competitive athletic teams, and vibrant fine arts offerings in a nurturing environment. In addition to an excellent core curriculum, students receive daily foreign language instruction, physical education four to five times per week, computer, drama, art, and music. Global education is an important part of our overall program in which we connect our students with students from around the world through our global curriculum selections, "live" videoconferencing transmissions, student exchanges, and international trips.

As an Episcopal school, Saint Stephen's has a strong commitment to community service with each grade level engaged in helping others in our community or in our world. Students of all faiths attend weekly chapels together in which students have the opportunity to hear prayers, enjoy music, and share presentations about meaningful issues.

Student leadership is also strongly encouraged at Saint Stephen's and is present in the traditional roles within student government organizations, in clubs, and on the athletic field. In addition, Saint Stephen's students are seen in leadership roles in our programs such as Mock Trial, Model UN, and Harvard Model Congress. The school selects a student chaplain and chapel leaders to assist with weekly chapels. Student-led conferences are held twice a year in which students take the lead in the traditional parent-teacher conferences to share their academic progress.

Class sizes are small. Located on a 35 acre wooded campus, the School not only has state-of-the art buildings and classrooms, including an environmentally "green" Middle School, but it has beautifully groomed athletic fields, an outdoor chapel, and a new marine science center and crew program situated directly off of the dock on the McLewis Bayou that gives the teachers and students access to the Manatee River. Students who are admitted to Saint Stephen's come from a thirty-mile radius in the two county area. In addition, the School has 10% of its students who come from a growing number of foreign countries around the world.

Programs
Description Tuition does not cover the full expense of the school providing a robust set of programs and options for our students to experience. Because of funding from the Saint's Fund, teachers and students are able to go beyond basics to the Saint Stephen's "value added" programs, trips, or activities each year which prominently factor when families choose Saint Stephen's. Your gift helps keep our students "ahead of the curve."
Budget $18,000
Category Education, General/Other Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years) Children and Youth (0 - 19 years) Children and Youth (0 - 19 years)
Short Term Success Additional scholarships will allow us to increase diversity and extend the reach of our community scholarship program. 
Long Term Success To increase financial aid recipients to at least 20% of student population.
Program Success Monitoring The Admissions Office tracks % of financial aid recipients.
Program Success Examples The community scholarship program was created last year to provide 4 incoming freshman students who are children of first responders or law enforcement officers in Manatee and Sarasota Counties a full, four-year high school education at Saint Stephen's at no cost to the family.
CEO/Executive Director
CEO/Executive Director Dr. Janet S. Pullen
CEO Term Start July 2003
CEO/Executive Director Email jpullen@saintstephens.org
Experience

Education:
Ed.D.-University of Pennsylvania (2013) Educational Leadership
M.Ed.-National Louis University (1998) Concentration on Curriculum and Instruction
B.S.-Florida State University College of Education (1976) Certification in Elementary Education, Special Education: Visual Disabilities

Janet Pullen was appointed Head of School at Saint Stephen's Episcopal School (Pre-K through 12) in 2003, having served as Associate Head of School from 1998-2003. Prior administrative positions include Head of Intermediate and Middle School Divisions (Grades 4-8) 2001-2003, Head of Lower School (PK-5) 1988-2002, Admissions Director, Lower School (PK-5) 1988-2003, Director of Activities (PK-12) 1988-2003, Academic Council (PK-12) 1988-present, Co-Chair 2001-2003. Responsible for or involved with fiscal affairs and budgets, construction, planning and design of new school structures, faculty and professional development, curriculum development, admissions and increased enrollment, parent involvement at the school. Actively responsible for admissions and increased enrollment from 1988-2002, when admissions raised from 222 to 760 students. In addition to her responsibilities as Head of School, Jan has presented workshops at the national level for the National Association of Independent Schools, the National Association of Episcopal Schools and the National Council for Teachers of English.

Former CEOs/Executive Directors
NameTerm
Rev. Bennett Barnes July 1977 - June 1988
Mr. John M. Howard July 1988 - June 2003
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 123
Part Time Staff 20
Staff Retention Rate % 88
Professional Development Yes
Contractors 0
Volunteers 418
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations

Bright House Networks

Freedom Boat Club

Pier 22

Scene Magazine

Observer Media Group

Morrish Orthodontics

Richard’s Plumbing Repair Inc

Bradenton Country Club 
 
enRich Bistro 
 
Wagner Realty 

Kiddie Academy 
 
Red Zone 
 
Affiliations
AffiliationYear
2015
External Assessments and Accreditations
Assessment/AccreditationYear
National Association of Independent Schools
Southern Association of Colleges and Schools2010
Southern Association of Independent Schools2010
Florida Council of Independent Schools (FCIS)2015
Florida Kindergarten Council (FKC)2015
Southern Association of Independent Schools2015
Southern Association of Colleges and Schools2015
Awards & Recognition
Award/RecognitionOrganizationYear
Goodwill Ambassador of the YearGoodwill Foundation2011
Risk Management Provisions
Plans
Fundraising Plan Yes
Communication Plan No
Strategic Plan No
Strategic Plan Years 5
Strategic Plan Adopted Feb 2011
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Multi-Media Comments by Organization
Take a virtual campus tour here: http://www.saintstephens.org/360campustour/360campustour/
Board Chair
Board Chair Mr. Richard Walter
Company Affiliation Retired
Board Term July 2015 to June 2017
Board Chair Email
Board Members
Board Members
NameAffiliation
Mrs. Elizabeth Baran Next Best You: Career Coaching for Moms on the Move
Mr. Garret Barnes Barnes Walker, Goethe & Hoonhout, Chartered
Mr. Eugene Beckstein Retired
Mrs. Meghan Davis Community Volunteer
Mrs. Melissa Dunlap Community Volunteer
Canon Michael Durning Episcopal Diocese of Southwest Florida
Mrs. Carol Ann Kalish Williams, Parker Law Firm
Mr. Joshua Leuchter Snackworks, Inc.
Mrs. Karen Liebel Duncan Seawall, Dock & Boat Lift
Mr. Robert Lindsay L3 Farms
Mr. Neil McCurry Christ Episcopal Church
Mrs. Carol Milano Community Volunteer
Mr. Hugh Miller Miller Enterprises
Mrs. Elizabeth Moore Community Volunteer
The Reverend Joel Morsch Christ Episcopal Church
Mr. John Neal Neal Land Ventures
Mr. Steven Popp Community Volunteer
Dr. Janet S. Pullen Saint Stephen's Episcopal School
Mr. Christopher Vining Morgan Stanley
Mr. Richard Walter Retired
Student serving on the board through Community Youth Development? No
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 20
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 12
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 8
Board Meeting Attendance % 75
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 50
Standing Committees
Board Governance
Building
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Strategic Planning / Strategic Direction
Audit
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2016
Projected Revenue $12,472,000.00
Projected Expenses $13,568,000.00
Organization has Endowment Yes
Endowment Value $5,019,106.00
Endowment Spending Policy Income Only
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$35,920$20,100$26,038
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$3,647,111$942,966$4,688,390
$0$0$0
$12,648,622$11,681,629$11,529,977
Investment Income, Net of Losses$341,934$65,391$107,736
Membership Dues$0$0$0
Special Events$92,358$37,136$86,402
Revenue In-Kind$46,653$220,556$263,379
Other$374,288$326,337$317,472
Expense Allocation
Fiscal Year201520142013
Program Expense$11,430,023$8,377,900$7,616,825
Administration Expense$6,028,509$5,484,718$5,216,469
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.980.941.31
Program Expense/Total Expenses65%60%59%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$33,450,044$30,757,758$29,607,501
Current Assets$4,324,402$7,178,759$10,226,666
Long-Term Liabilities$3,711,598$2,410,225$5,055,588
Current Liabilities$10,905,507$11,280,651$7,019,175
Total Net Assets$18,832,939$17,066,882$17,532,738
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountTuition and Fees $12,036,981Tuition and Fees $11,223,232Tuition and Fees $11,246,441
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $3,647,111Contributions, gifts, grants $942,966Contributions, gifts, grants $4,688,390
Third Highest Funding Source & Dollar AmountMiscellaneous $374,288Other $326,337Other $317,472
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities0.400.641.46
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets11%8%17%
Financials Comments
Financial Comments by Foundation
Financial figures based on IRS Form 990. 990 and audits reconcile. Individual contributions include foundation and corporate support, as provided on Form 990.
Nonprofit Saint Stephen's Episcopal School
Address 315 41st St W
Phone 941 746-2121

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.