Saint Stephen's Episcopal School
315 41st St W
Bradenton FL 34209
Mission
Saint Stephens Episcopal School mission is to 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
Supported Organization
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1970
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit Exempt 0
State Registration 0
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $12,200,000.00
Projected Expenses $12,100,000.00
Other Documents
Impact Statement
- The completion and opening of the Moore Athletic Complex at Turner Fields in the fall of 2013.  This state of the art multiplex now houses soccer, lacrosse, football, track, baseball, softball, and tennis teams.
 
- Head of School Dr. Janet S. Pullen received her Ed.D from the University of Pennsylvania in Educational Leadership in May 2013.
 
- The School's four academic initiatives are fully integrated in its rigorous, college preparatory curriculum by the fall of 2103.  The initiatives:  iPads use at all grade levels, a comprehenisive Global Education program, Marine Science, and Emotional Intelligence.
 
- Saint Stephen's continues its proud tradition of producing National Merit Scholars, announcing two finalists for the 2013-2014 school year.
 
- Please visit this site for the list of colleges to which Saint Stephen's students have been accepted from 2011 to 2013:
 
 
 
Needs Statement

Saint Stephen’s has the following needs:

Maintain and improve enrollment:

Providing scholarship monies for qualified students to attend Saint Stephen’s would benefit the School by insuring enrollment numbers and would benefit the student by providing the student an excellent education preparing him/her for college.

Cost: $20,000 per student would cover tuition, books and fees for one year.

Marketing for Enrollment:
The Long Range Planning Committee of the Board of Trustees has created a new focus for the Advancement Team on the areas east of I-75 that have caused a restructuring of the marketing and advertising budget.  These new goals demand an additional $40,000 annually on the annual budget. 

Capital projects
The School has a Master Site Plan which includes the following the projects that will enhance the School’s programs: Marine Science Wet Lab ($750,000 which will be located next to the School’s dock on the McLewis Bayou. The Wet Lab will provide a facility for the students in Pre-K through 12th grade to further their studies of marine life and water.
 

Enhancing faculty salaries and benefits:

Providing monies for a Faculty Chair would relieve the operational budget and celebrate a valued faculty member.

Cost:  $50,000 per year

 

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 upgrading of the physical plant were implemented over the course of 16 years. The Pre-K program for 4 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.

Jan 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 and parent. 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 - Twelfth Grade and sends 100% of its students to college.

Areas Served
Areas Served
Area
Internationally
FL
FL- Hillsborough
FL- Manatee
FL-Pinellas
FL- Sarasota
International
Service Categories
Primary Org Type Education
Secondary Org Type
Tertiary Org Type
Keywords
College preparatory, elementary education, secondary education, private school, saint stephen's
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 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 students who come from several foreign countries around the world, who are dual enrolled at IMG Sport’s Academies and who are currently on the United States Soccer’s Under-17 Men’s Soccer Team representing the USA in world-cup play.

Programs
Description Provide scholarship money for qualified students to attend Saint Stephen's who would not otherwise be able to afford a world-class education such as ours.
Budget $18,000
Category Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served 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.
Comments
Program Comments by Organization
Program Comments by Foundation
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 (1976)College of Education-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

Wraphx

Air & Energy

Barnes Walker

Callaghan Tire

Geraldson Community Farm

Richard’s Plumbing Repair Inc

The Gettel Group

Thompson Orthodontic Specialists

Turner Tree & Landscape

Willis Smith Construction

Wyman Green & Blalock Real Estate, Inc

Pittsburgh Pirates/Bradenton Marauders

Starbucks

Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
National Association of Independent Schools
Southern Association of Colleges and Schools2010
Southern Association of Independent Schools2010
Awards & Recognition
Award/RecognitionOrganizationYear
Goodwill Ambassador of the YearGoodwill Foundation2011
Risk Management Provisions
Government Licenses
Organization Licensed by the Government
Plans
Fundraising Plan Yes
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 5
Strategic Plan Adopted Feb 2011
Management Succession Plan No
Policies and Procedures Yes
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Comments
Management Comments by Organization
Management Comments by Foundation
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'83 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
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
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 19
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 11
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 7
Board Meeting Attendance % 77
Board Self-Evaluation Yes
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 50
Constituency Includes Client Representation
Standing Committees
Board Governance
Building
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Strategic Planning / Strategic Direction
Audit
Comments
Governance Comments by Organization
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2014
Fiscal Year Ends 2015
Projected Revenue $12,200,000.00
Projected Expenses $12,100,000.00
Endowment Value $2,200,000.00
Endowment Spending Policy Income Only
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years?
IRS Form 990s
Audit/Financial Documents
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 Year201420132012
Foundation and
Corporation Contributions
$20,100$26,038$42,725
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$942,966$4,688,390$1,029,004
$0$0$0
$11,681,629$11,529,977$10,524,521
Investment Income, Net of Losses$65,391$107,736$44,685
Membership Dues$0$0$0
Special Events$37,136$86,402$49,269
Revenue In-Kind$220,556$263,379$70,646
Other$326,337$317,472$243,972
Expense Allocation
Fiscal Year201420132012
Program Expense$8,377,900$7,616,825$7,025,153
Administration Expense$5,484,718$5,216,469$5,220,292
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.941.310.97
Program Expense/Total Expenses60%59%57%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$30,757,758$29,607,501$25,693,384
Current Assets$7,178,759$10,226,666$6,662,758
Long-Term Liabilities$2,410,225$5,055,588$5,551,255
Current Liabilities$11,280,651$7,019,175$6,545,758
Total Net Assets$17,066,882$17,532,738$13,596,371
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountTuition and Fees $11,223,232Tuition and Fees $11,246,441Tuition and Fees $10,213,946
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $942,966Contributions, gifts, grants $4,688,390Contributions, gifts, grants $1,029,004
Third Highest Funding Source & Dollar AmountOther $326,337Other $317,472Miscellaneous income $243,972
CEO/Executive Director Compensation
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities0.641.461.02
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets8%17%22%
Financials Comments
Financial Comments by Organization
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
Bradenton, FL 34209
Primary 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.