St Stephen's Episcopal School FY2020 filing

Tax-deductible

Harrisburg, PA501(c)(3)Since 2005EducationEIN 23-2107935

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The mission of St. Stephen's Episcopal School is to provide a superior education in an Episcopal setting to students of all faiths and ethnic heritages, cultivating confident individuals who contribute positively to their families, School, and larger community.- we nurture our students in an atmosphere of respect that they may thrive academically, socially, emotionally, and spiritually and achieve their full potential. - we encourage our students to practice respect, responsibility, kindness, curiosity, and open mindedness. - we foster student growth by engaging a highly dedicated staff, and by encouraging a supportive communitywhich includes families, alumni, board of directors, and cathedral members.- we strive to make St. Stephen's Episcopal School available to all.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$67K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $50K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$67K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$148K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$993K
To programs
74%
Net assets
$633K
By yearFY2020–FY2024
Revenue
$1.1M
FY2020
Revenue by fiscal year
FY2020$1.1M
FY2021$1.0M
FY2022$1.1M
FY2023$1.2M
FY2024$1.5M
FY2024$1.2M
Expenses
$993K
FY2020
Expenses by fiscal year
FY2020$993K
FY2021$935K
FY2022$1.1M
FY2023$1.5M
FY2024$1.6M
FY2024$1.3M
Net assets
$633K
FY2020
Net assets by fiscal year
FY2020$633K
FY2021$781K
FY2022$643K
FY2023$525K
FY2024$457K
FY2024$690K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $735K Management & general 23% · $232K Fundraising 3% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $67K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Head of School
$66,883Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Member 7/1-4/30/20
$0Pt VII · Sec A
$0Pt VII · Sec A

Michelle Loucas’s $118K as Hos Ex-Officio Member (non-Voting) 7/2024-5/2025 is at the 44th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kirk Duncan——$128,005$9,998——
Michelle Loucas$118,295—————
Michelle Loucas Hos—$102,298————
Danielle Cobb———$80,136$45,289—
Ellen Hartman—————$66,883

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates children from preschool through eighth grade, fostering holistic development and lifelong learning.

Provided by the organization

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2 program services account for $735K of program spending, described in the organization's own filed words · FY2019.
01

ST. Stephen's episcopal school is an ecumenical christian center-city day school which welcomes students of all faiths and ethnic heritages. The school's mission is to nurture the student in an atmosphere of respect for the individual student, to provide superior academic training which is affordable and available to all and as a part of…

$663Kprogram expense
02

Student services include local and hands-on field trip experiences that provide an authentic bridge between classroom lessons and the greater community as students creat connections. Students can be seen along riverfront park tapping into their creative minds, as the park serves as their equipmentless playground.

$72Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$690K
Gifts and grantsLn 1h$366K
Investment incomeLn 3$12K
Money outPt IX
$993K
Ln 25
Programscol B$735K
Managementcol C$232K
Fundraisingcol D$27K
Owns and owesPt X
$633K
net assets · Ln 32
Cash and savingsLn 1–2$389K
Total assetsLn 16$780K
LiabilitiesLn 26$148K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$366K
Fees for servicesLn 2g$690K
Investment incomeLn 3$12K
Other incomeLn 4–11$9K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$111K
SavingsLn 2$277K
Cash and savings togetherLn 1–2$389K
InvestmentsLn 11–13$391K
Total assetsLn 16$780K
LiabilitiesLn 26$148K
Net assetsLn 32$633K
OperationsPt I, VI
EmployeesI 529
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$166K$389K
InvestmentsLn 11–13$381K$391K
Total assetsLn 16$548K$780K
LiabilitiesLn 26$2K$148K
Net assetsLn 32$546K$633K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$72K$7K$50K$14K
Other salaries and wagesLn 7$559K$445K$115K$100
Pension plan contributionsLn 8$11K$8K$2K$2
Other employee benefitsLn 9$71K$54K$17K$853
Payroll taxesLn 10$46K$33K$12K$985
Accounting feesLn 11c$20K$11K$9K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$2K$1K$529$44
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$19K$14K$4K$881
OccupancyLn 16$68K$61K$7K
InsuranceLn 23$12K$11K$1K
Other expenses (24a–d)Ln 24$96K$96K
All other expensesLn 24e$12K$4K$8K
Total functional expensesLn 25$993K$735K$232K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.5M$1.6M−$133K$457K 990 PDF
FY2023 $1.2M$1.5M−$205K$525K 990 PDF
FY2022 $1.1M$1.1M−$70K$643K 990 PDF
FY2021 $1.0M$935K$73K$781K 990 PDF
FY2020 Viewing $1.1M$993K$84K$633K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $1,077,307 across 6 lines filed
VIII-1f All other contributions, gifts and grants$366,458
VIII-1h Total contributions, gifts and grants$366,458
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $689,523$689,523
VIII-3 Investment incomeExcluded from tax $12,263$12,263
VIII-8 Net income from fundraising eventsExcluded from tax $9,063$9,063
VIII-12 Total revenueRelated to mission $689,523 · Unrelated business $0 · Excluded from tax $21,326$1,077,307
Part IX · Statement of functional expenses $993,318 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $7,171 · Management $50,212 · Fundraising $14,328$71,711
IX-7 Other salaries and wagesPrograms $444,864 · Management $114,507 · Fundraising $100$559,471
IX-8 Pension plan contributionsPrograms $8,409 · Management $2,102 · Fundraising $2$10,513
IX-9 Other employee benefitsPrograms $53,570 · Management $16,624 · Fundraising $853$71,047
IX-10 Payroll taxesPrograms $33,125 · Management $11,822 · Fundraising $985$45,932
IX-11c Accounting feesManagement $10,746 · Fundraising $9,375$20,121
IX-11f Investment management feesManagement $2,132$2,132
IX-11g Other fees for servicesPrograms $1,482 · Management $529 · Fundraising $44$2,055
IX-12 Advertising and promotionManagement $3,144$3,144
IX-13 Office expensesPrograms $14,269 · Management $4,301 · Fundraising $881$19,451
IX-16 OccupancyPrograms $61,045 · Management $6,783$67,828
IX-23 InsurancePrograms $10,852 · Management $1,206$12,058
IX-24 Other expenses (24a–d)Programs $95,959$95,959
IX-24e All other expensesPrograms $4,207 · Management $7,689$11,896
IX-25 Total functional expensesPrograms $734,953 · Management $231,797 · Fundraising $26,568$993,318
Part X · Balance sheet $780,427 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $31,726$111,468
X-2 Savings and temporary cash investmentsStart of year $134,492$277,477
X-12 Other securitiesStart of year $381,497$391,482
X-16 Total assetsStart of year $547,715$780,427
X-17 Accounts payable and accrued expensesStart of year $1,935$2,134
X-24 Unsecured notes and loans payableStart of year $0$145,685
X-26 Total liabilitiesStart of year $1,935$147,819
X-27 Net assets without donor restrictionsStart of year $107,594$179,696
X-28 Net assets with donor restrictionsStart of year $438,186$452,912
X-32 Total net assets or fund balancesStart of year $545,780$632,608
X-33 Total liabilities and net assetsStart of year $547,715$780,427
Part XI · Reconciliation of net assets $632,608 net assets at year end
XI-1 Total revenue$1,077,307
XI-2 Total expenses$993,318
XI-3 Revenue less expenses$83,989
XI-4 Net assets at start of year$545,780
XI-5 Net unrealized gains (losses) on investments$2,839
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$632,608

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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