Civic Intelligence

St. Stephens Endowment Fund

990 • Fiscal year 2020 • EIN 23-7053085

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 30, 2021

1805 W AlabamaHouston, TX 77023

(713) 528-6665

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-70%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

65th percentile

14%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,459,545

Up $174,655 (+14%) from 2019

Net Assets

Up

$1,459,545

Up $174,655 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$60,877

Up $1,207 (+2.0%) from 2019

Expenses

Up

$103,289

Up $50,594 (+96%) from 2019

Net Income

Down

-$42,412

Down $49,387 (-708%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,107,351Liabilities 2010: $0Net Assets 2010: $1,107,3512010Assets 2011: $1,037,331Liabilities 2011: $0Net Assets 2011: $1,037,3312011Assets 2012: $1,097,908Liabilities 2012: $0Net Assets 2012: $1,097,9082012Assets 2013: $1,254,862Liabilities 2013: $0Net Assets 2013: $1,254,8622013Assets 2014: $1,317,609Liabilities 2014: $0Net Assets 2014: $1,317,6092014Assets 2015: $1,255,667Liabilities 2015: $0Net Assets 2015: $1,255,6672015Assets 2016: $1,021,519Liabilities 2016: $0Net Assets 2016: $1,021,5192016Assets 2017: $1,204,081Liabilities 2017: $0Net Assets 2017: $1,204,0812017Assets 2018: $1,110,917Liabilities 2018: $0Net Assets 2018: $1,110,9172018Assets 2019: $1,284,890Liabilities 2019: $0Net Assets 2019: $1,284,8902019Assets 2020: $1,459,545Liabilities 2020: $0Net Assets 2020: $1,459,5452020Assets 2021: $1,673,598Liabilities 2021: $0Net Assets 2021: $1,673,5982021Assets 2022: $1,466,815Liabilities 2022: $0Net Assets 2022: $1,466,8152022Assets 2023: $1,716,096Liabilities 2023: $0Net Assets 2023: $1,716,0962023Assets 2024: $1,918,973Liabilities 2024: $0Net Assets 2024: $1,918,9732024

Highlighted filing

2020

Assets$1,459,545
Liabilities$0
Net Assets$1,459,545

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $44,4782010Expenses 2011: $42,6622011Expenses 2012: $36,0002012Revenue 2013: $44,885Expenses 2013: $53,111Net Income 2013: -$8,2262013Revenue 2014: $44,089Expenses 2014: $44,550Net Income 2014: -$4612014Revenue 2015: $103,661Expenses 2015: $86,534Net Income 2015: $17,1272015Revenue 2016: $62,713Expenses 2016: $266,603Net Income 2016: -$203,8902016Revenue 2017: $31,232Expenses 2017: $45,895Net Income 2017: -$14,6632017Revenue 2018: $224,489Expenses 2018: $62,540Net Income 2018: $161,9492018Revenue 2019: $59,670Expenses 2019: $52,695Net Income 2019: $6,9752019Revenue 2020: $60,877Expenses 2020: $103,289Net Income 2020: -$42,4122020Revenue 2021: $46,709Expenses 2021: $56,238Net Income 2021: -$9,5292021Revenue 2022: $74,879Expenses 2022: $78,000Net Income 2022: -$3,1212022Revenue 2023: $89,782Expenses 2023: $50,500Net Income 2023: $39,2822023Revenue 2024: $373,575Expenses 2024: $360,944Net Income 2024: $12,6312024

Highlighted filing

2020

Revenue$60,877
Expenses$103,289
Net Income-$42,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 30, 2021
Return Version
2020v4.0
Gross Receipts
$60,877
Mission and Program Overview

Mission

To support, encourage and assist the religious activities of St. Stephen's Episcopal Church of Houston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$1,384,890$1,459,545▲ $74,655
Investments in Publicly Traded Securities$1,284,890$1,359,545▲ $74,655
Other Notes and Loans Receivable, Net$100,000$100,000→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,384,890$1,459,545▲ $74,655
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,384,890$1,459,545▲ $74,655
Total Liabilities and Net Assets / Fund Balance$1,384,890$1,459,545▲ $74,655
Compensation and Service Providers

Board Members and Trustees

NameTitle
John AdamsDirector
Lisa HuntDirector
Lucie TredennickDirector
Mary MurrayDirector
Maxwell ZimmermanDirector
Peter LovelyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$60,877
Other Revenue
$0
Change in Net Assets
$-42,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,991
Other Expenses$7,298
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,991--$95,991
Fees for Service Investment Mgmnt Fees$7,298--$7,298
Total Functional Expenses$103,289$0$0$103,289
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Circulated to members for review

Form 990, Part VI, Section C, Line 19

Available on request in Church office.

Filing and Contact Details

Filer

Filer Name
St Stephens Endowment Fund
EIN
23-7053085
Phone
7135286665
Address
1805 W ALABAMA, HOUSTON, TX 77023

Signing Officer

Name
Max Zimmerman
Title
Director
Phone
7135286665
Signed
2021-06-30

Organization Details

Principal Officer
John Adams
Formed
1970
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8
Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Circulated to members for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available on request in Church office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Extension to October 15 taken
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Max Zimmerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07135286665
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST STEPHENS ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0237053085
ReturnHeader/Filer/PhoneNum07135286665
ReturnHeader/Filer/USAddress/AddressLine1Txt01805 W ALABAMA
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077023
ReturnHeader/ReturnTs02021-08-02T08:15:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$0.37$0.36$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.09$0.05$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.07$0.08$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.05$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.06$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.06$0.05$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.22$0.06$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.03$0.05$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.06$0.27$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.05$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.04