Civic Intelligence

St. Stephens Endowment Fund

990 • Fiscal year 2024 • EIN 23-7053085

Jan 01, 2024 to Dec 31, 2024 • Filed on May 30, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.4%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

316%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,918,973

Up $202,877 (+12%) from 2023

Net Assets

Up

$1,918,973

Up $202,877 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$373,575

Up $283,793 (+316%) from 2023

Expenses

Up

$360,944

Up $310,444 (+615%) from 2023

Net Income

Down

$12,631

Down $26,651 (-68%) from 2023

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

2024

Assets$1,918,973
Liabilities$0
Net Assets$1,918,973

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

2024

Revenue$373,575
Expenses$360,944
Net Income$12,631
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.0
Gross Receipts
$373,575
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$1,720,555$1,918,973▲ $198,418
Investments in Publicly Traded Securities$1,585,555$1,783,973▲ $198,418
Other Notes and Loans Receivable, Net$135,000$135,000→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,720,555$1,918,973▲ $198,418
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,720,555$1,918,973▲ $198,418
Total Liabilities and Net Assets / Fund Balance$1,720,555$1,918,973▲ $198,418
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas CordellDirector, President
Mary MurrayDirector, Vice President
Ray WilsonDirector
Pat CookDirector, Secretary
John SiegelDirector, Treasurer
John SiegelDirector,treasurer
Maxwell ZimmermanAssistant Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$373,575
Other Revenue
$0
Change in Net Assets
$12,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$349,486$0$0$349,486
Fees for Service Investment Mgmnt Fees$11,458$0$0$11,458
Total Functional Expenses$360,944$0$0$360,944
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Copy of Form is made available to all members

Form 990, Part VI, Section C, Line 19

Available on request at 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
2025-05-30

Organization Details

Principal Officer
Thomas Cordell
Formed
1970
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
8
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Cost of investments sold plus program approved grants

Raw XML AppendixShowing 400 of 457 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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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0135000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0135000
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt01720555
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt01918973
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Thomas Cordell
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Support mission of StStephens Church
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0See explanation of first goal
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt040000
IRS990/PYInvestmentIncomeAmt089047
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010500
IRS990/PYOtherRevenueAmt0735
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt039282
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050500
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt089782
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012631
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0373575
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy of Form is made available to all members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available on request at church office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cost of investments sold plus program approved grants
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01720555
IRS990/TotalAssetsEOYAmt01918973
IRS990/TotalAssetsGrp/BOYAmt01720555
IRS990/TotalAssetsGrp/EOYAmt01918973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0360944
IRS990/TotalFunctionalExpensesGrp/TotalAmt0360944
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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