Civic Intelligence

St. Stephens Charitable Endowment

990EZ • Fiscal year 2012 • EIN 26-1441494

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization ProfileN/A
3775 Crosshaven Drive35223
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$132,947

Up $25,510 (+24%) from 2011

Net Assets

Up

$132,947

Up $25,510 (+24%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Down

$25,510

Down $17,883 (-41%) from 2011

Expenses

Flat

$0

Flat from 2011

Net Income

Down

$25,510

Down $17,883 (-41%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $107,437Liabilities 2011: $0Net Assets 2011: $107,4372011Assets 2012: $132,947Liabilities 2012: $0Net Assets 2012: $132,9472012Assets 2013: $213,923Liabilities 2013: $0Net Assets 2013: $213,9232013Assets 2014: $408,612Liabilities 2014: $0Net Assets 2014: $408,6122014Assets 2015: $414,191Liabilities 2015: $0Net Assets 2015: $414,1912015Assets 2016: $458,446Liabilities 2016: $0Net Assets 2016: $458,4462016Assets 2018: $433,372Liabilities 2018: $0Net Assets 2018: $433,3722018Assets 2019: $530,580Liabilities 2019: $0Net Assets 2019: $530,5802019Assets 2020: $683,385Liabilities 2020: $0Net Assets 2020: $683,3852020Assets 2021: $799,062Liabilities 2021: $0Net Assets 2021: $799,0622021Assets 2022: $1,522,469Liabilities 2022: $0Net Assets 2022: $1,522,4692022Assets 2024: $2,349,718Liabilities 2024: $0Net Assets 2024: $2,349,7182024

Highlighted filing

2012

Assets$132,947
Liabilities$0
Net Assets$132,947
Open 2012 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $43,393Expenses 2011: $0Net Income 2011: $43,3932011Revenue 2012: $25,510Expenses 2012: $0Net Income 2012: $25,5102012Revenue 2013: $80,976Expenses 2013: $0Net Income 2013: $80,9762013Revenue 2014: $194,689Expenses 2014: $0Net Income 2014: $194,6892014Revenue 2015: $5,579Expenses 2015: $0Net Income 2015: $5,5792015Revenue 2016: $44,255Expenses 2016: $0Net Income 2016: $44,2552016Revenue 2018: $35,804Expenses 2018: $57,820Net Income 2018: -$22,0162018Revenue 2019: $23,659Expenses 2019: $0Net Income 2019: $23,6592019Revenue 2020: $141,442Expenses 2020: $0Net Income 2020: $141,4422020Revenue 2021: $30,657Expenses 2021: $0Net Income 2021: $30,6572021Revenue 2022: $842,722Expenses 2022: $0Net Income 2022: $842,7222022Revenue 2024: $449,819Expenses 2024: $42,953Net Income 2024: $406,8662024

Highlighted filing

2012

Revenue$25,510
Expenses$0
Net Income$25,510
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To provide a fund for accumulation and investment of donations to st. Stephen's episcopal church where principal will be prudently invested and where a portion of the income may be used each year by the parish.

Filing and Contact Details

Filer

EIN
26-1441494
Raw XML Appendix133 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0107437
IRS990EZ/CashSavingsAndInvestments/EOY0132947
IRS990EZ/ContributionsGiftsGrantsEtc011000
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear025510
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts025510
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome014510
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0107437
IRS990EZ/NetAssetsOrFundBalancesBOY0107437
IRS990EZ/NetAssetsOrFundBalances/EOY0132947
IRS990EZ/NetAssetsOrFundBalancesEOY0132947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0GREG GLOVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GREG RAINS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DREW EDGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE A FUND FOR ACCUMULATION AND INVESTMENT OF DONATIONS TO ST. STEPHEN'S EPISCOPAL CHURCH WHERE PRINCIPAL WILL BE PRUDENTLY INVESTED AND WHERE A PORTION OF THE INCOME MAY BE USED EACH YEAR BY THE PARISH.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE FOR ACCUMULATION AND INVESTMENT OF DONATIONS TO ST. STEPHEN'S EPISCOPAL CHURCH.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103775 CROSSHAVEN DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BIRMINGHAM
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0AL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode035223
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JANET PALMER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02059678786
IRS990EZ/TotalAssets/BOY0107437
IRS990EZ/TotalAssets/EOY0132947
IRS990EZ/TotalExpenses00
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue025510
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0630751641
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ST STEPHEN'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501C
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST & DIVIDENDS 5,452.. UNREALIZED GAINS 9,058.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 14,510.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261441494
ReturnHeader/Filer/Name/BusinessNameLine10ST STEPHENS CHARITABLE ENDOWMENT
ReturnHeader/Filer/NameControl0STST
ReturnHeader/Filer/Phone02059678786
ReturnHeader/Filer/USAddress/AddressLine103775 CROSSHAVEN DRIVE
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035223
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0GREG GLOVER
ReturnHeader/Officer/Phone02059678786
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/EIN0630721243
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BORLAND BENEFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102101 HIGHLAND AVE SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode035205
ReturnHeader/Preparer/Name0CHARLES W POLMATIER CPA
ReturnHeader/Preparer/Phone02058027212
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T09:40:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$132,947
Liabilities
$0
Net assets
$132,947
Revenue
$25,510
Expenses
$0
Net income
$25,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.45$0.04$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.84$0.00$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.03$0.00$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.14$0.00$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.02$0.00$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.04$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.04$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.19$0.00$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.08$0.00$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.03$0.00$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.04$0.00$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits