Civic Intelligence

St. Stephens Charitable Endowment

990EZ • Fiscal year 2014 • EIN 26-1441494

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A
3775 Crosshaven DriveBirmingham, AL 35223

(205) 967-8786

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

90th percentile

91%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$408,612

Up $194,689 (+91%) from 2013

Net Assets

Up

$408,612

Up $194,689 (+91%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin100th percentile

Revenue

Up

$194,689

Up $113,713 (+140%) from 2013

Expenses

Flat

$0

Flat from 2013

Net Income

Up

$194,689

Up $113,713 (+140%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2014

Assets$408,612
Liabilities$0
Net Assets$408,612
Open 2014 Filing

Operations Trend

Revenue Growth95th 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

2014

Revenue$194,689
Expenses$0
Net Income$194,689
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$194,689
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.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FOR ACCUMULATION AND INVESTMENT OF DONATIONS TO ST. STEPHEN'S EPISCOPAL CHURCH.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG RAINSPresident-$0--
DREW EDGETreasurer-$0--
PHIL PASSAFIUMESecretary-$0--
Filing and Contact Details

Filer

Filer Name
St Stephens Charitable Endowment
EIN
26-1441494
Phone
2059678786
Address
3775 CROSSHAVEN DRIVE, BIRMINGHAM, AL 35223

Signing Officer

Name
Greg Rains
Title
President
Phone
2059678786
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Borland Benefield
Address
2101 HIGHLAND AVE SUITE 500, BIRMINGHAM, AL 35205
Preparer
Charles W Polmatier CPA
Phone
2058027212
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest & dividends. Amount: 22,900. Description: unrealized gains. Amount: 1,789. Total included on form 990-ez, line 4: 24,689.”

Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANET PALMER
IRS990EZ/BooksInCareOfDetail/PhoneNum02059678786
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03775 CROSSHAVEN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0213923
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0408612
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0170000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0194689
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0213923
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0408612
IRS990EZ/GrossReceiptsAmt0194689
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt024689
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingOtherDesc0ACCRUAL
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0213923
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0408612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0213923
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0408612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG RAINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DREW EDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHIL PASSAFIUME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FOR ACCUMULATION AND INVESTMENT OF DONATIONS TO ST. STEPHEN'S EPISCOPAL CHURCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0194689
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630751641
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST STEPHEN'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDENDS. AMOUNT: 22,900. DESCRIPTION: UNREALIZED GAINS. AMOUNT: 1,789. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 24,689.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG RAINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059678786
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST STEPHENS CHARITABLE ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0261441494
ReturnHeader/Filer/PhoneNum02059678786
ReturnHeader/Filer/USAddress/AddressLine1Txt03775 CROSSHAVEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630721243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORLAND BENEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 HIGHLAND AVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035205
ReturnHeader/PreparerPersonGrp/PhoneNum02058027212
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES W POLMATIER CPA
ReturnHeader/ReturnTs02015-05-14T08:30:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,612
Liabilities
$0
Net assets
$408,612
Revenue
$194,689
Expenses
$0
Net income
$194,689
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