Civic Intelligence

St. Stephens Charitable Endowment

990 • Fiscal year 2017 • EIN 26-1441494

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization ProfileN/A
3775 Crosshaven DriveBirmingham, AL 35223

(205) 967-8786

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$516,265

Up $57,819 (+13%) from 2016

Net Assets

Up

$516,265

Up $57,819 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$30,493

Down $13,762 (-31%) from 2016

Expenses

Up

$14,750

Up $14,750 from 2016

Net Income

Down

$15,743

Down $28,512 (-64%) from 2016

Historical Trend

Balance Sheet Trend

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 2017: $516,265Liabilities 2017: $0Net Assets 2017: $516,2652017Assets 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

2017

Assets$516,265
Liabilities$0
Net Assets$516,265
Open 2017 Filing

Operations Trend

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 2017: $30,493Expenses 2017: $14,750Net Income 2017: $15,7432017Revenue 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

2017

Revenue$30,493
Expenses$14,750
Net Income$15,743
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Gross Receipts
$44,114
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$458,446$516,265▲ $57,819
Rtn Earn Endowment Incm Other Fnds$0$57,819▲ $57,819
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$458,446$516,265▲ $57,819
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,446$516,265▲ $57,819
Total Liabilities and Net Assets / Fund Balance$458,446$516,265▲ $57,819
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve SmithPresident
Ryan ShortSecretary
Gina EasterlingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,493
Other Revenue
$0
Change in Net Assets
$15,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,750
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,750--$14,750
Total Functional Expenses$14,750$0$0$14,750
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Stephens Episcopal ChurchBirmingham, AL-To Supplement Ongoing Activities of the Parish$14,750
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
Annual disclosure for covered persons
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
Yes
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

“Copies of the form 990 are provided to board members electronically for review prior to annual filing.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 and 1023 available to public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990 and 1023 available to public inspection upon request.”

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
Steve Smith
Title
President
Phone
2059678786
Signed
2018-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Smith
Formed
2007
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Borland Benefield Pc
Address
2101 HIGHLAND AVE S SUITE 500, BIRMINGHAM, AL 35205
Preparer
Charles W Polmatier CPA
Phone
2058027212
Raw XML Appendix301 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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ReturnHeader/ReturnTs02018-05-01T14:39:10-05:00
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,265
Liabilities
$0
Net assets
$516,265
Revenue
$30,493
Expenses
$14,750
Net income
$15,743
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
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.03$0.01$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