Civic Intelligence

St Stephen'S Durham Endowment

990EZ • Fiscal year 2016 • EIN 27-0429730

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 09, 2017

82 Kimberly DriveDurham, NC 27707

(919) 493-5451

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.76x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

4.39x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$289,713

No earlier filing loaded for comparison.

Net Assets

$70,329

No earlier filing loaded for comparison.

Liabilities

$219,384

No earlier filing loaded for comparison.

Revenue

$50,000

No earlier filing loaded for comparison.

Expenses

$4,486

No earlier filing loaded for comparison.

Net Income

$45,514

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $289,713Liabilities 2016: $219,384Net Assets 2016: $70,3292016Assets 2017: $312,255Liabilities 2017: $220,342Net Assets 2017: $91,9132017Assets 2018: $397,212Liabilities 2018: $304,635Net Assets 2018: $92,5772018Assets 2019: $393,833Liabilities 2019: $107,489Net Assets 2019: $286,3442019Assets 2020: $390,236Liabilities 2020: $107,489Net Assets 2020: $282,7472020Assets 2021: $372,465Liabilities 2021: $93,313Net Assets 2021: $279,1522021Assets 2022: $368,893Liabilities 2022: $93,313Net Assets 2022: $275,5802022Assets 2023: $800,564Liabilities 2023: $40,000Net Assets 2023: $760,5642023Assets 2024: $776,807Liabilities 2024: $25,388Net Assets 2024: $751,4192024

Highlighted filing

2016

Assets$289,713
Liabilities$219,384
Net Assets$70,329

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $50,000Expenses 2016: $4,486Net Income 2016: $45,5142016Revenue 2017: $26,000Expenses 2017: $4,416Net Income 2017: $21,5842017Revenue 2018: $5,100Expenses 2018: $4,436Net Income 2018: $6642018Revenue 2019: $199,749Expenses 2019: $5,982Net Income 2019: $193,7672019Revenue 2020: $0Expenses 2020: $3,597Net Income 2020: -$3,5972020Revenue 2021: $0Expenses 2021: $3,595Net Income 2021: -$3,5952021Revenue 2022: $0Expenses 2022: $3,572Net Income 2022: -$3,5722022Revenue 2023: $500,000Expenses 2023: $15,016Net Income 2023: $484,9842023Revenue 2024: $514Expenses 2024: $9,159Net Income 2024: -$8,6452024

Highlighted filing

2016

Revenue$50,000
Expenses$4,486
Net Income$45,514
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 9, 2017
Return Version
2016v3.0
Gross Receipts
$50,000
Mission and Program Overview

Mission

Support of the religious, charitable and educational mission and activities of st. Stephen's episcopal church, durham, nc.

Program Services

DescriptionGrantsExpenses
SUPPORT OF ST. STEPHEN'S EPISCOPAL CHURCH'S RELIGIOUS, CHARITABLE AND EDUCATIONAL MISSION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED N GRIFFINPresident-$0--
CAROLYN W LONDONSecretary-$0--
BOB BULLOCKTreasurer-$0--
MILTON A BARBER IIIDirector-$0--
TOM KENANDirector-$0--
LAURA VIRKLERDirector-$0--
SAM YANCYDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Stephens Durham Endowment
EIN
27-0429730
Phone
9194935451
Address
82 KIMBERLY DRIVE, DURHAM, NC 27707

Signing Officer

Name
Bob Bullock
Title
Treasurer
Phone
9194935451
Signed
2017-08-09
Discuss with paid preparer
Yes

Preparer

Firm
D M J & Co Pllc
Address
703 GREEN VALLEY ROAD SUITE 201, GREENSBORO, NC 27408
Preparer
Dana R Beeson CPA
Phone
3362759886
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 3,457. Description: other expenses. Amount: 104. Total to form 990-ez, line 14: 3,561.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 3,660. End of year amount: 2,726.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 8,605. End of year amount: 9,635. Description: unsecured notes and loans payable. Beg. Of year amount: 259,749. End of year amount: 209,749.

Raw XML Appendix188 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAM YANCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02726
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 3,457. DESCRIPTION: OTHER EXPENSES. AMOUNT: 104. TOTAL TO FORM 990-EZ, LINE 14: 3,561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,660. END OF YEAR AMOUNT: 2,726.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 8,605. END OF YEAR AMOUNT: 9,635. DESCRIPTION: UNSECURED NOTES AND LOANS PAYABLE. BEG. OF YEAR AMOUNT: 259,749. END OF YEAR AMOUNT: 209,749.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB BULLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194935451
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST STEPHENS DURHAM ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0270429730
ReturnHeader/Filer/PhoneNum09194935451
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ReturnHeader/FilingSecurityInformation/IPTm014:24:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D M J & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0703 GREEN VALLEY ROAD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03362759886
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA R BEESON CPA
ReturnHeader/ReturnTs02017-08-31T13:42:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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