Civic Intelligence

St Stephen'S Durham Endowment

990EZ • Fiscal year 2019 • EIN 27-0429730

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

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

84th percentile

0.27x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • NTEE X • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.54x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • NTEE X • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2019 filings • NTEE X • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • NTEE X • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-0.9%

Faster asset growth than 40% of similar nonprofits.

2019 filings • NTEE X • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

3817%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • NTEE X • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$393,833

Down $3,379 (-0.9%) from 2018

Net Assets

Up

$286,344

Up $193,767 (+209%) from 2018

Liabilities

Down

$107,489

Down $197,146 (-65%) from 2018

Revenue

Up

$199,749

Up $194,649 (+3817%) from 2018

Expenses

Up

$5,982

Up $1,546 (+35%) from 2018

Net Income

Up

$193,767

Up $193,103 (+29082%) from 2018

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

2019

Assets$393,833
Liabilities$107,489
Net Assets$286,344

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

2019

Revenue$199,749
Expenses$5,982
Net Income$193,767
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Gross Receipts
$199,749
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/Director-$0--
JAMES A STEWARTTreasurer/Director-$0--
MILTON A BARBER IIIDirector-$0--
KATHY MCKEEDirector-$0--
WENDY JOHNDirector-$0--
DRAYTON VIRKLERDirector-$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
James a Stewart
Title
Treasurer
Phone
9194935451
Signed
2020-06-01
Discuss with paid preparer
Yes

Preparer

Firm
D M J & Co Pllc
Address
3211 SHANNON ROAD SUITE 200, DURHAM, NC 27707
Preparer
Susan R Miller CPA
Phone
9194893393
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: depreciation. Amount: 3,379.

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

Description: other depreciable assets. Beg. Of year amount: 856. End of year amount: 0.

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

Description: accounts payable and accrued expenses. Beg. Of year amount: 94,886. End of year amount: 97,489. Description: unsecured notes and loans payable. Beg. Of year amount: 209,749. End of year amount: 10,000.

Raw XML Appendix189 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TED N GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN W LONDON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MILTON A BARBER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WENDY JOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DRAYTON VIRKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF THE RELIGIOUS, CHARITABLE AND EDUCATIONAL MISSION AND ACTIVITIES OF ST. STEPHEN'S EPISCOPAL CHURCH, DURHAM, NC.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt05982
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt05982
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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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: DEPRECIATION. AMOUNT: 3,379.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 856. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 94,886. END OF YEAR AMOUNT: 97,489. DESCRIPTION: UNSECURED NOTES AND LOANS PAYABLE. BEG. OF YEAR AMOUNT: 209,749. END OF YEAR AMOUNT: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194935451
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST STEPHENS DURHAM ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0STST
ReturnHeader/Filer/EIN0270429730
ReturnHeader/Filer/PhoneNum09194935451
ReturnHeader/Filer/USAddress/AddressLine1Txt082 KIMBERLY DRIVE
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027707
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A5EDB6C216036EB1F855A1DD575421C1D702BAB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.95.220.14
ReturnHeader/FilingSecurityInformation/IPDt02020-06-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:33:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D M J & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03211 SHANNON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027707
ReturnHeader/PreparerPersonGrp/PhoneNum09194893393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R MILLER CPA
ReturnHeader/ReturnTs02020-06-04T15:05:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings