Civic Intelligence

St Stephen'S Durham Endowment

990EZ • Fiscal year 2020 • EIN 27-0429730

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 25, 2021

Organization ProfileN/A
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

81st percentile

0.28x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • NTEE X • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$390,236

Down $3,597 (-0.9%) from 2019

Net Assets

Down

$282,747

Down $3,597 (-1.3%) from 2019

Liabilities

Flat

$107,489

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $199,749 (-100%) from 2019

Expenses

Down

$3,597

Down $2,385 (-40%) from 2019

Net Income

Down

-$3,597

Down $197,364 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2020

Assets$390,236
Liabilities$107,489
Net Assets$282,747
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

2020

Revenue$0
Expenses$3,597
Net Income-$3,597
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 25, 2021
Return Version
2020v4.1
Gross Receipts
$0
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
Top Officer Pay76th percentile

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
2021-08-25
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: 2,522.”

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

“Description: accounts payable and accrued expenses. Beg. Of year amount: 97,489. End of year amount: 97,489. Description: unsecured notes and loans payable. Beg. Of year amount: 10,000. End of year amount: 10,000.”

Raw XML Appendix174 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/BusinessNameLine1Txt0ST STEPHENS EPISCOPAL CHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum09194935451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt082 KIMBERLY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027707
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120691
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119616
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3597
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0393833
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0390236
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0273142
IRS990EZ/LandAndBuildingsGrp/EOYAmt0270620
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0282747
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0286344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0282747
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TED N GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN W LONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES A STEWART
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
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02522
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF ST. STEPHEN'S EPISCOPAL CHURCH'S RELIGIOUS, CHARITABLE AND EDUCATIONAL MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0107489
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0107489
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03597
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
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/OtherSupportSumAmt03597
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560769237
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt03597
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST STEPHEN'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 2,522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 97,489. END OF YEAR AMOUNT: 97,489. DESCRIPTION: UNSECURED NOTES AND LOANS PAYABLE. BEG. OF YEAR AMOUNT: 10,000. 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 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194935451
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
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
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/ReturnTs02021-08-25T15:59:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,236
Liabilities
$107,489
Net assets
$282,747
Revenue
$0
Expenses
$3,597
Net income
-$3,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.25$7.51$0.01$0.09$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.01$0.40$7.61$5.00$0.15$4.85
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.93$2.76$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.93$2.79$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.90$1.07$2.83$0.00$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.94$1.07$2.86$2.00$0.06$1.94
2018Detailed filing. Detailed filing data is available for this year.$3.97$3.05$0.93$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.12$2.20$0.92$0.26$0.04$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.90$2.19$0.70$0.50$0.04$0.46