Civic Intelligence

St. Matthews Episcopal Church Endowment Fund Inc.

990 • Fiscal year 2013 • EIN 54-1541712

Jan 01, 2013 to Dec 31, 2013 • Filed on May 29, 2014

Organization ProfileN/A
1101 Forest AvenueHenrico, VA 23229

(804) 288-1911

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

4th percentile

-68%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$789,053

Up $23,890 (+3.1%) from 2012

Net Assets

Up

$789,053

Up $23,890 (+3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

$25,555

No earlier filing loaded for comparison.

Expenses

Up

$42,910

Up $1,360 (+3.3%) from 2012

Net Income

-$17,355

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $765,163Liabilities 2012: $0Net Assets 2012: $765,1632012Assets 2013: $789,053Liabilities 2013: $0Net Assets 2013: $789,0532013Assets 2014: $787,938Liabilities 2014: $0Net Assets 2014: $787,9382014Assets 2015: $728,722Liabilities 2015: $0Net Assets 2015: $728,7222015Assets 2016: $738,326Liabilities 2016: $0Net Assets 2016: $738,3262016Assets 2018: $777,499Liabilities 2018: $0Net Assets 2018: $777,4992018Assets 2019: $956,271Liabilities 2019: $0Net Assets 2019: $956,2712019Assets 2020: $1,059,122Liabilities 2020: $0Net Assets 2020: $1,059,1222020Assets 2021: $1,143,774Liabilities 2021: $0Net Assets 2021: $1,143,7742021Assets 2022: $947,863Liabilities 2022: $0Net Assets 2022: $947,8632022Assets 2024: $1,104,195Liabilities 2024: $0Net Assets 2024: $1,104,1952024

Highlighted filing

2013

Assets$789,053
Liabilities$0
Net Assets$789,053
Open 2013 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $41,5502012Revenue 2013: $25,555Expenses 2013: $42,910Net Income 2013: -$17,3552013Revenue 2014: $42,536Expenses 2014: $44,221Net Income 2014: -$1,6852014Revenue 2015: $31,363Expenses 2015: $43,611Net Income 2015: -$12,2482015Revenue 2016: $12,642Expenses 2016: $40,761Net Income 2016: -$28,1192016Revenue 2018: $169,908Expenses 2018: $44,614Net Income 2018: $125,2942018Revenue 2019: $141,649Expenses 2019: $50,160Net Income 2019: $91,4892019Revenue 2020: $29,924Expenses 2020: $46,963Net Income 2020: -$17,0392020Revenue 2021: $64,128Expenses 2021: $51,824Net Income 2021: $12,3042021Revenue 2022: $40,595Expenses 2022: $55,203Net Income 2022: -$14,6082022Revenue 2024: $63,226Expenses 2024: $57,427Net Income 2024: $5,7992024

Highlighted filing

2013

Revenue$25,555
Expenses$42,910
Net Income-$17,355
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 29, 2014
Return Version
2013v3.1
Gross Receipts
$240,027
Mission and Program Overview

Mission

To enhance the ministry of St. Matthew's Episcopal Church and to meet emergency or unusual needs within the parish. The fund invests gifts and uses the income for religious needs. Approximately 50% of grants are for needs inside the Church, and 50% for needs outside the Church.

To enhance the ministry of St. Matthew's Episcopal Church and to meet emergency or unusual needs within the parish. The fund invests gifts and uses the income for religious needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$765,163$789,053▲ $23,890
Investments in Publicly Traded Securities$685,280$646,342▼ $38,938
Savings and Temporary Cash Investments$42,432$108,967▲ $66,535
Other Notes and Loans Receivable, Net$30,000$30,000→ $0
Cash and Non-Interest-Bearing Accounts$7,451$3,744▼ $3,707
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$765,163$789,053▲ $23,890
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$765,163$789,053▲ $23,890
Total Liabilities and Net Assets / Fund Balance$765,163$789,053▲ $23,890

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$765,163$3,263▲ $61,668-$789,053
2012$731,354$15,134▲ $60,225-$765,163
2011$758,794$5,672▲ $5,603-$731,354
2010$679,085$89,057▲ $40,561-$758,794
2009$2,600$91,671▲ $27,289$90$679,085
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
William S DavidsonPresident
Todd RichDirector
Kathy RobertsonCorresp Secty
Timothy LoughSecretary
Dave VachetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,188
Program Service Revenue
$0
Investment Income
$23,367
Other Revenue
$0
All Other Contributions
$2,188
Change in Net Assets
$-17,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,825
Other Expenses$11,085
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,825--$31,825
Fees for Service Investment Mgmnt Fees-$7,420-$7,420
Fees for Services Accounting-$3,650-$3,650
Other Expenses-$15-$15
Total Functional Expenses$31,825$11,085$0$42,910
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-0597302-501(c)(3)Repairs, Christian Ed, Upkeep$15,012
62-1491171-501(c)(3)Program Support$5,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“William s davidson-11511 nicholas trace ct, midlothian, va 23113timothy lough-3233 kensington ave, richmond va 23221kathy robertson-9007 michaux ln, richmond, va 23229dave vachet-9117 donora drive, henrico, va 23229todd rich-11301 blendon lane, richmond, va 23238”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board of directors met prior to filing the 990 and reviewed the return. Each director was given a copy of the 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents and financial statements are available to the public upon request through the endowment fund's secretary. The financial records are audited annually by a licensed cpa(each year by august 31). A summary of the financial report is published annually along with the church's other financial records provided to the full congregation.”

Filing and Contact Details

Filer

EIN
54-1541712
Phone
8042881911

Signing Officer

Name
William S Davidson
Title
President
Signed
2014-05-29
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Elaine M Ragland CPA
Phone
8042888516
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“2012 Contributions understated for deposit in transit = $1900”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Grant authorized in 2012, not paid until 2013 = $800”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Grant authorized in 2012, reversed in 2013 = $1070”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment is used to enhance the ministry of st. Matthew's episcopal church and to meet emergency or unusual needs within the parish. The fund shall annually distribute four percent (4%) of the fund balance as of june 30 of each calendar year, subject to the following requirements. Fifty percent (50%) of such amount shall be distributed for programs outside the parish and fifty percent (50%) of such amount shall be distributed for emergency or unusual work inside of the parish, as determined by the endowment fund board. If the board determines that there are no emergency or unusual needs for the inside the parish distribution, that portion of undistributed income may, at the board's discretion, be distributed for work outside the parish, or be carried over into the next calendar year and be added to that year's distribution. At no time shall funds be distributed from the fund if such distribution would reduce the fund balance below four hundred thousand dollars ($400,000).”

Raw XML AppendixShowing 400 of 494 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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IRS990/Form990PartVIISectionAGrp/PersonNm0William S Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TODD RICH
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Corresp Secty
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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IRS990/ProgSrvcAccomActy2Grp/Desc0ISSUED GRANTS TO ST. MATTHEW'S EPISCOPAL CHURCH FOR THE FOLLOWING PURPOSES-$400-Garden upkeep$13,812-repair of lintels, doors, B&G, plant trees.$800-transportation needs of members
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST MATTHEWS EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11SHEPHERD CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12ANGLICAN FRONTIER MISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13Church Hill Activities and Tutoring
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14St Matthews Episcopal Church Pre-
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15LEADERSHIP EDGE PROGRAM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16YOUTH WITH A MISSION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS USED TO ENHANCE THE MINISTRY OF ST. MATTHEW'S EPISCOPAL CHURCH AND TO MEET EMERGENCY OR UNUSUAL NEEDS WITHIN THE PARISH. THE FUND SHALL ANNUALLY DISTRIBUTE FOUR PERCENT (4%) OF THE FUND BALANCE AS OF JUNE 30 OF EACH CALENDAR YEAR, SUBJECT TO THE FOLLOWING REQUIREMENTS. FIFTY PERCENT (50%) OF SUCH AMOUNT SHALL BE DISTRIBUTED FOR PROGRAMS OUTSIDE THE PARISH AND FIFTY PERCENT (50%) OF SUCH AMOUNT SHALL BE DISTRIBUTED FOR EMERGENCY OR UNUSUAL WORK INSIDE OF THE PARISH, AS DETERMINED BY THE ENDOWMENT FUND BOARD. IF THE BOARD DETERMINES THAT THERE ARE NO EMERGENCY OR UNUSUAL NEEDS FOR THE INSIDE THE PARISH DISTRIBUTION, THAT PORTION OF UNDISTRIBUTED INCOME MAY, AT THE BOARD'S DISCRETION, BE DISTRIBUTED FOR WORK OUTSIDE THE PARISH, OR BE CARRIED OVER INTO THE NEXT CALENDAR YEAR AND BE ADDED TO THAT YEAR'S DISTRIBUTION. AT NO TIME SHALL FUNDS BE DISTRIBUTED FROM THE FUND IF SUCH DISTRIBUTION WOULD REDUCE THE FUND BALANCE BELOW FOUR HUNDRED THOUSAND DOLLARS ($400,000).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/CashGrantAmt115012
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Repairs, Christian Ed, Upkeep
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ANGLICAN FRONTIER MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ST MATTHEWS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0621491171
IRS990ScheduleI/RecipientTable/RecipientEIN1540597302
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101791 CAMBRIDGE DR 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111101 FOREST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/City1RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/State0VA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS WISHING TO RECEIVE GRANT MONIES MUST SUBMIT A WRITTEN REQUEST USING FORM DEVELOPED BY ENDOWMENT. THIS FORM IDENTIFIES THE ORGANIZATION REQUESTING THE GRANT BY NAME, THE ORGANIZATION'S ADDRESS AND TIN #. IT ALSO STATES PURPOSE OF GRANT REQUEST, HOW THIS GRANT WILL FURTHER THE ENDOWMENT'S EXEMPT PURPOSE, THE ESTIMATED COST OF THE GRANT, WHO IS RESPONSIBLE FOR SPENDING THE GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1For grants to St. Matthew's Episcopal Church, Endowment Fund board members are able to visibly see that the funds are being used as intended. For grants outside the Parish, the Fund usually knows individuals who serve/volunteer for the grantees, and are usually able to determine from them that the funds are being used appropriately.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM S DAVIDSON-11511 NICHOLAS TRACE CT, MIDLOTHIAN, VA 23113TIMOTHY LOUGH-3233 KENSINGTON AVE, RICHMOND VA 23221KATHY ROBERTSON-9007 MICHAUX LN, RICHMOND, VA 23229DAVE VACHET-9117 DONORA DRIVE, HENRICO, VA 23229TODD RICH-11301 BLENDON LANE, RICHMOND, VA 23238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MET PRIOR TO FILING THE 990 AND REVIEWED THE RETURN. EACH DIRECTOR WAS GIVEN A COPY OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ENDOWMENT FUND'S SECRETARY. THE FINANCIAL RECORDS ARE AUDITED ANNUALLY BY A LICENSED CPA(EACH YEAR BY AUGUST 31). A SUMMARY OF THE FINANCIAL REPORT IS PUBLISHED ANNUALLY ALONG WITH THE CHURCH'S OTHER FINANCIAL RECORDS PROVIDED TO THE FULL CONGREGATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32012 Contributions understated for deposit in transit = $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grant authorized in 2012, not paid until 2013 = $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grant authorized in 2012, reversed in 2013 = $1070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Increases
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ST MATTHEWS EPISCOPAL CHURCH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$789,053
Liabilities
$0
Net assets
$789,053
Revenue
$25,555
Expenses
$42,910
Net income
-$17,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.06$0.06$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.04$0.06$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.06$0.05$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.03$0.05$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.14$0.05$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.17$0.04$0.13
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.01$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.03$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.04