Civic Intelligence

St. Stephen S and St. Agnes School Foundation

990 • Fiscal year 2012 • EIN 54-6054009

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 25, 2013

Organization ProfileWWW.SSSAS.ORG
400 Fontaine Street22302
Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

29th percentile

-1.7%

Faster asset growth than 29% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$27,014,471

Down $463,750 (-1.7%) from 2011

Net Assets

Down

$26,853,415

Down $428,459 (-1.6%) from 2011

Liabilities

Down

$161,056

Down $35,291 (-18%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$4,537,844

Up $1,137,543 (+33%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60M$40M$20M$0Assets 2010: $24,033,611Liabilities 2010: $437,248Net Assets 2010: $23,596,3632010Assets 2011: $27,478,221Liabilities 2011: $196,347Net Assets 2011: $27,281,8742011Assets 2012: $27,014,471Liabilities 2012: $161,056Net Assets 2012: $26,853,4152012Assets 2013: $30,386,334Liabilities 2013: $280,729Net Assets 2013: $30,105,6052013Assets 2014: $34,418,607Liabilities 2014: $444,172Net Assets 2014: $33,974,4352014Assets 2015: $33,443,374Liabilities 2015: $499,533Net Assets 2015: $32,943,8412015Assets 2016: $32,051,253Liabilities 2016: $1,057,938Net Assets 2016: $30,993,3152016Assets 2017: $34,290,582Liabilities 2017: $1,031,379Net Assets 2017: $33,259,2032017Assets 2018: $34,527,822Liabilities 2018: $616,574Net Assets 2018: $33,911,2482018Assets 2019: $35,087,105Liabilities 2019: $627,519Net Assets 2019: $34,459,5862019Assets 2020: $37,337,986Liabilities 2020: $163,769Net Assets 2020: $37,174,2172020Assets 2021: $47,135,993Liabilities 2021: $912,883Net Assets 2021: $46,223,1102021Assets 2022: $47,445,810Liabilities 2022: $421,378Net Assets 2022: $47,024,4322022Assets 2023: $51,391,333Liabilities 2023: $576,630Net Assets 2023: $50,814,7032023Assets 2024: $47,898,424Liabilities 2024: $234,394Net Assets 2024: $47,664,0302024

Highlighted filing

2012

Assets$27,014,471
Liabilities$161,056
Net Assets$26,853,415
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,999,0162010Revenue 2011: $4,560,953Expenses 2011: $3,400,301Net Income 2011: $1,160,6522011Expenses 2012: $4,537,8442012Expenses 2013: $3,691,3372013Revenue 2014: $4,535,516Expenses 2014: $3,511,401Net Income 2014: $1,024,1152014Revenue 2015: $5,382,726Expenses 2015: $3,651,085Net Income 2015: $1,731,6412015Revenue 2016: $3,748,635Expenses 2016: $4,407,124Net Income 2016: -$658,4892016Revenue 2017: $3,667,589Expenses 2017: $4,129,098Net Income 2017: -$461,5092017Revenue 2018: $4,732,345Expenses 2018: $4,185,533Net Income 2018: $546,8122018Revenue 2019: $4,773,346Expenses 2019: $4,445,598Net Income 2019: $327,7482019Revenue 2020: $8,499,821Expenses 2020: $4,075,149Net Income 2020: $4,424,6722020Revenue 2021: $11,205,821Expenses 2021: $4,120,175Net Income 2021: $7,085,6462021Revenue 2022: $11,356,184Expenses 2022: $4,192,676Net Income 2022: $7,163,5082022Revenue 2023: $6,471,965Expenses 2023: $4,595,194Net Income 2023: $1,876,7712023Revenue 2024: $4,523,977Expenses 2024: $10,051,163Net Income 2024: -$5,527,1862024

Highlighted filing

2012

Revenue-
Expenses$4,537,844
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 25, 2013
Return Version
2011v1.2
Gross Receipts
$13,579,887
Mission and Program Overview

Mission

The mission of the foundation is to raise funds in support of st. Stephen's and st. Agnes school, a church school in the episcopal diocese of virginia. The school offers a coed college preparatory education to students in early saints (3s program) through twelfth grade while creating a christian environment in which each student can grow in mind, body and spirit.

Filing and Contact Details

Filer

EIN
54-6054009
Raw XML AppendixShowing 400 of 560 raw XML fields

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IRS990/ActivityOrMissionDescription0TO PROMOTE THE WELFARE OF AND PROVIDE SUPPORT TO THE EDUCATIONAL MINISTRY OF ST. STEPHEN'S AND ST. AGNES SCHOOL.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION'S ENDOWMENT CONSISTS OF 55 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO ST. STEPHEN'S AND ST. AGNES SCHOOL TO HELP SUPPORT THE EDUCATIONAL MINISTRY, FACULTY SALARY ENHANCEMENT, AND STUDENT FINANCIAL AID.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANICAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2012.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN SPLIT INTEREST AGREEMENTS ON FINANCIAL STATEMENTS -14,323.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3CHANGE IN SPLIT INTEREST AGREEMENTS -14,323. BAD DEBT EXPENSES SHOWN NET OF REVENUE ON THE FINANCIAL STATEMENTS -100,000.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4BAD DEBT EXPENSES SHOWN NET OF REVENUE ON THE FINANCIAL STATEMENTS 100,000.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-1674842
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-1674842
IRS990ScheduleD/OtherAmount0-14323
IRS990ScheduleD/OtherExpensesNotIncluded0100000
IRS990ScheduleD/OtherLiabilities/Amount0159104
IRS990ScheduleD/OtherLiabilities/Description0DUE TO ST. STEPHENS & ST. AGNES SCHOOL
IRS990ScheduleD/OtherRevenues0-114323
IRS990ScheduleD/OtherSecurities/BookValue07155290
IRS990ScheduleD/OtherSecurities/BookValue1253129
IRS990ScheduleD/OtherSecurities/BookValue21900179
IRS990ScheduleD/OtherSecurities/Description0EQUITY MANAGED PARTNERSHIPS
IRS990ScheduleD/OtherSecurities/Description1CSDV POOLED ASSETS
IRS990ScheduleD/OtherSecurities/Description2HEDGE FUNDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.75000
IRS990ScheduleD/RevenueNotRptdF9900-1789165
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal06307144
IRS990ScheduleD/TermEndowmentEOYBalance00.18000
IRS990ScheduleD/TotalAdjustments0-1689165
IRS990ScheduleD/TotalExpenses04537844
IRS990ScheduleD/TotalExpensesPerForm99004537844
IRS990ScheduleD/TotalOfAmounts0159104
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities09308598
IRS990ScheduleD/TotalRevenue06307144
IRS990ScheduleD/TotalRevenuePerForm99006307144
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt04437844
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt04517979
IRS990ScheduleG/AgreementRefFundraising01
IRS990ScheduleG/FundraiserActivityInformation/Activity0RAISE FUNDS IN THE FORM OF PLEDGES AND CASH CONTRIBUTIONS
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/AddressLine101200 WALL STREET WEST
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/City0LYNDHURST
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/State0NJ
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/ZIPCode007071
IRS990ScheduleG/FundraiserActivityInformation/AmountRetainedByContractor054417
IRS990ScheduleG/FundraiserActivityInformation/FundraiserControlOfFunds00
IRS990ScheduleG/FundraiserActivityInformation/GrossReceipts00
IRS990ScheduleG/FundraiserActivityInformation/NameOfOrganization/BusinessNameLine10MARTS AND LUNDY
IRS990ScheduleG/FundraiserActivityInformation/NetToOrganization00
IRS990ScheduleG/InPersonSolicitations0X
IRS990ScheduleG/LicensedStates0VA
IRS990ScheduleG/MailSolicitations0X
IRS990ScheduleG/PhoneSolicitations0X
IRS990ScheduleG/SolicitationOfNonGovtGrants0X

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$27,014,471
Liabilities
$161,056
Net assets
$26,853,415
Revenue
-
Expenses
$4,537,844
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.9$0.23$47.7$4.52$10.1$5.53
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.58$50.8$6.47$4.60$1.88
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.42$47.0$11.4$4.19$7.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$0.91$46.2$11.2$4.12$7.09
2020Detailed filing. Detailed filing data is available for this year.$37.3$0.16$37.2$8.50$4.08$4.42
2019Detailed filing. Detailed filing data is available for this year.$35.1$0.63$34.5$4.77$4.45$0.33
2018Detailed filing. Detailed filing data is available for this year.$34.5$0.62$33.9$4.73$4.19$0.55
2017Detailed filing. Detailed filing data is available for this year.$34.3$1.03$33.3$3.67$4.13$0.46
2016Detailed filing. Detailed filing data is available for this year.$32.1$1.06$31.0$3.75$4.41$0.66
2015Detailed filing. Detailed filing data is available for this year.$33.4$0.50$32.9$5.38$3.65$1.73
2014Detailed filing. Detailed filing data is available for this year.$34.4$0.44$34.0$4.54$3.51$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$0.28$30.1$3.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$0.16$26.9$4.54
2011Summary only. Only limited summary data is available for this year.$27.5$0.20$27.3$4.56$3.40$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.44$23.6$3.00