Civic Intelligence

St. Stephen S and St. Agnes School Foundation

990 • Fiscal year 2013 • EIN 54-6054009

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 04, 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

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$30,386,334

Up $3,371,863 (+12%) from 2012

Net Assets

Up

$30,105,605

Up $3,252,190 (+12%) from 2012

Liabilities

Up

$280,729

Up $119,673 (+74%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,691,337

Down $846,507 (-19%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2013

Assets$30,386,334
Liabilities$280,729
Net Assets$30,105,605
Open 2013 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

2013

Revenue-
Expenses$3,691,337
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 4, 2013
Return Version
2012v2.1
Gross Receipts
$12,026,778
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
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IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION'S ENDOWMENT CONSISTS OF 56 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/Form990ScheduleDPartXIII/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, 2013.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2CHANGE IN SPLIT INTEREST AGREEMENTS 12,782. BAD DEBT EXPENSES SHOWN NET OF REVENUE ON THE FINANCIAL STATEMENTS -184,078.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3BAD DEBT EXPENSES SHOWN NET OF REVENUE ON THE FINANCIAL STATEMENTS 184,078.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0727569
IRS990ScheduleD/OtherExpensesNotIncluded0184078
IRS990ScheduleD/OtherLiabilities/Amount0274513
IRS990ScheduleD/OtherLiabilities/Description0DUE TO ST. STEPHENS & ST. AGNES SCHOOL
IRS990ScheduleD/OtherRevenues0-171296
IRS990ScheduleD/OtherSecurities/BookValue08240330
IRS990ScheduleD/OtherSecurities/BookValue11055155
IRS990ScheduleD/OtherSecurities/BookValue21747844
IRS990ScheduleD/OtherSecurities/Description0EQUITY MANAGED PARTNERSHIPS
IRS990ScheduleD/OtherSecurities/Description1CSDV POOLED ASSETS
IRS990ScheduleD/OtherSecurities/Description2HEDGE FUNDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.70000
IRS990ScheduleD/RevenueNotRptdF9900556273
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal06203176
IRS990ScheduleD/TermEndowmentEOYBalance00.19000
IRS990ScheduleD/TotalExpensesPerForm99003691337
IRS990ScheduleD/TotalOfAmounts0274513
IRS990ScheduleD/TotalOfBookValueLandBuildings039339
IRS990ScheduleD/TotalOfBookValueSecurities011043329
IRS990ScheduleD/TotalRevenuePerForm99006203176
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt03507259
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt06759449
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/AmountRetainedByContractor037016
IRS990ScheduleG/FundraiserActivityInformation/FundraiserControlOfFunds00
IRS990ScheduleG/FundraiserActivityInformation/GrossReceipts00
IRS990ScheduleG/FundraiserActivityInformation/NameOfOrganization/BusinessNameLine10MARTS AND LUNDY
IRS990ScheduleG/FundraiserActivityInformation/NetToOrganization00
IRS990ScheduleG/InPersonSolicitations0X

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,386,334
Liabilities
$280,729
Net assets
$30,105,605
Revenue
-
Expenses
$3,691,337
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