Civic Intelligence

St. Stephen S and St. Agnes School Foundation

990 • Fiscal year 2018 • EIN 54-6054009

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 06, 2019

Organization ProfileWWW.SSSAS.ORG
400 Fontaine StreetAlexandria, VA 22302

(703) 212-2724

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.13x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$34,527,822

Up $237,240 (+0.7%) from 2017

Net Assets

Up

$33,911,248

Up $652,045 (+2.0%) from 2017

Liabilities

Down

$616,574

Down $414,805 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin69th percentile

Revenue

Up

$4,732,345

Up $1,064,756 (+29%) from 2017

Expenses

Up

$4,185,533

Up $56,435 (+1.4%) from 2017

Net Income

Up

$546,812

Up $1,008,321 (+218%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$34,527,822
Liabilities$616,574
Net Assets$33,911,248
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

2018

Revenue$4,732,345
Expenses$4,185,533
Net Income$546,812
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 6, 2019
Return Version
2017v2.3
Gross Receipts
$14,066,304
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.

To promote the welfare of and provide support to the educational ministry of st. Stephen's and st. Agnes school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,904,107$19,814,952▲ $1,910,845
Investments Other Securities$15,097,818$13,673,051▼ $1,424,767
Savings and Temporary Cash Investments$1,105,513$944,704▼ $160,809
Pledges and Grants Receivable$90,344$25,000▼ $65,344
Accounts Receivable$25,285$10,955▼ $14,330
Land, Buildings, and Equipment, Net$16,589$10,901▼ $5,688
Total Assets$34,290,582$34,527,822▲ $237,240
Other Assets Total$50,926$48,259▼ $2,667
Liabilities
Other Liabilities$1,031,379$616,574▼ $414,805
Total Liabilities$1,031,379$616,574▼ $414,805
Net Assets / Fund Balance
Permanently Rstr Net Assets$18,921,608$19,230,514▲ $308,906
Unrestricted Net Assets$7,684,337$7,715,981▲ $31,644
Temporarily Rstr Net Assets$6,653,258$6,964,753▲ $311,495
Total Net Assets Fund Balance$33,259,203$33,911,248▲ $652,045
Total Liabilities and Net Assets / Fund Balance$34,290,582$34,527,822▲ $237,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,901$28,912$39,813
Other Securities$1,247,908--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$28,833,702$271,003▲ $1,643,063-$29,399,942
2016$26,847,822$544,604▲ $2,901,229-$28,833,702
2015$28,389,947$86,779▼ $27,667$287,804$26,847,822
2014$29,362,707$10,868▼ $172,077-$28,389,947
2013$25,928,458$680,518▲ $3,656,917-$29,362,707
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
John T Siegel JrChair and President
Amy CurtisTrustee
Carla MurrayTrustee
Clara FerraroTrustee
David CharltonTrustee
Gregory DesautelsTrustee
John RepettiTrustee
Kirsten Prettyman AdamsTrustee
Marcus PeacockTrustee
Peter MeyerTrustee
R Phillip Herget IiiTrustee
Stephanie AtkinsTrustee
Valerie BurkeSecretary
Beth ChaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,636,259
Program Service Revenue
$0
Investment Income
$2,096,086
Other Revenue
$0
All Other Contributions
$2,636,259
Change in Net Assets
$546,812

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$144,217Fair Market Value (FMV)
Total Noncash Contributions25$144,217-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,732,345
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$697,873
Total Revenue per Audited Statements
$5,430,218
Total Revenue per Form 990
$4,732,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,802,678
Other Expenses$382,855
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,802,678--$3,802,678
Fees for Service Investment Mgmnt Fees-$363,867-$363,867
Fees for Services Other-$13,300-$13,300
Depreciation Depletion-$5,688-$5,688
Total Functional Expenses$3,802,678$382,855$0$4,185,533

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,778,173
Expenses per Audited Statements$4,185,533
Total Expenses per Form 990$4,185,533
Expenses Not Reported on Form 990$592,640
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church Schools in the Diocese - St Stephens & St Agnes SchoolAlexandria, VA501(c)(3)School Operations$1,805,495
Church Schools in the Diocese - St Stephens & St Agnes SchoolAlexandria, VA501(c)(3)Scholarships, Faculty Expenses, & Awards$1,743,050
Church Schools in the Diocese - St Stephens & St Agnes SchoolAlexandria, VA501(c)(3)Capital Expenditures$254,133

International Summary

Offices
0
Employees
0
Spending
$4,220,173

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Investment-00$3,871,634
Central America and the CaribbeanInvestment-00$348,539
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to St. Stephens & St. Agnes School$616,574
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Section B, Line 11B

“Prior to filing the form 990, management reviews the entire form, while the board is provided with a public disclosure copy of the form 990 to review. A full copy of the 990 will be made available to the board prior to filing, and will be kept at the business manager's office.”

Form 990, Part VI, Section B, Line 12C

“The trustees are required to sign a statement each year acknowledging that they understand and agree to abide by the conflicts of interest policy. In the event that a trustee has a potential conflict of interest during the year, such trustee shall recuse himself/herself from all discussions or vote on the matter.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, section b, questions 15a and 15b are not applicable because there are no employees of the foundation. Individuals who perform services for the foundation are employed by st. Stephen's & st. Agnes school. The school's compensation policies are followed when determining compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements and the organization's conflict of interest policy are made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
ST STEPHEN'S AND ST AGNES SCHOOL
EIN
54-6054009
Phone
7032122724
Address
400 FONTAINE STREET, ALEXANDRIA, VA 22302

Signing Officer

Name
Beth Chase
Title
Treasurer
Phone
7032122724
Signed
2019-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Chase
Formed
1976
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements -2,667.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of 67 individual funds established for a variety of purposes to help support st. Stephen's and st. Agnes school's educational ministry, faculty salary enhancement, and student financial aid.”

PART X, LINE 2:

“Management 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, 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in value of split-interest agreements -2,667.”

Raw XML AppendixShowing 400 of 539 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/TitleTxt4TRUSTEE
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03802678
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03802678
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010514791
IRS990/GrossReceiptsAmt014066304
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0915254
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0915254
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015097818
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt013673051
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017904107
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019814952
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016589
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010901
IRS990/LandBldgEquipCostOrOtherBssAmt039813
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09333959
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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 JUNIOR KINDERGARTEN THROUGH TWELFTH GRADE WHILE CREATING A CHRISTIAN ENVIRONMENT IN WHICH EACH STUDENT CAN GROW IN MIND, BODY AND SPIRIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033259203
IRS990/NetAssetsOrFundBalancesEOYAmt033911248
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01180832
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01180832
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0107900
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0144217
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050926
IRS990/OtherAssetsTotalGrp/EOYAmt048259
IRS990/OtherChangesInNetAssetsAmt0-2667
IRS990/OtherLiabilitiesGrp/BOYAmt01031379
IRS990/OtherLiabilitiesGrp/EOYAmt0616574
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt018921608
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019230514
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090344
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH CHASE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02708967
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03790116
IRS990/PYInvestmentIncomeAmt0955369
IRS990/PYOtherExpensesAmt0338982
IRS990/PYOtherRevenueAmt03253
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-461509
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04129098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03667589
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0546812
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01105513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0944704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02636259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02708967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02415895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02549350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02832614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013143085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0915254
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0722819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0735119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0625303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01309946
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04308441
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014660
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73440
IRS990ScheduleA/PublicSupportPY170Pct00.73440
IRS990ScheduleA/PublicSupportTotal170Amt012816147
IRS990ScheduleA/SubstantialContributorsTotAmt0326938
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02636259
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02708967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02415895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02549350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02832614
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013143085
IRS990ScheduleA/TotalSupportAmt017451526
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt028833702
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0271003
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt029399942
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01347826
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01643063
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026847822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0544604
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt028833702
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01459953
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02901229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt028389947
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt086779
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026847822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01313433
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0287804
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029362707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028389947
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0811551
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-172077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025928458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0680518
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029362707
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0903186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03656917
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0592640
IRS990ScheduleD/DonatedServicesUseFcltsAmt0592640
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt010901
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028912
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt039813
IRS990ScheduleD/ExpensesNotReportedAmt0592640
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04185533
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0107900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0616574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ST. STEPHENS & ST. AGNES SCHOOL
IRS990ScheduleD/OtherRevenueAmt0-2667
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011314891
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11110252
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21247908
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MANAGED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CSDV POOLED ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65410
IRS990ScheduleD/RevenueNotReportedAmt0697873
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04732345
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF 67 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO HELP SUPPORT ST. STEPHEN'S AND ST. AGNES SCHOOL'S EDUCATIONAL MINISTRY, FACULTY SALARY ENHANCEMENT, AND STUDENT FINANCIAL AID.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT 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, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,667.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20690
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010901
IRS990ScheduleD/TotalBookValueSecuritiesAmt013673051
IRS990ScheduleD/TotalExpensesPerForm990Amt04185533
IRS990ScheduleD/TotalLiabilityAmt0616574
IRS990ScheduleD/TotalRevenuePerForm990Amt04732345
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05430218
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04778173
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt03871634
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1348539
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt04220173
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0AMOUNT REPORTED IN PART I, LINE 3 FOR INVESTMENTS HELD IN EUROPE REPRESENTS THE FMV OF INVESTMENTS HELD AS OF JUNE 30, 2018. AMOUNT REPORTED IN PART I, LINE 3 FOR INVESTMENTS HELD IN CENTRAL AMERICA AND THE CARIBBEAN REPRESENTS THE ENDING CAPITAL ACCOUNT BALANCE PER THE GAAP-BASIS SCHEDULE K-1 FOR THE PERIOD ENDING DECEMBER 31, 2017.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt04220173
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01805495
IRS990ScheduleI/RecipientTable/CashGrantAmt11743050
IRS990ScheduleI/RecipientTable/CashGrantAmt2254133

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,527,822
Liabilities
$616,574
Net assets
$33,911,248
Revenue
$4,732,345
Expenses
$4,185,533
Net income
$546,812
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