Civic Intelligence

The Stephens Endowment

990PF • Fiscal year 2014 • EIN 56-0633355

Nov 01, 2013 to Oct 31, 2014 • Filed on Dec 08, 2014

Organization Profile
104 River View Drive28655

(828) 437-0624

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,428,492

Up $251,288 (+21%) from 2013

Net Assets

Up

$1,428,492

Up $251,288 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

$36,454

No earlier filing loaded for comparison.

Expenses

Up

$77,590

Up $18,523 (+31%) from 2013

Net Income

-$41,136

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,094,671Liabilities 2011: $02011Assets 2012: $1,090,185Liabilities 2012: $02012Assets 2013: $1,177,204Liabilities 2013: $0Net Assets 2013: $1,177,2042013Assets 2014: $1,428,492Liabilities 2014: $0Net Assets 2014: $1,428,4922014Assets 2015: $1,370,987Liabilities 2015: $02015Assets 2017: $1,349,320Liabilities 2017: $0Net Assets 2017: $1,349,3202017Assets 2018: $1,222,358Liabilities 2018: $0Net Assets 2018: $1,222,3582018Assets 2019: $1,246,125Liabilities 2019: $0Net Assets 2019: $1,246,1252019Assets 2020: $1,202,095Liabilities 2020: $0Net Assets 2020: $1,202,0952020Assets 2021: $1,395,774Liabilities 2021: $0Net Assets 2021: $1,395,7742021Assets 2022: $1,141,050Liabilities 2022: $0Net Assets 2022: $1,141,0502022Assets 2023: $1,066,037Liabilities 2023: $0Net Assets 2023: $1,066,0372023Assets 2024: $1,205,442Liabilities 2024: $0Net Assets 2024: $1,205,4422024Assets 2025: $1,213,636Liabilities 2025: $0Net Assets 2025: $1,213,6362025

Highlighted filing

2014

Assets$1,428,492
Liabilities$0
Net Assets$1,428,492
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100KRevenue 2011: $19,954Expenses 2011: $38,986Net Income 2011: -$19,0322011Revenue 2012: $59,698Expenses 2012: $64,184Net Income 2012: -$4,4862012Expenses 2013: $59,0672013Revenue 2014: $36,454Expenses 2014: $77,590Net Income 2014: -$41,1362014Revenue 2015: $48,303Expenses 2015: $59,327Net Income 2015: -$11,0242015Revenue 2017: $48,456Expenses 2017: $78,858Net Income 2017: -$30,4022017Revenue 2018: $65,263Expenses 2018: $111,329Net Income 2018: -$46,0662018Revenue 2019: $101,283Expenses 2019: $78,789Net Income 2019: $22,4942019Revenue 2020: $17,834Expenses 2020: $74,044Net Income 2020: -$56,2102020Revenue 2021: $148,595Expenses 2021: $81,063Net Income 2021: $67,5322021Revenue 2022: $5,290Expenses 2022: $72,595Net Income 2022: -$67,3052022Revenue 2023: -$6,394Expenses 2023: $69,253Net Income 2023: -$75,6472023Revenue 2024: $147,354Expenses 2024: $64,030Net Income 2024: $83,3242024Revenue 2025: $72,100Expenses 2025: $89,952Net Income 2025: -$17,8522025

Highlighted filing

2014

Revenue$36,454
Expenses$77,590
Net Income-$41,136
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Dec 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD K STEPHENSPresident-$0--
G KENNETH STEPHENSVice Preside-$0--
JEAN T STEPHENSSecretary-$0--
Filing and Contact Details

Filer

EIN
56-0633355
Phone
8284370624

Signing Officer

Name
Gerald K Stephens
Title
President
Phone
8284370624
Signed
2014-12-08

Preparer

Preparer
Francis H Horton Iii CPA
Phone
8649621040
Raw XML Appendix280 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt05859
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069189
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069189
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069344
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0155
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01400000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021120
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01386880
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01408000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD K STEPHENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10104 RIVER VIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine112506 BURKE MEMORIAL PARK ROAD
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046862
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018138
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069189
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022327
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018138
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GERALD K STEPHENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10104 RIVER VIEW DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0MORGANTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode028655
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012090
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0124
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0124
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0104293
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1188131
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAINS - CURRENT
OtherIncreasesSchedule/OtherIncreasesDetail/Description1UNREALIZED GAINS - BEGINNING
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD K STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08284370624
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STEPHENS ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0560633355
ReturnHeader/Filer/PhoneNum08284370624
ReturnHeader/Filer/USAddress/AddressLine10104 RIVER VIEW DRIVE
ReturnHeader/Filer/USAddress/City0MORGANTOWN
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522212837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GREENE FINNEY & HORTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10211 E BUTLER RD STE C6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MAULDIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0296622170
ReturnHeader/PreparerPersonGrp/PhoneNum08649621040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS H HORTON III CPA
ReturnHeader/ReturnTs02014-12-22T12:26:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,428,492
Liabilities
$0
Net assets
$1,428,492
Revenue
$36,454
Expenses
$77,590
Net income
-$41,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.15$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.01$0.07$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.01$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.02$0.04$0.02