Civic Intelligence

The Stephens Endowment

990PF • Fiscal year 2013 • EIN 56-0633355

Nov 01, 2012 to Oct 31, 2013 • Filed on Dec 05, 2013

Organization Profile
104 River View Drive28655
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M 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

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$1,177,204

Up $87,019 (+8.0%) from 2012

Net Assets

$1,177,204

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$59,067

Down $5,117 (-8.0%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2013

Assets$1,177,204
Liabilities$0
Net Assets$1,177,204
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue-
Expenses$59,067
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Dec 5, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD K STEPHENSPresident-$0--
G KENNETH STEPHENSVice Preside-$0--
JEAN T STEPHENSSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATIONS-BOSTON, MA, US$25,000
Paid Grant-OPPERATIONS-WAKE FOREST, NC, US$20,000
Filing and Contact Details

Filer

EIN
56-0633355
Raw XML Appendix270 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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CompensationExplanation/Compensation/PersonName1G KENNETH STEPHENS
CompensationExplanation/Compensation/PersonName2JEAN T STEPHENS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice170782
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0WELLS FARGO ACCT 8895-8628 ST GAIN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1WELLS FARGO ACCT 8895-8628 LT GAIN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet031262
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SMITH BARNEY/WELLS FARGO
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome027542
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY01177204
IRS990PF/BalanceSheets/UnrestrictedBOY01090185
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01177204
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted063138
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj063138
IRS990PF/DistributableAmount/DistributableAmountBeforeDed063138
IRS990PF/DistributableAmount/MinimumInvestmentReturn063689
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0551
IRS990PF/DistributableAmount/TotalTax0551
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0397
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0948
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0551
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0397
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0551
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0551
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0948
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01364369
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01293181
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances08272
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01284909
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable019398
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn063689
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01273783
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01293181
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GERALD K STEPHENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1G KENNETH STEPHENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JEAN T STEPHENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10104 RIVER VIEW DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112506 BURKE MEMORIAL PARK ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12104 RIVER VIEW DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MORGANTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MORGANTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MORGANTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028655
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode128655
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode228655
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct066461
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets066186
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051960
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.042473
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.017514
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.020450
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.111980
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.067384
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01273783
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101177208
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201141939
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301063545
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501289960
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0275
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions045000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1050000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2020000
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40109794
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5086923
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.259801
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions045000
IRS990PF/QualifyingDistributions/ExpensesAndContributions045000
IRS990PF/QualifyingDistributions/QualifyingDistributions045000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0GERALD K STEPHENS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08284331715
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102506 MEMORIAL PARK RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MORGANTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode028655
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount120000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0EMMANUEL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1SOUTHEASTERN BAPTIST SEMINARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10400 FENWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1889
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WAKE FOREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode127588
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear045000
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear045000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted063138
IRS990PF/UndistributedIncome/QualifyingDistributions045000
IRS990PF/UndistributedIncome/UndistributedIncomeCY018138
IRS990ScheduleB/ContributorInfo/AggregateContributions06500
IRS990ScheduleB/ContributorInfo/AggregateContributions110000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10104 RIVER VIEW DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine112506 BURKE MEMORIAL PARK ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MORGANTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1MORGANTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode028655
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode128655
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0GERALD K STEPHENS
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1GANTT STEPHENS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks011909
TaxesSchedule/Taxes/Amount0508
TaxesSchedule/Taxes/Category0TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0560633355
ReturnHeader/Filer/Name/BusinessNameLine10THE STEPHENS ENDOWMENT
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone08284370624
ReturnHeader/Filer/USAddress/AddressLine10104 RIVER VIEW DRIVE
ReturnHeader/Filer/USAddress/City0MORGANTOWN
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028655
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-12-05
ReturnHeader/Officer/Name0GERALD K STEPHENS
ReturnHeader/Officer/Phone08284370624
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-12-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GREENE FINNEY & HORTON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10211 E BUTLER RD STE C6
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MAULDIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0296622170
ReturnHeader/Preparer/Name0FRANCIS H HORTON III CPA
ReturnHeader/Preparer/Phone08642325204
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-10T11:28:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,177,204
Liabilities
$0
Net assets
$1,177,204
Revenue
-
Expenses
$59,067
Net income
-
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