Civic Intelligence

The Stephens Endowment

990PF • Fiscal year 2019 • EIN 56-0633355

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 06, 2020

Organization Profile
101 Riverwoods DriveMorganton, NC 28655

(828) 205-9310

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,246,125

Up $23,767 (+1.9%) from 2018

Net Assets

Up

$1,246,125

Up $23,767 (+1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Up

$101,283

Up $36,020 (+55%) from 2018

Expenses

Down

$78,789

Down $32,540 (-29%) from 2018

Net Income

Up

$22,494

Up $68,560 (+149%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2019

Assets$1,246,125
Liabilities$0
Net Assets$1,246,125
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$101,283
Expenses$78,789
Net Income$22,494
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 6, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

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

Filer

Filer Name
The Stephens Endowment
EIN
56-0633355
Phone
8282059310
Address
101 RIVERWOODS DRIVE, MORGANTON, NC 28655

Signing Officer

Name
Gerald K Stephens
Title
President
Phone
8282059310
Signed
2020-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Lisa P Buff Cpaabv Cdfa
Phone
8284378060
Raw XML Appendix355 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01027412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1212966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01027412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1212966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERITRADE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STEPHENS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERITRADE SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMERITRADE LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2STEPHENS INC SHORT-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3STEPHENS INC LONG-TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CASH IN LIEU
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01730
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01240378
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERALD K STEPHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1G KENNETH STEPHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEAN T STEPHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 RIVERWOODS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12506 BURKE MEMORIAL PARK RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 RIVERWOODS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MORGANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MORGANTON
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263425
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt065000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt065000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt065000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GERALD K STEPHENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 RIVERWOODS DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MORGANTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028655
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08282059310
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GERALD K STEPHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EMMANUEL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUMMIT COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0181 SPRINGS ST/PO BOX 129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 S WINGATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2407 SOUTH GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKLIN SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAKE FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MORGANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030639
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127587
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059282
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07675
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05718
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01957
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05718
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07675
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01957
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0387
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STEPHENS INC UBVAX REVENUE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0387
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0387
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01273
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS - CURRENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010580
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010580
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD K STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08282059310
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHENS ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0560633355
ReturnHeader/Filer/PhoneNum08282059310
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 RIVERWOODS DRIVE
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MILLER & BUFF CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286801489
ReturnHeader/PreparerPersonGrp/PhoneNum08284378060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA P BUFF CPAABV CDFA
ReturnHeader/ReturnTs02020-02-17T13:17:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,246,125
Liabilities
$0
Net assets
$1,246,125
Revenue
$101,283
Expenses
$78,789
Net income
$22,494
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