Civic Intelligence

Advent Episcopal Day School Charitable Endowment Trust

990 • Fiscal year 2010 • EIN 63-0787448

Jan 01, 2010 to Dec 31, 2010 • Filed on Jun 14, 2011

2019 Sixth Avenue North35203
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,542,956

No earlier filing loaded for comparison.

Net Assets

$2,542,956

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$110,000

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,542,956Liabilities 2010: $0Net Assets 2010: $2,542,9562010Assets 2011: $2,536,742Liabilities 2011: $0Net Assets 2011: $2,536,7422011Assets 2012: $2,544,026Liabilities 2012: $0Net Assets 2012: $2,544,0262012Assets 2013: $2,409,840Liabilities 2013: $0Net Assets 2013: $2,409,8402013Assets 2014: $3,556,507Liabilities 2014: $0Net Assets 2014: $3,556,5072014Assets 2015: $3,461,024Liabilities 2015: $0Net Assets 2015: $3,461,0242015Assets 2016: $3,413,359Liabilities 2016: $0Net Assets 2016: $3,413,3592016Assets 2017: $3,695,750Liabilities 2017: $0Net Assets 2017: $3,695,7502017Assets 2018: $3,399,831Liabilities 2018: $0Net Assets 2018: $3,399,8312018Assets 2019: $3,934,953Liabilities 2019: $0Net Assets 2019: $3,934,9532019Assets 2020: $4,167,489Liabilities 2020: $0Net Assets 2020: $4,167,4892020Assets 2021: $4,635,692Liabilities 2021: $0Net Assets 2021: $4,635,6922021Assets 2022: $3,868,922Liabilities 2022: $0Net Assets 2022: $3,868,9222022Assets 2023: $4,339,582Liabilities 2023: $0Net Assets 2023: $4,339,5822023Assets 2024: $4,660,976Liabilities 2024: $0Net Assets 2024: $4,660,9762024

Highlighted filing

2010

Assets$2,542,956
Liabilities$0
Net Assets$2,542,956

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $110,0002010Expenses 2011: $110,0002011Revenue 2012: $127,284Expenses 2012: $120,000Net Income 2012: $7,2842012Revenue 2013: $65,814Expenses 2013: $200,000Net Income 2013: -$134,1862013Revenue 2014: $48,357Expenses 2014: $121,091Net Income 2014: -$72,7342014Revenue 2015: $91,167Expenses 2015: $171,624Net Income 2015: -$80,4572015Revenue 2016: $110,400Expenses 2016: $245,916Net Income 2016: -$135,5162016Revenue 2017: $139,964Expenses 2017: $178,641Net Income 2017: -$38,6772017Revenue 2018: $120,577Expenses 2018: $182,618Net Income 2018: -$62,0412018Revenue 2019: $216,918Expenses 2019: $183,309Net Income 2019: $33,6092019Revenue 2020: $77,178Expenses 2020: $184,816Net Income 2020: -$107,6382020Revenue 2021: $390,128Expenses 2021: $207,195Net Income 2021: $182,9332021Revenue 2022: $193,615Expenses 2022: $201,962Net Income 2022: -$8,3472022Revenue 2023: $361,654Expenses 2023: $209,388Net Income 2023: $152,2662023Revenue 2024: $148,166Expenses 2024: $182,488Net Income 2024: -$34,3222024

Highlighted filing

2010

Revenue-
Expenses$110,000
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jun 14, 2011
Return Version
2010v3.2
Gross Receipts
$272,218
Mission and Program Overview

Mission

Endowment for advent episcopal day school

Filing and Contact Details

Filer

EIN
63-0787448
Raw XML Appendix266 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0ENDOWMENT FOR ADVENT EPISCOPAL DAY SCHOOL, INC.
IRS990/ActivityOther/Description0TRANSFER TO ADVENT EPISCOPAL DAY SCHOOL, INC OF INCOME FOR THE DIRECT SUPPORT OF EDUCATIONAL PURPOSES
IRS990/AddressPrincipalOfficerUS/AddressLine102019 SIXTH AVENUE NORTH
IRS990/AddressPrincipalOfficerUS/City0BIRMINGHAM
IRS990/AddressPrincipalOfficerUS/State0AL
IRS990/AddressPrincipalOfficerUS/ZIPCode035203
IRS990/AllOtherContributions039000
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear039000
IRS990/ContributionsGrantsPriorYear048000
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30true
IRS990/Description0TRANSFER TO ADVENT EPISCOPAL DAY SCHOOL, INC. OF INCOME FOR THE DIRECT SUPPORT OF EDUCATIONAL PURPOSE
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0110000
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0HENRY LYNN
IRS990/Form990PartVIISectionA/NamePerson1PHIL H NEAL JR
IRS990/Form990PartVIISectionA/NamePerson2WILLIAM TYNES
IRS990/Form990PartVIISectionA/NamePerson3HOLT CLOUD
IRS990/Form990PartVIISectionA/NamePerson4THE VERY REVEREND FRANK LIMEHOUSE
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0MEMBER
IRS990/Form990PartVIISectionA/Title1MEMBER
IRS990/Form990PartVIISectionA/Title2MEMBER
IRS990/Form990PartVIISectionA/Title3MEMBER
IRS990/Form990PartVIISectionA/Title4MEMBER
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities016418
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0135627
IRS990/GrossReceipts0272218
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0114009
IRS990/InvestmentIncomePriorYear080632
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome097591
IRS990/InvestmentIncome/TotalRevenueColumn097591
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY02226860
IRS990/InvestmentsPubTradedSecurities/EOY02386382
IRS990/LessCostOthBasisSalesExpenses/Securities0119209
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0ENDOWMENT FOR ADVENT EPISCOPAL DAY SCHOOL, INC.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0UNA BATTLES
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY02499947
IRS990/NetAssetsOrFundBalancesEOY02542956
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome016418
IRS990/NetGainOrLossInvestments/TotalRevenueColumn016418
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0100000
IRS990/OtherExpensesCurrentYear0110000
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/ProgramServices0110000
IRS990/PaymentsToAffiliates/Total0110000
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses043009
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY043009
IRS990/RevenuesLessExpensesPriorYear028632
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0273087
IRS990/SavingsAndTempCashInvestments/EOY0156574
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts0110000
IRS990ScheduleA/SupportedOrgInformation/Amount0110000
IRS990ScheduleA/SupportedOrgInformation/EIN0630505650
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ADVENT EPISCOPAL DAY SCHOOL INC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0TRANSFER TO ADVENT EPISCOPAL DAY SCHOOL, INC OF INCOME FOR THE DIRECT SUPPORT OF EDUCATIONAL PURPOSES
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS REVIEWED WITH PAID PREPARER BEFORE FILING
IRS990ScheduleO/GeneralExplanation/Explanation2DOCUMENTS MADE AVAILABLE TO PUBLIC IF REQUESTED AT ADDRESS OF TRUST
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACHIEVEMENTS DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0AL
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102019 SIXTH AVENUE NORTH
IRS990/TheBooksAreInCareOf/AddressUS/City0BIRMINGHAM
IRS990/TheBooksAreInCareOf/AddressUS/State0AL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode035203
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARTIN JOHNSON
IRS990/TheBooksAreInCareOf/TelephoneNumber02052522535
IRS990/TotalAssets/BOY02499947
IRS990/TotalAssetsBOY02499947
IRS990/TotalAssets/EOY02542956
IRS990/TotalAssetsEOY02542956
IRS990/TotalCompGT150K0false
IRS990/TotalContributions039000
IRS990/TotalExpensesCurrentYear0110000
IRS990/TotalExpensesPriorYear0100000
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0110000
IRS990/TotalFunctionalExpenses/Total0110000
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY02499947
IRS990/TotalLiabNetAssetsFundBalances/EOY02542956
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY02499947
IRS990/TotalNetAssetsFundBalances/EOY02542956
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0110000
IRS990/TotalRevenueCurrentYear0153009
IRS990/TotalRevenuePriorYear0128632
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0114009
IRS990/TotalRevenue/TotalRevenueColumn0153009
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY02499947
IRS990/UnrestrictedNetAssets/EOY02542956
IRS990/UponRequest0X
IRS990/WebSite0ADVENTEPISCOPALSCHOOL.ORG
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01980
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0630787448
ReturnHeader/Filer/Name/BusinessNameLine10ADVENT EPISCOPAL DAY SCHOOL
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0ADVE
ReturnHeader/Filer/Phone02052522535
ReturnHeader/Filer/USAddress/AddressLine102019 SIXTH AVENUE NORTH
ReturnHeader/Filer/USAddress/City0BIRMINGHAM
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode035203
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-06-14
ReturnHeader/Officer/Name0UNA BATTLES
ReturnHeader/Officer/Phone02052522535
ReturnHeader/Officer/Title0HEAD MISTRESS
ReturnHeader/Preparer/DatePrepared02011-06-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TAYLOR VISE BROWN & KING LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10150 OLD TOWNE RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BIRMINGHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0AL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0352163718
ReturnHeader/Preparer/Name0DONALD G VISE CPA
ReturnHeader/Preparer/Phone02058223488
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-06-14T09:34:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.36$0.21$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.08$0.18$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.22$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.12$0.18$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.14$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.11$0.25$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.09$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.05$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.07$0.20$0.13
2012Summary only. Only limited summary data is available for this year.$2.54$0.00$2.54$0.13$0.12$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.11