Civic Intelligence

Nathaniel & Elizabeth P Stevens Foundation

EIN 04-2236996 • North Andover, MA

PO Box 111North Andover, MA 01845
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$80,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.9%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

130%

Faster revenue growth than 92% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,744,521

Up $1,218,942 (+7.9%) from 2023

Liabilities

Down

$0

Down $22,823 (-100%) from 2023

Net Assets

Up

$16,744,521

Up $1,241,765 (+8.0%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin19th percentile

Revenue

Up

$1,461,310

Up $826,649 (+130%) from 2023

Expenses

Down

$1,635,803

Down $69,584 (-4.1%) from 2023

Net Income

Up

-$174,493

Up $896,233 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $14,924,316Liabilities 2011: $02011Assets 2012: $15,566,452Liabilities 2012: $02012Assets 2013: $15,741,291Liabilities 2013: $02013Assets 2014: $15,931,828Liabilities 2014: $02014Assets 2015: $16,562,176Liabilities 2015: $02015Assets 2019: $16,800,258Liabilities 2019: $02019Assets 2020: $17,393,124Liabilities 2020: $500,000Net Assets 2020: $16,893,1242020Assets 2021: $17,611,246Liabilities 2021: $19,693Net Assets 2021: $17,591,5532021Assets 2022: $16,594,424Liabilities 2022: $20,942Net Assets 2022: $16,573,4822022Assets 2023: $15,525,579Liabilities 2023: $22,823Net Assets 2023: $15,502,7562023Assets 2024: $16,744,521Liabilities 2024: $0Net Assets 2024: $16,744,5212024

Highlighted filing

2024

Assets$16,744,521
Liabilities$0
Net Assets$16,744,521
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,457,192Expenses 2011: $1,080,886Net Income 2011: $376,3062011Revenue 2012: $1,641,154Expenses 2012: $999,018Net Income 2012: $642,1362012Revenue 2013: $1,489,701Expenses 2013: $1,314,862Net Income 2013: $174,8392013Revenue 2014: $1,228,690Expenses 2014: $1,038,153Net Income 2014: $190,5372014Revenue 2015: $1,831,952Expenses 2015: $1,201,579Net Income 2015: $630,3732015Revenue 2019: $1,724,250Expenses 2019: $1,443,633Net Income 2019: $280,6172019Revenue 2020: $1,576,782Expenses 2020: $1,483,481Net Income 2020: $93,3012020Revenue 2021: $2,274,718Expenses 2021: $1,552,779Net Income 2021: $721,9392021Revenue 2022: $585,021Expenses 2022: $1,570,459Net Income 2022: -$985,4382022Revenue 2023: $634,661Expenses 2023: $1,705,387Net Income 2023: -$1,070,7262023Revenue 2024: $1,461,310Expenses 2024: $1,635,803Net Income 2024: -$174,4932024

Highlighted filing

2024

Revenue$1,461,310
Expenses$1,635,803
Net Income-$174,493
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,744,521
Liabilities
$0
Net assets
$16,744,521
Revenue
$1,461,310
Expenses
$1,635,803
Net income
-$174,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.46$1.64$0.17
2023Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.5$0.63$1.71$1.07
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.6$0.59$1.57$0.99
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$2.27$1.55$0.72
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.50$16.9$1.58$1.48$0.09
2019Summary only. Only limited summary data is available for this year.$16.8$0.00$1.72$1.44$0.28
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$1.83$1.20$0.63
2014Summary only. Only limited summary data is available for this year.$15.9$0.00$1.23$1.04$0.19
2013Summary only. Only limited summary data is available for this year.$15.7$0.00$1.49$1.31$0.17
2012Summary only. Only limited summary data is available for this year.$15.6$0.00$1.64$1.00$0.64
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$1.46$1.08$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA L MINERTrustee-$80,000-$80,000
DEBORAH PUTNAMTrustee-$31,000-$31,000
CHRISTOPHER W ROGERSTrustee-$0--
EMILY A DONNANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nathaniel & Elizabeth P Stevens
EIN
04-2236996
Phone
9786887211
Address
PO BOX 111, NORTH ANDOVER, MA 01845

Signing Officer

Name
Deborah Putnam
Title
Trustee
Phone
9786887211
Signed
2025-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Abel Rogers & Sullivan
Address
40 SHATTUCK RD SUITE 112, ANDOVER, MA 01810
Preparer
Kevin a Sullivan
Phone
9789753919
Raw XML AppendixShowing 400 of 587 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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