Civic Intelligence

Nathaniel & Elizabeth P Stevens Fdn

990PF • Fiscal year 2020 • EIN 04-2236996

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

Organization Profile
PO Box 111North Andover, MA 01845

(978) 688-7211

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.32x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

53rd percentile

5.9%

Higher net margin than 53% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$80,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

45th percentile

3.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-8.6%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$17,393,124

Up $592,866 (+3.5%) from 2019

Net Assets

$16,893,124

No earlier filing loaded for comparison.

Liabilities

Up

$500,000

Up $500,000 from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Down

$1,576,782

Down $147,468 (-8.6%) from 2019

Expenses

Up

$1,483,481

Up $39,848 (+2.8%) from 2019

Net Income

Down

$93,301

Down $187,316 (-67%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2020

Assets$17,393,124
Liabilities$500,000
Net Assets$16,893,124
Open 2020 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,576,782
Expenses$1,483,481
Net Income$93,301
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

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

Filer

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

Signing Officer

Name
Joshua L Miner
Title
Trustee
Phone
9786887211
Signed
2021-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Abel Rogers & Sullivan
Address
1 CORPORATE DR, ANDOVER, MA 01810
Preparer
Kevin a Sullivan
Phone
9789753919
Raw XML AppendixShowing 400 of 423 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt067338
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3140
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt55000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12239
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42731
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt571402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt65000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BBH K-1 ST CAPITAL GAIN(LOSS)
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OtherIncomeSchedule2/OtherIncomeDetail/Desc3OFFICE SUPPORT
OtherIncomeSchedule2/OtherIncomeDetail/Desc4SHARED OFFICE EXPENSE
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1299094
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt39900
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4108000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt59544
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt081501
TaxesSchedule/TaxesDetail/Amt013699
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/Amt211735
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt111735
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013699
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA L MINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786887211
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATHANIEL & ELIZABETH P STEVENS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,393,124
Liabilities
$500,000
Net assets
$16,893,124
Revenue
$1,576,782
Expenses
$1,483,481
Net income
$93,301
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