Civic Intelligence

Nathaniel & Elizabeth P Stevens Fdn

990PF • Fiscal year 2022 • EIN 04-2236996

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 21, 2023

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

5th percentile

-168%

Higher net margin than 5% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$80,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.8%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-74%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$16,594,424

Down $1,016,822 (-5.8%) from 2021

Net Assets

Down

$16,573,482

Down $1,018,071 (-5.8%) from 2021

Liabilities

Up

$20,942

Up $1,249 (+6.3%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$585,021

Down $1,689,697 (-74%) from 2021

Expenses

Up

$1,570,459

Up $17,680 (+1.1%) from 2021

Net Income

Down

-$985,438

Down $1,707,377 (-236%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$16,594,424
Liabilities$20,942
Net Assets$16,573,482
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$585,021
Expenses$1,570,459
Net Income-$985,438
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 21, 2023
Return Version
2022v5.0
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
2023-08-21
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 428 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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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2OPERATING AND PROGRAMMING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3PLUS PROGRAM FOR LAWRENCE STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4CAPACITY BUILDING AND PLANNING PROCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2TOP NOTCH SCHOLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3THE GOVERNOR'S ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4BREAD & ROSES HERITAGE COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt115 UNION STREET STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt260 ISLAND STREET STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt31 ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1137
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2LAWRENCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd301922
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd401842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01181180
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0163500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01181180
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0964812
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0964812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0372727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0261129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0329986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0273416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0273416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02033601
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0607310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0372727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0462449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0261129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0329986
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01572122
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0607310
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02307017
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01699707
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02689
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt02689
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt211575
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 FEDERAL EXTENSION PAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TAX PENALTY
OtherDecreasesSchedule/OtherDecreasesDetail/Desc22022 FEDERAL ESTIMATED PAYMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MAINTENANCE AGREEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BBH K-1S 2% FLOOR DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8PAYROLL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02387
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32708
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt45100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5698
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt068565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt468565
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6698
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BBH K-1 ST CAPITAL GAIN(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BBH K-1 LT CAPITAL GAIN(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BBH K-1 OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OFFICE SUPPORT
OtherIncomeSchedule2/OtherIncomeDetail/Desc4SHARED OFFICE EXPENSE
OtherIncomeSchedule2/OtherIncomeDetail/Desc5COMMONWEALTH OF MA 2021 CITC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6PAYROLL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-376131
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1416528
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2280
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-376131
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1416528
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2280
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt39900
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4101800
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt559544
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt61013
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt019693
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BOND COST BASIS ADJUSTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt020942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt071421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt071421
TaxesSchedule/TaxesDetail/Amt011253
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/Amt236824
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt136824
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011253
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA L MINER

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,594,424
Liabilities
$20,942
Net assets
$16,573,482
Revenue
$585,021
Expenses
$1,570,459
Net income
-$985,438
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