Civic Intelligence

Stevenson Family Charitable Trust

EIN 04-6629590 • Cambridge, MA

5 Revere StCambridge, MA 02138
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-259%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,608,342

Down $1,410,274 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,608,342

Down $1,410,274 (-14%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$543,722

Down $89,754 (-14%) from 2023

Expenses

Up

$1,952,514

Up $1,145,285 (+142%) from 2023

Net Income

Down

-$1,408,792

Down $1,235,039 (-711%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,658,928Liabilities 2010: $22,300Net Assets 2010: $5,636,6282010Assets 2011: $6,416,463Liabilities 2011: $22,300Net Assets 2011: $6,394,1632011Assets 2012: $6,023,308Liabilities 2012: $2,300Net Assets 2012: $6,021,0082012Assets 2013: $5,289,207Liabilities 2013: $0Net Assets 2013: $5,289,2072013Assets 2014: $4,872,619Liabilities 2014: $0Net Assets 2014: $4,872,6192014Assets 2015: $4,191,352Liabilities 2015: $0Net Assets 2015: $4,191,3522015Assets 2016: $4,018,073Liabilities 2016: $0Net Assets 2016: $4,018,0732016Assets 2017: $4,047,336Liabilities 2017: $0Net Assets 2017: $4,047,3362017Assets 2018: $3,703,884Liabilities 2018: $0Net Assets 2018: $3,703,8842018Assets 2019: $3,453,849Liabilities 2019: $0Net Assets 2019: $3,453,8492019Assets 2020: $3,476,794Liabilities 2020: $0Net Assets 2020: $3,476,7942020Assets 2021: $3,649,590Liabilities 2021: $0Net Assets 2021: $3,649,5902021Assets 2022: $10,192,727Liabilities 2022: $0Net Assets 2022: $10,192,7272022Assets 2023: $10,018,616Liabilities 2023: $0Net Assets 2023: $10,018,6162023Assets 2024: $8,608,342Liabilities 2024: $0Net Assets 2024: $8,608,3422024

Highlighted filing

2024

Assets$8,608,342
Liabilities$0
Net Assets$8,608,342
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $874,8352010Expenses 2011: $441,8192011Expenses 2012: $994,8452012Revenue 2013: $611,380Expenses 2013: $1,342,269Net Income 2013: -$730,8892013Revenue 2014: $637,719Expenses 2014: $1,046,354Net Income 2014: -$408,6352014Revenue 2015: $320,822Expenses 2015: $992,902Net Income 2015: -$672,0802015Revenue 2016: $655,984Expenses 2016: $829,039Net Income 2016: -$173,0552016Revenue 2017: $652,482Expenses 2017: $600,860Net Income 2017: $51,6222017Revenue 2018: $466,742Expenses 2018: $800,499Net Income 2018: -$333,7572018Revenue 2019: $215,734Expenses 2019: $452,297Net Income 2019: -$236,5632019Revenue 2020: $430,089Expenses 2020: $406,442Net Income 2020: $23,6472020Revenue 2021: $534,582Expenses 2021: $353,841Net Income 2021: $180,7412021Revenue 2022: $7,681,175Expenses 2022: $987,248Net Income 2022: $6,693,9272022Revenue 2023: $633,476Expenses 2023: $807,229Net Income 2023: -$173,7532023Revenue 2024: $543,722Expenses 2024: $1,952,514Net Income 2024: -$1,408,7922024

Highlighted filing

2024

Revenue$543,722
Expenses$1,952,514
Net Income-$1,408,792
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,608,342
Liabilities
$0
Net assets
$8,608,342
Revenue
$543,722
Expenses
$1,952,514
Net income
-$1,408,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.54$1.95$1.41
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.63$0.81$0.17
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$7.68$0.99$6.69
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.53$0.35$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.43$0.41$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.22$0.45$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.47$0.80$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.65$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.66$0.83$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.32$0.99$0.67
2014Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.64$1.05$0.41
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.61$1.34$0.73
2012Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.99
2011Detailed filing. Detailed filing data is available for this year.$6.42$0.02$6.39$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.66$0.02$5.64$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD H STEVENSONTrustee-$0--
FREDERICKA O STEVENSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Stevenson Family Charitable Trust
EIN
04-6629590
Phone
6174802752
Address
5 REVERE ST, CAMBRIDGE, MA 02138

Signing Officer

Name
Howard H Stevenson
Title
Trustee
Phone
6178642742
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
9 EXECUTIVE PARK DRIVE SUITE 100, MERRIMACK, NH 03054
Preparer
Douglas Farrington
Phone
6038821111
Raw XML AppendixShowing 400 of 1,168 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38CHARITABLE CONTRIBUTION IN LINE WITH MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39CHARITABLE CONTRIBUTION IN LINE WITH MISSION

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