Civic Intelligence

The John E Stevens Trust F/B/O Harvard College U/I Dated 12/6/78

990PF • Fiscal year 2018 • EIN 13-6761801

Mar 01, 2017 to Feb 28, 2018 • Filed on Aug 17, 2018

C/O Anchin Llp 1375 BroadwayNew York, NY 10018

(212) 840-3456

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Up

$2,089,185

Up $797 (+0.0%) from 2016

Net Assets

$2,089,185

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$165,884

Up $109,289 (+193%) from 2016

Expenses

Down

$81,250

Down $29,692 (-27%) from 2016

Net Income

Up

$84,634

Up $138,981 (+256%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,917,843Liabilities 2012: $02012Assets 2013: $1,907,661Liabilities 2013: $02013Assets 2014: $1,898,320Liabilities 2014: $02014Assets 2015: $2,142,735Liabilities 2015: $02015Assets 2016: $2,088,388Liabilities 2016: $02016Assets 2018: $2,089,185Liabilities 2018: $0Net Assets 2018: $2,089,1852018Assets 2019: $2,022,301Liabilities 2019: $0Net Assets 2019: $2,022,3012019Assets 2020: $2,111,629Liabilities 2020: $0Net Assets 2020: $2,111,6292020Assets 2021: $1,917,885Liabilities 2021: $0Net Assets 2021: $1,917,8852021Assets 2022: $2,625,229Liabilities 2022: $0Net Assets 2022: $2,625,2292022Assets 2023: $2,526,203Liabilities 2023: $0Net Assets 2023: $2,526,2032023Assets 2024: $2,492,627Liabilities 2024: $0Net Assets 2024: $2,492,6272024Assets 2025: $2,488,530Liabilities 2025: $0Net Assets 2025: $2,488,5302025

Highlighted filing

2018

Assets$2,089,185
Liabilities$0
Net Assets$2,089,185

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $61,453Expenses 2012: $124,450Net Income 2012: -$62,9972012Revenue 2013: $110,434Expenses 2013: $120,616Net Income 2013: -$10,1822013Revenue 2014: $129,694Expenses 2014: $139,035Net Income 2014: -$9,3412014Revenue 2015: $384,373Expenses 2015: $139,958Net Income 2015: $244,4152015Revenue 2016: $56,595Expenses 2016: $110,942Net Income 2016: -$54,3472016Revenue 2018: $165,884Expenses 2018: $81,250Net Income 2018: $84,6342018Revenue 2019: $75,849Expenses 2019: $142,733Net Income 2019: -$66,8842019Revenue 2020: $110,831Expenses 2020: $21,503Net Income 2020: $89,3282020Revenue 2021: $61,875Expenses 2021: $255,619Net Income 2021: -$193,7442021Revenue 2022: $840,562Expenses 2022: $133,218Net Income 2022: $707,3442022Revenue 2023: $55,317Expenses 2023: $154,343Net Income 2023: -$99,0262023Revenue 2024: $88,129Expenses 2024: $121,705Net Income 2024: -$33,5762024Revenue 2025: $89,442Expenses 2025: $93,830Net Income 2025: -$4,3882025

Highlighted filing

2018

Revenue$165,884
Expenses$81,250
Net Income$84,634
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
Aug 17, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L FRANCIS HUCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John E Stevens Trust
EIN
13-6761801
Phone
2128403456
Address
C/O ANCHIN LLP 1375 BROADWAY, NEW YORK, NY 10018

Signing Officer

Name
L Francis Huck
Title
Trustee
Phone
2128403456
Signed
2018-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
Barry Lieberman
Phone
2128403456
Raw XML Appendix380 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/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02331722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02160233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02185635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02358454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02245597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02202229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt063517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.267010
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt063517
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt063517
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt063517
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SIMPSON THACHER BARTLETT LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0425 LEXINGTON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124552000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045447
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018070
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt045447
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095538
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt045447
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES IN CONNECTION WITH VARIOUS EXEMPT PURPOSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08570
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08570
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010002
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010002
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-23
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LOSS ON INVESTMENT IN PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-23
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-23
TaxesSchedule/TaxesDetail/Amt0731
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L FRANCIS HUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN E STEVENS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0F/B/O HARVARD COLLEGE U/I DATED 12/6/78
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0136761801
ReturnHeader/Filer/PhoneNum02128403456
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ANCHIN LLP 1375 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId017A174F34ED6B25C3EAE166B54486FF35B59104E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.221.150.5
ReturnHeader/FilingSecurityInformation/IPDt02018-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:10:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0130436940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187001
ReturnHeader/PreparerPersonGrp/PhoneNum02128403456
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY LIEBERMAN
ReturnHeader/ReturnTs02018-09-06T15:35:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

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