Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 13-6761801

Mar 01, 2021 to Feb 28, 2022 • Filed on Oct 24, 2022

Organization Profile
CO 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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

84%

Higher net margin than 94% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1258%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,625,229

Up $707,344 (+37%) from 2021

Net Assets

Up

$2,625,229

Up $707,344 (+37%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$840,562

Up $778,687 (+1258%) from 2021

Expenses

Down

$133,218

Down $122,401 (-48%) from 2021

Net Income

Up

$707,344

Up $901,088 (+465%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2022

Assets$2,625,229
Liabilities$0
Net Assets$2,625,229
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

2022

Revenue$840,562
Expenses$133,218
Net Income$707,344
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Oct 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

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
CO ANCHIN LLP 1375 BROADWAY, NEW YORK, NY 10018

Signing Officer

Name
L Francis Huck
Title
Trustee
Phone
2128403456
Signed
2022-10-24
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 Appendix316 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/RecipientUSAddress/AddressLine1Txt0124 MOUNT AUBURN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt099644
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/AppliedToCurrentYearAmt019011
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt099644
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118655
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0102939
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099644
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES IN CONNECTION WITH VARIOUS EXEMPT PURPOSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt012761
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012761
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06915
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06915
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
TaxesSchedule/TaxesDetail/Amt01648
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0L FRANCIS HUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128403456
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
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/AddressLine1Txt0CO ANCHIN LLP 1375 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
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/PreparationDt02022-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY LIEBERMAN
ReturnHeader/ReturnTs02022-11-04T12:54:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANCIS HUCK
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,625,229
Liabilities
$0
Net assets
$2,625,229
Revenue
$840,562
Expenses
$133,218
Net income
$707,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.06$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.84$0.13$0.71
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.06$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.11$0.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.17$0.08$0.08
2016Summary only. Only limited summary data is available for this year.$2.09$0.00$0.06$0.11$0.05
2015Summary only. Only limited summary data is available for this year.$2.14$0.00$0.38$0.14$0.24
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$0.13$0.14$0.01
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$0.06$0.12$0.06