Civic Intelligence

Stephens Family Foundation Inc.

EIN 20-4617210 • Shorewood, WI

Pub. 78 Eligible
4230 N OAKLAND AVENUE No 317Shorewood, WI 53211
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-99%

Higher net margin than 6% of similar nonprofits.

$5M-$10M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2020

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

405%

Faster revenue growth than 97% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$9,835,282

Up $362,191 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,835,282

Up $362,191 (+3.8%) from 2023

Revenue

Up

$1,207,278

Up $916,103 (+315%) from 2023

Expenses

Up

$761,799

Up $181,855 (+31%) from 2023

Net Income

Up

$445,479

Up $734,248 (+254%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $3,046,482Liabilities 2010: $0Net Assets 2010: $3,046,4822010Assets 2011: $2,910,535Liabilities 2011: $0Net Assets 2011: $2,910,5352011Assets 2012: $2,882,764Liabilities 2012: $0Net Assets 2012: $2,882,7642012Assets 2013: $2,868,526Liabilities 2013: $0Net Assets 2013: $2,868,5262013Assets 2014: $4,866,137Liabilities 2014: $0Net Assets 2014: $4,866,1372014Assets 2015: $5,273,888Liabilities 2015: $0Net Assets 2015: $5,273,8882015Assets 2016: $5,219,747Liabilities 2016: $0Net Assets 2016: $5,219,7472016Assets 2017: $9,092,406Liabilities 2017: $0Net Assets 2017: $9,092,4062017Assets 2018: $8,311,492Liabilities 2018: $0Net Assets 2018: $8,311,4922018Assets 2019: $9,771,370Liabilities 2019: $0Net Assets 2019: $9,771,3702019Assets 2020: $11,591,141Liabilities 2020: $0Net Assets 2020: $11,591,1412020Assets 2021: $11,872,892Liabilities 2021: $0Net Assets 2021: $11,872,8922021Assets 2022: $8,881,489Liabilities 2022: $0Net Assets 2022: $8,881,4892022Assets 2023: $9,473,091Liabilities 2023: $0Net Assets 2023: $9,473,0912023Assets 2024: $9,835,282Liabilities 2024: $0Net Assets 2024: $9,835,2822024

Highlighted filing

2024

Assets$9,835,282
Liabilities$0
Net Assets$9,835,282

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $125,2972010Expenses 2011: $140,8642011Expenses 2012: $126,9102012Revenue 2013: $166,922Expenses 2013: $181,160Net Income 2013: -$14,2382013Revenue 2014: $2,151,264Expenses 2014: $153,653Net Income 2014: $1,997,6112014Revenue 2015: $652,661Expenses 2015: $244,910Net Income 2015: $407,7512015Revenue 2016: $143,704Expenses 2016: $278,738Net Income 2016: -$135,0342016Revenue 2017: $4,017,017Expenses 2017: $302,657Net Income 2017: $3,714,3602017Revenue 2018: $625,242Expenses 2018: $379,977Net Income 2018: $245,2652018Revenue 2019: $543,643Expenses 2019: $399,513Net Income 2019: $144,1302019Revenue 2020: $670,439Expenses 2020: $568,466Net Income 2020: $101,9732020Revenue 2021: $997,139Expenses 2021: $535,202Net Income 2021: $461,9372021Revenue 2022: $57,709Expenses 2022: $480,971Net Income 2022: -$423,2622022Revenue 2023: $291,175Expenses 2023: $579,944Net Income 2023: -$288,7692023Revenue 2024: $1,207,278Expenses 2024: $761,799Net Income 2024: $445,4792024

Highlighted filing

2024

Revenue$1,207,278
Expenses$761,799
Net Income$445,479

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$1.21$0.76$0.45
2023Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.29$0.58$0.29
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.06$0.48$0.42
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.00$0.54$0.46
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.67$0.57$0.10
2019Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$0.54$0.40$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.63$0.38$0.25
2017Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$4.02$0.30$3.71
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.14$0.28$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.65$0.24$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$2.15$0.15$2.00
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.17$0.18$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.14
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW C STEPHENSCo-President-$0--
JANE E KIMCo-President-$0--
KATHERINE A EURICHTreas/Asst Sec-$0--
SUNHEE LEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stephens Family Foundation Inc
EIN
20-4617210
In Care Of
% Katherine Eurich
Phone
4144089197
Address
4230 N OAKLAND AVENUE No 317, SHOREWOOD, WI 53211

Signing Officer

Name
Katherine Eurich
Title
Treasurer
Phone
4144089197
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hilker & Associates
Address
PO Box 511454, Milwaukee, WI 53203-0251
Preparer
David L Hilker
Phone
4142645330
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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/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHERINE EURICH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04144089197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04230 N OAKLAND AVENUE No 317
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SHOREWOOD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANDREW STEPHENS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JANE KIM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Early Childhood Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Creative Fusion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Smith Fund Scholarship
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Creative Fusion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Early Childhood Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Youth Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ninewise Publishing Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Carelton College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2University School of Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3United Community Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Messengers of Mercy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Milwaukee Institute of Art & Design
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Smith College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Fox Point Lutheran Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8All-In-Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Milwaukee Institute of Art & Design
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Incourage Community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Ninewise Publishing Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12UMass Amherst Fdn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13University School of Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Big Brothers Big Sisters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04840 N Lake Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1One North College Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22100 Fairy Chasm Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31028 S 9th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt422392 FM 16W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5273 E Erie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77510 N Santa Monica Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8135 W Wells Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9273 E Erie Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10478 E Grand Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114840 N Lake Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12220 S Pleasant Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132100 Fairy Chasm Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14778 N Jefferson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Whitefish Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Northfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Mequon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Lindale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Northampton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Fox Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Wisconsin Rapids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Whitefish Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Amherst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Mequon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Milwaukee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1353092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1453202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0724300
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0470465
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0207647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0470465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046213
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046213
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0724325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046213
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0207647
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Andrew Stephens Jane Kim
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04824 N Lake Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Whitefish Bay
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053217
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0249976
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050022
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt149992
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2149962
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0298 shares AirBNB Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14081 shares NU Holdings Ltd
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21905 shares Shopify Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-03-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-03-22
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-03-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01964
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest Receivable
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Short Rebate Fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt056269
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt056269
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-83288
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION
TaxesSchedule/TaxesDetail/Amt04926
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax on Investment Income
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Eurich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04144089197

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