Civic Intelligence

Stephens Family Foundation Inc.

990PF • Fiscal year 2011 • EIN 20-4617210

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

4230 N OAKLAND AVENUE No 31753211
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.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

26th percentile

-4.5%

Faster asset growth than 26% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,910,535

Down $135,947 (-4.5%) from 2010

Net Assets

Down

$2,910,535

Down $135,947 (-4.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$140,864

Up $15,567 (+12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$2,910,535
Liabilities$0
Net Assets$2,910,535

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$140,864
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMilwaukee College PrepLindsay Heights Campus Library Fund-Milwaukee, WI, US$50,000
Paid GrantBig Brothers Big SistersGeneral Programs-Milwaukee, WI, US$25,100
Paid GrantUnited WayBigBrothers/BigSisters 19k, Community Impact Fund 6k-Milwaukee, WI, US$25,000
Paid GrantWFB School DistrictTravelship Grant Program-Whitefish Bay, WI, US$14,854
Paid GrantMessengers of MercyReligious/General Fund-Carol Stream, IL, US$10,000
Paid GrantMalaika Early Learning CenterEducation - General Fund-Milwaukee, WI, US$5,000
Paid GrantFirst Stage TheaterCommunity Outreach Program-Milwaukee, WI, US$5,000
Paid GrantDanceWorksMadhat Ballroom and Tap Program-Milwaukee, WI, US$5,000
Paid GrantMalaika Early Learning CenterEducation - Annual Fundraising Event-Milwaukee, WI, US$500
Filing and Contact Details

Filer

EIN
20-4617210
Raw XML Appendix346 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2479315
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV482400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock011376 shares of ARTISAN GROWTH OPPORTUNITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock157965 shares of ARTISAN MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock227096 shares of ARTISAN EMERGING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3300 shares of Apple, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44000 shares of Electronic Arts, Inc.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANDREW C STEPHENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANE E KIM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KATHERINE A EURICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SUNHEE LEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREAS/ASST SEC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104230 N OAKLAND AVE No 317
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0OPEN LETTER FORMAT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KATHERINE EURICH
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053211
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IRS990PF/SupplementaryInformation/ContributingManager0ANDREW STEPHENS
IRS990PF/SupplementaryInformation/ContributingManager1JANE KIM
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Religious/General Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Education - General Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Education - Annual Fundraising Event
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4General Programs
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5BigBrothers/BigSisters 19k, Community Impact Fund 6k
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Community Outreach Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Madhat Ballroom and Tap Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Lindsay Heights Campus Library Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WFB School District
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Messengers of Mercy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Malaika Early Learning Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Malaika Early Learning Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Big Brothers Big Sisters
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15United Way
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16First Stage Theater
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17DanceWorks
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18Milwaukee College Prep
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101200 E Fairmount Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1125W560 Geneva Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12125 W Auer Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13125 W Auer Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14788 N Jefferson Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15225 W Vine Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16325 W Walnut Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171661 N Water Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182449 N 36th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Whitefish Bay
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Carol Stream
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Milwaukee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode160188
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode553212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode653212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode753202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode853210
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0140454
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear043499
IRS990PF/UndistributedIncome/AppliedToYear1097365
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0149575
IRS990PF/UndistributedIncome/PriorYear102007
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302009
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome090162
IRS990PF/UndistributedIncome/QualifyingDistributions0140864
IRS990PF/UndistributedIncome/TaxableAmount1090162
IRS990PF/UndistributedIncome/TotalForPriorYears090162
IRS990PF/UndistributedIncome/UndistributedIncomeCY0106076
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear097365
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0Annual Report Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204617210
ReturnHeader/Filer/Name/BusinessNameLine10STEPHENS FAMILY FOUNDATION INC
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone04143908221
ReturnHeader/Filer/USAddress/AddressLine104230 N OAKLAND AVENUE No 317
ReturnHeader/Filer/USAddress/City0SHOREWOOD
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053211
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-11
ReturnHeader/Officer/Name0Andrew Stephens
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-05-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Hilker and Associates
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 511454
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Milwaukee
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0532030251
ReturnHeader/Preparer/Name0David Hilker
ReturnHeader/Preparer/Phone04142645330
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T12:39:12-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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