Civic Intelligence

Stephens Family Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-4617210

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

4230 N OAKLAND AVENUE No 317Shorewood, WI 53211

(414) 390-8221

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

7th percentile

-94%

Higher net margin than 7% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,219,747

Down $54,141 (-1.0%) from 2015

Net Assets

Down

$5,219,747

Down $54,141 (-1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$143,704

Down $508,957 (-78%) from 2015

Expenses

Up

$278,738

Up $33,828 (+14%) from 2015

Net Income

Down

-$135,034

Down $542,785 (-133%) from 2015

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

2016

Assets$5,219,747
Liabilities$0
Net Assets$5,219,747

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

2016

Revenue$143,704
Expenses$278,738
Net Income-$135,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
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
Phone
4143908221
Address
4230 N OAKLAND AVENUE No 317, SHOREWOOD, WI 53211

Signing Officer

Name
Kathy Eurich
Title
VP
Signed
2017-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Hilker & Associates
Address
PO Box 511454, Milwaukee, WI 53203-0251
Preparer
David L Hilker
Phone
4142645330
Raw XML Appendix372 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/RecipientBusinessName/BusinessNameLine1Txt0United Performing Arts Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Messengers of Mercy
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Urban Roots
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Danceworks
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125W560 Geneva Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2325 W Walnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3788 N Jefferson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42600 N 2nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52449 N 36th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62100 W Fairy Chasm Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt710 Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt818752 W Edwards Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91000 N Water Street 17th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10225 W Vine Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11619 W Walnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121661 N Water Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Carol Stream
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Mequon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Northampton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Antioch
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Milwaukee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253212
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062767
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0212271
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0260797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0275038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0198030
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0212271
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt080893
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION
TaxesSchedule/TaxesDetail/Amt03700
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03700
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Eurich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0204617210
ReturnHeader/Filer/PhoneNum04143908221
ReturnHeader/Filer/USAddress/AddressLine1Txt04230 N OAKLAND AVENUE No 317
ReturnHeader/Filer/USAddress/CityNm0SHOREWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9DED166F41D42A3B3D79DC471A9D3FEB04F83D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D9DED166F41D42A3B3D79DC471A9D3FEB04F83D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.103.165.154
ReturnHeader/FilingSecurityInformation/IPDt02017-04-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:07:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hilker & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 511454
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532030251
ReturnHeader/PreparerPersonGrp/PhoneNum04142645330
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Hilker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-28T10:10:36-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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