Civic Intelligence

Stephens Family Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-5494733

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
15 Kensington Road No Ph2Bronxville, NY 10708-5021

(914) 337-9134

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.00x

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Net Margin

80th percentile

73%

Higher net margin than 80% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2017 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

514%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,747,219

Up $348,719 (+25%) from 2016

Net Assets

Up

$1,747,219

Up $348,719 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin80th percentile

Revenue

Up

$475,769

Up $398,234 (+514%) from 2016

Expenses

Up

$127,050

Up $8,000 (+6.7%) from 2016

Net Income

Up

$348,719

Up $390,234 (+940%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $338,794Liabilities 2011: $0Net Assets 2011: $338,7942011Assets 2012: $340,653Liabilities 2012: $72012Assets 2013: $646,081Liabilities 2013: $72013Assets 2014: $1,307,426Liabilities 2014: $02014Assets 2015: $1,440,015Liabilities 2015: $0Net Assets 2015: $1,440,0152015Assets 2016: $1,398,500Liabilities 2016: $0Net Assets 2016: $1,398,5002016Assets 2017: $1,747,219Liabilities 2017: $0Net Assets 2017: $1,747,2192017Assets 2018: $2,859,327Liabilities 2018: $0Net Assets 2018: $2,859,3272018Assets 2019: $3,886,326Liabilities 2019: $0Net Assets 2019: $3,886,3262019Assets 2020: $4,217,052Liabilities 2020: $0Net Assets 2020: $4,217,0522020Assets 2021: $4,993,022Liabilities 2021: $0Net Assets 2021: $4,993,0222021Assets 2022: $6,802,433Liabilities 2022: $0Net Assets 2022: $6,802,4332022Assets 2023: $6,623,760Liabilities 2023: $0Net Assets 2023: $6,623,7602023Assets 2024: $7,201,536Liabilities 2024: $0Net Assets 2024: $7,201,5362024

Highlighted filing

2017

Assets$1,747,219
Liabilities$0
Net Assets$1,747,219
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $20,1132011Revenue 2012: $22,822Expenses 2012: $20,970Net Income 2012: $1,8522012Revenue 2013: $336,560Expenses 2013: $31,132Net Income 2013: $305,4282013Revenue 2014: $725,134Expenses 2014: $63,782Net Income 2014: $661,3522014Revenue 2015: $219,878Expenses 2015: $87,289Net Income 2015: $132,5892015Revenue 2016: $77,535Expenses 2016: $119,050Net Income 2016: -$41,5152016Revenue 2017: $475,769Expenses 2017: $127,050Net Income 2017: $348,7192017Revenue 2018: $1,276,833Expenses 2018: $164,725Net Income 2018: $1,112,1082018Revenue 2019: $1,240,118Expenses 2019: $213,119Net Income 2019: $1,026,9992019Revenue 2020: $613,036Expenses 2020: $282,310Net Income 2020: $330,7262020Revenue 2021: $1,162,339Expenses 2021: $386,369Net Income 2021: $775,9702021Revenue 2022: $2,335,769Expenses 2022: $526,358Net Income 2022: $1,809,4112022Revenue 2023: $235,438Expenses 2023: $414,111Net Income 2023: -$178,6732023Revenue 2024: $994,947Expenses 2024: $417,171Net Income 2024: $577,7762024

Highlighted filing

2017

Revenue$475,769
Expenses$127,050
Net Income$348,719
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS A STEPHENSPresidentPT$0--
LISA J KUNSTADTERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Stephens Family Charitable Foundation
EIN
20-5494733
Phone
9143379134
Address
15 KENSINGTON ROAD NO PH2, BRONXVILLE, NY 10708-5021

Signing Officer

Name
Nicholas a Stephens
Title
President
Phone
9143379134
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Sacks Press & Lacher Pc
Address
600 THIRD AVENUE, NEW YORK, NY 10016-1901
Preparer
Gary D Lacher
Phone
2126826640
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NICHOLAS A STEPHENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA J KUNSTADTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONCORDIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEW YORK PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WESTHAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YONKERS PARTNERS IN EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CYSTIC FIBROSIS FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0171 WHITE PLAINS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1160 VARICK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28 BASHFORD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt386 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44550 MONTGOMERY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRONXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2YONKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3YONKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BETHESDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
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/AppliedToCurrentYearAmt0114578
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013474
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03052
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010422
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03052
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS A STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09143379134
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0205494733
ReturnHeader/Filer/PhoneNum09143379134
ReturnHeader/Filer/USAddress/AddressLine1Txt015 KENSINGTON ROAD NO PH2
ReturnHeader/Filer/USAddress/CityNm0BRONXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0107085021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0832D00FE438388DCA9934B5DA914816B222F7BE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0832D00FE438388DCA9934B5DA914816B222F7BE2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.224.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:15:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133050313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKS PRESS & LACHER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100161901
ReturnHeader/PreparerPersonGrp/PhoneNum02126826640
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY D LACHER
ReturnHeader/ReturnTs02018-05-04T09:31:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,747,219
Liabilities
$0
Net assets
$1,747,219
Revenue
$475,769
Expenses
$127,050
Net income
$348,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$0.99$0.42$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$0.24$0.41$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$2.34$0.53$1.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$1.16$0.39$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.61$0.28$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$1.24$0.21$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$1.28$0.16$1.11
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.48$0.13$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.22$0.09$0.13
2014Summary only. Only limited summary data is available for this year.$1.31$0.00$0.73$0.06$0.66
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.34$0.03$0.31
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.02$0.02$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.02