Civic Intelligence

Stephens Place

EIN 23-2720629 • 501(c)3 • Bethlehem, PA

Profile

Operation of a residential halfway house for a maximum of (5) adult males recently released from prison. Supervise their transitional living back into society.

729 Ridge StreetBethlehem, PA 18015

www.stephens-place.com

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

-6.5%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-19%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$445,652

Down $31,176 (-6.5%) from 2023

Liabilities

Up

$3,127

Up $379 (+14%) from 2023

Net Assets

Down

$442,525

Down $31,555 (-6.7%) from 2023

Revenue

Down

$127,898

Down $29,772 (-19%) from 2023

Expenses

Down

$159,453

Down $25,010 (-14%) from 2023

Net Income

Down

-$31,555

Down $4,762 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $216,644Liabilities 2011: $2,0742011Assets 2012: $207,385Liabilities 2012: $3,2222012Assets 2013: $227,617Liabilities 2013: $3,5142013Assets 2014: $245,749Liabilities 2014: $1,9182014Assets 2015: $290,226Liabilities 2015: $3,0482015Assets 2016: $320,222Liabilities 2016: $1,1512016Assets 2017: $358,516Liabilities 2017: $4,3182017Assets 2018: $474,483Liabilities 2018: $3,474Net Assets 2018: $471,0092018Assets 2019: $473,463Liabilities 2019: $3,567Net Assets 2019: $469,8962019Assets 2020: $433,989Liabilities 2020: $1,969Net Assets 2020: $432,0202020Assets 2021: $510,211Liabilities 2021: $2,788Net Assets 2021: $507,4232021Assets 2022: $503,468Liabilities 2022: $2,595Net Assets 2022: $500,8732022Assets 2023: $476,828Liabilities 2023: $2,748Net Assets 2023: $474,0802023Assets 2024: $445,652Liabilities 2024: $3,127Net Assets 2024: $442,5252024

Highlighted filing

2024

Assets$445,652
Liabilities$3,127
Net Assets$442,525

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $124,922Expenses 2011: $88,032Net Income 2011: $36,8902011Revenue 2012: $65,274Expenses 2012: $75,681Net Income 2012: -$10,4072012Revenue 2013: $101,032Expenses 2013: $81,092Net Income 2013: $19,9402013Revenue 2014: $111,360Expenses 2014: $91,632Net Income 2014: $19,7282014Revenue 2015: $142,278Expenses 2015: $98,931Net Income 2015: $43,3472015Revenue 2016: $127,658Expenses 2016: $95,765Net Income 2016: $31,8932016Revenue 2017: $178,072Expenses 2017: $142,945Net Income 2017: $35,1272017Revenue 2018: $269,919Expenses 2018: $153,108Net Income 2018: $116,8112018Revenue 2019: $150,598Expenses 2019: $151,711Net Income 2019: -$1,1132019Revenue 2020: $108,640Expenses 2020: $146,516Net Income 2020: -$37,8762020Revenue 2021: $236,005Expenses 2021: $172,692Net Income 2021: $63,3132021Revenue 2022: $162,727Expenses 2022: $169,277Net Income 2022: -$6,5502022Revenue 2023: $157,670Expenses 2023: $184,463Net Income 2023: -$26,7932023Revenue 2024: $127,898Expenses 2024: $159,453Net Income 2024: -$31,5552024

Highlighted filing

2024

Revenue$127,898
Expenses$159,453
Net Income-$31,555

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.03$4.43$1.28$1.59$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.03$4.74$1.58$1.84$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.03$5.01$1.63$1.69$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.03$5.07$2.36$1.73$0.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.02$4.32$1.09$1.47$0.38
2019Summary only. Only limited summary data is available for this year.$4.73$0.04$4.70$1.51$1.52$0.01
2018Summary only. Only limited summary data is available for this year.$4.74$0.03$4.71$2.70$1.53$1.17
2017Summary only. Only limited summary data is available for this year.$3.59$0.04$1.78$1.43$0.35
2016Summary only. Only limited summary data is available for this year.$3.20$0.01$1.28$0.96$0.32
2015Summary only. Only limited summary data is available for this year.$2.90$0.03$1.42$0.99$0.43
2014Summary only. Only limited summary data is available for this year.$2.46$0.02$1.11$0.92$0.20
2013Summary only. Only limited summary data is available for this year.$2.28$0.04$1.01$0.81$0.20
2012Summary only. Only limited summary data is available for this year.$2.07$0.03$0.65$0.76$0.10
2011Summary only. Only limited summary data is available for this year.$2.17$0.02$1.25$0.88$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$127,898
Mission and Program Overview

Mission

Operation of a residential halfway house for a maximum of (5) adult males recently released from prison. Supervise their transitional living back into society.

To provide a transitional living environment for adult males recently released from prison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$156,731$170,606▲ $13,875
Land, Buildings, and Equipment, Net$141,836$139,067▼ $2,769
Investments in Publicly Traded Securities$148,737$118,731▼ $30,006
Cash and Non-Interest-Bearing Accounts$29,524$17,248▼ $12,276
Total Assets$476,828$445,652▼ $31,176
Liabilities
Accounts Payable and Accrued Expenses$2,748$3,127▲ $379
Total Liabilities$2,748$3,127▲ $379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$474,080$442,525▼ $31,555
Total Net Assets Fund Balance$474,080$442,525▼ $31,555
Total Liabilities and Net Assets / Fund Balance$476,828$445,652▼ $31,176

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$125,214$160,524$285,738
Other Land Buildings$1,553$60,330$61,883
Equipment$0$16,200$16,200
Land$12,300-$12,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sherman MyersProgram DirectorFT$62,648$62,648

Board Members and Trustees

NameTitle
Anne EvansChairperson
Rick CantelmiVice Chairman
Rev Dr William UrbineDirector
Rocco DamatoDirector
Timothy MunschDirector
Mary BreidingerSecretary
Peter SaundersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,469
Program Service Revenue
$9,460
Investment Income
$10,969
Other Revenue
$0
All Other Contributions
$107,469
Change in Net Assets
$-31,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,104
Salaries, Compensation, and Employee Benefits$74,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,852--$68,852
Occupancy$35,218--$35,218
Depreciation Depletion$11,169--$11,169
Insurance$8,179--$8,179
Payroll Taxes$5,497--$5,497
Office Expenses$4,058--$4,058
Travel$2,211--$2,211
Fees for Services Accounting$1,875--$1,875
All Other Expenses$1,386--$1,386
Other Expenses$1,164--$1,164
Fees for Services Legal$448--$448
Fees for Service Investment Mgmnt Fees$100--$100
Total Functional Expenses$159,453$0$0$159,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Completed form 990 is forwarded to the treasurer for review and then presented to the remaining officers and directors. It is then filed and made available to the public upon request.

Form 990, Part VI, Section C, Line 19

The tax return is made available to the public upon request along with all related documents

Filing and Contact Details

Filer

Filer Name
Stephens Place
EIN
23-2720629
Phone
6108617677
Address
729 RIDGE STREET, BETHLEHEM, PA 18015

Signing Officer

Name
Peter Saunders
Title
Treasurer
Phone
6108617677
Signed
2025-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Saunders
Formed
1993
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Bs&g Accounting & Tax Service
Address
1514 HANOVER AVENUE, ALLENTOWN, PA 18109-2398
Preparer
Beverly a Riegel
Phone
6104335145
Raw XML Appendix369 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.

Path#Value
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0218939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092439
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0702177
IRS990ScheduleA/TotalSupportAmt0734655
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0125214
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0160524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0285738
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016200
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016200
IRS990ScheduleD/LandGrp/BookValueAmt012300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012300
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01553
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060330
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061883
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139067
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED FORM 990 IS FORWARDED TO THE TREASURER FOR REVIEW AND THEN PRESENTED TO THE REMAINING OFFICERS AND DIRECTORS. IT IS THEN FILED AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST ALONG WITH ALL RELATED DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0476828
IRS990/TotalAssetsEOYAmt0445652
IRS990/TotalAssetsGrp/BOYAmt0476828
IRS990/TotalAssetsGrp/EOYAmt0445652
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0107469
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159453
IRS990/TotalFunctionalExpensesGrp/TotalAmt0159453
IRS990/TotalGrossUBIAmt020429
IRS990/TotalLiabilitiesBOYAmt02748
IRS990/TotalLiabilitiesEOYAmt03127
IRS990/TotalLiabilitiesGrp/BOYAmt02748
IRS990/TotalLiabilitiesGrp/EOYAmt03127
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0474080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0442525
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0159453
IRS990/TotalProgramServiceRevenueAmt09460
IRS990/TotalReportableCompFromOrgAmt062648
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020429
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0476828
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0445652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02211
IRS990/TravelGrp/TotalAmt02211
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0729 RIDGE STREET
IRS990/USAddress/CityNm0BETHLEHEM
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018015
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.STEPHENS-PLACE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SAUNDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108617677
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS PLACE
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0232720629
ReturnHeader/Filer/PhoneNum06108617677
ReturnHeader/Filer/USAddress/AddressLine1Txt0729 RIDGE STREET
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861384535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BS&G ACCOUNTING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01514 HANOVER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0181092398
ReturnHeader/PreparerPersonGrp/PhoneNum06104335145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEVERLY A RIEGEL
ReturnHeader/ReturnTs02025-11-16T18:39:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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