Civic Intelligence

Harriet and Warren Stephens Family

EIN 26-1634531 • Little Rock, AR

P O Box 3507Little Rock, AR 72203
Siviq Scores

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

Liabilities / Assets

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.43x

Higher debt load relative to revenue than 60% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

79th percentile

33%

Higher net margin than 79% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

59th percentile

7.5%

Faster asset growth than 59% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$68,426,988

Up $4,766,420 (+7.5%) from 2023

Liabilities

Up

$3,593,520

Up $2,029,083 (+130%) from 2023

Net Assets

Up

$64,833,468

Up $2,737,337 (+4.4%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin79th percentile

Revenue

Down

$8,406,187

Down $22,544,018 (-73%) from 2023

Expenses

Down

$5,668,850

Down $23,990,202 (-81%) from 2023

Net Income

Up

$2,737,337

Up $1,446,184 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$80M$60M$40M$20M$0Assets 2010: $8,636,705Liabilities 2010: $0Net Assets 2010: $8,636,7052010Assets 2014: $16,993,555Liabilities 2014: $0Net Assets 2014: $16,993,5552014Assets 2015: $16,928,591Liabilities 2015: $0Net Assets 2015: $16,928,5912015Assets 2016: $15,584,434Liabilities 2016: $0Net Assets 2016: $15,584,4342016Assets 2017: $15,516,145Liabilities 2017: $0Net Assets 2017: $15,516,1452017Assets 2018: $15,365,566Liabilities 2018: $0Net Assets 2018: $15,365,5662018Assets 2019: $15,738,518Liabilities 2019: $0Net Assets 2019: $15,738,5182019Assets 2020: $15,872,307Liabilities 2020: $0Net Assets 2020: $15,872,3072020Assets 2021: $64,869,092Liabilities 2021: $0Net Assets 2021: $64,869,0922021Assets 2022: $60,804,978Liabilities 2022: $0Net Assets 2022: $60,804,9782022Assets 2023: $63,660,568Liabilities 2023: $1,564,437Net Assets 2023: $62,096,1312023Assets 2024: $68,426,988Liabilities 2024: $3,593,520Net Assets 2024: $64,833,4682024

Highlighted filing

2024

Assets$68,426,988
Liabilities$3,593,520
Net Assets$64,833,468
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $264,2062010Revenue 2014: $788,530Expenses 2014: $700,614Net Income 2014: $87,9162014Revenue 2015: $760,464Expenses 2015: $825,428Net Income 2015: -$64,9642015Revenue 2016: -$637,349Expenses 2016: $706,808Net Income 2016: -$1,344,1572016Revenue 2017: $488,233Expenses 2017: $556,522Net Income 2017: -$68,2892017Revenue 2018: $895,138Expenses 2018: $1,045,717Net Income 2018: -$150,5792018Revenue 2019: $1,117,026Expenses 2019: $744,074Net Income 2019: $372,9522019Revenue 2020: $1,129,079Expenses 2020: $995,290Net Income 2020: $133,7892020Revenue 2021: $50,024,927Expenses 2021: $1,028,142Net Income 2021: $48,996,7852021Revenue 2022: $98,300Expenses 2022: $4,162,414Net Income 2022: -$4,064,1142022Revenue 2023: $30,950,205Expenses 2023: $29,659,052Net Income 2023: $1,291,1532023Revenue 2024: $8,406,187Expenses 2024: $5,668,850Net Income 2024: $2,737,3372024

Highlighted filing

2024

Revenue$8,406,187
Expenses$5,668,850
Net Income$2,737,337
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,426,988
Liabilities
$3,593,520
Net assets
$64,833,468
Revenue
$8,406,187
Expenses
$5,668,850
Net income
$2,737,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.4$3.59$64.8$8.41$5.67$2.74
2023Detailed filing. Detailed filing data is available for this year.$63.7$1.56$62.1$31.0$29.7$1.29
2022Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$0.10$4.16$4.06
2021Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$50.0$1.03$49.0
2020Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.13$1.00$0.13
2019Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.12$0.74$0.37
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.90$1.05$0.15
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.49$0.56$0.07
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.64$0.71$1.34
2015Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.76$0.83$0.06
2014Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.79$0.70$0.09
2010Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN A STEPHENSTrustee-$0--
HARRIET C STEPHENSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harriet and Warren Stephens Family
EIN
26-1634531
Phone
5013772000
Address
P O BOX 3507, LITTLE ROCK, AR 72203

Signing Officer

Name
Kathy Bryant
Title
Manager
Phone
5013772000
Signed
2025-10-29

Preparer

Firm
Stephens Investments Holdings LLC
Address
PO BOX 3507, LITTLE ROCK, AR 72203
Preparer
Melinda a Armstrong
Phone
5013772579
Raw XML Appendix323 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LITTLE ROCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05013772346
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WARREN A STEPHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0REPLANT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DARBY'S WARRIOR SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1463
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEARCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt0150000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02352184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02202184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020194014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02202184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017991830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017991830
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017991830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020194014
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP PORTFOLIO DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP ORDINARY LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0884655
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1304351
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01222690
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11047967
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2169150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04362242
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PORTFOLIO INCOME FROM PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03966213
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04362242
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01564437
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03593520
TaxesSchedule/TaxesDetail/Amt0336739
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034884
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY BRYANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05013772000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET AND WARREN STEPHENS FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0261634531
ReturnHeader/Filer/PhoneNum05013772000
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 3507
ReturnHeader/Filer/USAddress/CityNm0LITTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205128904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHENS INVESTMENTS HOLDINGS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072203
ReturnHeader/PreparerPersonGrp/PhoneNum05013772579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA A ARMSTRONG
ReturnHeader/ReturnTs02025-10-29T11:55:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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