Civic Intelligence

Stephenson Foundation

990PF • Fiscal year 2017 • EIN 35-7124435

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
444 West Lake Street Suite 4000Chicago, IL 60606

(312) 372-2000

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

$8,371,814

No earlier filing loaded for comparison.

Net Assets

$8,371,814

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin67th percentile

Revenue

$494,621

No earlier filing loaded for comparison.

Expenses

$434,924

No earlier filing loaded for comparison.

Net Income

$59,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2017: $8,371,814Liabilities 2017: $0Net Assets 2017: $8,371,8142017Assets 2018: $8,065,618Liabilities 2018: $0Net Assets 2018: $8,065,6182018Assets 2019: $7,803,781Liabilities 2019: $0Net Assets 2019: $7,803,7812019Assets 2020: $12,991,935Liabilities 2020: $0Net Assets 2020: $12,991,9352020Assets 2021: $17,054,712Liabilities 2021: $0Net Assets 2021: $17,054,7122021Assets 2022: $21,315,533Liabilities 2022: $0Net Assets 2022: $21,315,5332022Assets 2023: $21,184,103Liabilities 2023: $0Net Assets 2023: $21,184,1032023Assets 2024: $21,034,986Liabilities 2024: $0Net Assets 2024: $21,034,9862024

Highlighted filing

2017

Assets$8,371,814
Liabilities$0
Net Assets$8,371,814
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $494,621Expenses 2017: $434,924Net Income 2017: $59,6972017Revenue 2018: $238,995Expenses 2018: $545,191Net Income 2018: -$306,1962018Revenue 2019: $263,501Expenses 2019: $525,338Net Income 2019: -$261,8372019Revenue 2020: $5,709,280Expenses 2020: $521,126Net Income 2020: $5,188,1542020Revenue 2021: $4,900,474Expenses 2021: $837,697Net Income 2021: $4,062,7772021Revenue 2022: $5,210,602Expenses 2022: $949,781Net Income 2022: $4,260,8212022Revenue 2023: $721,910Expenses 2023: $853,340Net Income 2023: -$131,4302023Revenue 2024: $862,733Expenses 2024: $1,011,850Net Income 2024: -$149,1172024

Highlighted filing

2017

Revenue$494,621
Expenses$434,924
Net Income$59,697
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT GERARD STEPHENSONTrustee-$0--
BETH FRANCES JOHNSTON STEPHENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephenson Foundation
EIN
35-7124435
In Care Of
% BETH F JOHNSTON STEPHENSON
Phone
3123722000
Address
444 West Lake Street Suite 4000, Chicago, IL 60606

Signing Officer

Name
Beth Fj Stephenson
Title
Trustee
Phone
3126420006
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Pamela A Wayer
Phone
3126420006
Raw XML Appendix318 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt023949
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0392718
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0415711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt03424
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0416667
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt03424
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0391762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0392718
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0107
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0107
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018257
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018257
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O McDermott Will & Emery LLP
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0357124435
ReturnHeader/Filer/InCareOfNm0% BETH F JOHNSTON STEPHENSON
ReturnHeader/Filer/PhoneNum03123722000
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 West Lake Street Suite 4000
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038EC74C4A9104B42CA558262456F9A3739DA905E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0832CEB2B6A2A40BB8B2C109447C58BEFE9B83477
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920182495000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela A Wayer
ReturnHeader/ReturnTs02018-09-06T10:46:40-05:00
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
$8,371,814
Liabilities
$0
Net assets
$8,371,814
Revenue
$494,621
Expenses
$434,924
Net income
$59,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$0.86$1.01$0.15
2023Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.72$0.85$0.13
2022Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$5.21$0.95$4.26
2021Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$4.90$0.84$4.06
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$5.71$0.52$5.19
2019Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.26$0.53$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.24$0.55$0.31
2017Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.49$0.43$0.06