Civic Intelligence

Stephenson Foundation

990PF • Fiscal year 2021 • EIN 35-7124435

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

444 West Lake Street 4000Chicago, IL 60606

(312) 372-2000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

94th percentile

83%

Higher net margin than 94% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$17,054,712

Up $4,062,777 (+31%) from 2020

Net Assets

Up

$17,054,712

Up $4,062,777 (+31%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$4,900,474

Down $808,806 (-14%) from 2020

Expenses

Up

$837,697

Up $316,571 (+61%) from 2020

Net Income

Down

$4,062,777

Down $1,125,377 (-22%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$17,054,712
Liabilities$0
Net Assets$17,054,712

Operations Trend

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

2021

Revenue$4,900,474
Expenses$837,697
Net Income$4,062,777
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers

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
Phone
3123722000
Address
444 WEST LAKE STREET 4000, CHICAGO, IL 60606

Signing Officer

Name
Scott Gerard Stephenson
Title
Trustee
Phone
3123722000
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 N MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Earl Bloom
Phone
3126420006
Raw XML Appendix378 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030327
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt050
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026847
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026847
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GERARD STEPHENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03123722000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MCDERMOTT WILL & EMERY LLP
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0357124435
ReturnHeader/Filer/PhoneNum03123722000
ReturnHeader/Filer/USAddress/AddressLine1Txt0444 WEST LAKE STREET 4000
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362469413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EARL BLOOM
ReturnHeader/ReturnTs02022-05-16T09:58:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERARD STEPHENSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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