Civic Intelligence

Stephens Charitable Foundation

990PF • Fiscal year 2019 • EIN 37-6447396

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

Organization Profile
2701 Agnes StreetCorpus Christi, TX 78405

(361) 882-8896

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

53rd percentile

1.9%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$138,050

Up $82,322 (+148%) from 2017

Net Assets

Up

$138,050

Up $82,322 (+148%) from 2017

Liabilities

Up

$1

Up $1 from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$66,083

Up $2,414 (+3.8%) from 2017

Expenses

Up

$27,285

Up $19,344 (+244%) from 2017

Net Income

Down

$38,798

Down $16,930 (-30%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,500Liabilities 2011: $1,5002011Assets 2012: $1,500Liabilities 2012: $1,5002012Assets 2014: $3,500Liabilities 2014: $3,5002014Assets 2016: $3,500Liabilities 2016: $3,500Net Assets 2016: $02016Assets 2017: $55,728Liabilities 2017: $0Net Assets 2017: $55,7282017Assets 2019: $138,050Liabilities 2019: $1Net Assets 2019: $138,0502019Assets 2020: $198,678Liabilities 2020: $12020Assets 2021: $1,951,934Liabilities 2021: $1Net Assets 2021: $1,951,9342021Assets 2022: $2,030,851Liabilities 2022: $2,247Net Assets 2022: $2,028,6042022Assets 2023: $1,969,119Liabilities 2023: $12023Assets 2024: $2,032,280Liabilities 2024: $0Net Assets 2024: $2,032,2802024

Highlighted filing

2019

Assets$138,050
Liabilities$1
Net Assets$138,050
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $63,669Expenses 2017: $7,941Net Income 2017: $55,7282017Revenue 2019: $66,083Expenses 2019: $27,285Net Income 2019: $38,7982019Revenue 2020: $61,857Expenses 2020: $1,229Net Income 2020: $60,6282020Revenue 2021: $1,756,495Expenses 2021: $3,239Net Income 2021: $1,753,2562021Revenue 2022: $109,462Expenses 2022: $32,792Net Income 2022: $76,6702022Revenue 2023: $56,786Expenses 2023: $116,271Net Income 2023: -$59,4852023Revenue 2024: $185,146Expenses 2024: $121,985Net Income 2024: $63,1612024

Highlighted filing

2019

Revenue$66,083
Expenses$27,285
Net Income$38,798
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM M STEPHENSChairman-$0--
HOLLY C STEPHENSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Stephens Charitable Foundation
EIN
37-6447396
Phone
3618828896
Address
2701 AGNES STREET, CORPUS CHRISTI, TX 78405

Signing Officer

Name
Tim M Stephens
Title
Chairman
Phone
3618828896
Signed
2020-11-04
Raw XML Appendix351 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
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/AppliedToCurrentYearAmt06191
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024064
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06067
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015809
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024064
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08255
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0AIRTROL SUPPLY INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1STEPHENS CONSOLIDATED INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2STEPHENS CONSOLIDATED SOUTH INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3STEPHENS CONSOLIDATED NORTH INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4STEPHENS CONSOLIDATED EAST INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5STEPHENS CONSOLIDATED WEST INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt6STEPHENS CONSOLIDATED MID-VALLEY INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt32701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt42701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt52701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt62701 AGNES STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6CORPUS CHRISTI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd278405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd378405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd478405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd578405
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd678405
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt19100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt29100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt39100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt49100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt59100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt69100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0691
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0691
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM M STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03618828896
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0376447396
ReturnHeader/Filer/PhoneNum03618828896
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 AGNES STREET
ReturnHeader/Filer/USAddress/CityNm0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07CF42186ADF7C33E024AA81124BB753E557682FE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02DDD2AD69811A3FB85B987908AF29C483F333193
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.68.94.41
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:58:27
ReturnHeader/ReturnTs02020-11-12T16:49:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,050
Liabilities
$1
Net assets
$138,050
Revenue
$66,083
Expenses
$27,285
Net income
$38,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.19$0.12$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.11$0.03$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.76$0.00$1.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.06$0.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.07$0.03$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.06$0.01$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00