Civic Intelligence

Stephens Charitable Foundation

990PF • Fiscal year 2021 • EIN 37-6447396

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 20, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

99th percentile

882%

Faster asset growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2740%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,951,934

Up $1,753,256 (+882%) from 2020

Net Assets

$1,951,934

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$1,756,495

Up $1,694,638 (+2740%) from 2020

Expenses

Up

$3,239

Up $2,010 (+164%) from 2020

Net Income

Up

$1,753,256

Up $1,692,628 (+2792%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2021

Assets$1,951,934
Liabilities$1
Net Assets$1,951,934
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$1,756,495
Expenses$3,239
Net Income$1,753,256
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2022-10-20
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOLLY C STEPHENS
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013247
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/ContributorBusinessName/BusinessNameLine1Txt7TIM AND HOLLY STEPHENS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
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/AddressLine1Txt75733 OCEAN DRIVE
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/CityNm7CORPUS 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/StateAbbreviationCd7TX
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/ContributorUSAddress/ZIPCd778412
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09600
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt18400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt28400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt38400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt48400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt58400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt68400
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt71675000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RAYMOND JAMES - DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt028
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03228
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM M STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03618828896
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
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/ReturnTs02022-10-25T18:28:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,951,934
Liabilities
$1
Net assets
$1,951,934
Revenue
$1,756,495
Expenses
$3,239
Net income
$1,753,256
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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