Civic Intelligence

Lancaster Stefanie Charitable Fdn

EIN 38-6862853 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$6,766

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

21%

Faster revenue growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$523,300

Up $56,785 (+12%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$523,300

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin91st percentile

Revenue

Up

$92,975

Up $16,236 (+21%) from 2023

Expenses

Up

$41,186

Up $9,109 (+28%) from 2023

Net Income

Up

$51,789

Up $7,127 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2011: $345,197Liabilities 2011: $02011Assets 2012: $334,578Liabilities 2012: $02012Assets 2013: $345,967Liabilities 2013: $02013Assets 2014: $374,639Liabilities 2014: $02014Assets 2015: $381,091Liabilities 2015: $02015Assets 2019: $430,091Liabilities 2019: $1Net Assets 2019: $430,0912019Assets 2020: $424,045Liabilities 2020: $12020Assets 2021: $437,870Liabilities 2021: $1Net Assets 2021: $437,8702021Assets 2022: $422,259Liabilities 2022: $0Net Assets 2022: $422,2592022Assets 2023: $466,515Liabilities 2023: $12023Assets 2024: $523,300Liabilities 2024: $0Net Assets 2024: $523,3002024

Highlighted filing

2024

Assets$523,300
Liabilities$0
Net Assets$523,300
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2011: $17,886Expenses 2011: $21,144Net Income 2011: -$3,2582011Revenue 2012: $20,226Expenses 2012: $29,309Net Income 2012: -$9,0832012Revenue 2013: $53,404Expenses 2013: $25,727Net Income 2013: $27,6772013Revenue 2014: $43,514Expenses 2014: $30,201Net Income 2014: $13,3132014Revenue 2015: $44,584Expenses 2015: $28,339Net Income 2015: $16,2452015Revenue 2019: $40,080Expenses 2019: $33,408Net Income 2019: $6,6722019Revenue 2020: $29,135Expenses 2020: $35,232Net Income 2020: -$6,0972020Revenue 2021: $48,611Expenses 2021: $34,754Net Income 2021: $13,8572021Revenue 2022: $19,452Expenses 2022: $34,677Net Income 2022: -$15,2252022Revenue 2023: $76,739Expenses 2023: $32,077Net Income 2023: $44,6622023Revenue 2024: $92,975Expenses 2024: $41,186Net Income 2024: $51,7892024

Highlighted filing

2024

Revenue$92,975
Expenses$41,186
Net Income$51,789
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$523,300
Liabilities
$0
Net assets
$523,300
Revenue
$92,975
Expenses
$41,186
Net income
$51,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.93$0.41$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$0.77$0.32$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.19$0.35$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.49$0.35$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$0.29$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.40$0.33$0.07
2015Summary only. Only limited summary data is available for this year.$3.81$0.00$0.45$0.28$0.16
2014Summary only. Only limited summary data is available for this year.$3.75$0.00$0.44$0.30$0.13
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.53$0.26$0.28
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$0.20$0.29$0.09
2011Summary only. Only limited summary data is available for this year.$3.45$0.00$0.18$0.21$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A BERRYHILLCo-TrusteePT$6,766-$6,766
US BANK NATrustee-$5,795-$5,795
Filing and Contact Details

Filer

Filer Name
Lancaster Stefanie Charitable Fdn
EIN
38-6862853
Phone
8584100986
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8584100986
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 430 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/PersonNm0JOHN A BERRYHILL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1532010634
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt027756
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt027756
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532010634
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08584100986
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOODBANK OF SANTA BARBARA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITY SHOPPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SANTA BARBARA RESCUE MISSION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04554 HOLLISTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11207 STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21330 STATE ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08143
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019613
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027756
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024638
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019613
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0IRVIN STORNI FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 257
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SUMMERLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0930670257
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0343
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0496
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0496
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GRANT RECOVERY
TaxesSchedule/TaxesDetail/Amt0297
TaxesSchedule/TaxesDetail/Amt1765
TaxesSchedule/TaxesDetail/Amt2924
TaxesSchedule/TaxesDetail/Amt3139
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0297
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3139

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