Civic Intelligence

R a Stevens Family Foundation

EIN 39-6711913 • Milwaukee, WI

Pub. 78 Eligible
1313 N Franklin Place 1906Milwaukee, WI 53202
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.2%

Faster asset growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

142%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,150,849

Down $9,067 (-0.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,150,849

Down $9,067 (-0.2%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin32nd percentile

Revenue

Up

$222,899

Up $130,783 (+142%) from 2023

Expenses

Up

$231,821

Up $76,389 (+49%) from 2023

Net Income

Up

-$8,922

Up $54,394 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,594,443Liabilities 2011: $02011Assets 2012: $4,202,525Liabilities 2012: $02012Assets 2013: $4,309,898Liabilities 2013: $02013Assets 2014: $4,487,783Liabilities 2014: $02014Assets 2015: $4,425,095Liabilities 2015: $2,0112015Assets 2016: $4,163,762Liabilities 2016: $0Net Assets 2016: $4,163,7622016Assets 2017: $4,140,035Liabilities 2017: $0Net Assets 2017: $4,140,0352017Assets 2018: $4,109,249Liabilities 2018: $0Net Assets 2018: $4,109,2492018Assets 2019: $4,406,791Liabilities 2019: $1Net Assets 2019: $4,406,7912019Assets 2020: $4,228,114Liabilities 2020: $1Net Assets 2020: $4,228,1142020Assets 2021: $4,345,468Liabilities 2021: $1Net Assets 2021: $4,345,4682021Assets 2022: $4,223,087Liabilities 2022: $1Net Assets 2022: $4,223,0872022Assets 2023: $4,159,916Liabilities 2023: $1Net Assets 2023: $4,159,9162023Assets 2024: $4,150,849Liabilities 2024: $0Net Assets 2024: $4,150,8492024

Highlighted filing

2024

Assets$4,150,849
Liabilities$0
Net Assets$4,150,849
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $157,686Expenses 2011: $213,419Net Income 2011: -$55,7332011Revenue 2012: -$214,592Expenses 2012: $179,449Net Income 2012: -$394,0412012Revenue 2013: $334,172Expenses 2013: $221,941Net Income 2013: $112,2312013Revenue 2014: $465,881Expenses 2014: $285,993Net Income 2014: $179,8882014Revenue 2015: $253,063Expenses 2015: $314,471Net Income 2015: -$61,4082015Revenue 2016: -$22,815Expenses 2016: $252,374Net Income 2016: -$275,1892016Revenue 2017: $220,725Expenses 2017: $244,291Net Income 2017: -$23,5662017Revenue 2018: $227,166Expenses 2018: $259,265Net Income 2018: -$32,0992018Revenue 2019: $594,876Expenses 2019: $302,258Net Income 2019: $292,6182019Revenue 2020: $127,624Expenses 2020: $309,845Net Income 2020: -$182,2212020Revenue 2021: $448,564Expenses 2021: $311,510Net Income 2021: $137,0542021Revenue 2022: $80,351Expenses 2022: $203,817Net Income 2022: -$123,4662022Revenue 2023: $92,116Expenses 2023: $155,432Net Income 2023: -$63,3162023Revenue 2024: $222,899Expenses 2024: $231,821Net Income 2024: -$8,9222024

Highlighted filing

2024

Revenue$222,899
Expenses$231,821
Net Income-$8,922
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,150,849
Liabilities
$0
Net assets
$4,150,849
Revenue
$222,899
Expenses
$231,821
Net income
-$8,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.22$0.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.09$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.08$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.45$0.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.13$0.31$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.59$0.30$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.23$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.22$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.02$0.25$0.28
2015Summary only. Only limited summary data is available for this year.$4.43$0.00$0.25$0.31$0.06
2014Summary only. Only limited summary data is available for this year.$4.49$0.00$0.47$0.29$0.18
2013Summary only. Only limited summary data is available for this year.$4.31$0.00$0.33$0.22$0.11
2012Summary only. Only limited summary data is available for this year.$4.20$0.00$0.21$0.18$0.39
2011Summary only. Only limited summary data is available for this year.$4.59$0.00$0.16$0.21$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA A STEVENSTrustee-$0--
CAROLYN J SCOTTExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
R a Stevens Family Foundation
EIN
39-6711913
Phone
4143139310
Address
1313 N FRANKLIN PLACE 1906, MILWAUKEE, WI 53202

Signing Officer

Name
Rita a Stevens
Title
Executive Director
Phone
4143139310
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Raw XML AppendixShowing 400 of 538 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITE TO THE ABOVE ADDRESS FOR AN APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RA STEVENS FAMILY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MKE PUBLIC MUSEUM CAPITAL CAMPAIGN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL OPERATIONS, CATERING, AND REIMBURSE J. SCOTT BEVERAGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101037 WEST MCKINLEY AVE SUITE 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17322 EAST MICHIGAN STREET SUITE 204
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE

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