Civic Intelligence

Stevens Square Foundation

990PF • Fiscal year 2025 • EIN 41-1380920

Jan 01, 2025 to Dec 31, 2025

318 W 48th StreetMinneapolis, MN 55419

(612) 825-1368

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,575,300Liabilities 2010: $1,320Net Assets 2010: $10,573,9802010Assets 2011: $9,870,635Liabilities 2011: $7,605Net Assets 2011: $9,863,0302011Assets 2012: $10,644,434Liabilities 2012: $6,8712012Assets 2013: $12,124,469Liabilities 2013: $24,7102013Assets 2014: $12,296,676Liabilities 2014: $25,5762014Assets 2015: $11,556,809Liabilities 2015: $19,8952015Assets 2019: $13,628,475Liabilities 2019: $40,484Net Assets 2019: $13,587,9912019Assets 2020: $15,154,538Liabilities 2020: $87,698Net Assets 2020: $15,066,8402020Assets 2021: $16,516,431Liabilities 2021: $92,963Net Assets 2021: $16,423,4682021Assets 2022: $12,947,227Liabilities 2022: $47,488Net Assets 2022: $12,899,7392022Assets 2023: $14,441,143Liabilities 2023: $73,506Net Assets 2023: $14,367,6372023Assets 2024: $15,508,371Liabilities 2024: $87,493Net Assets 2024: $15,420,8782024

Latest loaded filing

2024

Assets$15,508,371
Liabilities$87,493
Net Assets$15,420,878

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $462,9302010Expenses 2011: $489,3262011Revenue 2012: $315,526Expenses 2012: $560,972Net Income 2012: -$245,4462012Revenue 2013: $389,498Expenses 2013: $571,497Net Income 2013: -$181,9992013Revenue 2014: $631,564Expenses 2014: $619,270Net Income 2014: $12,2942014Revenue 2015: $438,204Expenses 2015: $685,295Net Income 2015: -$247,0912015Revenue 2019: $516,135Expenses 2019: $755,791Net Income 2019: -$239,6562019Revenue 2020: $989,656Expenses 2020: $705,423Net Income 2020: $284,2332020Revenue 2021: $907,780Expenses 2021: $715,061Net Income 2021: $192,7192021Revenue 2022: $638,046Expenses 2022: $801,922Net Income 2022: -$163,8762022Revenue 2023: $648,743Expenses 2023: $810,076Net Income 2023: -$161,3332023Revenue 2024: $1,288,988Expenses 2024: $848,304Net Income 2024: $440,6842024

Latest loaded filing

2024

Revenue$1,288,988
Expenses$848,304
Net Income$440,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 12, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBIE LEVINEPresident-$0--
ANN LOVDAHLVP Of Education-$0--
MARY LENARDVP Of Finance-$0--
ROBIN KEYWORTHVP Of Grants (Thru 5/2025); Director-$0--
GAYLE KVENVOLDVP Of Grants (As Of 5/2025)-$0--
LIZ SHORTVP Of Nominations-$0--
BEVERLY HAUSCHILD-BARONSecretary (Thru 5/2025); Director-$0--
DIANE OSBORNESecretary (As Of 5/2025)-$0--
MICHELLE BARCLAYDirector-$0--
FRED BRYANDirector-$0--
TERRI FOLEYDirector-$0--
BILL FOUSSARDDirector-$0--
DIANE GRAHAM-RAFFDirector-$0--
ELANA GRAVITZDirector-$0--
ANNE JOHNSONDirector-$0--
JONATHAN LIPSDirector-$0--
JENNIFER LUNDBLADDirector-$0--
TOM LUNDELLDirector-$0--
RAJEAN MOONEDirector-$0--
CHRISTINE MUELLERDirector-$0--
JANE NEWMANDirector-$0--
AARON OSGOODDirector-$0--
DEIRDRE PALMERDirector-$0--
DEBORAH PAONEDirector-$0--
CHRISTINE SAGSTETTERDirector-$0--
ANNETTE SANDLERDirector-$0--
NANCY TYRA-LUKENSDirector-$0--
MOLLY VAN METREDirector-$0--
PAM VAN ZYL YORKDirector-$0--
ALANA WRIGHTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRO TYRONE GUZMANCENTROS WISE ELDERS AND WISE ELDERS FAMILIES-MINNEAPOLIS, MN, US$30,000
Paid GrantFRIENDS & COGENERAL OPERATING SUPPORT-ST PAUL, MN, US$30,000
Paid GrantTOUCHSTONE MENTAL HEALTHMINNEHAHA COMMONS-MINNEAPOLIS, MN, US$30,000
Paid GrantMID-MINNESOTA LEGAL AIDSENIOR LAW PROJECT-MINNEAPOLIS, MN, US$26,000
Paid GrantPILLSBURY UNITED COMMUNITIESUNITED IN CARE: MINNEAPOLIS ELDER HEALTH INITIATIVE-MINNEAPOLIS, MN, US$26,000
Paid GrantCAPI USAHMONG SENIORS PROGRAM-MINNEAPOLIS, MN, US$25,500
Paid GrantDARTSGENERAL OPERATING SUPPORT-WEST ST PAUL, MN, US$25,500
Paid GrantHELP AT YOUR DOORGENERAL OPERATING SUPPORT-GOLDEN VALLEY, MN, US$25,500
Paid GrantJEWISH FAMILY SERVICE OF SAINT PAULAGING SERVICES-ST PAUL, MN, US$25,500
Paid GrantCOMMUNITY EMERGENCY SERVICE INCSENIOR SUPPORT PROGRAM: NUTRITION, SOCIALIZATION, AND RESOURCES FOR SENIORS TO LIVE INDEPENDENTLY-MINNEAPOLIS, MN, US$25,000
Paid GrantFAMILYMEANSFAMILYMEANS - CAREGIVING & AGING PROGRAM-STILLWATER, MN, US$25,000
Paid GrantOPEN ARMS OF MINNESOTAOPEN ARMS NUTRITION PROGRAM SUPPORTING COMMUNITY OLDER ADULTS-MINNEAPOLIS, MN, US$25,000
Paid GrantSENIOR COMMUNITY SERVICESENABLING INDEPENDENCE AT HOME-MINNETONKA, MN, US$25,000
Paid GrantTHE OPEN DOORMOBILE FOOD PROGRAM (MFP) - SENIOR FACILITIES-EAGAN, MN, US$25,000
Paid GrantVOLUNTEERS OF AMERICA-MINNESOTAWISCONSINCULTURALLY RESPONSIVE CAREGIVER SUPPORT AND DEMENTIA SERVICES-EDINA, MN, US$25,000
Paid GrantLONGFELLOWSEWARD HEALTHY SENIORSGENERAL OPERATING SUPPORT-MINNEAPOLIS, MN, US$23,000
Paid GrantLAO ADVANCEMENT ORGANIZATION OF AMERICAGENERAL OPERATING SUPPORT-MINNEAPOLIS, MN, US$20,000
Paid GrantMINNEAPOLIS AMERICAN INDIAN CENTERNATIVE ELDERS SUPPORT TEAM PROGRAM-MINNEAPOLIS, MN, US$20,000
Paid GrantREBUILDING TOGETHER TWIN CITIESSAFE AND HEALTHY HOMES FOR LOW-INCOME OLDER ADULT HOMEOWNERS IN THE TWIN CITIES METRO-MINNEAPOLIS, MN, US$20,000
Paid GrantSABATHANI COMMUNITY CENTER INCSABATHANI SENIOR PROGRAMMING-MINNEAPOLIS, MN, US$20,000
Paid GrantVEAPFOOD & BASIC NEEDS AND SOCIAL SERVICES FOR SENIORS-BLOOMINGTON, MN, US$20,000
Paid GrantHAMLINE MIDWAY ELDERSGENERAL OPERATING SUPPORT-ST PAUL, MN, US$18,000
Paid GrantALEXANDRA HOUSE INCELDER ABUSE PROGRAM-BLAINE, MN, US$15,000
Paid GrantCATHOLIC CHARITIESHOMELESS ELDERS PROGRAM-MINNEAPOLIS, MN, US$15,000
Paid GrantCHRISTIAN CUPBOARD EMERGENCY FOOD SHELF (DBA OPEN CUPBOARD)ELIMINATING TRANSPORTATION BARRIERS TO HEALTHY FOOD FOR SENIORS-OAKDALE, MN, US$15,000
Paid GrantJEWISH FAMILY AND CHILDREN'S SERVICE OF MINNEAPOLISJFCS SENIOR SERVICES-MINNEAPOLIS, MN, US$15,000
Paid GrantMINNESOTA ELDER JUSTICE CENTERGENERAL OPERATING SUPPORT-MINNEAPOLIS, MN, US$15,000
Paid GrantNOKOMIS HEALTHY SENIORSGENERAL OPERATING SUPPORT-MINNEAPOLIS, MN, US$15,000
Paid GrantCOMMUNITY EMERGENCY ASSISTANCE PROGRAMS INC (CEAP)CEAP MEALS ON WHEELS-BROOKLYN CENTER, MN, US$10,000
Paid GrantGRANTMAKERS IN AGING2025 GIA MEMBERSHIP-WHITE PLAINS, NY, US$1,700
Filing and Contact Details

Filer

Filer Name
Stevens Square Foundation
EIN
41-1380920
Phone
6128251368
Address
318 W 48TH STREET, MINNEAPOLIS, MN 55419

Signing Officer

Name
Mary Lenard
Title
VP of Finance
Phone
6128251368
Signed
2026-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Kelcey Leitl
Phone
9202315890
Raw XML AppendixShowing 400 of 908 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/PersonNm5LIZ SHORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BEVERLY HAUSCHILD-BARON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DIANE OSBORNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MICHELLE BARCLAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9FRED BRYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10TERRI FOLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11BILL FOUSSARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12DIANE GRAHAM-RAFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13ELANA GRAVITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14ANNE JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15JONATHAN LIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16JENNIFER LUNDBLAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm17TOM LUNDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm18RAJEAN MOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm19CHRISTINE MUELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm20JANE NEWMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm24CHRISTINE SAGSTETTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm25ANNETTE SANDLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm26NANCY TYRA-LUKENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP OF EDUCATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP OF FINANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP OF GRANTS (THRU 5/2025); DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VP OF GRANTS (AS OF 5/2025)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VP OF NOMINATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECRETARY (THRU 5/2025); DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7SECRETARY (AS OF 5/2025)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt15DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt16DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt17DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt18DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt19DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt20DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt21DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt22DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt23DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt24DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt25DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt26DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt27DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt28DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt29DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9MINNEAPOLIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm13MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm14MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm15MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm16MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm17MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm18MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm19MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm20MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm21MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm22MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm23MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm24MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm25MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm26MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm27MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm28MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm29MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN

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