Civic Intelligence

The Stevens Family Foundation

EIN 46-0495871 • Highland, UT

Pub. 78 Eligible
6154 Ridge RoadHighland, UT 84003
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

7th percentile

-299%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$37,260

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 275.8% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-19%

Faster revenue growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$180,331

Down $38,296 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$180,331

Down $38,296 (-18%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$13,508

Down $3,138 (-19%) from 2024

Expenses

Up

$53,901

Up $1,435 (+2.7%) from 2024

Net Income

Down

-$40,393

Down $4,573 (-13%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2012: $221,729Liabilities 2012: $02012Assets 2013: $251,209Liabilities 2013: $02013Assets 2014: $286,352Liabilities 2014: $02014Assets 2015: $274,511Liabilities 2015: $02015Assets 2016: $248,207Liabilities 2016: $02016Assets 2017: $299,561Liabilities 2017: $0Net Assets 2017: $299,5612017Assets 2018: $280,069Liabilities 2018: $0Net Assets 2018: $280,0692018Assets 2019: $280,600Liabilities 2019: $0Net Assets 2019: $280,6002019Assets 2020: $275,652Liabilities 2020: $0Net Assets 2020: $275,6522020Assets 2021: $353,216Liabilities 2021: $0Net Assets 2021: $353,2162021Assets 2022: $258,000Liabilities 2022: $0Net Assets 2022: $258,0002022Assets 2023: $246,118Liabilities 2023: $0Net Assets 2023: $246,1182023Assets 2024: $218,627Liabilities 2024: $0Net Assets 2024: $218,6272024Assets 2025: $180,331Liabilities 2025: $0Net Assets 2025: $180,3312025

Highlighted filing

2025

Assets$180,331
Liabilities$0
Net Assets$180,331
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2012: $33,852Expenses 2012: $20,885Net Income 2012: $12,9672012Revenue 2013: $38,442Expenses 2013: $34,676Net Income 2013: $3,7662013Revenue 2014: $29,555Expenses 2014: $33,190Net Income 2014: -$3,6352014Revenue 2015: $37,964Expenses 2015: $30,322Net Income 2015: $7,6422015Revenue 2016: $45,812Expenses 2016: $28,372Net Income 2016: $17,4402016Revenue 2017: $39,151Expenses 2017: $17,539Net Income 2017: $21,6122017Revenue 2018: $35,222Expenses 2018: $57,078Net Income 2018: -$21,8562018Revenue 2019: $14,429Expenses 2019: $19,468Net Income 2019: -$5,0392019Revenue 2020: $39,916Expenses 2020: $21,233Net Income 2020: $18,6832020Revenue 2021: $51,738Expenses 2021: $30,854Net Income 2021: $20,8842021Revenue 2022: $17,410Expenses 2022: $40,911Net Income 2022: -$23,5012022Revenue 2023: $22,070Expenses 2023: $52,277Net Income 2023: -$30,2072023Revenue 2024: $16,646Expenses 2024: $52,466Net Income 2024: -$35,8202024Revenue 2025: $13,508Expenses 2025: $53,901Net Income 2025: -$40,3932025

Highlighted filing

2025

Revenue$13,508
Expenses$53,901
Net Income-$40,393
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,331
Liabilities
$0
Net assets
$180,331
Revenue
$13,508
Expenses
$53,901
Net income
-$40,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.54$0.40
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.52$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.22$0.52$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.17$0.41$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.52$0.31$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.40$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.14$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.35$0.57$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.39$0.18$0.22
2016Summary only. Only limited summary data is available for this year.$2.48$0.00$0.46$0.28$0.17
2015Summary only. Only limited summary data is available for this year.$2.75$0.00$0.38$0.30$0.08
2014Summary only. Only limited summary data is available for this year.$2.86$0.00$0.30$0.33$0.04
2013Summary only. Only limited summary data is available for this year.$2.51$0.00$0.38$0.35$0.04
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$0.34$0.21$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE STEVENSTrusteePT$37,260-$37,260
TODD STEVENSExecutive. T-$0--
Filing and Contact Details

Filer

Filer Name
The Stevens Family Foundation
EIN
46-0495871
Phone
8017631156
Address
6154 RIDGE ROAD, HIGHLAND, UT 84003

Signing Officer

Name
Todd Stevens
Title
Executive. Trustee
Phone
9725239491
Signed
2025-09-25

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix226 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE. TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
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ReturnHeader/Filer/USAddress/AddressLine1Txt06154 RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-01T22:20:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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