Civic Intelligence

The Stevens Family Foundation

990PF • Fiscal year 2017 • EIN 46-0495871

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization Profile
6154 Ridge RoadHighland, UT 84003

(801) 763-1156

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$299,561

Up $51,354 (+21%) from 2016

Net Assets

$299,561

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Down

$39,151

Down $6,661 (-15%) from 2016

Expenses

Down

$17,539

Down $10,833 (-38%) from 2016

Net Income

Up

$21,612

Up $4,172 (+24%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2017

Assets$299,561
Liabilities$0
Net Assets$299,561
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$39,151
Expenses$17,539
Net Income$21,612
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD STEVENSExecutive. TPT$0--
MARIANNE STEVENSTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHURCH OF JESUS CHRIST OF LATTER-DAY SAINTSRELIGIOUSTAX EXEMPTSALT LAKE CITY, UT, US$15,700
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
2017-11-07

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix268 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01235
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02003-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc060.321 S OF DODGE&COX STOCK FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05989
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt09975
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0294620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0294620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01809
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023354
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd026
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03986
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025165
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03986
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029151
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01235
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023354
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01809
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt021612
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt033329
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027340
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025165
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023354
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021612
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt029742
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0299561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0248207
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0299561
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012931
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012931
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012931
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013434
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0503
IRS990PF/DistributableAmountGrp/TotalTaxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0518
IRS990PF/FMVAssetsEOYAmt0299561
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0245705
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0294620
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0294620
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02502
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0248207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0299561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0299561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0248207
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0299561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0248207
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0299561
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0248207
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0299561
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0272774
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08677
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0264097
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04092
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013434
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0268682
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0272774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TODD STEVENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIANNE STEVENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE. T
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06154 RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16154 RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HIGHLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HIGHLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184003
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030897
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.114993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.108317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.107670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.120896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.146339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.091742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0268682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0247626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0268515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0263036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0228237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0214187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.574964
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015700
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015700
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015700
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TODD STEVENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06154 RIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HIGHLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08017631156
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION SUPPORTED THE LDS CHURCH AND ITS PROGRAMS AS WELL AS BRIGHAM YOUNG UNIV. IN HAWAII. WE CONTINUE OUR GENEOLOGICAL PURPOSE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015700
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TODD STEVENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0LATTER-DAY SAINTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 E SOUTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012931
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074607
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022158
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02769
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080901
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TODD AND MARIANNE STEVENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06154 RIDGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HIGHLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084003
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029742
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET FLUCTUATIONS
TaxesSchedule/TaxesDetail/Amt0604
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY DEPT - EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09725239491
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0460495871
ReturnHeader/Filer/PhoneNum08017631156
ReturnHeader/Filer/USAddress/AddressLine1Txt06154 RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0HIGHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA8C56595B2E4F48FCD41C162B7A404A65F98868
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943206957
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/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T13:18:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,561
Liabilities
$0
Net assets
$299,561
Revenue
$39,151
Expenses
$17,539
Net income
$21,612
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