Civic Intelligence

The Stephens Family Foundation

EIN 47-2596890 • Fullerton, CA

PO Box 3849Fullerton, CA 92834-3849
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

65th percentile

8.8%

Faster asset growth than 65% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-2.6%

Faster revenue growth than 30% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,266,585

Up $753,358 (+8.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$9,266,585

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue22nd percentileNet Margin90th percentile

Revenue

Down

$1,207,575

Down $32,603 (-2.6%) from 2023

Expenses

Up

$454,217

Up $104,692 (+30%) from 2023

Net Income

Down

$753,358

Down $137,295 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$10M$5.0M$0Assets 2014: $1,020,006Liabilities 2014: $02014Assets 2015: $1,269,496Liabilities 2015: $0Net Assets 2015: $1,269,4962015Assets 2016: $1,758,814Liabilities 2016: $0Net Assets 2016: $1,758,8142016Assets 2017: $2,631,174Liabilities 2017: $0Net Assets 2017: $2,631,1742017Assets 2018: $4,057,082Liabilities 2018: $0Net Assets 2018: $4,057,0822018Assets 2019: $5,082,451Liabilities 2019: $0Net Assets 2019: $5,082,4512019Assets 2020: $5,451,742Liabilities 2020: $0Net Assets 2020: $5,451,7422020Assets 2021: $6,365,238Liabilities 2021: $0Net Assets 2021: $6,365,2382021Assets 2022: $7,622,574Liabilities 2022: $12022Assets 2023: $8,513,227Liabilities 2023: $12023Assets 2024: $9,266,585Liabilities 2024: $0Net Assets 2024: $9,266,5852024

Highlighted filing

2024

Assets$9,266,585
Liabilities$0
Net Assets$9,266,585
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$1.5M$1.0M$500K$0Revenue 2014: $1,020,006Expenses 2014: $0Net Income 2014: $1,020,0062014Revenue 2015: $307,660Expenses 2015: $58,170Net Income 2015: $249,4902015Revenue 2016: $556,900Expenses 2016: $67,582Net Income 2016: $489,3182016Revenue 2017: $959,658Expenses 2017: $87,298Net Income 2017: $872,3602017Revenue 2018: $1,265,208Expenses 2018: $139,300Net Income 2018: $1,125,9082018Revenue 2019: $1,188,006Expenses 2019: $162,637Net Income 2019: $1,025,3692019Revenue 2020: $565,216Expenses 2020: $195,925Net Income 2020: $369,2912020Revenue 2021: $1,099,346Expenses 2021: $185,850Net Income 2021: $913,4962021Revenue 2022: $1,311,153Expenses 2022: $253,817Net Income 2022: $1,057,3362022Revenue 2023: $1,240,178Expenses 2023: $349,525Net Income 2023: $890,6532023Revenue 2024: $1,207,575Expenses 2024: $454,217Net Income 2024: $753,3582024

Highlighted filing

2024

Revenue$1,207,575
Expenses$454,217
Net Income$753,358
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,266,585
Liabilities
$0
Net assets
$9,266,585
Revenue
$1,207,575
Expenses
$454,217
Net income
$753,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$1.21$0.45$0.75
2023Summary only. Only limited summary data is available for this year.$8.51$0.00$1.24$0.35$0.89
2022Summary only. Only limited summary data is available for this year.$7.62$0.00$1.31$0.25$1.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$1.10$0.19$0.91
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.57$0.20$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$1.19$0.16$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$1.27$0.14$1.13
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.96$0.09$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.56$0.07$0.49
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.31$0.06$0.25
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.00$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 25, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD L STEPHENSPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Stephens Family Foundation
EIN
47-2596890
In Care Of
% RONALD L STEPHENS
Phone
9095916810
Address
PO BOX 3849, FULLERTON, CA 92834-3849

Signing Officer

Name
Ronald L Stephens
Title
President
Phone
9095916810
Signed
2025-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Neilan and Associates CPA Inc
Address
324 S Diamond Bar Blvd Ste 881, Diamond Bar, CA 91765
Preparer
Kurt L Neilan CPA
Phone
9095916810
Raw XML Appendix296 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAGUNA HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392863
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692653
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0RONALD L STEPHENS
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0450000
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/AppliedToCurrentYearAmt0136325
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0313675
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0490477
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0450000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0354152
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0313675
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RONALD STEPHENS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 3849
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FULLERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0928343849
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0980400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0780400
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc020000 SHS BANK OF AMERICA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RONALD L STEPHENS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 3849
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0FULLERTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0928343849
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01367
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01367
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD L STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09095916810
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEPHENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0472596890
ReturnHeader/Filer/InCareOfNm0% RONALD L STEPHENS
ReturnHeader/Filer/PhoneNum09095916810
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3849
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0928343849
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330266052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEILAN AND ASSOCIATES CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 S Diamond Bar Blvd Ste 881
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Diamond Bar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091765
ReturnHeader/PreparerPersonGrp/PhoneNum09095916810
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT L NEILAN CPA
ReturnHeader/ReturnTs02025-06-30T16:13:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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