Civic Intelligence

Stephens Foundation

990PF • Fiscal year 2021 • EIN 51-0169342

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 25, 2022

Organization Profile
400 Oak StreetGraham, TX 76450

(940) 549-0050

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-1099%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-7.6%

Faster asset growth than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$56,091

Down $4,605 (-7.6%) from 2020

Net Assets

$56,091

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$419

Down $805 (-66%) from 2020

Expenses

Down

$5,024

Down $100 (-2.0%) from 2020

Net Income

Down

-$4,605

Down $705 (-18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2011: $95,191Liabilities 2011: $02011Assets 2012: $94,616Liabilities 2012: $02012Assets 2013: $88,196Liabilities 2013: $02013Assets 2014: $87,211Liabilities 2014: $02014Assets 2015: $80,590Liabilities 2015: $02015Assets 2019: $64,596Liabilities 2019: $02019Assets 2020: $60,696Liabilities 2020: $02020Assets 2021: $56,091Liabilities 2021: $0Net Assets 2021: $56,0912021Assets 2022: $51,251Liabilities 2022: $0Net Assets 2022: $51,2512022Assets 2023: $46,424Liabilities 2023: $0Net Assets 2023: $46,4242023Assets 2024: $44,210Liabilities 2024: $0Net Assets 2024: $44,2102024Assets 2025: $42,060Liabilities 2025: $0Net Assets 2025: $42,0602025

Highlighted filing

2021

Assets$56,091
Liabilities$0
Net Assets$56,091
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $985Expenses 2011: $2,067Net Income 2011: -$1,0822011Revenue 2012: $325Expenses 2012: $900Net Income 2012: -$5752012Revenue 2013: $370Expenses 2013: $6,790Net Income 2013: -$6,4202013Revenue 2014: $215Expenses 2014: $1,200Net Income 2014: -$9852014Revenue 2015: $0Expenses 2015: $6,834Net Income 2015: -$6,8342015Revenue 2019: $850Expenses 2019: $4,529Net Income 2019: -$3,6792019Revenue 2020: $1,224Expenses 2020: $5,124Net Income 2020: -$3,9002020Revenue 2021: $419Expenses 2021: $5,024Net Income 2021: -$4,6052021Revenue 2022: $167Expenses 2022: $5,007Net Income 2022: -$4,8402022Revenue 2023: $434Expenses 2023: $5,261Net Income 2023: -$4,8272023Revenue 2024: $2,848Expenses 2024: $5,062Net Income 2024: -$2,2142024Revenue 2025: $2,103Expenses 2025: $4,253Net Income 2025: -$2,1502025

Highlighted filing

2021

Revenue$419
Expenses$5,024
Net Income-$4,605
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 25, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA STEPHENSPresident-$0--
RONALD STEPHENSVice Pres.-$0--
BRUCE STEPHENSVice Pres.-$0--
DRAKE STEPHENSSec-Trea.-$0--
Filing and Contact Details

Filer

Filer Name
Stephens Foundation
EIN
51-0169342
Phone
9405490050
Address
400 OAK STREET, GRAHAM, TX 76450

Signing Officer

Name
Drake Stephens
Title
Sec-trea.
Signed
2022-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Cusenbary & Associates Llp
Address
PO BOX 2016, GRAHAM, TX 76450
Preparer
Greg Montgomery
Phone
9405496614
Raw XML Appendix217 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0INFORMATION REGARDING CONTRIBUTIONS, GRANTS, GIFTS, LOANSCHOLARSHIPS,ETC. PRIMARY GIFTS TO RELIGIOUS ORGANIZATIONS AND GRANTS TOCOLLEGE STUDENTS.
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ReturnHeader/Filer/USAddress/CityNm0GRAHAM
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076450
ReturnHeader/PreparerPersonGrp/PhoneNum09405496614
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Montgomery
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-26T10:49:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DRAKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,091
Liabilities
$0
Net assets
$56,091
Revenue
$419
Expenses
$5,024
Net income
-$4,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$2.10$4.25$2.15
2024Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$2.85$5.06$2.21
2023Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$0.43$5.26$4.83
2022Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$0.17$5.01$4.84
2021Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$0.42$5.02$4.61
2020Summary only. Only limited summary data is available for this year.$60.7$0.00$1.22$5.12$3.90
2019Summary only. Only limited summary data is available for this year.$64.6$0.00$0.85$4.53$3.68
2015Summary only. Only limited summary data is available for this year.$80.6$0.00$0.00$6.83$6.83
2014Summary only. Only limited summary data is available for this year.$87.2$0.00$0.22$1.20$0.99
2013Summary only. Only limited summary data is available for this year.$88.2$0.00$0.37$6.79$6.42
2012Summary only. Only limited summary data is available for this year.$94.6$0.00$0.33$0.90$0.58
2011Summary only. Only limited summary data is available for this year.$95.2$0.00$0.99$2.07$1.08