Civic Intelligence

Stephens Foundation

990PF • Fiscal year 2023 • EIN 51-0169342

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 01, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1112%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-9.4%

Faster asset growth than 31% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

160%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$46,424

Down $4,827 (-9.4%) from 2022

Net Assets

Down

$46,424

Down $4,827 (-9.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$434

Up $267 (+160%) from 2022

Expenses

Up

$5,261

Up $254 (+5.1%) from 2022

Net Income

Up

-$4,827

Up $13 (+0.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$46,424
Liabilities$0
Net Assets$46,424
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$434
Expenses$5,261
Net Income-$4,827
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA STEPHENSPresident-$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
2024-02-01
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 Appendix221 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0736
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt048312
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 OAK STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 OAK STREET
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DRAKE STEPHENS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09405490050
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04750
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01244
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02840
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011356
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08516
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Early Withdrawal Penalties
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Investment Income
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DRAKE STEPHENS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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ReturnHeader/Filer/EIN0510169342
ReturnHeader/Filer/PhoneNum09405490050
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ReturnHeader/Filer/USAddress/CityNm0GRAHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752678653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY CUSENBARY & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2016
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076450
ReturnHeader/PreparerPersonGrp/PhoneNum09405496614
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Montgomery
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-13T11:34:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DRAKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,424
Liabilities
$0
Net assets
$46,424
Revenue
$434
Expenses
$5,261
Net income
-$4,827
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