Civic Intelligence

Stephens Foundation

990PF • Fiscal year 2024 • EIN 51-0169342

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 12, 2025

Organization Profile
400 Oak StreetGraham, TX 76450

(940) 549-0050

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$44,210

Down $2,214 (-4.8%) from 2023

Net Assets

Down

$44,210

Down $2,214 (-4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$2,848

Up $2,414 (+556%) from 2023

Expenses

Down

$5,062

Down $199 (-3.8%) from 2023

Net Income

Up

-$2,214

Up $2,613 (+54%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$44,210
Liabilities$0
Net Assets$44,210
Open 2024 Filing

Operations Trend

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

2024

Revenue$2,848
Expenses$5,062
Net Income-$2,214
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIN RANFTPresident-$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
2025-02-12
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 Appendix216 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0691
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02270
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045406
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046097
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC-TREA.
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01244
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011734
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01683
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012978
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Early Withdrawal Penalties
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Investment Income
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
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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
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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/ReturnTs02025-02-12T14:22:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,210
Liabilities
$0
Net assets
$44,210
Revenue
$2,848
Expenses
$5,062
Net income
-$2,214
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