Civic Intelligence

Jerry L Stephens Fam Foundation

990PF • Fiscal year 2018 • EIN 58-6424620

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization Profile
128 Gnarled Pine CourtSunset, SC 29685

(478) 746-6277

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-22%

Higher net margin than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-0.9%

Faster asset growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$302,000

Down $19,863 (-6.2%) from 2015

Net Assets

Down

$302,000

Down $19,863 (-6.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$12,470

Up $4,144 (+50%) from 2015

Expenses

Up

$15,184

Up $2,284 (+18%) from 2015

Net Income

Up

-$2,714

Up $1,860 (+41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $339,318Liabilities 2011: $02011Assets 2012: $334,489Liabilities 2012: $02012Assets 2013: $329,860Liabilities 2013: $02013Assets 2014: $326,521Liabilities 2014: $12014Assets 2015: $321,863Liabilities 2015: $0Net Assets 2015: $321,8632015Assets 2018: $302,000Liabilities 2018: $0Net Assets 2018: $302,0002018Assets 2019: $207,646Liabilities 2019: $12019Assets 2020: $201,023Liabilities 2020: $0Net Assets 2020: $201,0232020Assets 2021: $412,201Liabilities 2021: $0Net Assets 2021: $412,2012021Assets 2022: $323,086Liabilities 2022: $0Net Assets 2022: $323,0862022Assets 2023: $299,002Liabilities 2023: $12023Assets 2024: $271,470Liabilities 2024: $0Net Assets 2024: $271,4702024

Highlighted filing

2018

Assets$302,000
Liabilities$0
Net Assets$302,000
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $7,081Expenses 2011: $9,300Net Income 2011: -$2,2192011Revenue 2012: $8,057Expenses 2012: $12,750Net Income 2012: -$4,6932012Revenue 2013: $6,647Expenses 2013: $11,130Net Income 2013: -$4,4832013Revenue 2014: $9,246Expenses 2014: $12,452Net Income 2014: -$3,2062014Revenue 2015: $8,326Expenses 2015: $12,900Net Income 2015: -$4,5742015Revenue 2018: $12,470Expenses 2018: $15,184Net Income 2018: -$2,7142018Revenue 2019: -$78,932Expenses 2019: $15,355Net Income 2019: -$94,2872019Revenue 2020: $10,152Expenses 2020: $16,605Net Income 2020: -$6,4532020Revenue 2021: $228,505Expenses 2021: $17,218Net Income 2021: $211,2872021Revenue 2022: $19,605Expenses 2022: $107,982Net Income 2022: -$88,3772022Revenue 2023: $102,257Expenses 2023: $126,341Net Income 2023: -$24,0842023Revenue 2024: $114,211Expenses 2024: $141,397Net Income 2024: -$27,1862024

Highlighted filing

2018

Revenue$12,470
Expenses$15,184
Net Income-$2,714
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY L STEPHENSTrustee-$0--
LINDA SHERYL BURGESSTrustee-$0--
WENDY S KINGTrustee-$0--
DAWN M KENNEDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephens Family Foundation
EIN
58-6424620
Address
128 GNARLED PINE COURT, SUNSET, SC 29685

Signing Officer

Name
Jerry L Stephens
Title
Trustee
Signed
2019-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
Teresa F Behrman
Phone
4787466277
Raw XML Appendix335 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE STATEMENT FOR LINE 2B
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SMILE TRAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSEUM OF ARTS & SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KIAWAH SEABROOK EXCHANGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAVE A PET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MICHAEL NORRIS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CARING SOLUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 96231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14182 FORSYTH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2130 GARDENERS CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3618 MAYNARD CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt450 NORTH JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51044 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0BOX PMB-J
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MACON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOHNS ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORSYTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FORSYTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MACON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd131210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd431029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014300
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/AppliedToCurrentYearAmt01843
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012457
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014058
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012215
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012457
OtherDecreasesSchedule/OtherDecreasesDetail/Amt086
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX RETURN PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0800
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY L STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0586424620
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 GNARLED PINE COURT
ReturnHeader/Filer/USAddress/CityNm0SUNSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029685
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581094351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX ONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0312020001
ReturnHeader/PreparerPersonGrp/PhoneNum04787466277
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA F BEHRMAN
ReturnHeader/ReturnTs02019-11-15T12:26:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,000
Liabilities
$0
Net assets
$302,000
Revenue
$12,470
Expenses
$15,184
Net income
-$2,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.14$1.41$0.27
2023Summary only. Only limited summary data is available for this year.$2.99$0.00$1.02$1.26$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.20$1.08$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$2.29$0.17$2.11
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.17$0.06
2019Summary only. Only limited summary data is available for this year.$2.08$0.00$0.79$0.15$0.94
2018Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.12$0.15$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.08$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$3.27$0.00$0.09$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$0.07$0.11$0.04
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$0.08$0.13$0.05
2011Summary only. Only limited summary data is available for this year.$3.39$0.00$0.07$0.09$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits