Civic Intelligence

The Stevens Family Foundation

EIN 81-1003926 • Boston, MA

CO Bernkopf Goodman Two Seaport LBoston, MA 02210
Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-264%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2021

Asset Growth

8th percentile

-26%

Faster asset growth than 8% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$463,859

Down $62,222 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$463,859

Down $62,222 (-12%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin3rd percentile

Revenue

Up

$115,622

Up $45,700 (+65%) from 2023

Expenses

Down

$177,844

Down $76,324 (-30%) from 2023

Net Income

Up

-$62,222

Up $122,024 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $851,051Liabilities 2017: $2,220Net Assets 2017: $848,8312017Assets 2018: $1,014,701Liabilities 2018: $2,220Net Assets 2018: $1,012,4812018Assets 2019: $1,155,393Liabilities 2019: $2,220Net Assets 2019: $1,153,1732019Assets 2020: $1,010,585Liabilities 2020: $0Net Assets 2020: $1,010,5852020Assets 2021: $869,945Liabilities 2021: $0Net Assets 2021: $869,9452021Assets 2022: $710,327Liabilities 2022: $0Net Assets 2022: $710,3272022Assets 2023: $526,081Liabilities 2023: $0Net Assets 2023: $526,0812023Assets 2024: $463,859Liabilities 2024: $0Net Assets 2024: $463,8592024

Highlighted filing

2024

Assets$463,859
Liabilities$0
Net Assets$463,859
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $516,001Expenses 2017: $189,280Net Income 2017: $326,7212017Revenue 2018: $462,001Expenses 2018: $298,351Net Income 2018: $163,6502018Revenue 2019: $302,378Expenses 2019: $163,281Net Income 2019: $139,0972019Revenue 2020: $19,861Expenses 2020: $162,449Net Income 2020: -$142,5882020Revenue 2021: $34,983Expenses 2021: $175,623Net Income 2021: -$140,6402021Revenue 2022: $151,553Expenses 2022: $311,171Net Income 2022: -$159,6182022Revenue 2023: $69,922Expenses 2023: $254,168Net Income 2023: -$184,2462023Revenue 2024: $115,622Expenses 2024: $177,844Net Income 2024: -$62,2222024

Highlighted filing

2024

Revenue$115,622
Expenses$177,844
Net Income-$62,222
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$463,859
Liabilities
$0
Net assets
$463,859
Revenue
$115,622
Expenses
$177,844
Net income
-$62,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.12$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.07$0.25$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.15$0.31$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.16$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$0.30$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.46$0.30$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.52$0.19$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER J RAIMONDITrustee-$0--
RICHARD B MICHAUDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stevens Family Foundation
EIN
81-1003926
Phone
6177903335
Address
CO BERNKOPF GOODMAN TWO SEAPORT L, BOSTON, MA 02210

Signing Officer

Name
Richard Michaud
Title
Trustee
Phone
6177903335
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Timothy Barry CPA
Phone
7819821001
Raw XML Appendix341 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/GrantOrContributionPdDurYrGrp/Amt349650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PAYMENT OF LEGAL FEES FOR THE LINDA BLAIR-WORLDHEART FOUNDATION, A 501(C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FATHER BILL'S & MAINSPRING INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FEED A NEIGHBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SPECIAL OLYMPICS NEW HAMPSHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MG&M THE LAW FIRM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0430 BELMONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1577 MAIN ST STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3598
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3125 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101749
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035498
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0205058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0248838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0105800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0108662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0108662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0757008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0205058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0248838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt095528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0105800
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137282
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101784
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0865670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0763886
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXCEPTIONAL HEALTH (TO BE REIMBURSED)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12890
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WEBSITE DESIGN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12890
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MICHAUD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177903335
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVENS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0811003926
ReturnHeader/Filer/PhoneNum06177903335
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BERNKOPF GOODMAN TWO SEAPORT L
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 BATTERYMARCH PARK SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum07819821001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY BARRY CPA
ReturnHeader/ReturnTs02025-05-05T17:29:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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