Civic Intelligence

Jason L and Ana C Stephens Foundation

EIN 83-2621149 • Middleton, WI

PO Box 620214Middleton, WI 53562
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

86th percentile

40%

Faster asset growth than 86% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2044%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$61,866

Up $17,727 (+40%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$61,866

Up $21,097 (+52%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Up

$21,080

Up $20,097 (+2044%) from 2023

Expenses

Up

$2,850

Up $428 (+18%) from 2023

Net Income

Up

$18,230

Up $19,669 (+1367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$80K$60K$40K$20K$0Assets 2019: $35,419Liabilities 2019: $02019Assets 2020: $36,067Liabilities 2020: $1Net Assets 2020: $36,0672020Assets 2021: $35,258Liabilities 2021: $1Net Assets 2021: $35,2582021Assets 2022: $43,224Liabilities 2022: $1Net Assets 2022: $43,2242022Assets 2023: $44,139Liabilities 2023: $1Net Assets 2023: $40,7692023Assets 2024: $61,866Liabilities 2024: $0Net Assets 2024: $61,8662024

Highlighted filing

2024

Assets$61,866
Liabilities$0
Net Assets$61,866
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2019: $36,670Expenses 2019: $1,250Net Income 2019: $35,4202019Revenue 2020: $2,583Expenses 2020: $1,935Net Income 2020: $6482020Revenue 2021: $698Expenses 2021: $0Net Income 2021: $6982021Revenue 2022: $10,340Expenses 2022: $2,633Net Income 2022: $7,7072022Revenue 2023: $983Expenses 2023: $2,422Net Income 2023: -$1,4392023Revenue 2024: $21,080Expenses 2024: $2,850Net Income 2024: $18,2302024

Highlighted filing

2024

Revenue$21,080
Expenses$2,850
Net Income$18,230
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$61,866
Liabilities
$0
Net assets
$61,866
Revenue
$21,080
Expenses
$2,850
Net income
$18,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$21.1$2.85$18.2
2023Detailed filing. Detailed filing data is available for this year.$44.1$0.00$40.8$0.98$2.42$1.44
2022Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$10.3$2.63$7.71
2021Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$0.70$0.00$0.70
2020Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.58$1.94$0.65
2019Summary only. Only limited summary data is available for this year.$35.4$0.00$36.7$1.25$35.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON L STEPHENSTrustee-$0--
ANA C STEPHENSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jason L and Ana C Stephens Foundation
EIN
83-2621149
In Care Of
% Jason Stephens
Phone
6082451219
Address
PO Box 620214, Middleton, WI 53562

Signing Officer

Name
Jason Stephens
Title
Trustee
Phone
6082451219
Signed
2025-05-15
Raw XML Appendix283 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/SummaryOfDirectChrtblActyGrp/Description1Txt0Gift to Madison East High School Madison WI
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02850
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JASON STEPHENS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 620214
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Middleton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053562
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Organization with 501c3 status
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JASON STEPHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support school programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Madison East High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC Public charity de
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02222 East Washington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Madison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02850
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02850
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02850
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02850
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03075
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JASON L STEPHENS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01105 Menomonie Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Madison
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053704
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06082451219
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jason L and Ana C Stephens Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0832621149
ReturnHeader/Filer/InCareOfNm0% Jason Stephens
ReturnHeader/Filer/PhoneNum06082451219
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 620214
ReturnHeader/Filer/USAddress/CityNm0Middleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-15T20:10:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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