Civic Intelligence

Michael P Stefanik Charitable Foundation

EIN 84-3393951 • Coventry, RI

Coventry, RI
Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.11x

Higher debt load relative to revenue than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% 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

63rd percentile

3.5%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-89%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$24,050

Up $820 (+3.5%) from 2023

Liabilities

Up

$205

Up $204 (+20400%) from 2023

Net Assets

$23,845

No earlier filing loaded for comparison.

Revenue

Down

$1,946

Down $15,916 (-89%) from 2023

Expenses

Down

$1,331

Down $8,253 (-86%) from 2023

Net Income

Down

$615

Down $7,663 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2019: $4,004Liabilities 2019: $0Net Assets 2019: $4,0042019Assets 2020: $4,534Liabilities 2020: $0Net Assets 2020: $4,5342020Assets 2021: $15,276Liabilities 2021: $0Net Assets 2021: $15,2762021Assets 2022: $14,952Liabilities 2022: $0Net Assets 2022: $14,9522022Assets 2023: $23,230Liabilities 2023: $12023Assets 2024: $24,050Liabilities 2024: $205Net Assets 2024: $23,8452024

Highlighted filing

2024

Assets$24,050
Liabilities$205
Net Assets$23,845

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2019: $5,666Expenses 2019: $1,662Net Income 2019: $4,0042019Revenue 2020: $2,541Expenses 2020: $2,603Net Income 2020: -$622020Revenue 2021: $20,919Expenses 2021: $18,011Net Income 2021: $2,9082021Revenue 2022: $26,938Expenses 2022: $27,262Net Income 2022: -$3242022Revenue 2023: $17,862Expenses 2023: $9,584Net Income 2023: $8,2782023Revenue 2024: $1,946Expenses 2024: $1,331Net Income 2024: $6152024

Highlighted filing

2024

Revenue$1,946
Expenses$1,331
Net Income$615

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie A StefanikDirectorPT$0--
Nicole S ColemanDirectorPT$0--
Christine S PughDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Michael P Stefanik Charitable Foundation
EIN
84-3393951
Phone
4014518300
Address
60 Whitman Road, Coventry, RI 02816

Signing Officer

Name
Nicole Coleman
Title
Director
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Investors Tax Service Inc
Address
1061 Main St, Coventry, RI 02816
Preparer
James Crosby
Phone
4018285755
Raw XML Appendix183 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Supplies, etc
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
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ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0843393951
ReturnHeader/Filer/PhoneNum04014518300
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ReturnHeader/Filer/USAddress/CityNm0Coventry
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ReturnHeader/Filer/USAddress/ZIPCd002816
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coventry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002816
ReturnHeader/PreparerPersonGrp/PhoneNum04018285755
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Crosby
ReturnHeader/ReturnTs02025-10-29T14:45:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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