Civic Intelligence

Stephens Ca & Fs Foundation Pfdn

990PF • Fiscal year 2022 • EIN 87-6122306

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 30, 2023

Organization Profile
4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

(866) 238-8650

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

11th percentile

-65%

Higher net margin than 11% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$1,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-67%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$72,064

Down $2,114 (-2.8%) from 2021

Net Assets

Down

$72,064

Down $2,114 (-2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$3,245

Down $6,665 (-67%) from 2021

Expenses

Up

$5,361

Up $1,496 (+39%) from 2021

Net Income

Down

-$2,116

Down $8,161 (-135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $78,152Liabilities 2011: $02011Assets 2012: $75,071Liabilities 2012: $02012Assets 2013: $78,265Liabilities 2013: $02013Assets 2014: $77,287Liabilities 2014: $02014Assets 2015: $76,782Liabilities 2015: $02015Assets 2019: $66,540Liabilities 2019: $02019Assets 2020: $68,132Liabilities 2020: $0Net Assets 2020: $68,1322020Assets 2021: $74,178Liabilities 2021: $0Net Assets 2021: $74,1782021Assets 2022: $72,064Liabilities 2022: $0Net Assets 2022: $72,0642022Assets 2023: $70,703Liabilities 2023: $0Net Assets 2023: $70,7032023Assets 2024: $68,758Liabilities 2024: $0Net Assets 2024: $68,7582024

Highlighted filing

2022

Assets$72,064
Liabilities$0
Net Assets$72,064
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $1,360Expenses 2011: $5,342Net Income 2011: -$3,9822011Revenue 2012: $2,513Expenses 2012: $5,594Net Income 2012: -$3,0812012Revenue 2013: $7,756Expenses 2013: $4,562Net Income 2013: $3,1942013Revenue 2014: $6,319Expenses 2014: $7,297Net Income 2014: -$9782014Revenue 2015: $2,767Expenses 2015: $3,271Net Income 2015: -$5042015Revenue 2019: $3,533Expenses 2019: $4,468Net Income 2019: -$9352019Revenue 2020: $7,123Expenses 2020: $5,526Net Income 2020: $1,5972020Revenue 2021: $9,910Expenses 2021: $3,865Net Income 2021: $6,0452021Revenue 2022: $3,245Expenses 2022: $5,361Net Income 2022: -$2,1162022Revenue 2023: $5,817Expenses 2023: $7,177Net Income 2023: -$1,3602023Revenue 2024: $4,652Expenses 2024: $6,596Net Income 2024: -$1,9442024

Highlighted filing

2022

Revenue$3,245
Expenses$5,361
Net Income-$2,116
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK NATIONAL ASSOCIATIONTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Stephens CA & Fs Foundation Pfdn
EIN
87-6122306
Phone
8662388650
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
8662388650
Signed
2023-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix358 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02. ISHARES CORE S&P 500 ETF $5.06600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13. ISHARES CORE S&P 500 ETF $5.06600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29. ISHARES RUSSELL MIDCAP INDEX FD $3.23000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc315. VANGUARD FTSE DEV MKTS ETF $1.11400
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01653
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TaxesSchedule/TaxesDetail/Amt1127
TaxesSchedule/TaxesDetail/Amt2127
TaxesSchedule/TaxesDetail/Amt311
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt311
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS CA & FS FOUNDATION PFDN
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ReturnHeader/Filer/EIN0876122306
ReturnHeader/Filer/PhoneNum08662388650
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ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
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ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T13:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,064
Liabilities
$0
Net assets
$72,064
Revenue
$3,245
Expenses
$5,361
Net income
-$2,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$4.65$6.60$1.94
2023Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$5.82$7.18$1.36
2022Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$3.25$5.36$2.12
2021Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$9.91$3.87$6.05
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$7.12$5.53$1.60
2019Summary only. Only limited summary data is available for this year.$66.5$0.00$3.53$4.47$0.94
2015Summary only. Only limited summary data is available for this year.$76.8$0.00$2.77$3.27$0.50
2014Summary only. Only limited summary data is available for this year.$77.3$0.00$6.32$7.30$0.98
2013Summary only. Only limited summary data is available for this year.$78.3$0.00$7.76$4.56$3.19
2012Summary only. Only limited summary data is available for this year.$75.1$0.00$2.51$5.59$3.08
2011Summary only. Only limited summary data is available for this year.$78.2$0.00$1.36$5.34$3.98