Civic Intelligence

Stephens Ca & Fs Foundation Pfdn

990PF • Fiscal year 2024 • EIN 87-6122306

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 23, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-42%

Higher net margin than 13% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$1,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.8%

Faster asset growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$68,758

Down $1,945 (-2.8%) from 2023

Net Assets

Down

$68,758

Down $1,945 (-2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Down

$4,652

Down $1,165 (-20%) from 2023

Expenses

Down

$6,596

Down $581 (-8.1%) from 2023

Net Income

Down

-$1,944

Down $584 (-43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2024

Assets$68,758
Liabilities$0
Net Assets$68,758
Open 2024 Filing

Operations Trend

Revenue Growth24th 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

2024

Revenue$4,652
Expenses$6,596
Net Income-$1,944
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEYBANK N ATrustee-$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 by Joseph Velkos
Title
Vice President
Phone
8662388650
Signed
2025-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Raw XML Appendix342 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26044
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt513687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt624862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287499 ISHARES RUSSELL MIDC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2921943858 VANGUARD FTSE DEV MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4998155139 CHARITABLE INTERMEDI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6998142406 CHARITABLE CORE FIXE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03182
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1944
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03907
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02109
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03866
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0786
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03. ISHARES CORE S&P 500 ETF $5.06600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13. ISHARES CORE S&P 500 ETF $5.06600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23. ISHARES RUSSELL 2000 INDEX FUND $1.88500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310. VANGUARD FTSE DEV MKTS ETF $1.11400
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEYBANK NA
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/Amt269
TaxesSchedule/TaxesDetail/Amt316
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
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt316
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08662388650
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHENS CA & FS FOUNDATION PFDN
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0876122306
ReturnHeader/Filer/PhoneNum08662388650
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-01T15:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$68,758
Liabilities
$0
Net assets
$68,758
Revenue
$4,652
Expenses
$6,596
Net income
-$1,944
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