Civic Intelligence

Mcintosh Stephenson Foundation

EIN 88-2113547 • Basalt, CO

1016 Lauren LaneBasalt, CO 81621
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2025

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 2025

Asset Growth

70th percentile

9.3%

Faster asset growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.2%

Faster revenue growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$488,418

Up $41,731 (+9.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$488,418

Up $41,731 (+9.3%) from 2024

Revenue

Down

$72,305

Down $132 (-0.2%) from 2024

Expenses

Up

$30,574

Up $4,824 (+19%) from 2024

Net Income

Down

$41,731

Down $4,956 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2023: $400,000Liabilities 2023: $1Net Assets 2023: $400,0002023Assets 2024: $446,687Liabilities 2024: $0Net Assets 2024: $446,6872024Assets 2025: $488,418Liabilities 2025: $0Net Assets 2025: $488,4182025

Highlighted filing

2025

Assets$488,418
Liabilities$0
Net Assets$488,418

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2023: $400,000Expenses 2023: $0Net Income 2023: $400,0002023Revenue 2024: $72,437Expenses 2024: $25,750Net Income 2024: $46,6872024Revenue 2025: $72,305Expenses 2025: $30,574Net Income 2025: $41,7312025

Highlighted filing

2025

Revenue$72,305
Expenses$30,574
Net Income$41,731

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 11, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann StephensonPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYouthentityGeneral FundPCCarbondale, CO, US$11,000
Paid GrantSheldrick Wildlife Trust USAGeneral FundPCLaguna Hills, CA, US$5,010
Paid GrantMountain Rescue AspenGeneral FundPCAspen, CO, US$5,000
Paid GrantAkashingaGeneral FundPCPhiladelphia, PA, US$2,000
Paid GrantAspen Public RadioGeneral FundPCAspen, CO, US$2,000
Paid GrantColorado Animal RescueGeneral FundPCGlenwood Springs, CO, US$2,000
Paid GrantTACAWGeneral FundPCBasalt, CO, US$1,500
Paid GrantAspen InstituteBeyer CenterGeneral FundPCAspen, CO, US$1,000
Paid GrantPAWsCOGeneral FundPCDenver, CO, US$1,000
Filing and Contact Details

Filer

Filer Name
McIntosh Stephenson Foundation
EIN
88-2113547
Phone
9703097064
Address
1016 Lauren Lane, Basalt, CO 81621

Signing Officer

Name
Ann G Stephenson
Title
President
Phone
9703097064
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Golay
Phone
3307770600
Raw XML Appendix275 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt067224
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Ann Stephenson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01016 Lauren Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Basalt
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd081621
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes due
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann G Stephenson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09703097064
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McIntosh Stephenson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCIN
ReturnHeader/Filer/EIN0882113547
ReturnHeader/Filer/PhoneNum09703097064
ReturnHeader/Filer/USAddress/AddressLine1Txt01016 Lauren Lane
ReturnHeader/Filer/USAddress/CityNm0Basalt
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081621
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352390688
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Select Fiduciary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rootstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044272
ReturnHeader/PreparerPersonGrp/PhoneNum03307770600
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin L Golay
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-16T09:16:53-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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