Civic Intelligence

Mcintosh Stephenson Foundation

990PF • Fiscal year 2025 • EIN 88-2113547

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 11, 2026

Organization Profile
1016 Lauren LaneBasalt, CO 81621

(970) 309-7064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

9.3%

Faster asset growth than 65% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

-0.2%

Faster revenue growth than 46% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$488,418

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

Net Assets

Up

$488,418

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin94th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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
Open 2025 Filing
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
Top Officer Pay80th percentile

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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07038
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0462170
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PAWsCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2110 E Hallem St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32801 County Road 114
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58200 E Pacific Pl
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05987
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05987
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05987
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01485
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ann Stephenson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01016 Lauren Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Basalt
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081621
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,418
Liabilities
$0
Net assets
$488,418
Revenue
$72,305
Expenses
$30,574
Net income
$41,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.72$0.31$0.42
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.72$0.26$0.47
2023Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$4.00$0.00$4.00