Civic Intelligence

D R Stephens Charitable Foundation

990PF • Fiscal year 2021 • EIN 94-2951708

Dec 01, 2020 to Nov 30, 2021 • Filed on May 02, 2022

Organization Profile
465 California Street No 330San Francisco, CA 94104

(415) 781-8000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.28x

Higher debt load relative to assets than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

15.80x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-1220%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$35,487

Up $14,706 (+71%) from 2020

Net Assets

Up

$25,487

Up $4,706 (+23%) from 2020

Liabilities

Up

$10,000

Up $10,000 from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$633

Down $3,015,505 (-100%) from 2020

Expenses

Down

$8,358

Down $4,815,872 (-100%) from 2020

Net Income

Up

-$7,725

Up $1,800,367 (+100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $96,224Liabilities 2011: $02011Assets 2012: $134,825Liabilities 2012: $02012Assets 2013: $123,355Liabilities 2013: $02013Assets 2014: $120,142Liabilities 2014: $02014Assets 2015: $128,792Liabilities 2015: $0Net Assets 2015: $128,7922015Assets 2018: $60,341Liabilities 2018: $0Net Assets 2018: $60,3412018Assets 2019: $2,004,195Liabilities 2019: $169,063Net Assets 2019: $1,835,1322019Assets 2020: $20,781Liabilities 2020: $0Net Assets 2020: $20,7812020Assets 2021: $35,487Liabilities 2021: $10,000Net Assets 2021: $25,4872021Assets 2022: $292,681Liabilities 2022: $0Net Assets 2022: $292,6812022Assets 2023: $89,901Liabilities 2023: $0Net Assets 2023: $89,9012023Assets 2024: $85,865Liabilities 2024: $0Net Assets 2024: $85,8652024

Highlighted filing

2021

Assets$35,487
Liabilities$10,000
Net Assets$25,487
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $150,954Expenses 2011: $138,377Net Income 2011: $12,5772011Revenue 2012: $125,129Expenses 2012: $105,382Net Income 2012: $19,7472012Revenue 2013: $75,126Expenses 2013: $64,893Net Income 2013: $10,2332013Revenue 2014: $100,282Expenses 2014: $109,106Net Income 2014: -$8,8242014Revenue 2015: $90,125Expenses 2015: $99,776Net Income 2015: -$9,6512015Revenue 2018: $18,426Expenses 2018: $87,477Net Income 2018: -$69,0512018Revenue 2019: $2,084,378Expenses 2019: $307,518Net Income 2019: $1,776,8602019Revenue 2020: $3,016,138Expenses 2020: $4,824,230Net Income 2020: -$1,808,0922020Revenue 2021: $633Expenses 2021: $8,358Net Income 2021: -$7,7252021Revenue 2022: $67,848Expenses 2022: $9,324Net Income 2022: $58,5242022Revenue 2023: $53,339Expenses 2023: $255,351Net Income 2023: -$202,0122023Revenue 2024: $1,165Expenses 2024: $5,207Net Income 2024: -$4,0422024

Highlighted filing

2021

Revenue$633
Expenses$8,358
Net Income-$7,725
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA B STEPHENSCEO-$0--
Filing and Contact Details

Filer

Filer Name
Dr Stephens
EIN
94-2951708
Phone
4157818000
Address
465 CALIFORNIA STREET NO 330, SAN FRANCISCO, CA 94104

Signing Officer

Name
Christina B Stephens
Title
Officer
Phone
4157818000
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Krohn Watters & Hicks Llp
Address
655 MONTGOMERY STREET SUITE 1410, SAN FRANCISCO, CA 94111
Preparer
Stuart Hicks
Phone
4153440400
Raw XML Appendix281 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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OtherIncreasesSchedule/OtherIncreasesDetail/Amt012431
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TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt13953
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13953
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA B STEPHENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04157818000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR STEPHENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRST
ReturnHeader/Filer/EIN0942951708
ReturnHeader/Filer/PhoneNum04157818000
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 CALIFORNIA STREET NO 330
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811021125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KROHN WATTERS & HICKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 MONTGOMERY STREET SUITE 1410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153440400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART HICKS
ReturnHeader/ReturnTs02022-05-02T14:46:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,487
Liabilities
$10,000
Net assets
$25,487
Revenue
$633
Expenses
$8,358
Net income
-$7,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.05$0.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.07$0.01$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.03$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$3.02$4.82$1.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.17$1.84$2.08$0.31$1.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.09$0.10$0.01
2014Summary only. Only limited summary data is available for this year.$0.12$0.00$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.08$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.15$0.14$0.01