Civic Intelligence

D R Stephens Charitable Foundation

990PF • Fiscal year 2024 • EIN 94-2951708

Dec 01, 2023 to Nov 30, 2024 • Filed on Aug 04, 2025

Organization Profile
601 California Street 1710San Francisco, CA 94108

(415) 781-8000

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

3rd percentile

-347%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

38th percentile

-4.5%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$85,865

Down $4,036 (-4.5%) from 2023

Net Assets

Down

$85,865

Down $4,036 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$1,165

Down $52,174 (-98%) from 2023

Expenses

Down

$5,207

Down $250,144 (-98%) from 2023

Net Income

Up

-$4,042

Up $197,970 (+98%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2024

Assets$85,865
Liabilities$0
Net Assets$85,865
Open 2024 Filing

Operations Trend

Revenue Growth3rd 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

2024

Revenue$1,165
Expenses$5,207
Net Income-$4,042
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
Dr Stephens Charitable Foundation
EIN
94-2951708
Phone
4157818000
Address
601 CALIFORNIA STREET 1710, SAN FRANCISCO, CA 94108

Signing Officer

Name
Lane Stephens
Title
President
Phone
4157818000
Signed
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Wmb2 Llp
Address
101 LARKSPUR LANDING CIR STE 200, LARKSPUR, CA 94939-1750
Preparer
David D Bailey
Phone
4159251120
Raw XML Appendix253 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LANE STEPHENS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263789391
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949391750
ReturnHeader/PreparerPersonGrp/PhoneNum04159251120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID D BAILEY
ReturnHeader/ReturnTs02025-08-05T17:47:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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
$85,865
Liabilities
$0
Net assets
$85,865
Revenue
$1,165
Expenses
$5,207
Net income
-$4,042
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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