A K Stephenson Foundation Charitable Tr 537147
EIN: 311386444 · Milwaukee, WI
| Metric | Value |
|---|---|
| Total Revenue | $461K |
| Total Expenses | $243K |
| Net Assets | $2.4M |
Is A K Stephenson Foundation Charitable Tr 537147 Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About A K Stephenson Foundation Charitable Tr 537147
A K Stephenson Foundation Charitable Tr 537147 (EIN: 311386444) is a nonprofit organization based in Milwaukee, WI. The organization reported total revenue of $461K and total assets of $2.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of A K Stephenson Foundation Charitable Tr 537147's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
A K Stephenson Foundation Charitable Tr 537147 is a small nonprofit that has been operating for 32 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $156K |
| Total Expenses | $243K |
| Surplus / Deficit | $-87,160 |
| Total Assets | $2.4M |
| Total Liabilities | $1 |
| Net Assets | $2.4M |
| Operating Margin | -55.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 119.5 months |
Financial Health Grade: B
In 2023, A K Stephenson Foundation Charitable Tr 537147 reported a deficit of $87K with expenses exceeding revenue, holds 119.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), A K Stephenson Foundation Charitable Tr 537147's revenue has grown at a compound annual growth rate (CAGR) of 16.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -29.1% | -13.9% | -3.5% |
| 2022 | +50.6% | +3.0% | -2.5% |
| 2021 | +23.9% | +29.0% | -4.7% |
| 2020 | -9.3% | -18.4% | -3.4% |
| 2019 | -80.5% | +95.0% | -10.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1994 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for A K Stephenson Foundation Charitable Tr 537147 has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates A K Stephenson Foundation Charitable Tr 537147 with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $87K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about A K Stephenson Foundation Charitable Tr 537147
Is A K Stephenson Foundation Charitable Tr 537147 a legitimate charity?
A K Stephenson Foundation Charitable Tr 537147 (EIN: 311386444) is a registered tax-exempt nonprofit based in Wisconsin. It has 10 years of IRS 990 filings on record. Total revenue: $461K. No red flags identified. Financial health grade: B.
How does A K Stephenson Foundation Charitable Tr 537147 spend its money?
A K Stephenson Foundation Charitable Tr 537147 reported $461K in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to A K Stephenson Foundation Charitable Tr 537147 tax-deductible?
A K Stephenson Foundation Charitable Tr 537147 is registered as a tax-exempt nonprofit (EIN: 311386444). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is A K Stephenson Foundation Charitable Tr 537147 located?
A K Stephenson Foundation Charitable Tr 537147 is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 311386444.
How many years of IRS 990 filings does A K Stephenson Foundation Charitable Tr 537147 have?
A K Stephenson Foundation Charitable Tr 537147 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $461K in total revenue.
Filing History
IRS 990 filing history for A K Stephenson Foundation Charitable Tr 537147 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), A K Stephenson Foundation Charitable Tr 537147's revenue has grown by 536.8%, moving from $25K to $156K. Total assets increased by 198.3% over the same period, from $812K to $2.4M. Total functional expenses rose by 1922.3%, from $12K to $243K. In its most recent filing year (2023), A K Stephenson Foundation Charitable Tr 537147 reported a deficit of $87K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $156K | $243K | $2.4M | $1 | — | — |
| 2022 | $220K | $283K | $2.5M | $1 | — | View 990 |
| 2021 | $146K | $274K | $2.6M | $1 | — | View 990 |
| 2020 | $118K | $213K | $2.7M | $1 | — | — |
| 2019 | $130K | $261K | $2.8M | $1 | — | View 990 |
| 2015 | $667K | $134K | $3.1M | $0 | — | View 990 |
| 2014 | $2.1M | $109K | $2.6M | $0 | — | View 990 |
| 2013 | $49K | $52K | $789K | $0 | — | View 990 |
| 2012 | $37K | $57K | $793K | $0 | — | View 990 |
| 2011 | $25K | $12K | $812K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $156K, expenses of $243K, and assets of $2.4M (revenue -29.1% year-over-year).
- 2022: Revenue of $220K, expenses of $283K, and assets of $2.5M (revenue +50.6% year-over-year).
- 2021: Revenue of $146K, expenses of $274K, and assets of $2.6M (revenue +23.9% year-over-year).
- 2020: Revenue of $118K, expenses of $213K, and assets of $2.7M (revenue -9.3% year-over-year).
- 2019: Revenue of $130K, expenses of $261K, and assets of $2.8M (revenue -80.5% year-over-year).
- 2015: Revenue of $667K, expenses of $134K, and assets of $3.1M (revenue -68.9% year-over-year).
- 2014: Revenue of $2.1M, expenses of $109K, and assets of $2.6M (revenue +4299.6% year-over-year).
- 2013: Revenue of $49K, expenses of $52K, and assets of $789K (revenue +32.6% year-over-year).
- 2012: Revenue of $37K, expenses of $57K, and assets of $793K (revenue +49.7% year-over-year).
- 2011: Revenue of $25K, expenses of $12K, and assets of $812K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for A K Stephenson Foundation Charitable Tr 537147:
Data Sources and Methodology
This transparency report for A K Stephenson Foundation Charitable Tr 537147 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.