Dorothy D Trabits Stephens Foundation

Dorothy D Trabits Stephens Foundation consistently distributes more than its annual revenue from a stable asset base with no reported officer compensation.

EIN: 200308917 · Mobile, AL · NTEE: T20 · Updated: 2026-03-28

$631KRevenue
$1.3MAssets
85/100Mission Score (Excellent)
T20

Is Dorothy D Trabits Stephens Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Dorothy D Trabits Stephens Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Dorothy D Trabits Stephens Foundation

Dorothy D Trabits Stephens Foundation (EIN: 200308917) is a nonprofit organization based in Mobile, AL, classified under NTEE code T20. The organization reported total revenue of $631K and total assets of $1.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dorothy D Trabits Stephens Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Dorothy D Trabits Stephens Foundation is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$124K
Total Expenses$161K
Surplus / Deficit$-37,661
Total Assets$1.4M
Total Liabilities$1
Net Assets$1.4M
Operating Margin-30.5%
Debt-to-Asset Ratio0.0%
Months of Reserves101.2 months

Financial Health Grade: B

In 2023, Dorothy D Trabits Stephens Foundation reported a deficit of $38K with expenses exceeding revenue, holds 101.2 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), Dorothy D Trabits Stephens Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023+15.0%+17.0%-2.7%
2022-46.6%-16.7%-2.2%
2021+104.1%+12.1%+2.6%
2020-29.1%-10.8%-3.4%
2019-25.2%+1.7%-8.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Dorothy D Trabits Stephens Foundation demonstrates consistent financial activity over the past decade, primarily operating as a grant-making organization given its NTEE code T20 (Private Grantmaking Foundations). Its assets have remained relatively stable, fluctuating around $1.3 million to $1.5 million, indicating a well-managed endowment. The foundation consistently spends more than its annual revenue, as seen in 2023 where expenses were $161,194 against revenues of $123,533, suggesting it draws from its principal or accumulated reserves to fund its activities. This is a common characteristic of foundations that distribute grants from an endowment. The absence of officer compensation reported across all filings indicates a lean operational structure, likely relying on volunteer efforts or external administrative services, which contributes to spending efficiency. While the filings show consistent financial reporting, the lack of detailed expense breakdowns beyond total expenses in the provided data makes a precise assessment of spending efficiency challenging. However, the zero officer compensation is a strong indicator of low administrative overhead. The foundation's consistent asset base and regular grant-making activity suggest a stable and predictable operation. To fully assess transparency, access to the full 990 forms would be necessary to review program service accomplishments and detailed expense categories, but the consistent filing history and stable financial metrics are positive indicators.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Dorothy D Trabits Stephens Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Dorothy D Trabits Stephens Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$124KTotal Revenue
$161KTotal Expenses
$1.4MTotal Assets
$1Total Liabilities
$1.4MNet Assets

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that its leadership either serves on a volunteer basis or is compensated through other means not classified as officer compensation, which suggests a highly efficient use of funds for administrative overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Dorothy D Trabits Stephens Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Dorothy D Trabits Stephens Foundation:

Frequently Asked Questions about Dorothy D Trabits Stephens Foundation

Is Dorothy D Trabits Stephens Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Dorothy D Trabits Stephens Foundation (EIN: 200308917) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Dorothy D Trabits Stephens Foundation spend its money?

Dorothy D Trabits Stephens Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Dorothy D Trabits Stephens Foundation tax-deductible?

Dorothy D Trabits Stephens Foundation is registered as a tax-exempt nonprofit (EIN: 200308917). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does the foundation sustain its operations given that expenses frequently exceed revenue?

The foundation likely draws from its substantial asset base, which has consistently been over $1.3 million, to cover the difference between its annual revenue and expenses, a common practice for endowed private foundations.

What specific programs or grants does the Dorothy D Trabits Stephens Foundation support?

The provided data does not detail specific programs or grant recipients; a review of the full IRS Form 990, Part XV (Grants and Other Assistance to Organizations and Individuals in the U.S.) would be necessary to identify these.

What is the nature of the 'Liabilities' reported, which are consistently very low?

The consistently low liabilities (often $1 or very small amounts) suggest the foundation operates with minimal debt and manages its finances prudently, indicating strong financial health.

Filing History

IRS 990 filing history for Dorothy D Trabits Stephens Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Dorothy D Trabits Stephens Foundation's revenue has grown by 3.4%, moving from $119K to $124K. Total assets decreased by 14.2% over the same period, from $1.6M to $1.4M. Total functional expenses rose by 7.6%, from $150K to $161K. In its most recent filing year (2023), Dorothy D Trabits Stephens Foundation reported a deficit of $38K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $124K $161K $1.4M $1
2022 $107K $138K $1.4M $1 View 990
2021 $201K $166K $1.4M $733 View 990
2020 $99K $148K $1.4M $1
2019 $139K $166K $1.4M $36 View 990
2015 $186K $163K $1.6M $1 View 990
2014 $203K $162K $1.6M $6K View 990
2013 $141K $142K $1.5M $1 View 990
2012 $60K $139K $1.5M $1 View 990
2011 $119K $150K $1.6M $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Dorothy D Trabits Stephens Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Dorothy D Trabits Stephens Foundation 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.

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