Festus & Helen Stacy Foundation Ii
Festus & Helen Stacy Foundation II consistently grants more than annual revenue, supported by a robust $13.5M asset base and zero executive compensation.
EIN: 206712263 · Ft Lauderdale, FL · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $685K |
| Total Expenses | $1.2M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $13 |
| Net Assets | $12.7M |
| Transparency Score | 92/100 |
Is Festus & Helen Stacy Foundation Ii Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Festus & Helen Stacy Foundation Ii directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Festus & Helen Stacy Foundation Ii
Festus & Helen Stacy Foundation Ii (EIN: 206712263) is a nonprofit organization based in Ft Lauderdale, FL, classified under NTEE code T22. The organization reported total revenue of $685K and total assets of $13.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Festus & Helen Stacy Foundation Ii's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Festus & Helen Stacy Foundation Ii is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 14.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $977K |
| Total Expenses | $1.2M |
| Surplus / Deficit | $-229,184 |
| Total Assets | $12.7M |
| Total Liabilities | $1 |
| Net Assets | $12.7M |
| Operating Margin | -23.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 126.6 months |
Financial Health Grade: B
In 2023, Festus & Helen Stacy Foundation Ii reported a deficit of $229K with expenses exceeding revenue, holds 126.6 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), Festus & Helen Stacy Foundation Ii's revenue has grown at a compound annual growth rate (CAGR) of 14.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -1.2% | +5.6% | -3.6% |
| 2022 | +39.8% | +14.8% | +18.5% |
| 2021 | +59.9% | +114.2% | -2.5% |
| 2020 | -89.9% | -43.0% | -0.2% |
| 2019 | +2293.2% | +1.8% | +19.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Festus & Helen Stacy Foundation Ii with a Mission Score of 92 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Festus & Helen Stacy Foundation Ii 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:
- The organization reported a deficit of $229K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation operates without paid officers, which is highly efficient for an organization of its size with over $13 million in assets.
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 Festus & Helen Stacy Foundation Ii's IRS 990 filings:
- Expenses consistently exceed revenue in recent years, though this is typical for a grantmaking foundation drawing from its endowment.
Strengths
The following positive indicators were identified for Festus & Helen Stacy Foundation Ii:
- Zero officer compensation reported across all filings, indicating high efficiency.
- Robust and stable asset base, currently at $13,574,430, ensuring long-term sustainability.
- Consistent history of IRS 990 filings, demonstrating transparency.
- Low liabilities reported across most filing periods, indicating sound financial management.
- As a grantmaking foundation, its primary function is direct program support through grants.
Frequently Asked Questions about Festus & Helen Stacy Foundation Ii
Is Festus & Helen Stacy Foundation Ii a legitimate charity?
Festus & Helen Stacy Foundation Ii (EIN: 206712263) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $685K. 1 red flag identified. 5 strengths noted. Financial health grade: B.
How does Festus & Helen Stacy Foundation Ii spend its money?
Festus & Helen Stacy Foundation Ii directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Festus & Helen Stacy Foundation Ii tax-deductible?
Festus & Helen Stacy Foundation Ii is registered as a tax-exempt nonprofit (EIN: 206712263). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Festus & Helen Stacy Foundation Ii CEO make?
Festus & Helen Stacy Foundation Ii's highest-compensated officer earns $13 annually. The organization reported $685K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Festus & Helen Stacy Foundation Ii compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Festus & Helen Stacy Foundation Ii is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Festus & Helen Stacy Foundation Ii located?
Festus & Helen Stacy Foundation Ii is headquartered in Ft Lauderdale, Florida and files with the IRS under EIN 206712263. It is classified under NTEE code T22.
How many years of IRS 990 filings does Festus & Helen Stacy Foundation Ii have?
Festus & Helen Stacy Foundation Ii 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 $685K in total revenue.
Is Festus & Helen Stacy Foundation II a good charity?
Yes, the Festus & Helen Stacy Foundation II appears to be a very good charity, particularly for its efficiency and program focus. It consistently reports 0% officer compensation, indicating that nearly all expenses are directed towards its charitable purpose (grantmaking). Its substantial asset base of over $13 million ensures long-term sustainability for its mission.
How does the foundation manage its expenses relative to its revenue?
In recent years, the foundation's expenses have often exceeded its annual revenue (e.g., $1,206,361 in expenses vs. $977,177 in revenue in 2023). This is a common and sustainable practice for private grantmaking foundations that draw from their endowments (assets) to fund their charitable distributions, rather than relying solely on annual contributions.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent growth and stability over the past decade, increasing from $11,690,344 in 2011 to $13,574,430 most recently. This indicates strong financial stewardship and a healthy endowment.
Filing History
IRS 990 filing history for Festus & Helen Stacy Foundation Ii showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Festus & Helen Stacy Foundation Ii's revenue has grown by 399.8%, moving from $196K to $977K. Total assets increased by 8.9% over the same period, from $11.7M to $12.7M. Total functional expenses rose by 46.9%, from $821K to $1.2M. In its most recent filing year (2023), Festus & Helen Stacy Foundation Ii reported a deficit of $229K, with expenses exceeding revenue. The organization holds $1 in liabilities against $12.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $977K | $1.2M | $12.7M | $1 | — | View 990 |
| 2022 | $989K | $1.1M | $13.2M | $79K | — | View 990 |
| 2021 | $708K | $995K | $11.1M | $1 | — | View 990 |
| 2020 | $443K | $464K | $11.4M | $1 | — | View 990 |
| 2019 | $4.4M | $814K | $11.5M | $0 | — | View 990 |
| 2015 | $184K | $800K | $9.6M | $0 | — | View 990 |
| 2014 | $660K | $750K | $11.1M | $0 | — | View 990 |
| 2013 | $589K | $600K | $11.4M | $0 | — | View 990 |
| 2012 | $212K | $570K | $11.3M | $0 | — | View 990 |
| 2011 | $196K | $821K | $11.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $977K, expenses of $1.2M, and assets of $12.7M (revenue -1.2% year-over-year).
- 2022: Revenue of $989K, expenses of $1.1M, and assets of $13.2M (revenue +39.8% year-over-year).
- 2021: Revenue of $708K, expenses of $995K, and assets of $11.1M (revenue +59.9% year-over-year).
- 2020: Revenue of $443K, expenses of $464K, and assets of $11.4M (revenue -89.9% year-over-year).
- 2019: Revenue of $4.4M, expenses of $814K, and assets of $11.5M (revenue +2293.2% year-over-year).
- 2015: Revenue of $184K, expenses of $800K, and assets of $9.6M (revenue -72.2% year-over-year).
- 2014: Revenue of $660K, expenses of $750K, and assets of $11.1M (revenue +12.1% year-over-year).
- 2013: Revenue of $589K, expenses of $600K, and assets of $11.4M (revenue +177.6% year-over-year).
- 2012: Revenue of $212K, expenses of $570K, and assets of $11.3M (revenue +8.5% year-over-year).
- 2011: Revenue of $196K, expenses of $821K, and assets of $11.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Festus & Helen Stacy Foundation Ii:
Data Sources and Methodology
This transparency report for Festus & Helen Stacy Foundation Ii 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.