Perry And Ruby Stevens Charitable Foundation

Perry And Ruby Stevens Charitable Foundation consistently allocates 100% of reported officer compensation to its mission, maintaining substantial assets for grantmaking.

EIN: 204169959 · Kerrville, TX · NTEE: T20 · Updated: 2026-03-28

$27.0MRevenue

$63.2MAssets

90/100Mission Score (Excellent)

T20

About Perry And Ruby Stevens Charitable Foundation

Perry And Ruby Stevens Charitable Foundation (EIN: 204169959) is a nonprofit organization based in Kerrville, TX, classified under NTEE code T20. The organization reported total revenue of $27.0M and total assets of $63.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Perry And Ruby Stevens Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Perry And Ruby Stevens Charitable Foundation demonstrates a consistent commitment to its charitable purpose, primarily through grantmaking, as indicated by its NTEE code T20 (Private Grantmaking Foundations). Over the past decade, the foundation has maintained substantial assets, peaking at $66,301,724 in 2015 and currently standing at $63,957,747. Its revenue and expenses have fluctuated, with the latest period (202312) showing revenue of $4,900,785 against expenses of $3,302,080, resulting in a surplus. The foundation consistently reports 0% officer compensation, which is a strong indicator of efficient use of funds and a focus on its mission rather than administrative overhead related to executive pay.

Spending efficiency appears high, given the nature of a private foundation where most expenses are program-related grants. The absence of officer compensation further reinforces this. While specific breakdowns of program, administrative, and fundraising expenses are not detailed in the provided summary, the overall financial health is robust, with significant assets supporting its grantmaking activities. The foundation's liabilities have remained relatively low across most periods, suggesting sound financial management.

Transparency is generally good, as evidenced by its consistent IRS 990 filings. The lack of officer compensation is a key positive transparency point. To further enhance transparency, a more detailed breakdown of administrative versus program expenses beyond just grants would be beneficial, though for a private foundation, the vast majority of 'expenses' are direct program disbursements.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Perry And Ruby Stevens Charitable Foundation with a Mission Score of 90 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: 5%
programs: 95%
fundraising: 0%

According to IRS 990 filings, Perry And Ruby Stevens Charitable Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient and directs more funds towards the foundation's charitable purpose.

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 Perry And Ruby Stevens Charitable Foundation's IRS 990 filings:

Fluctuating revenue and expenses, though generally managed well.

Strengths

The following positive indicators were identified for Perry And Ruby Stevens Charitable Foundation:

Consistent 0% officer compensation, indicating high efficiency.
Substantial and stable asset base ($63,957,747 in 2023) for long-term impact.
Low liabilities across most reporting periods, suggesting sound financial health.
Consistent filing of IRS 990s, demonstrating transparency.

Frequently Asked Questions about Perry And Ruby Stevens Charitable Foundation

Is Perry And Ruby Stevens Charitable Foundation a good charity?

Based on the provided data, the foundation appears to be a very good charity. It consistently reports 0% officer compensation, maintains substantial assets ($63,957,747 in 2023), and has a history of grantmaking, indicating a strong focus on its mission.

How does the foundation manage its assets?

The foundation has consistently maintained significant assets, ranging from $24,521,459 in 2011 to $66,301,724 in 2015, and currently holds $63,957,747. This indicates effective asset management to support its long-term grantmaking capacity.

What is the trend in the foundation's revenue and expenses?

Revenue and expenses have fluctuated over the years. For example, revenue was $9,200,887 in 2015 and $4,900,785 in 2023, while expenses were $3,754,666 in 2015 and $3,302,080 in 2023. Despite fluctuations, the foundation generally manages to cover its expenses, often generating a surplus.

Filing History

IRS 990 filing history for Perry And Ruby Stevens Charitable Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Perry And Ruby Stevens Charitable Foundation's revenue has grown by 72.6%, moving from $2.8M to $4.9M. Total assets increased by 160.8% over the same period, from $24.5M to $64.0M. Total functional expenses rose by 123.8%, from $1.5M to $3.3M. In its most recent filing year (2023), Perry And Ruby Stevens Charitable Foundation reported a surplus of $1.6M, with revenue exceeding expenses. The organization holds $2.0M in liabilities against $64.0M in assets (debt-to-asset ratio: 3.2%), resulting in net assets of $61.9M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$4.9M	$3.3M	$64.0M	$2.0M	—	View 990
2022	$2.2M	$3.2M	$59.4M	$1.4M	—	View 990
2021	$3.4M	$3.1M	$61.1M	$22	—	View 990
2020	$1.7M	$2.9M	$61.2M	$4K	—	View 990
2019	$1.7M	$3.7M	$60.4M	$3K	—	View 990
2015	$9.2M	$3.8M	$66.3M	$1	—	View 990
2014	$5.4M	$3.9M	$60.9M	$1	—	View 990
2013	$4.7M	$2.8M	$53.9M	$4K	—	View 990
2012	$1.2M	$1.5M	$49.5M	$1K	—	View 990
2011	$2.8M	$1.5M	$24.5M	$1K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $4.9M, expenses of $3.3M, and assets of $64.0M (revenue +123.5% year-over-year).
2022: Revenue of $2.2M, expenses of $3.2M, and assets of $59.4M (revenue -35.3% year-over-year).
2021: Revenue of $3.4M, expenses of $3.1M, and assets of $61.1M (revenue +100.6% year-over-year).
2020: Revenue of $1.7M, expenses of $2.9M, and assets of $61.2M (revenue +2.0% year-over-year).
2019: Revenue of $1.7M, expenses of $3.7M, and assets of $60.4M (revenue -82.0% year-over-year).
2015: Revenue of $9.2M, expenses of $3.8M, and assets of $66.3M (revenue +71.3% year-over-year).
2014: Revenue of $5.4M, expenses of $3.9M, and assets of $60.9M (revenue +14.1% year-over-year).
2013: Revenue of $4.7M, expenses of $2.8M, and assets of $53.9M (revenue +292.6% year-over-year).
2012: Revenue of $1.2M, expenses of $1.5M, and assets of $49.5M (revenue -57.8% year-over-year).
2011: Revenue of $2.8M, expenses of $1.5M, and assets of $24.5M.

Data Sources and Methodology

This transparency report for Perry And Ruby Stevens Charitable 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.