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
Perry And Ruby Stevens Charitable Foundation Financial Summary
MetricValue
Total Revenue$27.0M
Total Expenses$3.3M
Program Spending95%
Net Assets$61.9M
Transparency Score90/100

Search Intent Cockpit

Perry And Ruby Stevens Charitable Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Perry And Ruby Stevens Charitable Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Perry And Ruby Stevens Charitable Foundation in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $4.9M and expenses of $3.3M.

Revenue and Expenses

Perry And Ruby Stevens Charitable Foundation reported $4.9M in revenue and $3.3M in expenses, a surplus of $1.6M.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

90/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.

Is Perry And Ruby Stevens Charitable 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 →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
95%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Perry And Ruby Stevens Charitable Foundation Expense Deployment
Program services$3.1M (95%)

Across stored filings, Perry And Ruby Stevens Charitable Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Perry And Ruby Stevens Charitable Foundation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend95% to programsExcellent
Financial durabilityGrade A10 stored filing years
Peer contextCompare with At&T Corp Management & Nonrepresent Employees Postretirement WelfareTexas and Philanthropy context

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Perry And Ruby Stevens Charitable Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

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.

Organization Overview

20Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

Perry And Ruby Stevens Charitable Foundation is a large nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4.9M
Total Expenses$3.3M
Surplus / Deficit+$1.6M
Total Assets$64.0M
Total Liabilities$2.0M
Net Assets$61.9M
Operating Margin32.6%
Debt-to-Asset Ratio3.2%
Months of Reserves232.4 months

Financial Health Grade: A

In 2023, Perry And Ruby Stevens Charitable Foundation reported a surplus of $1.6M with revenue exceeding expenses, holds 232.4 months of operating reserves (strong position), has a debt-to-asset ratio of 3.2% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Perry And Ruby Stevens Charitable Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+123.5%+2.0%+7.7%
2022-35.3%+3.9%-2.8%
2021+100.6%+8.5%-0.2%
2020+2.0%-21.5%+1.3%
2019-82.0%-2.6%-8.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$4.9MTotal Revenue
$3.3MTotal Expenses
$64.0MTotal Assets
$2.0MTotal Liabilities
$61.9MNet Assets
  • The organization reported a surplus of $1.6M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 3.2%.

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 legitimate charity?

Perry And Ruby Stevens Charitable Foundation (EIN: 204169959) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $27.0M. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Perry And Ruby Stevens Charitable Foundation spend its money?

Perry And Ruby Stevens Charitable Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Perry And Ruby Stevens Charitable Foundation tax-deductible?

Perry And Ruby Stevens Charitable Foundation is registered as a tax-exempt nonprofit (EIN: 204169959). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Perry And Ruby Stevens Charitable Foundation compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Perry And Ruby Stevens Charitable Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Perry And Ruby Stevens Charitable Foundation located?

Perry And Ruby Stevens Charitable Foundation is headquartered in Kerrville, Texas and files with the IRS under EIN 204169959. It is classified under NTEE code T20.

How many years of IRS 990 filings does Perry And Ruby Stevens Charitable Foundation have?

Perry And Ruby Stevens Charitable Foundation 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 $27.0M in total revenue.

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.

YearRevenueExpensesAssetsLiabilitiesOfficer 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.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Perry And Ruby Stevens Charitable 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 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.

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