Stella H Jones Foundation C/O J Lewis Perlson
EIN: 396630656 · Milwaukee, WI · NTEE: T20J
| Metric | Value |
|---|---|
| Total Revenue | $796K |
| Total Expenses | $220K |
| Net Assets | $2.7M |
Is Stella H Jones Foundation C/O J Lewis Perlson Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Stella H Jones Foundation C/O J Lewis Perlson
Stella H Jones Foundation C/O J Lewis Perlson (EIN: 396630656) is a nonprofit organization based in Milwaukee, WI, classified under NTEE code T20J. The organization reported total revenue of $796K and total assets of $2.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stella H Jones Foundation C/O J Lewis Perlson's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Stella H Jones Foundation C/O J Lewis Perlson is a small nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $146K |
| Total Expenses | $220K |
| Surplus / Deficit | $-73,981 |
| Total Assets | $2.7M |
| Total Liabilities | $1 |
| Net Assets | $2.7M |
| Operating Margin | -50.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 147.0 months |
Financial Health Grade: B
In 2023, Stella H Jones Foundation C/O J Lewis Perlson reported a deficit of $74K with expenses exceeding revenue, holds 147.0 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), Stella H Jones Foundation C/O J Lewis Perlson's revenue has declined at a compound annual growth rate (CAGR) of -2.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +25.2% | -11.2% | -2.7% |
| 2022 | -71.0% | +3.7% | -4.5% |
| 2020 | -110.6% | -4.2% | -8.3% |
| 2019 | +76.1% | -2.1% | +14.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1997 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Stella H Jones Foundation C/O J Lewis Perlson 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 Stella H Jones Foundation C/O J Lewis Perlson 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 $74K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Stella H Jones Foundation C/O J Lewis Perlson
Is Stella H Jones Foundation C/O J Lewis Perlson a legitimate charity?
Stella H Jones Foundation C/O J Lewis Perlson (EIN: 396630656) is a registered tax-exempt nonprofit based in Wisconsin. It has 10 years of IRS 990 filings on record. Total revenue: $796K. No red flags identified. Financial health grade: B.
How does Stella H Jones Foundation C/O J Lewis Perlson spend its money?
Stella H Jones Foundation C/O J Lewis Perlson reported $796K 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 Stella H Jones Foundation C/O J Lewis Perlson tax-deductible?
Stella H Jones Foundation C/O J Lewis Perlson is registered as a tax-exempt nonprofit (EIN: 396630656). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Stella H Jones Foundation C/O J Lewis Perlson located?
Stella H Jones Foundation C/O J Lewis Perlson is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 396630656. It is classified under NTEE code T20J.
How many years of IRS 990 filings does Stella H Jones Foundation C/O J Lewis Perlson have?
Stella H Jones Foundation C/O J Lewis Perlson 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 $796K in total revenue.
Filing History
IRS 990 filing history for Stella H Jones Foundation C/O J Lewis Perlson showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Stella H Jones Foundation C/O J Lewis Perlson's revenue has declined by 24.3%, moving from $192K to $146K. Total assets increased by 8.6% over the same period, from $2.5M to $2.7M. Total functional expenses rose by 17.3%, from $187K to $220K. In its most recent filing year (2023), Stella H Jones Foundation C/O J Lewis Perlson reported a deficit of $74K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $146K | $220K | $2.7M | $1 | — | — |
| 2022 | $116K | $247K | $2.8M | $1 | — | View 990 |
| 2021 | $401K | $238K | $2.9M | $1 | — | View 990 |
| 2020 | $-28,662 | $217K | $2.7M | $1 | — | View 990 |
| 2019 | $270K | $227K | $3.0M | $0 | — | View 990 |
| 2015 | $154K | $232K | $2.6M | $0 | — | View 990 |
| 2014 | $297K | $253K | $2.7M | $0 | — | View 990 |
| 2013 | $404K | $248K | $2.6M | $0 | — | View 990 |
| 2012 | $222K | $224K | $2.5M | $0 | — | View 990 |
| 2011 | $192K | $187K | $2.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $146K, expenses of $220K, and assets of $2.7M (revenue +25.2% year-over-year).
- 2022: Revenue of $116K, expenses of $247K, and assets of $2.8M (revenue -71.0% year-over-year).
- 2021: Revenue of $401K, expenses of $238K, and assets of $2.9M.
- 2020: Revenue of $-28,662, expenses of $217K, and assets of $2.7M (revenue -110.6% year-over-year).
- 2019: Revenue of $270K, expenses of $227K, and assets of $3.0M (revenue +76.1% year-over-year).
- 2015: Revenue of $154K, expenses of $232K, and assets of $2.6M (revenue -48.3% year-over-year).
- 2014: Revenue of $297K, expenses of $253K, and assets of $2.7M (revenue -26.4% year-over-year).
- 2013: Revenue of $404K, expenses of $248K, and assets of $2.6M (revenue +81.7% year-over-year).
- 2012: Revenue of $222K, expenses of $224K, and assets of $2.5M (revenue +15.5% year-over-year).
- 2011: Revenue of $192K, expenses of $187K, and assets of $2.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Stella H Jones Foundation C/O J Lewis Perlson:
Data Sources and Methodology
This transparency report for Stella H Jones Foundation C/O J Lewis Perlson 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.