Stephanie And Carter Mcclelland Foundation
Stephanie And Carter Mcclelland Foundation maintains zero officer compensation amidst fluctuating revenues and consistent asset growth.
EIN: 137154217 · New York, NY · NTEE: T20Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $10.0M |
| Total Expenses | $1.5M |
| Program Spending | 90% |
| Net Assets | $802K |
| Transparency Score | 85/100 |
Is Stephanie And Carter Mcclelland Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Stephanie And Carter Mcclelland Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Stephanie And Carter Mcclelland Foundation
Stephanie And Carter Mcclelland Foundation (EIN: 137154217) is a nonprofit organization based in New York, NY, classified under NTEE code T20Z. The organization reported total revenue of $10.0M and total assets of $2.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stephanie And Carter Mcclelland Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Stephanie And Carter Mcclelland Foundation is a large nonprofit that has been operating for 28 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $996K |
| Total Expenses | $1.5M |
| Surplus / Deficit | $-455,176 |
| Total Assets | $802K |
| Total Liabilities | $1 |
| Net Assets | $802K |
| Operating Margin | -45.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 6.6 months |
Financial Health Grade: B
In 2023, Stephanie And Carter Mcclelland Foundation reported a deficit of $455K with expenses exceeding revenue, holds 6.6 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), Stephanie And Carter Mcclelland Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1.7% | -23.1% | -36.2% |
| 2022 | -62.9% | +37.4% | -41.9% |
| 2021 | +100.2% | +59.2% | +139.7% |
| 2020 | +12.9% | -60.2% | +100.9% |
| 2019 | +18.7% | +393.3% | -58.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
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 Stephanie And Carter Mcclelland 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
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Stephanie And Carter Mcclelland Foundation allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. 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 $455K, 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 organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is a strong indicator of efficient use of funds for mission-related activities.
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 Stephanie And Carter Mcclelland Foundation's IRS 990 filings:
- Significant year-to-year revenue fluctuations could indicate unpredictable funding streams.
Strengths
The following positive indicators were identified for Stephanie And Carter Mcclelland Foundation:
- Consistent 0% officer compensation, indicating efficient use of funds.
- Strong asset base ($2,649,696) relative to minimal liabilities ($1), demonstrating financial health.
- Regular IRS 990 filings, promoting transparency.
- Latest revenue of $10,020,696 shows significant growth potential or successful fundraising in the most recent period.
Frequently Asked Questions about Stephanie And Carter Mcclelland Foundation
Is Stephanie And Carter Mcclelland Foundation a legitimate charity?
Stephanie And Carter Mcclelland Foundation (EIN: 137154217) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.0M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Stephanie And Carter Mcclelland Foundation spend its money?
Stephanie And Carter Mcclelland Foundation directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Stephanie And Carter Mcclelland Foundation tax-deductible?
Stephanie And Carter Mcclelland Foundation is registered as a tax-exempt nonprofit (EIN: 137154217). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Stephanie And Carter Mcclelland Foundation's spending goes to programs?
Stephanie And Carter Mcclelland Foundation directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Stephanie And Carter Mcclelland Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Stephanie And Carter Mcclelland Foundation is above average for NTEE category T20Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Stephanie And Carter Mcclelland Foundation located?
Stephanie And Carter Mcclelland Foundation is headquartered in New York, New York and files with the IRS under EIN 137154217. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Stephanie And Carter Mcclelland Foundation have?
Stephanie And Carter Mcclelland 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 $10.0M in total revenue.
Is the Stephanie And Carter Mcclelland Foundation financially stable?
Yes, the foundation appears financially stable, with current assets of $2,649,696 significantly outweighing its minimal liabilities of $1 across most reported periods, and a latest revenue of $10,020,696.
How efficient is the foundation's spending?
The foundation demonstrates high spending efficiency, particularly given the consistent 0% officer compensation reported across all filings, suggesting that a very high proportion of funds are directed towards programmatic or operational expenses rather than executive salaries.
What is the trend in the foundation's revenue?
The foundation's revenue has been inconsistent, showing significant year-to-year fluctuations, such as $2,814,344 in 2014, dropping to $978,660 in 2022, and then a substantial increase to $10,020,696 in the latest period, indicating a variable funding environment.
Filing History
IRS 990 filing history for Stephanie And Carter Mcclelland Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Stephanie And Carter Mcclelland Foundation's revenue has declined by 52.5%, moving from $2.1M to $996K. Total assets decreased by 10.6% over the same period, from $897K to $802K. Total functional expenses fell by 44.8%, from $2.6M to $1.5M. In its most recent filing year (2023), Stephanie And Carter Mcclelland Foundation reported a deficit of $455K, with expenses exceeding revenue. The organization holds $1 in liabilities against $802K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $802K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $996K | $1.5M | $802K | $1 | — | View 990 |
| 2022 | $979K | $1.9M | $1.3M | $1 | — | View 990 |
| 2021 | $2.6M | $1.4M | $2.2M | $1 | — | View 990 |
| 2020 | $1.3M | $863K | $903K | $1 | — | View 990 |
| 2019 | $1.2M | $2.2M | $449K | $1 | — | View 990 |
| 2015 | $982K | $440K | $1.1M | $1 | — | View 990 |
| 2014 | $2.8M | $2.4M | $529K | $1 | — | View 990 |
| 2013 | $1.9M | $1.8M | $105K | $1 | — | View 990 |
| 2012 | $1.9M | $2.8M | $43K | $1 | — | View 990 |
| 2011 | $2.1M | $2.6M | $897K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $996K, expenses of $1.5M, and assets of $802K (revenue +1.7% year-over-year).
- 2022: Revenue of $979K, expenses of $1.9M, and assets of $1.3M (revenue -62.9% year-over-year).
- 2021: Revenue of $2.6M, expenses of $1.4M, and assets of $2.2M (revenue +100.2% year-over-year).
- 2020: Revenue of $1.3M, expenses of $863K, and assets of $903K (revenue +12.9% year-over-year).
- 2019: Revenue of $1.2M, expenses of $2.2M, and assets of $449K (revenue +18.7% year-over-year).
- 2015: Revenue of $982K, expenses of $440K, and assets of $1.1M (revenue -65.1% year-over-year).
- 2014: Revenue of $2.8M, expenses of $2.4M, and assets of $529K (revenue +51.1% year-over-year).
- 2013: Revenue of $1.9M, expenses of $1.8M, and assets of $105K (revenue -3.1% year-over-year).
- 2012: Revenue of $1.9M, expenses of $2.8M, and assets of $43K (revenue -8.3% year-over-year).
- 2011: Revenue of $2.1M, expenses of $2.6M, and assets of $897K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Stephanie And Carter Mcclelland Foundation:
Data Sources and Methodology
This transparency report for Stephanie And Carter Mcclelland 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.