Stephens Family Faoundation

Stephens Family Foundation shows consistent asset growth and zero officer compensation over a decade.

EIN: 202784814 · Wichita Falls, TX · NTEE: T20 · Updated: 2026-03-28

$1.1MRevenue
$5.4MAssets
92/100Mission Score (Excellent)
T20
Stephens Family Faoundation Financial Summary
MetricValue
Total Revenue$1.1M
Total Expenses$616K
Program Spending90%
CEO/Top Officer Pay$5
Net Assets$4.9M
Transparency Score92/100

Is Stephens Family Faoundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Stephens Family Faoundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Stephens Family Faoundation

Stephens Family Faoundation (EIN: 202784814) is a nonprofit organization based in Wichita Falls, TX, classified under NTEE code T20. The organization reported total revenue of $1.1M and total assets of $5.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stephens Family Faoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Stephens Family Faoundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023).

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.0M
Total Expenses$616K
Surplus / Deficit+$392K
Total Assets$4.9M
Total Liabilities$1
Net Assets$4.9M
Operating Margin38.9%
Debt-to-Asset Ratio0.0%
Months of Reserves94.6 months

Financial Health Grade: A

In 2023, Stephens Family Faoundation reported a surplus of $392K with revenue exceeding expenses, holds 94.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

YearRevenue ChangeExpense ChangeAsset Change
2023+2.9%+181.3%+8.8%
2022+1.6%+33.5%+20.5%
2021+11.2%+38.8%+27.6%
2020-45.6%+3.1%+34.7%
2019+3718.8%+134.5%+816.3%

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 Stephens Family Foundation demonstrates strong financial health and a clear commitment to its mission, as evidenced by its consistent growth in assets and revenue over the past decade. In the latest filing period (202312), the organization reported revenue of $1,007,745 against expenses of $615,855, indicating a healthy surplus that contributes to its growing asset base of $4,857,482. The foundation's liabilities have remained minimal, consistently reported as $1 in recent years, suggesting sound financial management and low debt risk. The organization's spending efficiency appears robust, particularly given that officer compensation has consistently been reported as 0% across all available filings. This suggests that the foundation operates with a volunteer or very low-cost leadership structure, allowing a greater proportion of funds to be directed towards programmatic activities. While a detailed breakdown of program, administrative, and fundraising expenses isn't provided in the summary data, the absence of officer compensation is a strong indicator of efficient resource allocation. Transparency is generally good, with consistent annual filings available. The consistent reporting of minimal liabilities and zero officer compensation enhances trust. To further improve transparency, a more granular breakdown of expenses into program, administrative, and fundraising categories would be beneficial for external stakeholders to fully assess spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Stephens Family Faoundation 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

According to IRS 990 filings, Stephens Family Faoundation 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:

$1.0MTotal Revenue
$616KTotal Expenses
$4.9MTotal Assets
$1Total Liabilities
$4.9MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly efficient for an organization with assets nearing $5 million.

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.

Strengths

The following positive indicators were identified for Stephens Family Faoundation:

Frequently Asked Questions about Stephens Family Faoundation

Is Stephens Family Faoundation a legitimate charity?

Stephens Family Faoundation (EIN: 202784814) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.1M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Stephens Family Faoundation spend its money?

Stephens Family Faoundation directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Stephens Family Faoundation tax-deductible?

Stephens Family Faoundation is registered as a tax-exempt nonprofit (EIN: 202784814). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Stephens Family Faoundation CEO make?

Stephens Family Faoundation's highest-compensated officer earns $5 annually. The organization reported $1.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Stephens Family Faoundation's spending goes to programs?

Stephens Family Faoundation directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Stephens Family Faoundation compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Stephens Family Faoundation 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 Stephens Family Faoundation located?

Stephens Family Faoundation is headquartered in Wichita Falls, Texas and files with the IRS under EIN 202784814. It is classified under NTEE code T20.

How many years of IRS 990 filings does Stephens Family Faoundation have?

Stephens Family Faoundation 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 $1.1M in total revenue.

Is Stephens Family Foundation a good charity?

Based on the available data, the Stephens Family Foundation appears to be a very good charity. It demonstrates strong financial health with growing assets, minimal liabilities, and a highly efficient operational model with 0% officer compensation reported consistently.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved over time. Assets have grown from $957,253 in 2011 to $4,857,482 in 2023, and revenue has increased substantially, indicating strong growth and sustainability.

What is the organization's approach to executive compensation?

The organization reports 0% officer compensation in all available filings, suggesting a highly cost-effective leadership structure, likely relying on volunteer efforts or very low-cost administrative support.

Filing History

IRS 990 filing history for Stephens Family Faoundation showing financial trends over 10 years of public records:

Total assets increased by 407.4% over the same period, from $957K to $4.9M. Total functional expenses rose by 33.1%, from $463K to $616K. In its most recent filing year (2023), Stephens Family Faoundation reported a surplus of $392K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.0M $616K $4.9M $1 View 990
2022 $980K $219K $4.5M $1 View 990
2021 $964K $164K $3.7M $1
2020 $867K $118K $2.9M $1
2019 $1.6M $115K $2.2M $1 View 990
2015 $42K $49K $235K $0 View 990
2014 $22K $73K $242K $0 View 990
2013 $23K $202K $293K $0 View 990
2012 $23K $507K $473K $0 View 990
2011 $-4,153 $463K $957K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Stephens Family Faoundation:

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 Stephens Family Faoundation 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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