Stephens Family Foundation Inc
Stephens Family Foundation maintains strong assets and zero officer compensation amidst fluctuating revenues.
EIN: 204617210 · Shorewood, WI · NTEE: T22 · Updated: 2026-03-28
Source Check Matrix
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Stephens Family Foundation Inc is mapped to EIN 204617210.
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10 stored filing years available.
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| Metric | Value |
|---|---|
| Total Revenue | $3.0M |
| Total Expenses | $580K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $10 |
| Net Assets | $9.5M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Stephens Family Foundation Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Stephens Family Foundation Inc 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 Stephens Family Foundation Inc in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $291K and expenses of $580K.
Revenue and Expenses
Stephens Family Foundation Inc reported $291K in revenue and $580K in expenses, a deficit of $289K.
Executive Compensation
Top officer compensation appears as $10 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is Stephens Family Foundation Inc Legit?
Some Concerns
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
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
| Program services | $522K (90%) |
Across stored filings, Stephens Family Foundation Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with National Tribal Childs Support Association | Wisconsin and Philanthropy context |
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Stephens Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Stephens Family Foundation Inc
Stephens Family Foundation Inc (EIN: 204617210) is a nonprofit organization based in Shorewood, WI, classified under NTEE code T22. The organization reported total revenue of $3.0M and total assets of $9.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stephens Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Stephens Family Foundation Inc is a mid-size nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 40.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $291K |
| Total Expenses | $580K |
| Surplus / Deficit | $-288,769 |
| Total Assets | $9.5M |
| Total Liabilities | $1 |
| Net Assets | $9.5M |
| Operating Margin | -99.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 196.0 months |
Financial Health Grade: B
In 2023, Stephens Family Foundation Inc reported a deficit of $289K with expenses exceeding revenue, holds 196.0 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), Stephens Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 40.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +404.6% | +20.6% | +6.7% |
| 2022 | -94.2% | -10.1% | -25.2% |
| 2021 | +48.7% | -5.9% | +2.4% |
| 2020 | +23.3% | +42.3% | +18.6% |
| 2019 | -16.7% | +63.1% | +85.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2008 |
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 Stephens Family Foundation Inc 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Stephens Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. 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 $289K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all filings, indicating that no officers receive salaries from the foundation, which is highly favorable for a foundation of its size with assets nearing $10 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.
Red Flags
The following concerns were identified during AI analysis of Stephens Family Foundation Inc's IRS 990 filings:
- Significant year-over-year revenue fluctuations, making financial planning potentially challenging (e.g., $2,151,264 in 2014 vs. $57,709 in 2022).
Strengths
The following positive indicators were identified for Stephens Family Foundation Inc:
- Consistent reporting of 0% officer compensation, indicating efficient use of funds for mission.
- Very strong balance sheet with consistently reported $1 in liabilities.
- Substantial and stable asset base, currently at $9,835,282, providing long-term financial security.
- Consistent IRS 990 filing history, demonstrating good transparency and compliance.
Frequently Asked Questions about Stephens Family Foundation Inc
Is Stephens Family Foundation Inc a legitimate charity?
Stephens Family Foundation Inc (EIN: 204617210) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $3.0M. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Stephens Family Foundation Inc spend its money?
Stephens Family Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Stephens Family Foundation Inc tax-deductible?
Stephens Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 204617210). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Stephens Family Foundation Inc CEO make?
Stephens Family Foundation Inc's highest-compensated officer earns $10 annually. The organization reported $3.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Stephens Family Foundation Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Stephens Family Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Stephens Family Foundation Inc located?
Stephens Family Foundation Inc is headquartered in Shorewood, Wisconsin and files with the IRS under EIN 204617210. It is classified under NTEE code T22.
How many years of IRS 990 filings does Stephens Family Foundation Inc have?
Stephens Family Foundation Inc 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 $3.0M in total revenue.
What are the primary grantmaking areas of the Stephens Family Foundation?
The provided NTEE code T22 indicates 'Private Grantmaking Foundations,' but specific grantmaking areas are not detailed in the summary data. Further review of their full 990 forms would be needed to identify their specific philanthropic focus.
How does the foundation manage its investments given the fluctuating revenues?
While revenue fluctuates, the foundation's assets have remained robust, suggesting effective investment management or significant contributions. The detailed investment strategy would be found in the full 990 forms.
What is the reason for the consistent $1 liability reported across all filings?
A consistent $1 liability typically indicates a very strong financial position with virtually no outstanding debt or obligations, which is a positive sign of financial health and stability for the foundation.
Filing History
IRS 990 filing history for Stephens Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Stephens Family Foundation Inc's revenue has grown by 5821.8%, moving from $5K to $291K. Total assets increased by 225.5% over the same period, from $2.9M to $9.5M. Total functional expenses rose by 311.7%, from $141K to $580K. In its most recent filing year (2023), Stephens Family Foundation Inc reported a deficit of $289K, with expenses exceeding revenue. The organization holds $1 in liabilities against $9.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $9.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $291K | $580K | $9.5M | $1 | — | View 990 |
| 2022 | $58K | $481K | $8.9M | $1 | — | View 990 |
| 2021 | $997K | $535K | $11.9M | $1 | — | — |
| 2020 | $670K | $568K | $11.6M | $1 | — | — |
| 2019 | $544K | $400K | $9.8M | $1 | — | View 990 |
| 2015 | $653K | $245K | $5.3M | $1 | — | View 990 |
| 2014 | $2.2M | $154K | $4.9M | $1 | — | View 990 |
| 2013 | $167K | $181K | $2.9M | $1 | — | View 990 |
| 2012 | $99K | $127K | $2.9M | $1 | — | View 990 |
| 2011 | $5K | $141K | $2.9M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $291K, expenses of $580K, and assets of $9.5M (revenue +404.6% year-over-year).
- 2022: Revenue of $58K, expenses of $481K, and assets of $8.9M (revenue -94.2% year-over-year).
- 2021: Revenue of $997K, expenses of $535K, and assets of $11.9M (revenue +48.7% year-over-year).
- 2020: Revenue of $670K, expenses of $568K, and assets of $11.6M (revenue +23.3% year-over-year).
- 2019: Revenue of $544K, expenses of $400K, and assets of $9.8M (revenue -16.7% year-over-year).
- 2015: Revenue of $653K, expenses of $245K, and assets of $5.3M (revenue -69.7% year-over-year).
- 2014: Revenue of $2.2M, expenses of $154K, and assets of $4.9M (revenue +1188.8% year-over-year).
- 2013: Revenue of $167K, expenses of $181K, and assets of $2.9M (revenue +68.4% year-over-year).
- 2012: Revenue of $99K, expenses of $127K, and assets of $2.9M (revenue +1916.2% year-over-year).
- 2011: Revenue of $5K, expenses of $141K, and assets of $2.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Stephens Family Foundation Inc:
Data Sources and Methodology
This transparency report for Stephens Family Foundation Inc 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.