Stephenson Family Foundation
Stephenson Family Foundation faces significant and consistent net losses, drawing down assets to cover expenses.
EIN: 201687422 · West Point, MS · NTEE: S11 · Updated: 2026-03-28
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| Metric | Value |
|---|---|
| Total Revenue | $98K |
| Total Expenses | $617K |
| Program Spending | 70% |
| Net Assets | $2.1M |
| Transparency Score | 40/100 |
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Stephenson Family Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Stephenson Family 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 Stephenson Family Foundation in one place.
Form 990 Filing Summary
14 filing years are available, with latest revenue of $69K and expenses of $617K.
Revenue and Expenses
Stephenson Family Foundation reported $69K in revenue and $617K in expenses, a deficit of $549K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
40/100 mission score, 4 red flags, and 2 strengths are shown from structured and AI review.
Is Stephenson Family Foundation Legit?
Significant Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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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 | $432K (70%) |
Across stored filings, Stephenson Family Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Significant Concerns | Good filing record; 4 red flags identified |
| Mission spend | 70% to programs | Good |
| Financial durability | Grade B | 14 stored filing years |
| Peer context | Compare with Mending Hearts Youth Ranch Inc | Mississippi and Community Improvement context |
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Stephenson Family Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.
About Stephenson Family Foundation
Stephenson Family Foundation (EIN: 201687422) is a nonprofit organization based in West Point, MS, classified under NTEE code S11. The organization reported total revenue of $98K and total assets of $1.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Stephenson Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Stephenson Family Foundation is a micro nonprofit that has been operating for 17 years, with 14 years of IRS 990 filings on record (2010–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $69K |
| Total Expenses | $617K |
| Surplus / Deficit | $-548,517 |
| Total Assets | $2.1M |
| Total Liabilities | $7K |
| Net Assets | $2.1M |
| Operating Margin | -796.4% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 40.7 months |
Financial Health Grade: B
In 2023, Stephenson Family Foundation reported a deficit of $549K with expenses exceeding revenue, holds 40.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -85.3% | +33.0% | -20.7% |
| 2022 | +224.1% | +119.2% | +0.3% |
| 2020 | -618.6% | +3.9% | -12.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2009 |
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 Stephenson Family Foundation with a Mission Score of 40 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 20%
- programs: 70%
- fundraising: 10%
According to IRS 990 filings, Stephenson Family Foundation allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $549K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.3%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, suggesting that the organization's leadership is either unpaid or compensated through other means not reflected as officer compensation, which is a positive for minimizing overhead.
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 Stephenson Family Foundation's IRS 990 filings:
- Consistent and significant net losses (e.g., -$548,517 in 2023, -$1,647,893 in 2017).
- Steep decline in assets over the past decade (from $13M in 2014 to $2M in 2023).
- Expenses consistently exceeding revenue across multiple years.
- Frequent negative revenue figures reported in filings.
Strengths
The following positive indicators were identified for Stephenson Family Foundation:
- Consistent filing of IRS 990 forms (14 filings), indicating transparency in reporting.
- No reported officer compensation, suggesting low executive overhead.
Frequently Asked Questions about Stephenson Family Foundation
Is Stephenson Family Foundation a legitimate charity?
Stephenson Family Foundation (EIN: 201687422) is a registered tax-exempt nonprofit based in Mississippi. Our AI analysis gives it a Mission Score of 40/100. It has 14 years of IRS 990 filings on record. Total revenue: $98K. 4 red flags identified. 2 strengths noted. Financial health grade: B.
How does Stephenson Family Foundation spend its money?
Stephenson Family Foundation directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.
Are donations to Stephenson Family Foundation tax-deductible?
Stephenson Family Foundation is registered as a tax-exempt nonprofit (EIN: 201687422). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Stephenson Family Foundation's spending goes to programs?
Stephenson Family Foundation directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.
How does Stephenson Family Foundation compare to similar nonprofits?
With a transparency score of 40/100 (Fair), Stephenson Family Foundation is near average for NTEE category S11 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Stephenson Family Foundation located?
Stephenson Family Foundation is headquartered in West Point, Mississippi and files with the IRS under EIN 201687422. It is classified under NTEE code S11.
How many years of IRS 990 filings does Stephenson Family Foundation have?
Stephenson Family Foundation has 14 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 $98K in total revenue.
How does the Stephenson Family Foundation plan to address its consistent net losses, such as the -$548,517 in 2023?
The organization's financial filings consistently show expenses significantly exceeding revenue, leading to substantial net losses. A clear strategy for revenue generation or expense reduction is needed to ensure long-term viability.
What is the detailed breakdown of program, administrative, and fundraising expenses for the Stephenson Family Foundation?
Without a detailed breakdown, it's challenging to fully assess spending efficiency. Understanding these ratios is crucial for evaluating how effectively the organization is allocating its resources towards its mission.
What is the cause of the significant decline in assets from $13,012,431 in 2014 to $2,095,152 in 2023?
The substantial reduction in assets over the past decade indicates that the foundation is likely using its principal to cover operational shortfalls, which is unsustainable in the long run.
What are the primary sources of revenue for the Stephenson Family Foundation, given the frequently negative revenue figures?
The recurring negative revenue figures (e.g., -$165,613 in 2020, -$1,647,893 in 2017) suggest that investment losses or other non-operating adjustments are significantly impacting reported income, requiring clarification on actual funding sources.
Filing History
IRS 990 filing history for Stephenson Family Foundation showing financial trends over 14 years of public records:
Total assets decreased by 88.2% over the same period, from $17.7M to $2.1M. Total functional expenses rose by 179.5%, from $221K to $617K. In its most recent filing year (2023), Stephenson Family Foundation reported a deficit of $549K, with expenses exceeding revenue. The organization holds $7K in liabilities against $2.1M in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $2.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $69K | $617K | $2.1M | $7K | — | — |
| 2022 | $468K | $464K | $2.6M | $5K | — | View 990 |
| 2021 | $144K | $212K | $2.6M | $0 | — | View 990 |
| 2020 | $-165,613 | $219K | $2.7M | $7K | — | View 990 |
| 2019 | $32K | $211K | $3.1M | $0 | — | View 990 |
| 2018 | $-83,217 | $271K | $3.3M | $0 | — | View 990 |
| 2017 | $-1,647,893 | $117K | $3.6M | $10K | — | View 990 |
| 2016 | $-884,153 | $55K | $10.7M | $9K | — | View 990 |
| 2015 | $-1,210,826 | $131K | $11.7M | $0 | — | View 990 |
| 2014 | $-406,786 | $63K | $13.0M | $17K | — | View 990 |
| 2013 | $-131,265 | $613K | $13.5M | $17K | — | View 990 |
| 2012 | $-1,074,626 | $324K | $14.2M | $23K | — | View 990 |
| 2011 | $-1,337,975 | $612K | $15.6M | $28K | — | View 990 |
| 2010 | $-375,260 | $221K | $17.7M | $140K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $69K, expenses of $617K, and assets of $2.1M (revenue -85.3% year-over-year).
- 2022: Revenue of $468K, expenses of $464K, and assets of $2.6M (revenue +224.1% year-over-year).
- 2021: Revenue of $144K, expenses of $212K, and assets of $2.6M.
- 2020: Revenue of $-165,613, expenses of $219K, and assets of $2.7M (revenue -618.6% year-over-year).
- 2019: Revenue of $32K, expenses of $211K, and assets of $3.1M.
- 2018: Revenue of $-83,217, expenses of $271K, and assets of $3.3M.
- 2017: Revenue of $-1,647,893, expenses of $117K, and assets of $3.6M.
- 2016: Revenue of $-884,153, expenses of $55K, and assets of $10.7M.
- 2015: Revenue of $-1,210,826, expenses of $131K, and assets of $11.7M.
- 2014: Revenue of $-406,786, expenses of $63K, and assets of $13.0M.
- 2013: Revenue of $-131,265, expenses of $613K, and assets of $13.5M.
- 2012: Revenue of $-1,074,626, expenses of $324K, and assets of $14.2M.
- 2011: Revenue of $-1,337,975, expenses of $612K, and assets of $15.6M.
- 2010: Revenue of $-375,260, expenses of $221K, and assets of $17.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Stephenson Family Foundation:
Data Sources and Methodology
This transparency report for Stephenson Family 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.