The Stephenson Scholarship Tr
The Stephenson Scholarship Tr maintains strong assets and no officer compensation, indicating efficient program focus.
EIN: 206533379 · Oklahoma City, OK · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $347K |
| Total Expenses | $107K |
| Program Spending | 90% |
| Net Assets | $1.7M |
| Transparency Score | 95/100 |
Is The Stephenson Scholarship Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Stephenson Scholarship Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Stephenson Scholarship Tr
The Stephenson Scholarship Tr (EIN: 206533379) is a nonprofit organization based in Oklahoma City, OK, classified under NTEE code T20. The organization reported total revenue of $347K and total assets of $1.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Stephenson Scholarship Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Stephenson Scholarship Tr is a small nonprofit that has been operating for 17 years, with 8 years of IRS 990 filings on record (2011–2021). Revenue has grown at a compound annual rate of 4.9%.
Key Financial Metrics (2021)
From the most recent IRS 990 filing on record:
| Total Revenue | $160K |
| Total Expenses | $107K |
| Surplus / Deficit | +$53K |
| Total Assets | $1.7M |
| Total Liabilities | $1 |
| Net Assets | $1.7M |
| Operating Margin | 33.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 191.7 months |
Financial Health Grade: A
In 2021, The Stephenson Scholarship Tr reported a surplus of $53K with revenue exceeding expenses, holds 191.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 8 years of filings (2011–2021), The Stephenson Scholarship Tr's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2021 | +188.3% | -1.2% | +3.2% |
| 2020 | -49.2% | +0.4% | -3.1% |
| 2019 | +5.3% | -12.1% | -7.9% |
| 2015 | -24.1% | +1.7% | -1.0% |
| 2014 | -21.4% | +10.0% | +0.9% |
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 The Stephenson Scholarship Tr with a Mission Score of 95 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, The Stephenson Scholarship Tr 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 (2021)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $53K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership either serves on a volunteer basis or receives no salary, which is highly efficient for a nonprofit of its size.
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 The Stephenson Scholarship Tr:
- Consistently low liabilities ($0 or $1 across all filings)
- Strong asset base (consistently above $1.6 million)
- 0% officer compensation reported in all filings, indicating high efficiency
- Consistent expense levels, suggesting predictable operational costs
- High program spending ratio due to minimal administrative overhead
Frequently Asked Questions about The Stephenson Scholarship Tr
Is The Stephenson Scholarship Tr a legitimate charity?
The Stephenson Scholarship Tr (EIN: 206533379) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 95/100. It has 8 years of IRS 990 filings on record. Total revenue: $347K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does The Stephenson Scholarship Tr spend its money?
The Stephenson Scholarship Tr directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to The Stephenson Scholarship Tr tax-deductible?
The Stephenson Scholarship Tr is registered as a tax-exempt nonprofit (EIN: 206533379). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The Stephenson Scholarship Tr compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), The Stephenson Scholarship Tr 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 The Stephenson Scholarship Tr located?
The Stephenson Scholarship Tr is headquartered in Oklahoma City, Oklahoma and files with the IRS under EIN 206533379. It is classified under NTEE code T20.
How many years of IRS 990 filings does The Stephenson Scholarship Tr have?
The Stephenson Scholarship Tr has 8 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 $347K in total revenue.
Is The Stephenson Scholarship Tr a good charity?
Based on the available IRS 990 data, The Stephenson Scholarship Tr appears to be a very good charity. It demonstrates strong financial health with substantial assets and negligible liabilities, consistently reports 0% officer compensation, and its expenses are well-managed relative to its revenue and asset base, suggesting a high proportion of funds go directly to its scholarship programs.
How does The Stephenson Scholarship Tr manage its administrative costs?
The Stephenson Scholarship Tr manages its administrative costs exceptionally well, as evidenced by the consistent reporting of 0% officer compensation across all filings. This indicates a very lean administrative structure, likely relying on volunteer efforts, which minimizes overhead and maximizes funds available for its mission.
What is the financial stability of The Stephenson Scholarship Tr?
The Stephenson Scholarship Tr exhibits strong financial stability. Its assets have consistently remained above $1.6 million, reaching $1,703,661 in 2021, while liabilities have been consistently reported as $0 or $1. This indicates a robust financial position with minimal debt and a healthy reserve to support its ongoing operations.
Filing History
IRS 990 filing history for The Stephenson Scholarship Tr showing financial trends over 8 years of public records:
Over 8 years of IRS 990 filings (2011–2021), The Stephenson Scholarship Tr's revenue has grown by 61.7%, moving from $99K to $160K. Total assets decreased by 5.8% over the same period, from $1.8M to $1.7M. Total functional expenses rose by 2.1%, from $104K to $107K. In its most recent filing year (2021), The Stephenson Scholarship Tr reported a surplus of $53K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2021 | $160K | $107K | $1.7M | $1 | — | View 990 |
| 2020 | $55K | $108K | $1.7M | $1 | — | — |
| 2019 | $109K | $107K | $1.7M | $0 | — | View 990 |
| 2015 | $104K | $122K | $1.8M | $0 | — | View 990 |
| 2014 | $136K | $120K | $1.9M | $0 | — | View 990 |
| 2013 | $173K | $109K | $1.9M | $0 | — | View 990 |
| 2012 | $112K | $107K | $1.8M | $0 | — | View 990 |
| 2011 | $99K | $104K | $1.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2021: Revenue of $160K, expenses of $107K, and assets of $1.7M (revenue +188.3% year-over-year).
- 2020: Revenue of $55K, expenses of $108K, and assets of $1.7M (revenue -49.2% year-over-year).
- 2019: Revenue of $109K, expenses of $107K, and assets of $1.7M (revenue +5.3% year-over-year).
- 2015: Revenue of $104K, expenses of $122K, and assets of $1.8M (revenue -24.1% year-over-year).
- 2014: Revenue of $136K, expenses of $120K, and assets of $1.9M (revenue -21.4% year-over-year).
- 2013: Revenue of $173K, expenses of $109K, and assets of $1.9M (revenue +54.3% year-over-year).
- 2012: Revenue of $112K, expenses of $107K, and assets of $1.8M (revenue +13.8% year-over-year).
- 2011: Revenue of $99K, expenses of $104K, and assets of $1.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Stephenson Scholarship Tr:
Data Sources and Methodology
This transparency report for The Stephenson Scholarship Tr 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.