The@Stephen E And Shelley S Jackson Family Foundation
Stephen E And Shelley S Jackson Family Foundation consistently distributes assets with minimal overhead and no officer compensation.
EIN: 206276419 · Tulsa, OK · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $87K |
| Total Expenses | $19K |
| Program Spending | 95% |
| Net Assets | $632K |
| Transparency Score | 85/100 |
Is The@Stephen E And Shelley S Jackson Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The@Stephen E And Shelley S Jackson Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The@Stephen E And Shelley S Jackson Family Foundation
The@Stephen E And Shelley S Jackson Family Foundation (EIN: 206276419) is a nonprofit organization based in Tulsa, OK, classified under NTEE code T22. The organization reported total revenue of $87K and total assets of $608K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The@Stephen E And Shelley S Jackson Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The@Stephen E And Shelley S Jackson Family Foundation is a micro nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -29.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $16K |
| Total Expenses | $19K |
| Surplus / Deficit | $-2,475 |
| Total Assets | $632K |
| Total Liabilities | $1 |
| Net Assets | $632K |
| Operating Margin | -15.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 407.7 months |
Financial Health Grade: B
In 2023, The@Stephen E And Shelley S Jackson Family Foundation reported a deficit of $2K with expenses exceeding revenue, holds 407.7 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), The@Stephen E And Shelley S Jackson Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -29.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -158.7% | -75.7% | -2.9% |
| 2021 | +331.5% | -78.5% | -1.3% |
| 2020 | -68.4% | -38.9% | -16.3% |
| 2019 | -97.4% | -57.3% | +542.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
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@Stephen E And Shelley S Jackson Family 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: 95%
- fundraising: 0%
According to IRS 990 filings, The@Stephen E And Shelley S Jackson Family Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 $2K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for a foundation of this size and type.
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 The@Stephen E And Shelley S Jackson Family Foundation's IRS 990 filings:
- Consistent decline in assets over recent years (from $789,930 in 2019 to $631,689 in 2023), indicating ongoing distributions exceeding new income.
Strengths
The following positive indicators were identified for The@Stephen E And Shelley S Jackson Family Foundation:
- Consistent 0% officer compensation, indicating highly efficient use of funds.
- Minimal liabilities ($1 in recent years), demonstrating sound financial management.
- Consistent 990 filings, indicating good transparency.
- Operates as a private foundation, directly distributing funds to support its mission.
Frequently Asked Questions about The@Stephen E And Shelley S Jackson Family Foundation
Is The@Stephen E And Shelley S Jackson Family Foundation a legitimate charity?
The@Stephen E And Shelley S Jackson Family Foundation (EIN: 206276419) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $87K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does The@Stephen E And Shelley S Jackson Family Foundation spend its money?
The@Stephen E And Shelley S Jackson Family Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to The@Stephen E And Shelley S Jackson Family Foundation tax-deductible?
The@Stephen E And Shelley S Jackson Family Foundation is registered as a tax-exempt nonprofit (EIN: 206276419). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The@Stephen E And Shelley S Jackson Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), The@Stephen E And Shelley S Jackson Family Foundation 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 The@Stephen E And Shelley S Jackson Family Foundation located?
The@Stephen E And Shelley S Jackson Family Foundation is headquartered in Tulsa, Oklahoma and files with the IRS under EIN 206276419. It is classified under NTEE code T22.
How many years of IRS 990 filings does The@Stephen E And Shelley S Jackson Family Foundation have?
The@Stephen E And Shelley S Jackson Family 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 $87K in total revenue.
Is The Stephen E And Shelley S Jackson Family Foundation a good charity?
As a private family foundation, its primary purpose is to distribute funds from its endowment. The consistent reporting of 0% officer compensation and minimal liabilities suggests efficient operation and a focus on its philanthropic mission, making it a financially sound entity for its intended purpose.
How does the foundation manage its assets given fluctuating revenues?
The foundation manages its assets by consistently distributing funds, often exceeding annual revenues, which is typical for a private foundation drawing from its corpus. Its assets have decreased from $789,930 in 2019 to $631,689 in 2023, reflecting these distributions.
What is the trend in the foundation's financial health?
The foundation's financial health shows a trend of consistent asset distribution, with assets declining over the past five years. While revenues fluctuate and are sometimes negative, this is consistent with a private foundation's operational model of making grants from its endowment rather than solely relying on new income generation.
Filing History
IRS 990 filing history for The@Stephen E And Shelley S Jackson Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The@Stephen E And Shelley S Jackson Family Foundation's revenue has declined by 98.6%, moving from $1.1M to $16K. Total assets increased by 10.1% over the same period, from $574K to $632K. Total functional expenses fell by 97.3%, from $677K to $19K. In its most recent filing year (2023), The@Stephen E And Shelley S Jackson Family Foundation reported a deficit of $2K, with expenses exceeding revenue. The organization holds $1 in liabilities against $632K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $632K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $16K | $19K | $632K | $1 | — | — |
| 2022 | $-11,691 | $7K | $634K | $1 | — | View 990 |
| 2021 | $20K | $29K | $653K | $1 | — | View 990 |
| 2020 | $5K | $133K | $662K | $1 | — | — |
| 2019 | $15K | $218K | $790K | $1 | — | View 990 |
| 2015 | $565K | $509K | $123K | $1 | — | View 990 |
| 2014 | $748K | $730K | $67K | $0 | — | View 990 |
| 2013 | $478K | $506K | $49K | $0 | — | View 990 |
| 2012 | $9K | $507K | $76K | $0 | — | View 990 |
| 2011 | $1.1M | $677K | $574K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $16K, expenses of $19K, and assets of $632K.
- 2022: Revenue of $-11,691, expenses of $7K, and assets of $634K (revenue -158.7% year-over-year).
- 2021: Revenue of $20K, expenses of $29K, and assets of $653K (revenue +331.5% year-over-year).
- 2020: Revenue of $5K, expenses of $133K, and assets of $662K (revenue -68.4% year-over-year).
- 2019: Revenue of $15K, expenses of $218K, and assets of $790K (revenue -97.4% year-over-year).
- 2015: Revenue of $565K, expenses of $509K, and assets of $123K (revenue -24.5% year-over-year).
- 2014: Revenue of $748K, expenses of $730K, and assets of $67K (revenue +56.4% year-over-year).
- 2013: Revenue of $478K, expenses of $506K, and assets of $49K (revenue +5106.7% year-over-year).
- 2012: Revenue of $9K, expenses of $507K, and assets of $76K (revenue -99.2% year-over-year).
- 2011: Revenue of $1.1M, expenses of $677K, and assets of $574K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The@Stephen E And Shelley S Jackson Family Foundation:
Data Sources and Methodology
This transparency report for The@Stephen E And Shelley S Jackson 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.