TPhilanthropy, Voluntarism & GrantmakingEIN: 205494733· Ruling Year: 2006

Stephens Family Charitable Foundation

Bronxville, New York

BHealth Score
61B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org16.00×
Peer Median18.82×
💰
$235K
Total Revenue
📊
$414K
Total Expenses
🏦
$6.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-89.9%
Year-over-year change (2022 → 2023)
Net Margin
-75.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
16.00
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$235,43890%$414,11121%$6,623,7603%
2022$2,335,769101%$526,35836%$6,802,43336%
2021$1,162,33990%$386,36937%$4,993,02218%
2020$613,03651%$282,31032%$4,217,0529%
2019$1,240,118464%$213,119144%$3,886,326170%
2015$219,87870%$87,28937%$1,440,01510%
2014$725,134115%$63,782105%$1,307,426102%
2013$336,5601375%$31,13248%$646,08190%
2012$22,82222%$20,9704%$340,6531%
2011$29,317$20,113$338,794

Frequently Asked Questions

What does Stephens Family Charitable Foundation do?

Stephens Family Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Stephens Family Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Stephens Family Charitable Foundation has a score of 61/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Stephens Family Charitable Foundation generate?

Revenue data for Stephens Family Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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