TPhilanthropy, Voluntarism & GrantmakingEIN: 472596890· Ruling Year: 2015

Stephens Family Foundation

Fullerton, California

B+Health Score
68B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org24.36×
Peer Median18.82×
💰
$1.2M
Total Revenue
📊
$350K
Total Expenses
🏦
$8.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-5.4%
Year-over-year change (2022 → 2023)
Net Margin
+71.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
24.36
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$1,240,1785%$349,52538%$8,513,22712%
2022$1,311,15319%$253,81737%$7,622,57420%
2021$1,099,34695%$185,8505%$6,365,23817%
2020$565,21652%$195,92520%$5,451,7427%
2019$1,188,006286%$162,637180%$5,082,451300%
2015$307,66070%$58,170$1,269,49624%
2014$1,020,006$0$1,020,006

Frequently Asked Questions

What does Stephens Family Foundation do?

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

Is Stephens Family Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Stephens Family Foundation.

How much revenue does Stephens Family Foundation generate?

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

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