Philanthropy & Grantmaking
(T20Z)
990 on File
THE CHARLES AND PEGGY STEPHENSON FAMILY FOUNDATION
Financial strength (30%)
60/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$1.9M
Total Revenue
$10.4M
Total Expenses
$19.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.3%
Fundraising Efficiency
N/A
Operating Reserve
22.45x
Liability-to-Asset
15.3%
Revenue Diversification
67.5%
Executive Compensation
$183K
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
96.3% | 91.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
22.5 mo | 69.8 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
15.3% | 2.5% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
67.5% | 88.2% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-19.8% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
232.0% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-451.4% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.9M | $10.4M | $19.5M | 96.3% | — |
| 2023 | $2.4M | $3.1M | $19.0M | 90.0% | — |
| 2022 | $575K | $1.1M | $19.8M | 83.7% | — |
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