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Stephenson Family Foundation

  • West Point, MS
  • Tax-exempt since Oct. 2009
  • EIN: 20-1687422

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$68.9k (2023)

Expenses
$617k (2023)

Total Assets
$2.1M (2023)

Total Liabilities
$6.89k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,875
Expenses
$617,392
Net Income
-$548,517
Net Assets
$2,088,260
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $68,875
100%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,095,152
Total Liabilities $6,892
Net Assets $2,088,260
Compensation
Key Employees and Officers Compensation Related Other
Phil Lakin Jr (Tcf Cl Director) $0 $628,288 $65,339
Jeff Stava (Tcf Cl Director) $0 $583,200 $66,282
Mike Dodson (Tcf Cl Director) $0 $180,232 $23,497
Robert Thomas (Tcf Cl Director) $0 $0 $0
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Dana Stephenson (Donor Cl Director) $0 $0 $0
Debbie Allen (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$467,978
Expenses
$464,324
Net Income
$3,654
Net Assets
$2,636,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,771
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $450,348
96.2%
Net Inventory Sales $0
Other Revenue -$10,141
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,641,277
Total Liabilities $4,500
Net Assets $2,636,777
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $575,598 $58,355
Mike Dodson (Tcf Cl Director) $0 $195,552 $31,670
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Jeff Stava (Tcf Cl Director) $0 $542,440 $57,498
Dana Stephenson (Donor Cl Director) $0 $0 $0
Debbie Allen (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$144,399
Expenses
$211,850
Net Income
-$67,451
Net Assets
$2,633,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,295
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $127,416
88.2%
Net Inventory Sales $0
Other Revenue -$8,312
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,633,123
Total Liabilities $0
Net Assets $2,633,123
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $482,136 $53,054
Mike Dodson (Tcf Cl Director) $0 $165,187 $26,241
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Jeff Stava (Tcf Cl Director) $0 $522,200 $52,439
Dana Stephenson (Donor Cl Director) $0 $0 $0
Debbie Allen (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$165,613
Expenses
$219,302
Net Income
-$384,915
Net Assets
$2,700,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $32,236
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$178,709
Net Inventory Sales $0
Other Revenue -$19,140
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,707,733
Total Liabilities $7,159
Net Assets $2,700,574
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $546,094 $53,219
Mike Dodson (Tcf Cl Director) $0 $173,655 $21,940
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Jeff Stava (Tcf Cl Director) $0 $513,839 $53,771
Dana Stephenson (Donor Cl Director) $0 $0 $0
Debbie Allen (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,935
Expenses
$211,062
Net Income
-$179,127
Net Assets
$3,085,489
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $31,935
100%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,085,489
Total Liabilities $0
Net Assets $3,085,489
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $525,750 $48,569
Mike Dodson (Tcf Cl Director) $0 $168,838 $18,321
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Jeff Stava (Tcf Cl Director) $0 $82,350 $24,975
Dana Stephenson (Donor Cl Director) $0 $0 $0
Debbie Allen (Tcf Cl Director) $0 $133,042 $14,978
+ View more people

Document Links

990
Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$83,217
Expenses
$271,268
Net Income
-$354,485
Net Assets
$3,264,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$83,217
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,264,616
Total Liabilities $0
Net Assets $3,264,616

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,647,893
Expenses
$117,203
Net Income
-$1,765,096
Net Assets
$3,619,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$1,647,893
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,629,429
Total Liabilities $10,328
Net Assets $3,619,101

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$884,153
Expenses
$54,986
Net Income
-$939,139
Net Assets
$10,713,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$884,153
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,723,232
Total Liabilities $9,284
Net Assets $10,713,948

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,210,826
Expenses
$131,377
Net Income
-$1,342,203
Net Assets
$11,653,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$1,210,826
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,653,087
Total Liabilities $0
Net Assets $11,653,087

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$406,786
Expenses
$62,641
Net Income
-$469,427
Net Assets
$12,995,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$406,786
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,012,431
Total Liabilities $17,141
Net Assets $12,995,290
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $348,750 $46,753
Henry G Will (Tcf Cl Director) $0 $0 $0
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Karen P Stephenson (Donor Cl Director) $0 $0 $0
Steadman Upham (Tcf Cl Director) $0 $0 $0
Gary Paxton (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$131,265
Expenses
$612,616
Net Income
-$743,881
Net Assets
$13,464,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$131,265
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,481,998
Total Liabilities $17,281
Net Assets $13,464,717
Compensation
Key Employees and Officers Compensation Related Other
Robert Thomas (Tcf Cl Director) $0 $0 $0
Phil Lakin Jr (Tcf Cl Director) $0 $317,560 $44,583
Henry G Will (Tcf Cl Director) $0 $0 $0
Charles R Stephenson (Donor Cl Director) $0 $0 $0
Karen P Stephenson (Donor Cl Director) $0 $0 $0
Steadman Upham (Tcf Cl Director) $0 $0 $0
Gary Paxton (Tcf Cl Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,074,626
Expenses
$323,860
Net Income
-$1,398,486
Net Assets
$14,208,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$1,074,626
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,231,202
Total Liabilities $22,604
Net Assets $14,208,598

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,337,975
Expenses
$612,088
Net Income
-$1,950,063
Net Assets
$15,607,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$1,338,475
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,635,245
Total Liabilities $28,161
Net Assets $15,607,084

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$375,260
Expenses
$220,926
Net Income
-$596,186
Net Assets
$17,557,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,000
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$420,260
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,697,617
Total Liabilities $140,470
Net Assets $17,557,147

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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