The Stephens Endowment
Morganton, North Carolina
B+Health Score
67B+
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Good
💰
$147K
Total Revenue
📊
$64K
Total Expenses
🏦
$1.2M
Net Assets
📋
$1
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+2404.6%
Year-over-year change (2023 → 2024)
Net Margin
+56.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.83
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets
Filing History
11 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $147,354↑2405% | $64,030↓8% | $1,205,442↑13% | — |
| 2023 | -$6,394↓221% | $69,253↓5% | $1,066,037↓7% | — |
| 2022 | $5,290↓96% | $72,595↓10% | $1,141,050↓18% | — |
| 2021 | $148,595↑733% | $81,063↑9% | $1,395,774↑16% | — |
| 2020 | $17,834↓82% | $74,044↓6% | $1,202,095↓4% | — |
| 2019 | $101,283↑110% | $78,789↑33% | $1,246,125↓9% | — |
| 2015 | $48,303↑33% | $59,327↓24% | $1,370,987↓4% | — |
| 2014 | $36,454↓75% | $77,590↑31% | $1,428,492↑21% | — |
| 2013 | $146,086↑145% | $59,067↓8% | $1,177,204↑8% | — |
| 2012 | $59,698↑199% | $64,184↑65% | $1,090,185 | — |
| 2011 | $19,954 | $38,986 | $1,094,671 | — |
Frequently Asked Questions
What does The Stephens Endowment do?▼
The Stephens Endowment is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is The Stephens Endowment financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for The Stephens Endowment.
How much revenue does The Stephens Endowment generate?▼
Revenue data for The Stephens Endowment is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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