B Stephen Schloss Foundation is a 501(c)(3) organization based in Montgomery, Alabama, registered in 1999, with $67,586 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$68K
▲ 307.9% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$68K
Net assets
$98K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for B Stephen Schloss Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For B Stephen Schloss Foundation: 17 mo reserves · -1% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for B Stephen Schloss Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For B Stephen Schloss Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $23K (FY2015) to $68K (FY2023) across 9 reported years.
Financial snapshot
Operating margin
-0.6%
Spent more than it raised in the latest fiscal year.
Total assets
$98K
Total liabilities
$0
Net assets
$98K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $67,586▲308% | $67,998▲249% | $98,340▼0.4% | $98,340▼0.4% | 990PF |
| 2022 | $16,570▲128% | $19,505▲4.9% | $98,752▼2.9% | $98,752▼2.9% | 990PF |
| 2021 | $7,259▲178% | $18,595▼57.4% | $101,687▼10.0% | $101,687▼10.0% | 990PF |
| 2020 | -$9,280▼228% | $43,602▲19.6% | $113,023▼31.9% | $113,023▼31.9% | 990PF |
| 2019 | $7,257▲29.8% | $36,457▲66.4% | $165,905▼15.0% | $165,905▼15.0% | 990PF |
| 2018 | $5,589▼3.4% | $21,904▲10.3% | $195,105▼7.7% | $195,105▼7.7% | 990PF |
| 2017 | $5,786▼79.3% | $19,857▼74.3% | $211,420▼6.1% | $211,420▼6.1% | 990PF |
| 2016 | $27,991▲20.5% | $77,396▲142% | $225,241▼18.0% | $225,241▼18.0% | 990PF |
| 2015 | $23,224 | $32,037▼12.7% | $274,646▼26.6% | $274,646▼26.6% | 990PF |
| 2012 | — | $36,703▲49.2% | $374,301▲229% | $374,301▲229% | 990PF |
| 2011 | — | $24,598 | $113,708 | $113,708 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for B Stephen Schloss Foundation (EIN 72-1373393) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.