George E Stifel Endowment Fund
Only null% goes to programs Strong reserves Growing revenue
George E Stifel Endowment Fund is a 501(c)(3) organization based in Wheeling, West Virginia, registered in 2001, with $475,633 in FY2024 revenue. CharityIndex grades it C+.
1 Bank Plz, Wheeling, WV, 26003 EIN 55-6018247 Since 2001
Revenue (FY2024)
$476K
▲ 30.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$306K
Net assets
$3.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 George E Stifel Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating132 mo reserves · +36% margin
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 George E Stifel Endowment Fund: 132 mo reserves · +36% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 George E Stifel Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 George E Stifel Endowment Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1 Bank Plz, Wheeling, WV, 26003
- City
- Wheeling
- State
- West Virginia
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $139K (FY2013) to $476K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.4M
Operating margin
35.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.4M
Total liabilities
$0
Net assets
$3.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $475,633▲30.0% | $306,363▼18.2% | $3,382,109▲5.3% | $3,382,109▲5.3% | 990 |
| 2023 | $365,761▼11.7% | $374,473▲17.0% | $3,212,839▼0.3% | $3,212,839▼0.3% | 990 |
| 2022 | $414,150▲128% | $319,991▲24.8% | $3,221,551▲3.0% | $3,221,551▲3.0% | 990 |
| 2021 | $181,678▼20.1% | $256,381▲0.3% | $3,127,392▼2.3% | $3,127,392▼2.3% | 990 |
| 2020 | $227,396▲25.9% | $255,697▲8.8% | $3,202,095▼0.9% | $3,202,095▼2.9% | 990 |
| 2019 | $180,661▲10.2% | $234,947▲2.7% | $3,230,396▼1.7% | $3,299,396▲0.4% | 990 |
| 2018 | $163,999▲24.5% | $228,732▲10.5% | $3,284,682▼1.9% | $3,284,682▼3.3% | 990 |
| 2017 | $131,713▼44.2% | $207,012▼1.0% | $3,349,415▼2.2% | $3,396,242▼4.0% | 990 |
| 2016 | $236,245▲90.3% | $209,169▼41.6% | $3,424,714▲0.8% | $3,539,019▲4.2% | 990 |
| 2015 | $124,168▼34.9% | $357,919▲254% | $3,397,638▼6.4% | $3,397,638▼6.4% | 990 |
| 2014 | $190,673▲37.5% | $101,105▲2.2% | $3,631,389▲2.5% | $3,631,389▲2.5% | 990 |
| 2013 | $138,687 | $98,936▲1.6% | $3,541,821▲1.1% | $3,541,821▲1.1% | 990 |
| 2012 | — | $97,366 | $3,502,070 | $3,502,070 | 990 |
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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Compare George E Stifel Endowment Fund
Frequently asked questions
- Is George E Stifel Endowment Fund a legitimate nonprofit?
- Yes. George E Stifel Endowment Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 55-6018247, based in Wheeling, West Virginia. Donations are tax-deductible.
- What is George E Stifel Endowment Fund's EIN?
- George E Stifel Endowment Fund's Employer Identification Number (EIN) is 55-6018247.
- How much revenue does George E Stifel Endowment Fund report?
- George E Stifel Endowment Fund reported $475,633 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does George E Stifel Endowment Fund have?
- CharityIndex grades George E Stifel Endowment Fund C+, based on financial health (reserves and operating margin).
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Data for George E Stifel Endowment Fund (EIN 55-6018247) 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.