Lloyd K & Peggy L Stephens Foundation
Only null% goes to programs Strong reserves Declining revenue
Lloyd K & Peggy L Stephens Foundation is a 501(c)(3) organization based in Tulsa, Oklahoma, registered in 2001, with $118,967 in FY2024 revenue. CharityIndex grades it F.
1924 S Utica Ave Ste 900, Tulsa, OK, 74104 EIN 73-1604702 Since 2001
Revenue (FY2024)
$119K
▲ 2559.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$264K
Net assets
$2.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—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 Lloyd K & Peggy L Stephens Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating116 mo reserves · -122% 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 Lloyd K & Peggy L Stephens Foundation: 116 mo reserves · -122% margin earns a F 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 Lloyd K & Peggy L Stephens Foundation— 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 Lloyd K & Peggy L Stephens Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1924 S Utica Ave Ste 900, Tulsa, OK, 74104
- City
- Tulsa
- State
- Oklahoma
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $78K (FY2013) to $119K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.6M
Operating margin
-121.8%
Spent more than it raised in the latest fiscal year.
Total assets
$2.6M
Total liabilities
$0
Net assets
$2.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $118,967▲2560% | $263,862▼41.2% | $2,551,388▼6.3% | $2,551,388▼6.3% | 990PF |
| 2023 | $4,473▲102% | $448,501▲153% | $2,721,606▼6.6% | $2,721,606▼6.6% | 990PF |
| 2022 | -$195,352▼190% | $177,427▼18.3% | $2,915,157▼6.5% | $2,915,157▼6.5% | 990PF |
| 2021 | $217,306▲196% | $217,209▲94.7% | $3,117,807▼5.7% | $3,117,807▼5.7% | 990PF |
| 2020 | -$225,556▼638% | $111,548▲12.2% | $3,306,531▲83.8% | $3,306,531▲83.8% | 990PF |
| 2019 | $41,938▼20.2% | $99,449▲13.1% | $1,798,718▲4.6% | $1,798,718▲4.6% | 990PF |
| 2018 | $52,583▼5.1% | $87,969▲147% | $1,719,987▼2.9% | $1,719,987▼2.9% | 990PF |
| 2017 | $55,391▼14.0% | $35,550▼11.6% | $1,771,634▲3.9% | $1,771,634▲3.9% | 990PF |
| 2016 | $64,434▲0.9% | $40,204▲33.4% | $1,704,751▲2.2% | $1,704,751▲2.2% | 990PF |
| 2015 | $63,879▼58.6% | $30,127▼77.9% | $1,668,349▲8.1% | $1,668,349▲8.1% | 990PF |
| 2014 | $154,456▲97.5% | $136,117▲4.4% | $1,542,856 | $1,542,856 | 990PF |
| 2013 | $78,191 | $130,410▲9.2% | $1,543,279▼3.5% | $1,543,279▼3.5% | 990PF |
| 2012 | — | $119,392▲20.8% | $1,599,922▲1.2% | $1,599,922▲0.8% | 990PF |
| 2011 | — | $98,808 | $1,580,537 | $1,587,499 | 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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Frequently asked questions
- Is Lloyd K & Peggy L Stephens Foundation a legitimate nonprofit?
- Yes. Lloyd K & Peggy L Stephens Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 73-1604702, based in Tulsa, Oklahoma. Donations are tax-deductible.
- What is Lloyd K & Peggy L Stephens Foundation's EIN?
- Lloyd K & Peggy L Stephens Foundation's Employer Identification Number (EIN) is 73-1604702.
- How much revenue does Lloyd K & Peggy L Stephens Foundation report?
- Lloyd K & Peggy L Stephens Foundation reported $118,967 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Lloyd K & Peggy L Stephens Foundation have?
- CharityIndex grades Lloyd K & Peggy L Stephens Foundation F, based on financial health (reserves and operating margin).
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Data for Lloyd K & Peggy L Stephens Foundation (EIN 73-1604702) 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.