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US nonprofit · EIN 201687422 · West Point, MSiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 201687422) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SO), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Stephenson Family Foundation

Donations deductible
Revenue
$98k
year to 31 December 2024
Expenses
$243k
year to 31 December 2024
Total assets
$1.9m
$6k liabilities
Net assets
$1.9m
assets less liabilities
Directors and trustees
7
7.4 years on average
Staff
0
7 volunteers
Left since last filing
0
no seats appear to have opened
Voting members
7
reported in Part VI
How am I connected?

Stephenson Family Foundation's network

7 people3 organisationsi7 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Charles R StephensonDonor Cl Director2019
7 yrs
Dana StephensonDonor Cl Director2019
7 yrs
Debbie AllenTCF Cl Director2019
7 yrs
Jeff StavaTCF Cl Director2019
7 yrs
Mike DodsonTCF Cl Director2019
7 yrs
Phil Lakin JRTCF Cl Director2019
7 yrs
Robert ThomasTCF Cl Director2019
7 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Phil Lakin JrTCF Cl Director1$0$642k$83k
Jeff StavaTCF Cl Director1$0$578k$64k
Mike DodsonTCF Cl Director1$0$236k$29k
Robert ThomasTCF Cl Director1$0
Charles R StephensonDonor Cl Director1$0
Dana StephensonDonor Cl Director1$0
Debbie AllenTCF Cl Director1$0

About

Legal name
Stephenson Family Foundation
EIN
201687422
Address
1852 Waverley Mansion Rd, West Point, MS, 39773-5760
State
Mississippi
Mission
This corporation is organized for the specific and primary purpose of benefitting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation, that are described in sections 501(c)(3) and 509(a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the... (as filed on the Form 990)
Activity (NTEE)
S11 Community improvement and capacity building
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Community Improvement & Capacity Building
Size band
6 (IRS master file code)
Formed
2004
Principal officer
Charles Stephenson (as named on the Form 990)
IRS ruling date
1 October 2009
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2024
IRS Publication 78
SO (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedCOMMUNITY SERVICE & SUPPORTTulsa Community Foudation

Longest observed on the filings

≥7years on the filingsCharles R Stephenson
≥7years on the filingsDana Stephenson
≥7years on the filingsDebbie Allen
≥7years on the filingsJeff Stava

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$1.9m
Total liabilities
$6k
Net assets or fund balances
$1.9m
Contributions and grants received
$0
Program service revenue
$0
Grants and similar paid out
$237k
Employees
0
Volunteers
7

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$98k$243kDeficit $145k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Tulsa Community FoundationSupport tulsa community foundation.$237k