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Nonprofiteer
← STEPHENSON FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by STEPHENSON FAMILY FOUNDATION.

Totals

Total revenue
$467,978
Total expenses
$464,324
Contributions and grants received
$0
Grants paid
$450,000
Program services expenses (Part IX)
$456,324
Management and general expenses
$8,000
Fundraising expenses
$0
Program service expenses (Part III)
$456,324

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT THOMAS

    TCF CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL LAKIN JR

    TCF CL DIRECTOR

    Total calculated
    $633,953
    From this org
    $0
    From related orgs
    $575,598
    Other
    $58,355
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,347 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $31,251 related
    Deferred
    $0 + $28,500 related
    Nontaxable benefits
    $0 + $29,855 related
    Filer's total
    $0 + $633,953 related

  • MIKE DODSON

    TCF CL DIRECTOR

    Total calculated
    $227,222
    From this org
    $0
    From related orgs
    $195,552
    Other
    $31,670
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,552 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $13,000 related
    Deferred
    $0 + $18,500 related
    Nontaxable benefits
    $0 + $13,170 related
    Filer's total
    $0 + $227,222 related

  • CHARLES R STEPHENSON

    DONOR CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF STAVA

    TCF CL DIRECTOR

    Total calculated
    $599,938
    From this org
    $0
    From related orgs
    $542,440
    Other
    $57,498
    Hours/week
    1 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,940 related
    Bonus
    $0 + $231,500 related
    Other
    $0 + $27,000 related
    Deferred
    $0 + $28,500 related
    Nontaxable benefits
    $0 + $28,998 related
    Filer's total
    $0 + $599,938 related

  • DANA STEPHENSON

    DONOR CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE ALLEN

    TCF CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SHEDULE J, PART I, LINE 3
HALE FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, TULSA COMMUNITY FOUNDATION (TCF), USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF TCF'S EXECUTIVE DIRECTOR, PHILLIP LAKIN, JR: COMPENSATION COMMITTEE; FORM 990 OF OTHER ORGANIZATIONS; COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349307415

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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