George E Stifel Endowment Fund

Nonprofit profile at a glance

EIN
556018247
IRS 990 coverage
2012–2025
Forms available
Form 990 2025
Location
Wheeling, WV, USA
Phone
3042349400
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$709,761
Expenses
$410,025
Assets
$3,681,845
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

People named in this filing

  • JOAN C STAMP (TRUSTEE)
  • DIANE E CROWL (TRUSTEE)
  • PAULA M MCCLURE (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

At least 85% of the accounting income including short term capitalgains are to be distributed annually as the george e stifel prizes tostudents in the 5th, 6th, 7th, and 8th grades and in high school ateach of the public schools within Ohio county, wv in such varyingamounts to be determined by the trustees. The prizes in 5th - 8thgrades shall be awarded to the scholar who shall have attained thebest gpa in the previous school year. In high school, the awards maybe made on the same basis or for excellence in individual studies inthe discretion of the trustees. Any excess funds after prizes shallbe used for scholarships to aid deserving students to obtain a bettereducation from schools administered by the Ohio county board ofeducation. To the extent the trustees do not award all of the netincome for prizes and scholarships for any year, the trust shall paythe excess income to the ovhs&e foundation and medical park foundation, in equal shares.

What it reported doing in 2025

At least 85% of the accounting income including short term capitalgains are to be distributed annually as the george e stifel prizes tostudents in the 5th, 6th, 7th, and 8th grades and in high school ateach of the public schools in Ohio county, wv in such varying amountsto be determined by the trustees. The prizes in 5th - 8th gradesshall be awarded to the scholar who shall have attained the best gpain the previous school year. In high school, the awards may be madeon the same basis or for excellence in individual studies in thediscretion of the trustees. Any excess funds after prizes shall beused for scholarships to aid deserving students to obtain a bettereducation from schools administered by the Ohio county board ofeducation. To the extent the trustees do not award all of the netincome for prizes and scholarships for any year, the trust shall paythe excess income to the ovhs&e foundation and medical park foundation, in equal shares.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 93
  • Accountability: 70
  • Sustainability: 88
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 92.9%; rating input score 93
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 42.2%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 8.98; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 7.6% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 12% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: -0.5% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 92.9% of spending went to programs
  • Governance: 3 of 3 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $381K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 16 of 16 current checks pass
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 14 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Asset growth scored 0/100.