David R Stoecklein Memorial and Educational Foundation Inc

Nonprofit profile at a glance

EIN
472418320
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Ketchum, ID, USA
Phone
2087265191
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Reported finances

Revenue
$19,631
Expenses
$20,329
Assets
$176,305
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • MARY J STOECKLEIN (PRESIDENT)
  • BRIAN BARSOTTI ESQUIRE (VICE PRESIDENT)

People named in this filing

  • MARY J STOECKLEIN (PRESIDENT)
  • BRIAN BARSOTTI ESQUIRE (VICE PRESIDENT)
  • BERNARD E STOECKLEIN JR (TREASURER)

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

To inspire life-long learning of photography and the true values of the american west through education and scholarships that will help current and future generations foster an appreciation of the untamed natural beauty, rustic character, and reputation for honest, simple living that is the hallmark of this distinctive region.

What it reported doing in 2025

Swiftsure ranch therapeutic equestrian center - is an exempt institution whose mission is to promote independence through physical, cognitive and emotional learning for challenged and disabled children and adults. $3,000.college of southern Idaho - scholarship - is an exempt organization public community college which provides educational opportunties for undergraduate and associate & technical degrees to students and some bachelors degrees and is accredited by the nwccu institutional accreditor for colleges and universities and other degree specific organizations. $3,000.

Operating model

Revenue model
Investment-supported. 64% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 81
  • Accountability: 51
  • Sustainability: 54
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.2%; rating input score 98
  • Program expense ratio: 29.5%; rating input score 30
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 14th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 55.6%; rating input score 56; 23rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • 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: -3.6%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 8.67; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 8.3% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: -2.4% per year; rating input score 0; 48th percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 98.2% of revenue deployed · 29.5% of spending went to programs
  • Governance: 5 of 9 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $6K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Financial Efficiency: Program expense ratio scored 30/100.
  • Review — Accountability: Independent voting board scored 56/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Operating margin scored 46/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.