Dolores J & Robert A Bochatey Foundation

Nonprofit profile at a glance

EIN
843751936
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Lakewood, CO, USA
Phone
3035521492
Rating
93
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$638,333
Expenses
$79,652

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

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 14 grants totaling $75,000. The stated grant purposes included provide financial education to ogden high school students. demonstrate tools and practice sound personal financial mgmt. encourage stability for generations to come and the community.provide personal financial education to odgen high school students. demonstrate tools and practice skills. goal is to encourage stability for generations to come and community., student scholarships to attend accredited 4 year college prep high school with integrate work experience at partnership businesses., and provide school age and adults with training, experience, and career exposure to earth sciences. programs for veterans and indigenous peoples., plus 11 other reported purposes.

Operating model

Revenue model
Donor-supported. 95% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 94
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 49

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 68th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 94.2%; rating input score 94; 83rd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Fail
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 16.88; rating input score 49; 49th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 49th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • 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 — Endowment Health: Endowment-health comparison scored 49/100.
  • Review — Compliance: Part VII-B activity disclosures: Grants to individuals not reported.