Stella H Oaks Foundation

Nonprofit profile at a glance

EIN
821605519
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
Bountiful, UT, USA
Phone
8018661936
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$1,409,508
Expenses
$993,845
Assets
$1,794,016
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • ELAINE S DALTON (PRESIDENT &)

Highest reported compensation

  • ELAINE S DALTON (PRESIDENT &): $30,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's mission is to provide scholarships that enable single mothers to receive the education and skills training they need to fulfill their educational goals, enter the workforce, and support their children.

What it reported doing in 2024

In 2024, the stella h. Oaks foundation continued its mission to provide scholarships that enable single mothers to receive the education and skills training they need to fulfill their educational goals, enter the workforce, and support their children. This year the foundation increased the number of scholarships awarded and the amount of scholarship money granted. Award recipients seek to further their education through traditional higher education and through technical programs and certificates.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 88% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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 reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 94
  • Accountability: 90
  • Sustainability: 75
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.3%; rating input score 68
  • Program expense ratio: 95.3%; rating input score 95
  • Fundraising efficiency: $38.24 raised per $1 spent on fundraising; rating input score 73; 73rd percentile among comparable filings

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; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • 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: 29.5%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 1.81; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 27.8% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 21.9% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: 31.7% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 68.3% of revenue deployed · 95.3% of spending went to programs
  • Governance: 9 of 9 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $947K in reported program spending
  • Leadership: top reported pay $30K · 10 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Officer compensation ratio scored 57/100.