Stratton Petit Foundation

Nonprofit profile at a glance

EIN
954709973
IRS 990-PF coverage
2012–2024
Forms available
Form 990-PF 2024
Location
Woodland Hills, CA, USA
Phone
8188359728
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$364,151
Expenses
$368,454

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

Overview

Mission

Scholarships, Student Financial Aid Services, Awards

What it reported funding in 2024

The foundation reported 23 grants totaling $234,166. The stated grant purposes included childrens programs, spiritual & cltural center for jewish renewal, and childrens music & eductational programs, plus 20 other reported purposes.

Operating model

Revenue model
Investment-supported. 99% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 79% of its reported charitable disbursements as grants.

The verdict

SUPPORTED - 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.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 64
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 2

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 74th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 63.6%; rating input score 64; 32nd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 0.44; rating input score 2; 2nd 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: Filed self-dealing detail
  • Investments: 2th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 23 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.

  • High — Endowment Health: Endowment-health comparison scored 2/100.