Susan and Bill Dake Foundation

Nonprofit profile at a glance

EIN
263578956
IRS 990-EZ coverage
2011–2013
Forms available
Form 990-EZ 2013
Location
Saratoga Springs, NY, USA
Phone
5185811201
Rating confidence
Limited
Sector
Single Organization Support

Reported finances

Revenue
$0
Expenses
$247
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • WILLIAM P DAKE (President)

People named in this filing

  • WILLIAM P DAKE (President)
  • SUSAN L DAKE (Trustee)
  • GARY C DAKE (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-EZ. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The intent is to provide support to the charitable organizations set forth on Schedule I of the Susan and Bill Dake Foundation trust agreement.

What it reported doing in 2013

The intent is to provide public support to health care organizations, educational institutions, organizations supporting civic activities, or arts organizations operating in the states Stewart's Shops does business in, New York and Vermont, and contiguous states and provinces. For 2013 there was no activity.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 82
  • Sustainability: 7
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 52.6%; rating input score 53

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: -90.6% per year; rating input score 0; 2nd percentile among comparable filings

Details

  • Where the money goes: 52.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $130 in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2011 to 2013
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.