The Dwight D Opperman Foundation

Nonprofit profile at a glance

EIN
611761422
IRS 990-PF coverage
2020–2024
Forms available
Form 990-PF 2024
Location
Phoenix, AZ, USA
Phone
6029578181
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$106,915
Expenses
$830,114

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

Overview

Mission

Fund Raising and Fund Distribution

What it reported funding in 2024

The foundation reported 9 grants totaling $181,250. The stated grant purposes included at the la alliance for human rights, our mission is bold yet clear: to end the homeless crisis in los angeles through courageous advocacy, relentless government accountability, and empowered community action., apo was founded in 2015 with a mission to build community through the preservation, promotion, and reimagination of american popular music.through live and virtual performances, educational initiatives and collaborations, apo makes the highest quality art accessible to the broadest audiences. seeing an opportunity to challenge the status-quo of the repertoire an orchestra performs, founder and music director, luke frazier, created the american pops with the intent of breaking the mold of the traditional pops orchestra., and the leukemia & lymphoma society's (lls) mission is to cure leukemia, lymphoma, myeloma, and other blood cancers, and to improve the quality of life of patients and their families. they achieve this through funding research, providing patient support and advocacy, and advocating for policies that benefit blood cancer patients., plus 5 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filed numbers largely add up. A relatively small share of spending goes to grants.

Rating breakdown

  • Grant Deployment: 82
  • Cost Efficiency: 22
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 94

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 82.2%; rating input score 82; 18th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 21.8%; rating input score 22; 9th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • 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: Pass
    • 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: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 49.84; rating input score 94; 94th 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: 82.2% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 94th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 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 — Cost Efficiency: Grant expense ratio scored 22/100.