DAVID R STOECKLEIN MEMORIAL AND EDUCATIONAL FOUNDATION INC

EIN: 472418320 501(c)(3) Education

KETCHUM, ID

Total Revenue
$19,631
Total Expenses
$20,329
Total Assets
$176,305
Net Assets
$176,305
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
ID
Principal Officer
MARY J STOECKLEIN
Phone
2087265191
Tax Period
2025-01-01 to 2025-12-31

DAVID R STOECKLEIN MEMORIAL AND EDUCATIONAL FOUNDATION INC, founded in 2014, is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2025. Net assets of $176K represent 108 months of operating reserves.

Mission

TO INSPIRE LIFE-LONG LEARNING OF PHOTOGRAPHY AND THE TRUE VALUES OF THE AMERICAN WEST THROUGH EDUCATION AND SCHOLARSHIPS THAT WILL HELP CURRENT AND FUTURE GENERATIONS FOSTER AN APPRECIATION OF THE UNTAMED NATURAL BEAUTY, RUSTIC CHARACTER, AND REPUTATION FOR HONEST, SIMPLE LIVING THAT IS THE HALLMARK OF THIS DISTINCTIVE REGION.

Program Service Accomplishments

Program 1
Expenses: $6,000

SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER - IS AN EXEMPT INSTITUTION WHOSE MISSION IS TO PROMOTE INDEPENDENCE THROUGH PHYSICAL, COGNITIVE AND EMOTIONAL LEARNING FOR CHALLENGED AND DISABLED...

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SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER - IS AN EXEMPT INSTITUTION WHOSE MISSION IS TO PROMOTE INDEPENDENCE THROUGH PHYSICAL, COGNITIVE AND EMOTIONAL LEARNING FOR CHALLENGED AND DISABLED CHILDREN AND ADULTS. $3,000.COLLEGE OF SOUTHERN IDAHO - SCHOLARSHIP - IS AN EXEMPT ORGANIZATION PUBLIC COMMUNITY COLLEGE WHICH PROVIDES EDUCATIONAL OPPORTUNTIES FOR UNDERGRADUATE AND ASSOCIATE & TECHNICAL DEGREES TO STUDENTS AND SOME BACHELORS DEGREES AND IS ACCREDITED BY THE NWCCU INSTITUTIONAL ACCREDITOR FOR COLLEGES AND UNIVERSITIES AND OTHER DEGREE SPECIFIC ORGANIZATIONS. $3,000.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,258
Program Service Revenue $0
Investment Income $17,373
Other Revenue $0
TOTAL REVENUE $19,631

Expense Breakdown

Grants Paid $6,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,000
Other Expenses $14,329
TOTAL EXPENSES $20,329

Year-over-Year Comparison

2025 2024 Change
Revenue $19,631 $20,302 0.0%
Expenses $20,329 $16,391 +0.2%
Net Income $-698 $3,911 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
5
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY J STOECKLEIN PRESIDENT 0.10
Officer Director
$0 $0 $0
BRIAN BARSOTTI ESQUIRE VICE PRESIDENT 0.10
Officer Director
$0 $0 $0
BERNARD E STOECKLEIN JR TREASURER 0.10
Officer Director
$0 $0 $0
ALEX HIGGINS SECRETARY 0.10
Officer Director
$0 $0 $0
DREW STOECKLEIN TRUSTEE 0.10
Director
$0 $0 $0
TAYLOR STOECKLEIN TRUSTEE 0.10
Director
$0 $0 $0
TONY MOISO TRUSTEE 0.10
Director
$0 $0 $0
BLAKE QUINN TRUSTEE 0.10
Director
$0 $0 $0
BLAKESLEY CHAPPELLETT TRUSTEE 0.10
Director
$0 $0 $0
COLBY STOECKLEIN OFFICER 0.10
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $19,631 $20,329 $176,305 $-698
2024 $20,302 $16,391 $177,003 $3,911
2023 $7,984 $12,443 $173,092 $-4,459
2022 $10,672 $10,734 $177,551 $-62
2021 $34,775 $8,222 $177,613 $26,553
2020 $13,438 $10,670 $151,060 $2,768
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