Civic Intelligence

David R Stoecklein Memorial and Educational Foundation Inc.

EIN 47-2418320 • 501(c)3 • Ketchum, ID

Pub. 78 Eligible

Profile

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.

PO Box 856Ketchum, ID 83340

stoeckleinfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

154%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$177,003

Up $3,911 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$177,003

Up $3,911 (+2.3%) from 2023

Revenue

Up

$20,302

Up $12,318 (+154%) from 2023

Expenses

Up

$16,391

Up $3,948 (+32%) from 2023

Net Income

Up

$3,911

Up $8,370 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $12,593Liabilities 2014: $0Net Assets 2014: $12,5932014Assets 2015: $108,281Liabilities 2015: $0Net Assets 2015: $108,2812015Assets 2016: $113,945Liabilities 2016: $0Net Assets 2016: $113,9452016Assets 2017: $125,145Liabilities 2017: $0Net Assets 2017: $125,1452017Assets 2018: $137,765Liabilities 2018: $0Net Assets 2018: $137,7652018Assets 2019: $148,292Liabilities 2019: $0Net Assets 2019: $148,2922019Assets 2020: $151,060Liabilities 2020: $0Net Assets 2020: $151,0602020Assets 2021: $177,613Liabilities 2021: $0Net Assets 2021: $177,6132021Assets 2022: $177,551Liabilities 2022: $0Net Assets 2022: $177,5512022Assets 2023: $173,092Liabilities 2023: $0Net Assets 2023: $173,0922023Assets 2024: $177,003Liabilities 2024: $0Net Assets 2024: $177,0032024

Highlighted filing

2024

Assets$177,003
Liabilities$0
Net Assets$177,003

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $14,457Expenses 2014: $1,864Net Income 2014: $12,5932014Revenue 2015: $110,531Expenses 2015: $14,843Net Income 2015: $95,6882015Revenue 2016: $10,832Expenses 2016: $5,168Net Income 2016: $5,6642016Revenue 2017: $16,389Expenses 2017: $5,189Net Income 2017: $11,2002017Revenue 2018: $18,326Expenses 2018: $5,706Net Income 2018: $12,6202018Revenue 2019: $22,455Expenses 2019: $11,928Net Income 2019: $10,5272019Revenue 2020: $13,438Expenses 2020: $10,670Net Income 2020: $2,7682020Revenue 2021: $34,775Expenses 2021: $8,222Net Income 2021: $26,5532021Revenue 2022: $10,672Expenses 2022: $10,734Net Income 2022: -$622022Revenue 2023: $7,984Expenses 2023: $12,443Net Income 2023: -$4,4592023Revenue 2024: $20,302Expenses 2024: $16,391Net Income 2024: $3,9112024

Highlighted filing

2024

Revenue$20,302
Expenses$16,391
Net Income$3,911

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.1
Gross Receipts
$140,300
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$173,092$177,003▲ $3,911
Savings and Temporary Cash Investments$166,798$172,249▲ $5,451
Cash and Non-Interest-Bearing Accounts$6,294$4,754▼ $1,540
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$173,092$177,003▲ $3,911
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$173,092$177,003▲ $3,911
Total Liabilities and Net Assets / Fund Balance$173,092$177,003▲ $3,911
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,250
Program Service Revenue
$0
Investment Income
$17,052
Other Revenue
$0
All Other Contributions
$3,250
Change in Net Assets
$3,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,891
Grants and Similar Amounts Paid$5,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,500--$5,500
Fees for Services Accounting-$3,746-$3,746
Insurance-$2,200-$2,200
Fees for Service Investment Mgmnt Fees-$542-$542
Fees for Services Legal-$125-$125
Other Expenses-$59-$59
All Other Expenses-$27-$27
Total Functional Expenses$5,500$10,891$0$16,391
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Family members of the board of directors include parent, children, siblings, and brother-in-law.

Form 990, Part VI, Section B, Line 11B

Copy of form 990 provided to the president for review with the directors and officers at the discretion of the president at the regular meetings or at time of filing of the return. The president signs the return and files the return by the due date or extended due date. A copy is maintained at the office of the organization for review by any interested parties.

Form 990, Part VI, Section C, Line 19

All governing documents and financial information are available upon request and available for public inspection through various free services including guidestar.

Filing and Contact Details

Filer

Filer Name
David R Stoecklein Memorial and
EIN
47-2418320
Phone
2087265191
Address
PO BOX 856, KETCHUM, ID 83340

Signing Officer

Name
Mary J Stoecklein
Title
President
Phone
2087265191
Signed
2025-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary J Stoecklein
Formed
2014
Legal Domicile
Id
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
4

Preparer

Firm
Michael Z Passodeliscpa
Address
600 GRANT ST SUITE 4400, PITTSBURGH, PA 15219
Preparer
Michael Zpassodeliscpa
Phone
4123380368
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION IS ORGANIZED AND OPERATED SO AS TO NORMALLY ATTRACT NEW AND ADDITIONAL PUBLIC AND OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS AS PART OF ITS NORMAL SOURCES OF SUPPORT FOR ONGOING ACTIVITIES TO SUFFICIENTLY BROADEN ITS PUBLIC SUPPORT THROUGH BONA FIDE PROGRAMS DESIGNED FOR THE SOLICITATION OF PUBLIC FUNDS, INCLUDING GOVERNMENTAL FUNDS. THE ORGANIZATION CONSISTENTLY CARRYS ON THESE ACTIVITIES DESIGNED FOR THIS PURPOSE TO ATTRACT PUBLIC SUPPORT, GOVERNMENTAL SUPPORT AS WELL AS SUPPORT FROM OTHER PUBLIC CHARITIES. THE ORGANIZATION'S EFFORTS ARE FACING THE REPRESENTATIVE NUMBER OF PERSONS AND OTHER SUPPORT AND DOES NOT LIMIT SUPPORT TO FAMILY OR SELECT GROUPS AND MOREOVER ATTEMPTS TO APPEAL TO A WIDE ARRAY OF DIVERSE GEOGRAPHICAL CONSTITUENCY. THE ORGANIZATION'S GOVERNING BODY REPRESENTS A WIDE ARRAY OF BROAD INTERESTS OF THE PUBLIC AND PURSUES BROAD SUPPORT AS IT BECOMES AVAILABLE AND IN THE BEST INTERESTS OF THE PUBLIC. THE ORGANIZATION IS CONTINUOUSLY ATTRACTING PUBLIC SUPPORT THROUGH ON-LINE AND WEB BASED SOLICITATION MESSAGES, HOLIDAY MESSAGES, AND OTHER EVENTS OR PROMOTIONS THOUGHOUT THE YEAR TO THE PUBLIC. DURING THE COVID PANDEMIC THE 2020 TAX YEAR PUBLIC SUPPORT WAS OVER 10% AT APPROXIMATELY 40%, HOWEVER THE FOLLOWING COVID YEARS, 2021,2022,2023 AND THE CURRENT 2024 YEAR WERE UNUSUAL AS CHARITABLE GIVING NATIONALLY DECLINED AND THE ORGANIZATION WAS IMPACTED BY THE EFFECTS OF THIS DECLINE AS THE PANDEMIC CONTINUED, HOWEVER THE PRIOR YEARS PUBLIC SUPPORT TESTS HAVE BEEN CONTIOUSLY MET FROM INCEPTION IN 2014 THROUGH 2019. GOING FORWARD, AS THE NATIONAL COVID EMERGENCY HAS BEEN DECLARED OVER IN MAY OF 2023, THE ORGANIZATION HAS TAKEN MEASURES AND DEVISED NEW PLANS TO FOCUS ON FURTHER DIVERSIFYING ALL FUNDING SOURCES SO AS TO RETAIN ITS PUBLIC CHARITY STATUS, AS 2022 AND 2023 WERE THE FIRST AND ONLY YEARS WHERE PUBLIC SUPPORT RANGED BETWEEN OVER 10% AND UNDER 33-1/3% ASIDE FROM THR CURRENT YEAR 2024. ALTHOUGH GIVING LEVELS HAVE BEEN STAGNANT AS WELL AS LESS DURING THE PAST 4 YEARS DURING THE COVID PANDEMIC, IN 2020, 2021, 2022,2023 AND THE CURRENT YEAR THE ORGANIZATION HAS MANAGED TO CONTINUE TO RECEIVE SUPPORT FROM DIFFERENT AND DIVERSE PERSONS, ORGANIZATIONS AND OTHER ENTITIES. SOME RECURRING UNRELATED PUBLIC DONORS HAVE BEEN CONTINUING THEIR SUPPORT AS WELL. WE WILL CONTINUE TO KEEP PURSUING BOTH NEW & DIFFERENT DONORS FROM THE PUBLIC AS WELL AS INCREASED LEVELS OF DONATIONS FROM BROADER AND DIVERSE SOURCES TO RETAIN OUR STATUS AND TRY TO RETURN TO NORMAL OPERATIONS AS EXISTED PRIOR TO THE COVID PANDEMIC. WE HAVE BEEN ABLE TO CONTINUE TO QUALIFY FOR THE AMAZON SMILE GIVING PROGRAM ONLY AVAILABLE TO PUBLIC CHARITIES WHICH HAS HELPED. THANK YOU FOR YOUR UNDERSTANDING AND PATIENCE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069764
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IRS990ScheduleA/PublicSupportPY170Pct00.22850
IRS990ScheduleA/PublicSupportTotal170Amt017407
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03250
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0POLICIES AND PROCEDURES ARE IN PLACE FOR PROPERLY SELECTING ELIGIBLE RECIPIENTS, MAINTAINING RECORDS OF THE TRANSACTIONS, AND ENSURING THE GRANT OR SCHOLARSHIP IS USED AS INTENDED. RECIPIENTS ARE REQUIRED TO SIGN A CERTIFICATION STATEMENT UPON APPLICATION FOR A GRANT OR SCHOLARSHIP PERMITTING THE SELECTION COMMITTEE TO VERIFY AND INVESTIGATE ALL INFORMATION SUBMITTED FOR EVALUATION AND CONSIDERATION OF MAKING THE GRANT. LETTERS OF RECOMMENDATION ARE REQUIRED, ALONG WITH AN ESSAY, AND AN OUTLINE OF COMMUNITY SERVICE PROJECTS. SUBSEQUENT TO RECEIPT OF A GRANT OR SCHOLARSHIP, RECIPIENTS ARE REQUESTED TO PROVIDE A WRITTEN ACKNOWLEDGEMENT LETTER AND OTHER EVIDENCE PROVING THE USE OF THE GRANT OR SCHOLARSHIP IN THE ACCOMPLISHMENT OF THE INTENDED PURPOSE. THE FOUNDATION MAY PURSUE REVOCATION OF A GRANT OR SCHOLARSHIP AWARD, SUBSEQUENT TO THE RECIPIENT'S RECEIPT OF THE AWARD, IF EVIDENCE IS SUBSEQUENTLY DISCOVERED THAT SHOWS SUFFICIENT CAUSE FOR REJECTION OR REVOCATION. ADDITIONALLY, THE FOUNDATION UTILIZES A NO COST RESOURCE GUIDE TO PROVIDE INFORMATION ON SELECTION OF PROSPECTIVE RECIPIENTS THAT MAY MEET CRITERIA FOR INCLUSION IN THE SELECTION COMMITTEE PROCESS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY MEMBERS OF THE BOARD OF DIRECTORS INCLUDE PARENT, CHILDREN, SIBLINGS, AND BROTHER-IN-LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF FORM 990 PROVIDED TO THE PRESIDENT FOR REVIEW WITH THE DIRECTORS AND OFFICERS AT THE DISCRETION OF THE PRESIDENT AT THE REGULAR MEETINGS OR AT TIME OF FILING OF THE RETURN. THE PRESIDENT SIGNS THE RETURN AND FILES THE RETURN BY THE DUE DATE OR EXTENDED DUE DATE. A COPY IS MAINTAINED AT THE OFFICE OF THE ORGANIZATION FOR REVIEW BY ANY INTERESTED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST AND AVAILABLE FOR PUBLIC INSPECTION THROUGH VARIOUS FREE SERVICES INCLUDING GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0177003
IRS990/TotalAssetsGrp/BOYAmt0173092
IRS990/TotalAssetsGrp/EOYAmt0177003
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010891
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05500
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0173092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0177003
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020302
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0177003
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersGoverningBodyCnt09
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IRS990/WebsiteAddressTxt0STOECKLEINFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY J STOECKLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02087265191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID R STOECKLEIN MEMORIAL AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL Z PASSODELISCPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT ST SUITE 4400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123380368
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ZPASSODELISCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-15T11:26:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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