Charity Search / STRATFORD FOUNDATION TR
Philanthropy & Grantmaking (T99Z) 990 on File

STRATFORD FOUNDATION TR

EIN: 42-1445433 · MASON CITY, IA 50402-1708 · United States · FY 2025 Data
3 out of 5 50 / 100 Based on 2+ years of filings
Financial strength (30%) 87/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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Financial Overview — FY 2025
$51K
Total Revenue
$45K
Total Expenses
$293K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 87.1%
Fundraising Efficiency N/A
Operating Reserve 77.61x
Liability-to-Asset 0.0%
Revenue Diversification 88.6%
Compared with Peers
FY 2025
Compared with 11,336 similar organizations (United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
87.1% 86.1%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
77.6 mo 119.9 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
88.6% 92.1%
P10P90
Above median
Revenue growth
Year over year revenue growth
0.0% 5.1%
P10P90
Expense growth
Year over year expense growth
3.2% 2.6%
P10P90
Surplus margin
Surplus as a share of revenue
11.6% 11.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $51K $45K $293K 87.1% —
2024 $51K $44K $287K 90.0% —
2023 $30K $46K $280K 100.0% —
2022 $81K $39K $297K 100.0% —
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Organization Details
EIN
42-1445433
State
IA
City
MASON CITY
ZIP
50402-1708
Classification
T99Z
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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