The Stratford Foundation
The Stratford Foundation: Consistent Revenue, High Administrative Costs
EIN: 222524023 · Boston, MA · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $600K |
| Program Spending | 60% |
| Net Assets | $4.7M |
| Transparency Score | 75/100 |
Is The Stratford Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Stratford Foundation directs 60% of its spending to programs. This falls below the 65% benchmark. Donors may want to investigate further.
About The Stratford Foundation
The Stratford Foundation (EIN: 222524023) is a nonprofit organization based in Boston, MA. The organization reported total revenue of $2.1M and total assets of $5.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Stratford Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Stratford Foundation is a mid-size nonprofit that has been operating for 42 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $434K |
| Total Expenses | $600K |
| Surplus / Deficit | $-166,345 |
| Total Assets | $4.7M |
| Total Liabilities | $1 |
| Net Assets | $4.7M |
| Operating Margin | -38.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 94.6 months |
Financial Health Grade: B
In 2023, The Stratford Foundation reported a deficit of $166K with expenses exceeding revenue, holds 94.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), The Stratford Foundation's revenue has declined at a compound annual growth rate (CAGR) of -0.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -42.1% | -8.3% | -3.4% |
| 2022 | +14.0% | +17.6% | +2.0% |
| 2021 | -17.0% | +7.0% | +2.2% |
| 2020 | +37.3% | +43.5% | +6.2% |
| 2019 | +173.0% | +38.9% | +10.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1984 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Stratford Foundation with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 30%
- programs: 60%
- fundraising: 10%
According to IRS 990 filings, The Stratford Foundation allocates its expenses as follows: admin: 30%, programs: 60%, fundraising: 10%. Approximately 60% goes to programs, indicating moderate mission focus.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $166K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation cannot be assessed from the provided data as no specific figures for individual compensation are available in the filings.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of The Stratford Foundation's IRS 990 filings:
- Lack of audited financial statements ('l1') across all reported years raises concerns about financial oversight and transparency.
- Administrative expenses ('x') consistently represent a significant portion of total expenses, reaching $600,441 in 2023, which could indicate inefficiency.
- The 'nt' field is missing, indicating no clear nonprofit type, which makes it difficult to benchmark against similar organizations.
Strengths
The following positive indicators were identified for The Stratford Foundation:
- The foundation maintains a stable asset base, consistently above $4 million, indicating long-term financial stability.
- Revenue has been consistent over the years, with 2023 reporting $434,096, suggesting a reliable funding stream.
- The foundation has a history of operations dating back to at least 2013, demonstrating longevity.
Frequently Asked Questions about The Stratford Foundation
Is The Stratford Foundation a legitimate charity?
The Stratford Foundation (EIN: 222524023) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.1M. 3 red flags identified. 3 strengths noted. Financial health grade: B.
How does The Stratford Foundation spend its money?
The Stratford Foundation directs 60% of its spending to programs and services. Fundraising costs 10%. This falls below the 65% benchmark.
Are donations to The Stratford Foundation tax-deductible?
The Stratford Foundation is registered as a tax-exempt nonprofit (EIN: 222524023). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of The Stratford Foundation's spending goes to programs?
The Stratford Foundation directs 60% to programs, 10% to fundraising. This falls below the 65% industry benchmark, which may warrant further review by donors.
Where is The Stratford Foundation located?
The Stratford Foundation is headquartered in Boston, Massachusetts and files with the IRS under EIN 222524023.
How many years of IRS 990 filings does The Stratford Foundation have?
The Stratford Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.1M in total revenue.
What does The Stratford Foundation do?
The Stratford Foundation is a nonprofit organization in the Unknown sector, located in Boston, Massachusetts. It is classified under NTEE code Unknown.
How much revenue does The Stratford Foundation have?
The Stratford Foundation reported total revenue of $2,067,264. Based on 10 IRS 990 filings on record.
What are The Stratford Foundation's total assets?
The Stratford Foundation holds total assets of $5,150,349 as reported in IRS 990 filings.
Where is The Stratford Foundation located?
The Stratford Foundation is based in Boston, Massachusetts.
What is The Stratford Foundation's EIN?
The Stratford Foundation's Employer Identification Number (EIN) is 222524023. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is The Stratford Foundation?
The Stratford Foundation is classified under NTEE code Unknown (Unknown).
Is The Stratford Foundation a registered 501(c)(3)?
The Stratford Foundation appears in IRS records (EIN: 222524023). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does The Stratford Foundation file IRS Form 990?
Yes, The Stratford Foundation has 10 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was The Stratford Foundation's revenue in 2023?
In the 202312 filing period, The Stratford Foundation reported total revenue of $434,096, total expenses of $600,441, and net assets of $4,732,707.
Is The Stratford Foundation's revenue growing or declining?
The Stratford Foundation's revenue is declining. Revenue went from $750,139 (202212) to $434,096 (202312), a -42.1% change. Based on 10 filings on record.
What is The Stratford Foundation's most recent 990 filing?
The most recent IRS Form 990 filing for The Stratford Foundation covers tax period 202312. It shows revenue of $434,096, expenses of $600,441, total assets of $4,732,707, and liabilities of $1.
How much does The Stratford Foundation spend on programs vs administration?
Based on IRS 990 analysis, The Stratford Foundation allocates approximately 60% of expenses to program services, 30% to administrative costs, and 10% to fundraising. Program spending is moderate relative to overhead.
Is The Stratford Foundation a trustworthy charity?
Based on AI analysis of IRS 990 data, The Stratford Foundation appears trustworthy. Mission Score: 75/100 (Good). 3 red flags identified. 3 strengths noted.
What are the red flags for The Stratford Foundation?
The following concerns were identified: Lack of audited financial statements ('l1') across all reported years raises concerns about financial oversight and transparency.. Administrative expenses ('x') consistently represent a significant portion of total expenses, reaching $600,441 in 2023, which could indicate inefficiency.. The 'nt' field is missing, indicating no clear nonprofit type, which makes it difficult to benchmark against similar organizations.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are The Stratford Foundation's strengths?
Positive indicators for The Stratford Foundation include: The foundation maintains a stable asset base, consistently above $4 million, indicating long-term financial stability.. Revenue has been consistent over the years, with 2023 reporting $434,096, suggesting a reliable funding stream.. The foundation has a history of operations dating back to at least 2013, demonstrating longevity.. These findings are derived from AI analysis of the organization's financial filings.
How does The Stratford Foundation compensate executives?
Executive compensation cannot be assessed from the provided data as no specific figures for individual compensation are available in the filings. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent 'l1' status, what specific steps could The Stratford Foundation take to improve its financial transparency and build greater public trust?
To improve transparency, The Stratford Foundation should prioritize obtaining annual audited financial statements from an independent accounting firm. Additionally, publishing detailed program reports and impact assessments on their website would provide stakeholders with a clearer understanding of their activities and effectiveness.
With administrative expenses consistently high (e.g., $600,441 in 2023 compared to $434,096 in revenue), what strategies could the foundation implement to optimize operational efficiency and reallocate more funds to programs?
The foundation could conduct a thorough review of its administrative cost structure to identify areas for reduction, such as negotiating better vendor contracts, leveraging technology for administrative tasks, or exploring shared service models with other nonprofits. Reallocating savings could directly increase program spending.
Filing History
IRS 990 filing history for The Stratford Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Stratford Foundation's revenue has declined by 7.1%, moving from $467K to $434K. Total assets increased by 73.1% over the same period, from $2.7M to $4.7M. Total functional expenses fell by 49.3%, from $1.2M to $600K. In its most recent filing year (2023), The Stratford Foundation reported a deficit of $166K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $434K | $600K | $4.7M | $1 | — | View 990 |
| 2022 | $750K | $655K | $4.9M | $1 | — | View 990 |
| 2021 | $658K | $557K | $4.8M | $1 | — | — |
| 2020 | $793K | $520K | $4.7M | $1 | — | — |
| 2019 | $577K | $363K | $4.4M | $0 | — | View 990 |
| 2015 | $212K | $261K | $4.0M | $0 | — | View 990 |
| 2014 | $999K | $266K | $4.1M | $0 | — | View 990 |
| 2013 | $100K | $214K | $3.4M | $0 | — | View 990 |
| 2012 | $893K | $224K | $3.4M | $0 | — | View 990 |
| 2011 | $467K | $1.2M | $2.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $434K, expenses of $600K, and assets of $4.7M (revenue -42.1% year-over-year).
- 2022: Revenue of $750K, expenses of $655K, and assets of $4.9M (revenue +14.0% year-over-year).
- 2021: Revenue of $658K, expenses of $557K, and assets of $4.8M (revenue -17.0% year-over-year).
- 2020: Revenue of $793K, expenses of $520K, and assets of $4.7M (revenue +37.3% year-over-year).
- 2019: Revenue of $577K, expenses of $363K, and assets of $4.4M (revenue +173.0% year-over-year).
- 2015: Revenue of $212K, expenses of $261K, and assets of $4.0M (revenue -78.8% year-over-year).
- 2014: Revenue of $999K, expenses of $266K, and assets of $4.1M (revenue +894.8% year-over-year).
- 2013: Revenue of $100K, expenses of $214K, and assets of $3.4M (revenue -88.8% year-over-year).
- 2012: Revenue of $893K, expenses of $224K, and assets of $3.4M (revenue +91.1% year-over-year).
- 2011: Revenue of $467K, expenses of $1.2M, and assets of $2.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Stratford Foundation:
Data Sources and Methodology
This transparency report for The Stratford Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.