Robert & Lois Atherton Foundation
Only null% goes to programs Strong reserves Growing revenue
Robert & Lois Atherton Foundation is a 501(c)(3) organization based in San Juan Capo, California, registered in 1999, with $7,205 in FY2024 revenue. CharityIndex grades it F.
27345 Ortega Hwy Ste 200, San Juan Capo, CA, 92675 EIN 33-0853742 Since 1999
Revenue (FY2024)
$7,205
▲ 154.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$18K
Net assets
$239K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert & Lois Atherton Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating161 mo reserves · -146% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert & Lois Atherton Foundation: 161 mo reserves · -146% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert & Lois Atherton Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert & Lois Atherton Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 27345 Ortega Hwy Ste 200, San Juan Capo, CA, 92675
- City
- San Juan Capo
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $1,604 (FY2014) to $7,205 (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $3,052Net assets $239K
Operating margin
-146.5%
Spent more than it raised in the latest fiscal year.
Total assets
$242K
Total liabilities
$3,052
Net assets
$239K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $7,205▲154% | $17,759▲4.7% | $238,863▼4.2% | $241,915▼4.2% | 990PF |
| 2023 | -$13,333▼883% | $16,954▲5.7% | $249,417▼10.8% | $252,469▼10.7% | 990PF |
| 2022 | $1,702▲14.3% | $16,046▼1.5% | $279,704▼4.9% | $282,757▼4.8% | 990PF |
| 2021 | $1,489▲7.7% | $16,297▼7.1% | $294,048▼4.8% | $297,100▼4.7% | 990PF |
| 2020 | $1,383▼17.1% | $17,543▼1.1% | $308,856▼5.0% | $311,909▼4.9% | 990PF |
| 2019 | $1,668▼0.2% | $17,743▼4.3% | $325,016▼4.7% | $328,068▼4.7% | 990PF |
| 2018 | $1,672▼6.7% | $18,546▼5.1% | $341,091▼4.7% | $344,144▼4.7% | 990PF |
| 2017 | $1,793▲9.2% | $19,543▼7.1% | $357,965▼4.7% | $361,017▼4.7% | 990PF |
| 2016 | $1,642▲3.4% | $21,042▼4.5% | $375,715▼4.9% | $378,767▼4.9% | 990PF |
| 2015 | $1,588▼1.0% | $22,042▼5.5% | $395,115▼4.9% | $398,167▼4.9% | 990PF |
| 2014 | $1,604 | $23,328 | $415,569 | $418,621 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Robert & Lois Atherton Foundation a legitimate nonprofit?
- Yes. Robert & Lois Atherton Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 33-0853742, based in San Juan Capo, California. Donations are tax-deductible.
- What is Robert & Lois Atherton Foundation's EIN?
- Robert & Lois Atherton Foundation's Employer Identification Number (EIN) is 33-0853742.
- How much revenue does Robert & Lois Atherton Foundation report?
- Robert & Lois Atherton Foundation reported $7,205 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Robert & Lois Atherton Foundation have?
- CharityIndex grades Robert & Lois Atherton Foundation F, based on financial health (reserves and operating margin).
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Data for Robert & Lois Atherton Foundation (EIN 33-0853742) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.