Stephen G and Regina Oswald Foundation is a 501(c)(3) organization based in Santa Ana, California, registered in 2016, with $1,529,264 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$1.5M
▲ 144.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.2M
Net assets
$949K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →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 Stephen G and Regina Oswald Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Stephen G and Regina Oswald Foundation: 9 mo reserves · +19% margin earns a A on this criterion. See the exact thresholds →
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 Stephen G and Regina Oswald Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Stephen G and Regina Oswald Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $613K (FY2017) to $1.5M (FY2024) across 8 reported years.
Financial snapshot
Operating margin
19.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$949K
Total liabilities
$0
Net assets
$949K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,529,264▲145% | $1,234,760▼20.0% | $949,157▼27.5% | $949,157▼27.5% | 990PF |
| 2023 | $624,516▼8.6% | $1,543,138▲40.9% | $1,308,300▼41.3% | $1,308,300▼41.3% | 990PF |
| 2022 | $683,598▲76.5% | $1,095,549▲108% | $2,226,922▼15.6% | $2,226,922▼15.6% | 990PF |
| 2021 | $387,271▼39.0% | $526,465▼49.7% | $2,638,873▼5.0% | $2,638,873▼5.0% | 990PF |
| 2020 | $635,245▲13.8% | $1,047,392▲132% | $2,778,067▼12.9% | $2,778,067▼12.9% | 990PF |
| 2019 | $558,337▼22.7% | $450,737▲30.8% | $3,190,214▲3.5% | $3,190,214▲3.5% | 990PF |
| 2018 | $722,273▲17.7% | $344,672▲1177% | $3,082,614▲14.0% | $3,082,614▲14.0% | 990PF |
| 2017 | $613,435 | $27,000 | $2,705,013 | $2,705,013 | 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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Data for Stephen G and Regina Oswald Foundation (EIN 81-0835449) 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.