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Vermont · Nonprofit

Carlos Otis Stratton Mountain Clinic Inc

Carlos Otis Stratton Mountain Clinic Inc (Vermont) receives grants from 20 organizations whose IRS filings report $328,296 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($217,600). 9 of them have funded it in more than one year, and 90% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$949k
Funders on record
20
Grants received
$328k
Net assets
$2.6M
9/20 repeat funderspeak grant-dependency 9%
01What it does

What Carlos Otis Stratton Mountain Clinic Inc does

Mission

The Clinic is organized for charitable, benevolent, scientific and educational purposes, in particular to support and encourage the development of health care related services for the well being of the Stratton community.

As stated on its FY2024 Form 990.

Program

  1. Medical Services

    $653,830 spent
    100% of program spending

The program described on its FY2023 Form 990. Program spending in total: $653,830.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.0M) Expenses 100 ($1.1M) Net assets 100 ($3.0M)2018 Revenue 94 ($945k) Expenses 90 ($997k) Net assets 99 ($3.0M)2019 Revenue 85 ($854k) Expenses 95 ($1.1M) Net assets 94 ($2.8M)2020 Revenue 89 ($892k) Expenses 81 ($900k) Net assets 93 ($2.8M)2021 Revenue 89 ($897k) Expenses 79 ($884k) Net assets 99 ($3.0M)2022 Revenue 86 ($859k) Expenses 78 ($864k) Net assets 94 ($2.8M)2023 Revenue 92 ($927k) Expenses 90 ($1.0M) Net assets 92 ($2.7M)2024 Revenue 95 ($949k) Expenses 86 ($952k) Net assets 86 ($2.6M)
'17'18'19'20'21'22'23'24
Revenue (95)Expenses (86)Net assets (86)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.8M to $3.0M (+6%).

$3.0M
$3.0M
$2.8M
$2.8M
$3.0M
$2.8M
$2.8M
$2.6M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2022 1% · 2023 1% · 2024 1%. Grants only. Government contracts and fees sit inside program revenue.

19% of Carlos Otis Stratton Mountain Clinic Inc’s revenue is contributions — more earned-revenue than three-quarters of its peers (82% for the typical peer).

This organization
Typical peer · 14,893 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 8 reported years ran a deficit.

−$109k
’17
−$51k
’18
−$208k
’19
−$7k
’20
$13k
’21
−$5k
’22
−$76k
’23
−$3k
’24
2.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24
Listed1415151616121314
Joined·+1+1+2+0+0+2+1
No longer listed·0110410
03Who funds it

Who funds it, year by year

2017 → 2023: the base narrowed from 9 funders to 3 funders, grant income rose $20k → $26k.

8 of 20 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 90% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Carlos Otis Stratton Mountain Clinic Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Carlos Otis Stratton Mountain Clinic Inc leans on a few funders — its largest provides 66% of grant income and the top three 79%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

90% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Carlos Otis Stratton Mountain Clinic Inc.

66%
largest funder
79%
top three
~2
effective funders

Largest funder’s share by year: 2017 38% · 2018 37% · 2019 76% · 2020 91% · 2021 94% · 2022 73% · 2023 92% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

31% of Carlos Otis Stratton Mountain Clinic Inc's funders are still giving 3 years after their first grant; 45% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

90% of Carlos Otis Stratton Mountain Clinic Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $34k that is directly attributable, 100% of it comes from funders outside Vermont, across 7 states.

NY
PA
NJ
CT
DE
NC
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Vermont out of state home

Funder states come from each funder’s own filing. $295k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Carlos Otis Stratton Mountain Clinic Inc receives grants from 20 organizations whose IRS filings report $328k to it.

Operating margin−0% · below the median
Months of reserve2.5mo · below the median
Revenue growth (annualized)−1% · bottom quartile

this organization peer median middle 50% of peers· 13,754 health nonprofits $100k–$1M, FY2024

Government funding Carlos Otis Stratton Mountain Clinic Inc receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $6k on record.

State$6k
Top programs
  • Emergency Medical Services$6k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like Carlos Otis Stratton Mountain Clinic Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Vermont

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

69% of spending goes to programs.

Program 69%Management 31%Fundraising 0%

Governance

12
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Screen this organization

A dated, signed PDF of the compliance screen for Carlos Otis Stratton Mountain Clinic Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Carlos Otis Stratton Mountain Clinic Inc?
Carlos Otis Stratton Mountain Clinic Inc (Vermont) receives grants from 20 organizations whose IRS filings report $328,296 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($217,600). 9 of them have funded it in more than one year, and 90% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Carlos Otis Stratton Mountain Clinic Inc have?
IRS filings report 20 organizations giving $328,296 in grants to Carlos Otis Stratton Mountain Clinic Inc, 9 of which have funded it in more than one year.
Who is the largest funder of Carlos Otis Stratton Mountain Clinic Inc?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $217,600 in grants. The full list of funders is on this page.
How can an organization like Carlos Otis Stratton Mountain Clinic Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Vermont. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Carlos Otis Stratton Mountain Clinic →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 20 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing