How much did Sourcewise grant in FY2024?

Sourcewise reported 18 grants totaling $11,485,779 in its FY2024 IRS filing.

Foundation Dossiers Also receives grants — funding profile →

· Public charity

Sourcewise

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.

$11M

Granted FY2024

Grants

Communities

$7.9M

Largest

01What you fund

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 75% of Sourcewise’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

—

2020

title iii-d

2021

title iii-d

2022

title iii-d

2023

hcbsviiquestions askediii-b iii-ehungrytitle iii-d

2024

hcbsmocaseniorsquestions askediii-b viiiii-b iii-ehungry

2025

mocahungeriii-b iii-etitle iii-d

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 18 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k1 grant · $8k
$10k–50k1 grant · $48k
$50k–250k11 grants · $1.1M
$250k+5 grants · $10M

$101,952

Median grant

States reached

$10.0M

Total assets

Largest grants

County of Santa Clara$7,878,016
Catholic Charities of Santa Clara County$805,404
The Health Trust$655,240
Senior Adults Legal Assistance$486,348
Live Oak Adult Day Services$471,045
Hearts and Minds Activity Center$221,348
Avenidas$178,566
San Jose State University Research Foundation - Timpany Center$120,664
Community Services Agency of Mountain View and Los Altos$101,952
City of Sunnyvale$97,519
Martha's Kitchen$83,271
Yu-Ai Kai$76,950
IL Pastaio Inc$72,618
Alzheimer's Disease and Related Disorders Association Inc$71,396
Loaves & Fishes Family Kitchen$56,418

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–24, $6.7M) land where the poverty rate runs at 7% — the area typically sits at 7%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

100%of every dollar goes to organizations you’ve funded before.

$48M · 20 repeat orgs$152k to everyone else

20 repeat relationships — 18 still active in FY2024, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$48M

$152k

Still filing today

70%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Human ServicesHealthCrime & LegalEducationFood & NutritionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

CC
Catholic Charity Santa Clara
7× · 2018–2024 · $3.9M · revenue +62%
SA
Senior Adults Legal Assistance
7× · 2018–2024 · $2.1M · revenue +23% · 44% of their budget
LO
Live Oak Adult Day Services
7× · 2018–2024 · $1.9M · revenue +247% · 28% of their budget

Funded once

TC
Trio Community Meals
one grant, 2023 · $140k
CO
City of San Jose
one grant, 2022 · $12k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Asian Americans Advancing Justice -

The mission of AAAJ-ALC is to promote, advance, and represent the legal and civil rights of Asian Pacific Islander (API) communities, recognizing that social, economic, political and racial inequalities continue to exist in the United…

Crime & Legal

Alzheimers Services of the East Bay

The mission of Alzheimer's Services of the East Bay is to provide services to individuals with Alzheimer's disease and other related dementia; provide support for their caregivers; and educate and inform the general community about issues…

Health

Asian Health Services

To serve and advocate for the medically underserved, including the immigrant and refugee asian community, and to ensure equal access to health care services regardless of income, insurance status, language, or culture.

Health

San Francisco Senior and Disability

Senior and Disability Action mobilizes and educates seniors and people with disabilities to fight for individual rights and social justice. More than 1000 people take part in our housing, health care, transit and empowerment programs each…

Unclassified

Meals On Wheels of the Salinas Valley

Serve homebound seniors, 60 and older, who can no longer shop or cook for themselves.

Food & Nutrition

Bay Area Community Services Housing Corp

Improve the quality of life for the people in alameda and conta costa counties, california with specific needs imposed by age or disability.

Housing & Shelter

Legal Assistance to the Elderly

LAE's mission is to protect and advance the right of San Franciscos seniors and adults with disabilities to be housed, healthy, financially stable, and safe. We provide free legal services to San Francisco seniors and adults with…

Crime & Legal

Redwood Coast Seniors Inc

Redwood Coast Seniors Inc. operates a senior center providing meals, transportation, day care, activities and support services that contribute to optimal wellness and healthy aging for all seniors on the Mendocino North Coast.

Human Services

San Francisco Village

San Francisco Village is an innovative membership organization that enables residents to age in their own homes. The Village is dedicated to building community connections for San Francisco residents aged 60 and older, assisted by a robust…

Human Services

Ambulatory Surgery Access Coalition

We connect people facing barriers to care with surgical and specialty services donated by local providers to advance health equity.

Health

Meals on Wheels by Acc

Our mission is to enhance the dignity and quality of life of Sacramento area older adults through nutritional programs that include assessment of needs, education, supportive services and assistance to families and caregivers.

Food & Nutrition

Sunnyvale Community Services

Scs's mission is to prevent homelessness and hunger in our local community.

Human Services

For reference, the grantee most central to the portfolio’s shape is Community Services Agency of Mountain and the most unlike its peers is The Asian Americans for Community. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

14 grantees, every filing reconciled, 2018–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

14/14

Grantees still filing

13/14

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$36,215,742Human Services$6,671,979Health$3,054,502Crime & Legal$2,079,228Education$335,487Food & Nutrition$74,549

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Silicon Valley Community FoundationCA27.4× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Silicon Valley Community Foundation · San Jose Mercury News Wish Book Fund Inc · Second Harvest of Silicon Valley · Kaiser Foundation Hospitals · The Health Trust · Destination Home SV co Silicon Valley Community Foundation · United Way of the Bay Area · Gordon E and Betty I Moore Foundation · Bright Funds Foundation · Sutter Bay Hospitals · The Sobrato Family Foundation · Stanford Health Care

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation Sourcewise funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2025

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–90%

typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Senior Adults Legal Assistance.

Agentic due diligence · confidence × risk

Financial management

low risk

~6 months of operating runway; revenue grew over 7 filed years.

Track record & reputation

low risk

7 years of Form 990 filings, still active.

Legal standing

low risk

US 501(c)(3); EIN 237419761 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on Senior Adults Legal Assistance, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

On trackFinancial stability— Roughly 6 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
WatchReliance on your funding— Your grants peaked at 44% of their budget — load-bearing; a dependency Plinth would track.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Sourcewise?

Find your warmest path to Sourcewise through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

Sourcewise

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

14 grantees, every filing reconciled, 2018–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Sourcewise?

More from the funding graph

Sourcewise

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

14 grantees, every filing reconciled, 2018–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Sourcewise?

More from the funding graph