Nonprofit screen
Screen a listAsesores Financieros Comunitar
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$534krevenue
FY2025 · +66% in 3 yrs7staff
5 of 5years filed
’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−4.4%
Months of reserve2.1mo
Revenue growth (annualized)−0.6%
Middle half of peersMedianAsesores Financieros Comunitar
Where the money goes FY2025 · $558k spent
Programs$399k71%Management and general$120k21%Fundraising$39k7%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$150k in FY2023 and −$24k in FY2025. Cash covers 2.1 months, under the peer median of 7.9.
990 Part I and balance sheetIn its favor1
Strong governance
14 of 14 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI6funders
$21ka year, last 3 years
71%from its largest funder
Funder’17’18’19’20’21’22’23Fondos Unidos de Puerto Rico Inc & United Way Puerto RicoSince FY2019$19k$18k$18k$15k$11kGlobalgiving Foundation IncOn and off$18k$21k$10kPga Tour IncOn and off$8kThe Bank of America Charitable Foundation IncOn and off$1k$2k$850$1k$500$2kDonor-advised giftsDonors not disclosed$92$49$6k
FundedThrough a donor-advised fund