Nonprofit screen
Screen a listBudget and Financial Management Assistance
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)
$470krevenue
FY2025 · +11% in 3 yrs5staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin6.8%
Months of reserve10.0mo
Revenue growth (annualized)+2.5%
Middle half of peersMedianBudget and Financial Management Assistance
Where the money goes FY2025 · $438k spent
Programs$342k78%Management and general$93k21%Fundraising$3k1%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
6 of 6 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 6 of its 6 returns, 27% of revenue in FY2025.
990 Part VIII8funders
$46ka year, last 3 years
53%from its largest funder
Funder’17’18’19’20’21’22’23The Reach Healthcare FoundationOn and off$30k$35k$38kUnited Way of Greater Kansas City IncStopped after FY2021$16k$21k$20k$14k$14k–Health Forward FoundationOn and off$18k$25kThe H & R Block FoundationNew in FY2023$25kVictor E Speas FoundationOn and off$17kDonor-advised giftsDonors not disclosed$8k$59$36$33$58
FundedThrough a donor-advised fundStopped