Nonprofit screen
Screen a listCasa of Trinity Valley Inc
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 listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$721krevenue
FY2025 · −10% in 3 yrs12staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin7.3%
Months of reserve3.4mo
Revenue growth (annualized)+1.6%
Middle half of peersMedianCasa of Trinity Valley
Where the money goes FY2025 · $669k spent
Programs$477k71%Management and general$182k27%Fundraising$10k2%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor3
Strong governance
10 of 10 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIFunders stay
5 of the 7 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant listsA history of government grants
Government grants on 9 of its 9 returns, 76% of revenue in FY2025.
990 Part VIII16funders
$596ka year, last 3 years
83%from its largest funder
Funder’17’18’19’20’21’22’23Texas Casa IncEvery year since FY2017$312k$398k$409k$441k$497k$486k$507kGinger Murchison FoundationSince FY2020$25k$25k$25k$30kBen and Maytee Fisch FoundationOn and off$30k$30k$33kEffie and Wofford Cain FoundationSince FY2021$20k$20k$23kNational Court Appointed Special Advocate AssociationStopped after FY2018$41k$15k–Athens Thrift Store IncSince FY2019$11k$8k$6k$8k$15kDonor-advised giftsDonors not disclosed$5k$60$82$126$1508 other fundersUp to $30k a year each$15k$6k$2k$3k$39k$15k$10k
FundedThrough a donor-advised fundStopped