Nonprofit screen
Screen a listCasa of Westmoreland 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 nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$520krevenue
FY2024 · −20% in 3 yrs11staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin6.1%
Months of reserve6.3mo
Revenue growth (annualized)+6.6%
Middle half of peersMedianCasa of Westmoreland
Where the money goes FY2024 · $488k spent
Programs$419k86%Management and general$38k8%Fundraising$31k6%990 FY2024 · Part IX line 25
Worth checking2
Its largest funder stopped after FY2022
National Court Appointed Special Advocate Association gave about $39k a year for six years, 12% of revenue in FY2022.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$102k in FY2022 and −$59k in FY2023. Cash covers 6.3 months, above the peer median of 5.9.
990 Part I and balance sheetIn its favor2
Strong governance
10 of 10 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 8 of its 8 returns, 15% of revenue in FY2024.
990 Part VIII22funders
$174ka year, last 3 years
29%from its largest funder
Funder’17’18’19’20’21’22’23National Court Appointed Special Advocate AssociationStopped after FY2022$20k$19k$28k$27k$81k$60k–Richard King Mellon FoundationOn and off$150kNicholas Angelo Petrucci Charitable TrustSince FY2022$25k$30kThe Arnold D and Winifred W Palmer FoundationStopped after FY2020$10k$15k$15k–Eden Hall FoundationNew in FY2023$30kStandard Charitable FoundationOn and off$5k$9k$5k$5kDonor-advised giftsDonors not disclosed$33k$24k$27k$22k$46k$71k$11k7 other fundersUp to $10k a year each$750$3k$3k$14k$7k$7k
FundedThrough a donor-advised fundStopped