Nonprofit screen
Screen a listCatholic Investment Services 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)
$2.3Mrevenue
FY2024 · +11% in 3 yrs6staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin8.8%
Months of reserve4.2mo
Revenue growth (annualized)+6.9%
Middle half of peersMedianCatholic Investment Services
Where the money goes FY2024 · $2.1M spent
Programs$1.6M77%Management and general$492k23%990 FY2024 · Part IX line 25
Worth checking1
Its largest funder stopped after FY2020
Connors Foundation Catholic Activities Inc gave $250k in FY2020, 15% of revenue that year.
Funders’ 990-PF grant listsIn its favor1
Strong governance
7 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI10funders
$68ka year, last 3 years
49%from its largest funder
Funder’19’20’21’22’23Connors Foundation Catholic Activities IncOn and off$250kAltered Trajectory FoundationOn and off$25kFriends of Conor IncOn and off$1kThe Joseph B Glossberg FoundationStopped after FY2022$100$100–Donor-advised giftsDonors not disclosed$83k$33k$135k$48k$20k
FundedThrough a donor-advised fundStopped