Nonprofit screen
Screen a listCenter for Planning Excellence
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)
$4.7Mrevenue
FY2024 · +104% in 3 yrs36staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin19.5%
Months of reserve13.7mo
Revenue growth (annualized)+15.7%
Middle half of peersMedianCenter for Planning Excellence
Where the money goes FY2024 · $3.8M spent
Programs$2.7M71%Management and general$1.0M27%Fundraising$88k2%990 FY2024 · Part IX line 25
Worth checking1
A funder worth 19% of revenue stopped after FY2020
Sergey Brin Family Foundation gave $500k in FY2020, 19% of revenue that year.
Funders’ 990-PF grant listsIn its favor3
Strong governance
15 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 16% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
8 of the 12 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists33funders
$1.4Ma year, last 3 years
27%from its largest funder
Funder’17’18’19’20’21’22’23The Kresge FoundationEvery year since FY2017$125k$125k$190k$110k$150k$138k$175kSergey Brin Family FoundationOn and off$500kWalton Family Foundation IncSince FY2021$125k$125k$125kThe McKnight FoundationStopped after FY2020$150k$150k–The Sobrato FoundationNew in FY2023$300kThe Huey & Angelina Wilson FoundationSince FY2020$100k$99k$40k$20kDonor-advised giftsDonors not disclosed$7k$100k$751k$225k$615k$1.4M15 other fundersUp to $250k a year each$29k$166k$9k$120k$81k$109k$507k
FundedThrough a donor-advised fundStopped