Nonprofit screen
Screen a listCertified Financial Planner Board of Standards Center for Financial Planning
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
- Registered
- Charity type
- 509(a)(2)
$8.4Mrevenue
FY2024 · −83% in 3 yrs152staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−16.3%
Months of reserve3.6mo
Revenue growth (annualized)−19.5%
Middle half of peersMedianCertified Financial Planner Board of Standards Center for Financial Planning
Where the money goes FY2024 · $9.8M spent
Programs$7.3M75%Management and general$2.2M22%Fundraising$303k3%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$4.8M in FY2022, −$3.0M in FY2023 and −$1.4M in FY2024. Cash covers 3.6 months, under the peer median of 5.5.
990 Part I and balance sheetIn its favor1
Strong governance
14 of 14 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI15funders
$199ka year, last 3 years
43%from its largest funder
Funder’17’18’19’20’21’22’23The Warburg Pincus FoundationStopped after FY2021$8k$6k–The David and Lucile Packard FoundationOn and off$10kJohn D and Catherine T Macarthur FoundationStopped after FY2018$450$450–Donor-advised giftsDonors not disclosed$146k$127k$134k$176k$101k$234k$255k
FundedThrough a donor-advised fundStopped