Nonprofit screen
Screen a listCfa Institute Research Foundation
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
- Registered
- Charity type
- 509(a)(1)
$2.4Mrevenue
FY2024 · +125% in 3 yrs8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpending
Against similar nonprofits FY2024
Operating margin66.8%
Months of reserve0.6mo
Revenue growth (annualized)+14.9%
Middle half of peersMedianCfa Institute Research
Where the money goes FY2024 · $794k spent
Programs$718k90%Management and general$76k10%990 FY2024 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
11 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 15% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort3funders
$4ka year, last 3 years
89%from its largest funder
Funder’17’18’19’20’21’22’23Barbetta Family FoundationStopped after FY2022$5k$5k$5k$5k$5k$6k–John D Richardson FoundationOn and off$2k$100$200$1k$100Donor-advised giftsDonors not disclosed$15k$12k$10k$10k
FundedThrough a donor-advised fundStopped