Nonprofit screen
Screen a listCharles House Association
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)
$1.7Mrevenue
FY2024 · −16% in 3 yrs42staff
5 of 5years filed
’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin6.1%
Months of reserve2.1mo
Revenue growth (annualized)+6.7%
Middle half of peersMedianCharles House Association
Where the money goes FY2024 · $1.6M spent
Programs$1.2M76%Management and general$279k18%Fundraising$87k6%990 FY2024 · Part IX line 25
Worth checking1
Government grants fell 96% in FY2022
$613k in FY2021, $27k in FY2022.
990 Part VIIIIn its favor1
Strong governance
13 of 13 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI15funders
$139ka year, last 3 years
47%from its largest funder
Funder’17’18’19’20’21’22’23The Chapel Hill Residential Retirement Center IncSince FY2020$105k$75k$60k$60kCarolyn Smith FoundationSince FY2020$15k$13k$15k$15kHome Instead CharitiesSince FY2021$14k$11k$21kBertsch Family Charitable Foundation IncSince FY2021$6k$6k$6kShared Visions Foundation IncSince FY2018$500$600$300$526$500$511Duke Energy FoundationStopped after FY2022$440$40–Donor-advised giftsDonors not disclosed$34k$30k$44k$26k$33k$42k$39k2 other fundersUp to $250 a year each$100$250
FundedThrough a donor-advised fundStopped